Earnings summaries and quarterly performance for ORACLE.
Executive leadership at ORACLE.
Clayton M. Magouyrk
Detailed
Chief Executive Officer
CEO
Michael D. Sicilia
Detailed
Chief Executive Officer
CEO
DK
Douglas Kehring
Detailed
Executive Vice President, Principal Financial Officer
JO
Jeffrey O. Henley
Detailed
Executive Vice Chair of the Board
LJ
Lawrence J. Ellison
Detailed
Executive Chair and Chief Technology Officer
MS
Maria Smith
Detailed
Executive Vice President, Chief Accounting Officer
MH
Mark Hura
Detailed
President, Global Field Operations
SA
Safra A. Catz
Detailed
Executive Vice Chair of the Board
SL
Stuart Levey
Detailed
Executive Vice President, Chief Legal Officer
Board of directors at ORACLE.
Research analysts who have asked questions during ORACLE earnings calls.
John DiFucci
Guggenheim Securities
8 questions for ORCL
Also covers: AKAM, ARM, CHKP +11 more
BZ
Brad Zelnick
Credit Suisse
6 questions for ORCL
Also covers: ADBE, CFLT, CHKP +20 more
MM
Mark Moerdler
Bernstein Research
6 questions for ORCL
Also covers: ADBE, MSFT, SAP
DW
Derrick Wood
TD Cowen
4 questions for ORCL
Also covers: APPN, AVPT, BRZE +13 more
AZ
Alex Zukin
Wolfe Research LLC
3 questions for ORCL
Also covers: ADBE, ASAN, CFLT +25 more
Raimo Lenschow
Barclays
3 questions for ORCL
Also covers: APPN, BASE, BIGC +35 more
BR
Ben Reitzes
Melius Research LLC
2 questions for ORCL
Also covers: AAPL, AMD, AMKR +9 more
BA
Brad Alan Zelnick
Deutsche Bank AG
2 questions for ORCL
Also covers: PANW
ML
Mark L. Moerdler
Sanford C. Bernstein & Co. LLC
2 questions for ORCL
SK
S. Kirk Materne
Evercore ISI
2 questions for ORCL
Also covers: ADBE, AVPT, BLKB +16 more
AZ
Aleksandr Zukin
Wolfe Research
1 question for ORCL
Also covers: ADBE, DAY, DOCU +20 more
Brent Thill
Jefferies
1 question for ORCL
Also covers: ADBE, AMZN, ASAN +26 more
DW
Derek Wood
TD Cowen
1 question for ORCL
Also covers: NOW
MM
Mark Murphy
JPMorgan Chase & Co.
1 question for ORCL
Also covers: ADBE, AKAM, CFLT +23 more
SP
Sitikantha Panigrahi
Mizuho
1 question for ORCL
Also covers: ADSK, BSY, CDNS +13 more
SP
Siti Panigrahi
Mizuho Securities
1 question for ORCL
Also covers: ADSK, BSY, CDNS +15 more
TR
Tyler Radke
Citigroup Inc.
1 question for ORCL
Also covers: ADBE, ADSK, AMPL +22 more
Recent press releases and 8-K filings for ORCL.
Oracle partner Crusoe wins North American Data Center Project of the Year
ORCL
New Projects/Investments
- Crusoe’s Abilene AI Data Center, built to support Oracle Cloud Infrastructure (OCI), was named North American Data Center Project of the Year at the 2025 Data Center Dynamics Global Awards.
- The facility features 1.2 GW capacity, direct-to-chip liquid cooling for high-density AI workloads, and an energy-first sustainable design.
- Crusoe’s vertical integration model, manufacturing essential electrical equipment and switchgear in-house, enabled a record 12-month delivery timeline by bypassing supply chain bottlenecks.
- The first phase is projected to generate $1 billion in economic impact over 20 years and, at full build-out, contribute up to 32% of Abilene’s and 25% of Taylor County’s property tax revenue.
