earnings
confidence high
sentiment positive
materiality 0.85
Oracle Q2 FY2026: EPS up 91% to $2.10, revenue $16.1B (+14%), RPO $523B (+438%)
ORACLE CORP
2026-Q2 EPS reported
$3.11
revenue$30,983,000,000
- Q2 GAAP EPS $2.10 (up 91% YoY); Non-GAAP EPS $2.26 (up 54%) includes $2.7B pre-tax gain from Ampere sale.
- Total revenue $16.1B (+14%); Cloud revenue $8.0B (+34%) with IaaS up 68% to $4.1B.
- Remaining Performance Obligations $523B (+438% YoY); new commitments from Meta, NVIDIA.
- Quarterly dividend declared $0.50/share; payable Jan 23, 2026, record Jan 9, 2026.
- Oracle sold Ampere chip unit; adopts chip neutrality; multicloud DB business up 817%.