earnings
confidence high
sentiment positive
materiality 0.85
Oracle Q1 FY2026 RPO surges 359% to $455B; Cloud revenue up 28%; Dividend $0.50
ORACLE CORP
2026-Q1 EPS reported
$1.01
revenue$14,926,000,000
- RPO backlog hits $455B, up 359% YoY, driven by four multi-billion-dollar contracts in Q1.
- GAAP EPS $1.01 (-2% YoY); Non-GAAP EPS $1.47 (+6%). Revenue $14.9B (+12% YoY).
- Cloud revenue $7.2B (+28%): IaaS $3.3B (+55%), SaaS $3.8B (+11%). Fusion & NetSuite ERP each ~$1B.
- Cloud infra revenue forecast: $18B in FY26, growing to $144B in 5 years. MultiCloud DB revenue up 1,529%.
- Quarterly dividend $0.50/share, payable Oct 23 to holders of record Oct 9.