- Oracle served as both primary customer and strategic partner, leading hardware and software deployment within the data center.
2 days ago
Oracle backs TikTok U.S. spin-off
ORCL
M&A
New Projects/Investments
- Oracle will serve as the primary cloud infrastructure and data-security provider for the new TikTok USDS Joint Venture LLC, overseeing AI retraining and operations on U.S. data.
- The JV structure meets a 2024 U.S. law, with Oracle, Silver Lake and MGX holding 80.1% and ByteDance retaining 19.9%.
- Oracle shares jumped 5–6% in premarket/after-hours trading to about $190.22, lifting the stock roughly 8% YTD.
- Broader markets reacted positively: Bitcoin rose above $88,305.02, Invesco QQQ futures gained 0.5%, and AI-mining stocks (IREN, Cipher Mining, CoreWeave) rallied 4–6%.
5 days ago
Streamex Corp. schedules webinar to review 2025 milestones and 2026 roadmap
ORCL
Product Launch
New Projects/Investments
- Streamex to host corporate update webinar on December 16, 2025 at 11:00 AM EST, covering 2025 achievements, GLDY launch, and 2026 strategic roadmap.
- Company enters 2026 with a strengthened capital position and a 9.9% equity stake in Empress Royalty Corp. to expand gold and silver royalty exposure.
- GLDY pre-sale began November 10, 2025, targeting an initial $100 million issuance (expandable to $300 million) with an anticipated Q1 2026 launch and up to 4% annualized yield.
- Roadmap includes silver with yield and royalties/streams in 2026, copper with yield in 2027, and oil & gas with yield in 2027–2028.
Dec 12, 2025, 12:30 PM
Oracle shares fall amid Asia-Pacific market rally
ORCL
M&A
- Asia-Pacific stocks rallied after record highs on Wall Street and a third consecutive Fed interest-rate cut.
- Oracle’s shares dropped about 13%, raising concerns over returns on AI investments.
- SoftBank’s shares jumped over 6% on talks of acquiring data center operator Switch Inc..
- The Fed cut rates by 25 bps to 3.5%–3.75%, projecting 2.3% GDP growth in 2026.
- Thailand’s early election call may impact regional market sentiment after parliament dissolution.
Dec 12, 2025, 12:21 AM
Oracle Raises AI Capex Forecast as Markets Reach Record Highs
ORCL
Guidance Update
New Projects/Investments
- Oracle increased its fiscal 2026 capex forecast by about $15 billion to roughly $50 billion to support AI infrastructure buildouts, surprising analysts and raising concerns over AI investment returns.
- The Nasdaq fell on a sharp sell-off in AI-related stocks, notably Oracle, while the Dow Jones and S&P 500 set new record highs, driven by gains in industrials, financials, healthcare, and small-cap stocks.
- The Federal Reserve delivered its third consecutive rate cut and signaled a slower easing path with no anticipated January rate hike, bolstering market confidence despite tech-sector headwinds.
- Silver hit a record high of $64 per ounce, marking a 121% year-to-date increase and outperforming major assets.
Dec 11, 2025, 5:55 PM
Oracle launches Database@Google Cloud in Canada
ORCL
Product Launch
- Oracle now offers Oracle Database@Google Cloud in Canada, deploying services in Google Cloud’s Montreal and newly available Toronto regions to meet data residency and sovereignty requirements.
- The service bundle includes Oracle Exadata Database Service on Dedicated Infrastructure, Oracle Autonomous AI Database, and Oracle Autonomous AI Lakehouse, integrating seamlessly with Google BigQuery, Vertex AI, and Gemini models for enhanced analytics and AI capabilities.
- An industry-first partner program enables Google Cloud and Oracle partners in Canada to resell Oracle Database@Google Cloud via the Google Cloud Marketplace, leveraging existing Google Cloud commitments for streamlined procurement.
