{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-265848","form_type":"8-K","ticker":"ORCL","cik":"0001341439","company_name":"ORACLE CORP","filed_at":"2026-06-10T20:13:46+00:00","discovered_at":"2026-06-10T20:15:01.406975+00:00","generated_at":"2026-06-10T20:16:16.908990+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Oracle reports record Q4 revenue $19.2B, cloud up 47%; RPO $638B; raises FY2027 EPS guidance","bullets":["Q4 GAAP EPS $1.45 (+21%), non-GAAP $2.11 (+24%); revenue $19.2B (+21%).","Q4 cloud revenue $9.9B (+47%); IaaS $5.8B (+93%), SaaS $4.1B (+10%).","FY2026 total revenue $67.4B (+17%); non-GAAP EPS $7.63 (+27%).","RPO $638B (+363% YoY); $75B from prepaid/customer-supplied GPUs; FY2027 non-GAAP EPS guidance raised to $8.05 (+18% adjusted).","Board declares $0.50 common dividend payable July 24, 2026; Q1 FY2027 guidance: revenue +27-29% total, cloud +58-64% USD."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-265848","json":"https://secwatch.observer/filing/0001193125-26-265848.json","markdown":"https://secwatch.observer/filing/0001193125-26-265848.md","text":"https://secwatch.observer/filing/0001193125-26-265848.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526265848/0001193125-26-265848-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526265848/orcl-20260610.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T20:16:16.908990+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1b1243bee2f03681785b584fa14ad57db7942450","claim":"ORACLE CORP reported fiscal year 2026 results: revenue $67.4 billion, net income $17.0 billion, EPS $5.83.","evidence_excerpt":"Fiscal year 2026 total revenues were up 17% to a record $67.4 billion.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526265848/0001193125-26-265848-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2026"},{"label":"Revenue","value":"$67.4 billion"},{"label":"Net income","value":"$17.0 billion"},{"label":"EPS","value":"$5.83"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"6535949012bb5d512d246e695d9bfcfcb1de23e3","claim":"ORACLE CORP reported fiscal fourth quarter ended May 31, 2026 results: revenue $19.2 billion, net income $4.2 billion, EPS $1.45.","evidence_excerpt":"Total quarterly revenues increased 21% to $19.2 billion, reflecting broad-based demand for Oracle's industry-leading cloud technology and applications suites.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526265848/0001193125-26-265848-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal fourth quarter ended May 31, 2026"},{"label":"Revenue","value":"$19.2 billion"},{"label":"Net income","value":"$4.2 billion"},{"label":"EPS","value":"$1.45"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"9f8a029e2d51c85fcfbf7d76d9eab2d3442b0ec4","claim":"ORACLE CORP reported full FY 2027 results: revenue $90 billion, EPS $8.05. Guidance raised.","evidence_excerpt":"For fiscal year 2027, we confirm our prior revenue guidance of $90 billion total revenue and raise our non-GAAP EPS guidance to $8.05, which is growth of 18% 1 after adjusting for the one-time events of selling our Ampere chip business and Bloom Energy warrants in fiscal year 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526265848/0001193125-26-265848-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full FY 2027"},{"label":"Revenue","value":"$90 billion"},{"label":"EPS","value":"$8.05"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"d86d96c73f0550411c86b265e0ebbe139e419aff","claim":"ORACLE CORP reported Q1 FY 2027 results: EPS $1.71 to $1.75. Guidance reaffirmed.","evidence_excerpt":"Non-GAAP earnings per share is expected to grow between 16% and 19% and be between $1.71 and $1.75 in constant currency and grow between 17% and 20% and be between $1.72 and $1.76 in USD.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526265848/0001193125-26-265848-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q1 FY 2027"},{"label":"EPS","value":"$1.71 to $1.75"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}