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No actual results or guidance were disclosed, so there is no beat, miss or in-line comparison to prior guidance; Oracle instead completed a $10 billion common-stock offering and a $10 billion five-tranche notes offering on November 4, 2026.
Oracle held its 2026 Investor Day on October 28, 2026, presenting updated long-term financial targets including total revenue of $225 billion or more in FY30 (more than 35% CAGR from FY26), non-GAAP operating margin of 40% or higher, and non-GAAP EPS of $21 or more. The company also reaffirmed its FY27 outlook for total revenue of at least $90 billion and non-GAAP EPS of $8.10, outlined a path to positive free cash flow in the second half of FY28 with a target of $30 billion or more in FY29, and committed to lim...
Oracle announced it will hold its Investor Day Meeting at Oracle AI World on Wednesday, October 28, 2026 at 10:55 a.m. Central Time. The event will be broadcast live via the Investor Relations homepage at www.oracle.com/investor. No financial results, guidance, or material disclosures were included in this announcement.
Oracle filed an 8-K disclosing that Larry Ellison, Executive Chair of the Board and Chief Technology Officer, has cancelled his 10b5-1 plan to sell Oracle stock. According to the company, no Oracle stock was sold under the plan prior to termination and Ellison has no other plans to sell any of his Oracle stock.
Oracle management characterized Q1 as a quarter of 'acceleration,' highlighted by a record $19.3 billion in total revenue and a massive $26 billion sequential increase in Remaining Performance Obligations (RPO). The call centered on Oracle's rapid scaling of AI infrastructure, with the company delivering 850 megawatts of capacity since Q4—nearly 73% of the total capacity delivered in all of the previous fiscal year. Management addressed investor concerns regarding data center construction delays in New Mexico an...
ORCL filed its 10-Q; the most relevant disclosure change is added Customer prepayments with significant financing component: During the first quarter of fiscal 2027, Oracle received $11.4 billion of prepayments from customers that included a significant financing component; no such prepayments were received during the first quarter of fiscal 2026. Customer concentration: TikTok USDS Joint Venture LLC represented 15% (equity-method ownership interest) of other; Significant cloud contracts (aggregate) represented...