- The multicloud deployment ensures low-latency connectivity and secure integration for mission-critical workloads, accelerating IT modernization and AI-driven application development.
Dec 11, 2025, 2:37 PM
Oracle shares fall on AI spending concerns as Fed cuts rates
ORCL
New Projects/Investments
- The Federal Reserve cut its key interest rate to 3.5%–3.75%, the third cut this year, aiming to support growth while signaling a cautious pause due to persistent inflation.
- Oracle’s shares plunged over 11% after reporting $12 billion in AI-related capital expenditure—40% above analyst expectations—and noting it was partly debt-financed, raising sustainability concerns.
- Oracle Cloud Infrastructure revenue rose 68% to $4.1 billion, and the backlog of AI service contracts jumped 438% to $523 billion, including major deals with Meta, Nvidia, Airbus, and Deutsche Bank.
- An initial Nasdaq rally to a five-week high was reversed as Fed Chair Powell’s cautious tone and Oracle’s outlook sparked a broader selloff in AI-linked tech stocks.
Dec 11, 2025, 11:22 AM
Oracle reports Q3 revenue and boosts data-center spending
ORCL
Earnings
New Projects/Investments
Debt Issuance
- Oracle reported quarterly revenue of $16.1 billion—up 14% YoY but below analysts’ expectations.
- Announced a $15 billion increase in planned data-center spending, lifting fiscal-year capex to about $50 billion and driving quarterly infrastructure outlays to $12 billion (vs. $8.4 billion expected).
- Long-term debt rose to $99.9 billion, while forward-looking remaining performance obligations reached $523 billion, supported by contracts with Meta, Nvidia and prior OpenAI deals.
- Maintained full-year revenue guidance at $67 billion and forecast generating about $4 billion more in the following fiscal year.
- Shares slid 11–12% in premarket trading amid concerns over near-term profitability despite strong RPO growth.
Dec 10, 2025, 10:40 PM
Oracle reports Q2 FY26 results
ORCL
Earnings
Revenue Acceleration/Inflection
- Total revenue of $16.1 B (+13% y/y); cloud revenue of $8.0 B (+33%), now representing 50% of overall revenue.
- OCI revenue reached $4.1 B (+66%), with GPU-related revenue up 177%; cloud database services grew 30%, including autonomous database +43% and multi-cloud consumption +817%.
- Remaining performance obligations (RPO) at $523.3 B (+433% y/y), adding $68 B this quarter; RPO expected to be recognized in the next 12 months grew 40% y/y.
- Operating income of $6.7 B (+8%); Non-GAAP EPS of $2.26 (+51%) and GAAP EPS of $2.10 (+86%), including a $2.7 B pre-tax gain from the sale of Ampere.
- Operating cash flow of $2.1 B; free cash flow of –$10 B driven by $12 B CapEx on data center equipment.
Dec 10, 2025, 10:00 PM
Oracle reports Q2 2026 results
ORCL
Earnings
Guidance Update
New Projects/Investments
- Total revenue grew 13% to $16.1 B, operating income rose 8% to $6.7 B, non-GAAP EPS was $2.26 (+51%), with operating cash flow of $2.1 B and CapEx of $12 B in Q2.
- Cloud RPO reached $523.3 B (+433% YoY); total cloud revenue was $8 B (+33%), including $4.1 B in OCI infrastructure (+66%) and $3.9 B in cloud applications (+11%).
- Maintained FY26 revenue target at $67 B, raised FY26 CapEx by $15 B and now expects $4 B additional FY27 revenue; Q3 guidance calls for cloud growth of 40–44% and total revenue growth of 19–21% (USD).
- Expanded multi-cloud footprint with 45 live regions (+11 this quarter) and launched Oracle AI Database and AI Data Platform to unify and secure enterprise data across clouds for AI applications.
Dec 10, 2025, 10:00 PM
Quarterly earnings call transcripts for ORACLE.
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