Oracle (ORCL) Q1 earnings report 2026
Safra Catz, Oracle CEO, speaks at a dinner at the White House in Washington on 4 September 2025. President Donald Trump hosted technology and business leaders for dinner after attending the First Lady Melania Trump’s Artificial Intelligence Training Mission Meeting at the White House.
Alex Wong | Getty Images
Prophecy Even if the database software manufacturer, earnings and revenue missed estimates, showed the expectations of heavy growth due to new cloud contracts, increased by 22% in the expanded transaction on Tuesday.
The company did this compared to the LSEG consensus:
- Earning per share: $ 1.47 set and expected $ 1.48
- Revenues: 14.93 billion dollars and 15.04 billion dollars expected
Income increased by 12% from $ 13.3 billion compared to the previous year, which ended on August 31st. expression. The net income was fixed in the same quarter of the previous year or $ 2.93 billion per share or $ 1.01 per share compared to $ 2.93 billion or $ 1.03 per share.
Oracle said that the remaining performance obligation, which is a measure of unrecognized contracted income, was an increase of approximately 359% compared to the previous year, 455 billion dollars. In the quarter, Openai said he signed an agreement with Oracle to improve the 4.5 Gigawatts data center capacity.
In addition to larger cloud providers like MicrosoftOracle became one of the major winners of the explosion of artificial intelligence due to cloud infrastructure and access. Nvidia’s Graphic processing units (GPU) are required for large workloads. CEO Safra Catz said in a statement that the company has signed a four billion dollar contract with three different customers in a quarter.
Also in the quarter Oracle, the cloud said his opponent Google’s Gemini AI Models be available In Oracle’s cloud infrastructure.
In a statement, Oracle’s founding partner, president and technology chief Larry Ellison said that in October, the company will produce an Oracle AI database service from Openai and Oracle databases on the customer data on the customer data stored in Oracle databases. The effort would deepen Oracle’s product integration with Openai. Oracle said this in August brought Openai’s new GPT-5 AI model to cloud applications.
Oracle increased by 55% compared to the previous year, which earned 3.3 billion dollars from cloud infrastructure. In the fourth quarter of Mali, the growth rate was 52%.
According to the statement, Oracle sees $ 18 billion in cloud infrastructure revenue in 2026 financially. This has grown 75% from $ 10.3 billion in 2025 financially. In the financial years of 2027, 2028, 2029 and 2030, he wanted to reach $ 32 billion, $ 73 billion, $ 114 billion and $ 144 billion.
Kirk Materne, an Evercore analyst equivalent to the purchasing note at Oracle Stock, said that he expects $ 108 billion in 2029 financial 2029 cloud infrastructure revenue with a note to customers.
In July, Microsoft said that it earned $ 75 billion in the last 12 months from the Azure Cloud infrastructure. Sunday leader Amazon In the same period, cloud income approached $ 112 billion.
Oracle shares broke record last month and increased by 45% in 2025 from the closing of Tuesday, while the S&P 500 index won 11%.
On Wednesday, 22% or better earnings will represent the best day for the 1999 Dot-Com burst and the third sharp rally. In addition, the company’s market value would exceed $ 800 billion.
Executives will discuss the results and will guide a conference meeting that started at 7:00.
This is developing news. Please check again for updates.
– Ari Levy of CNBC contributed to this report
WRISTWATCH: Oracle shares more than 12% increase despite the longing for earnings and income
