Oracle (ORCL) Q2 earnings report 2026
Oracle co-founder and chief technology officer Larry Ellison attends the Formula 1 British Grand Prix in Towcester, England, on July 6, 2025.
Jay Hirano | Stick Pictures | Light Rocket | Getty Images
Seer Shares fell nearly 5% on Wednesday after the database software maker reported lower-than-expected quarterly revenue.
Here is the company’s performance compared to the LSEG consensus:
- Earnings per share: $2.26 vs expected $1.64
- Revenues: 16.21 billion dollars is expected against the expectation of 16.06 billion dollars
Oracle’s revenue increased 14% year over year in the quarter ending Nov. 30. expression. Net income rose to $6.14 billion, or $2.14 per share, from $3.151 billion, or $1.13 per share, in the same quarter a year ago. Adjusted earnings exclude stock-based compensation.
The company had cloud revenue of $7.98 billion, above the $7.92 consensus among analysts surveyed by StreetAccount. Cloud infrastructure revenue reached $4.1 billion.
Remaining performance liabilities, a not-yet-recognized measure of contracted revenue, rose 438% to $523 billion, topping the average analyst estimate of $501.8 billion, according to StreetAccount.
The stock fell 23% in November, its worst monthly performance since 2001, and was 32% below the record it reached in September as of Wednesday’s close. Still, shares are up 34% for the year, outperforming the Nasdaq, which gained 22% in the process.
Oracle had software revenue of $5.88 billion, down 3% and below StreetAccount’s forecast of $6.06 billion.
This is breaking news. Please check back for updates.
WRISTWATCH: Oracle’s debt concerns loom large ahead of quarterly earnings
