earnings
confidence high
sentiment positive
materiality 0.85
Oracle Q3 FY26 beats: revenue $17.2B (+22%), EPS $1.27 (+24%), cloud revenue $8.9B (+44%)
ORACLE CORP
2026-Q3 EPS reported
$4.38
revenue$48,173,000,000
- GAAP EPS $1.27 (+24% YoY); Non-GAAP EPS $1.79 (+21% YoY).
- Cloud revenue $8.9B (+44%), IaaS $4.9B (+84%), SaaS $4.0B (+13%).
- RPO surged to $553B (+325% YoY) driven by large AI cloud contracts.
- FY27 total revenue guidance raised to $90B; Q4 FY26 revenue growth guided 19-21% USD, Non-GAAP EPS $1.96-$2.00.
- Board declares $0.50/share common dividend payable Apr 24, 2026 to holders of record Apr 9.