secwatch.observer — SEC 8-K summary
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Issuer:     ORACLE CORP (ORCL)
CIK:        0001341439
Form:       8-K
Filed at:   2025-12-10T23:59:59+00:00
Accession:  0001193125-25-314207
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Oracle Q2 FY2026: EPS up 91% to $2.10, revenue $16.1B (+14%), RPO $523B (+438%)
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1341439/000119312525314207/0001193125-25-314207-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1341439/000119312525314207/orcl-20251210.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-314207

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