Oracle Corporation (ORCL) Earnings Call Transcripts

Oracle Corporation's Latest Earnings Call - Q4 FY2026

In Oracle's Fourth Quarter Fiscal Year 2026 earnings call, the company reported a record revenue of $19.2 billion, up 21% year-over-year, driven by a remarkable 93% growth in cloud infrastructure revenue. Non-GAAP EPS reached $2.11, a 24% increase, partly attributed to a one-time net gain on investment. Management provided strong guidance for Fiscal Year 2027, projecting revenue growth of 34% in constant currency and non-GAAP EPS of $8.05, up 18%, signaling robust demand and a positive outlook for the company's cloud and AI initiatives.

Reported metrics

Guidance from management

Oracle expects total revenue growth of 34% in constant currency for FY 2027, with non-GAAP EPS projected at $8.05, up 18%. Guidance reflects strong demand and visibility into future revenue growth.

What management said

Yes. I think -- and that was the intention of putting it in the slides. I think that we're reconfirming those long-term targets in the sense of the CAGRs that we put into the slide today. So we feel comfortable with that. And you can see the RPO building to the level that you can start to have a lot of belief, I think, in those long-term targets exactly. So full reconfirmation from my side on the long-term targets.

Thank you, Hilary. So for next quarter, this is new for everybody. We expect our Q1 fiscal year '27 earnings results will be announced on September 10. Any change in the date will be publicly announced. Also, as a reminder, Hilary brought this up earlier, but our Investor Day will be held on October 28 in Las Vegas. We look to see you all there as part of AI World. A telephonic replay of this conference call will be...

What analysts pressed on

Analysts raised concerns about the increased capital expenditures and the impact of rising component costs on margins. There is apprehension regarding the timing of CapEx and how it may affect Oracle's profitability in the near term.

Main topics on the call

• Record Revenue Growth — Oracle achieved record revenue of $19.2 billion in Q4, a 21% increase year-over-year. CFO Hilary Maxson noted, "This was driven by strength in both our cloud infrastructure and cloud apps business."
• Strong Cloud Infrastructure Performance — Cloud infrastructure revenue surged 93%, reflecting high demand for AI workloads and database services. Maxson stated, "Our cloud infrastructure revenue grew 93%, reflecting strong demand for both AI workloads and our da...
• Increased Non-GAAP EPS — Non-GAAP EPS rose to $2.11, up 24% year-over-year. Maxson mentioned that this increase was partly due to a one-time net gain on investment, indicating strong underlying performance.
• Record Remaining Performance Obligations (RPO) — RPO reached $638 billion, up 363%, providing exceptional visibility into future revenue growth. Maxson highlighted, "This unprecedented level of RPO provides exceptional visibility into our future revenue growth."

Read the full Oracle Corporation transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 39 Oracle Corporation earnings call transcripts on record, spanning March 12, 2020 to June 10, 2026. Based on this history, Oracle Corporation reports quarterly. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ORCL

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Software

Calls on record

39

First call

March 12, 2020

Most recent

June 10, 2026

Reporting cadence

quarterly