Highest-materiality recent filing
Oracle reports record Q4 revenue $19.2B, cloud up 47%; RPO $638B; raises FY2027 EPS guidance
Q4 GAAP EPS $1.45 (+21%), non-GAAP $2.11 (+24%); revenue $19.2B (+21%).
Oracle elects Cleveland Clinic CEO Tomislav Mihaljevic to Board of Directors
Board expanded to 13 members; election effective May 6, 2026.
Hilary Maxson named CFO; previously EVP and Group CFO at Schneider Electric, with $45B revenue.
Oracle Q3 FY26 beats: revenue $17.2B (+22%), EPS $1.27 (+24%), cloud revenue $8.9B (+44%)
GAAP EPS $1.27 (+24% YoY); Non-GAAP EPS $1.79 (+21% YoY).
Oracle issues 100M depositary shares of 6.50% Series D Mandatory Convertible Preferred Stock
Total liquidation preference approximately $5B: $100,000 per preferred share, each depositary share representing 1/2000th interest.
Oracle launches $20B ATM equity program and issues $25B in notes
Entered ATM offering for up to $20B of common stock, with up to 0.50% sales agent commission.
Two long-serving Oracle directors retire, effective Jan 5 and Jan 7, 2026
George H. Conrades, 86, retired as director on Jan 5, 2026 after 18 years of service.
Oracle Q2 FY2026: EPS up 91% to $2.10, revenue $16.1B (+14%), RPO $523B (+438%)
Q2 GAAP EPS $2.10 (up 91% YoY); Non-GAAP EPS $2.26 (up 54%) includes $2.7B pre-tax gain from Ampere sale.
Stephen Rusckowski elected to Oracle's board effective Nov 18, 2025; board size increased to 14.
Oracle sets $950k base salaries and $5M target bonuses for new co-CEOs Magouyrk, Sicilia
Compensation Committee on Sept 30 approved $950k annual base salary for each new co-CEO Magouyrk, Sicilia, and PFO Kehring, effective Sept 22.
Oracle issues $18B in notes across six tranches maturing 2030-2065
$3B 4.45% notes due 2030, $3B 4.80% notes due 2032, $4B 5.20% notes due 2035, $2.5B 5.875% notes due 2045, $3.5B 5.95% notes due 2055, $2B 6.10% notes due 2065.
Oracle names Clay Magouyrk and Mike Sicilia as Co-CEOs; Safra Catz becomes Executive Vice Chair
Magouyrk and Sicilia promoted to Co-CEOs and join Board, effective Sept 22, 2025.
Oracle Q1 FY2026 RPO surges 359% to $455B; Cloud revenue up 28%; Dividend $0.50
RPO backlog hits $455B, up 359% YoY, driven by four multi-billion-dollar contracts in Q1.
MultiCloud database revenue continues to grow over 100% early in FY26.
Oracle Q4 FY2025: EPS $1.19 GAAP/$1.70 non-GAAP, rev $15.9B +11%, cloud +27%, RPO $138B, div $0.50
Q4 total revenue $15.9B (+11% YoY); GAAP EPS $1.19, non-GAAP EPS $1.70.
Oracle Q3 FY2025: GAAP EPS $1.02 (+20% YoY), revenue $14.1B (+6%); dividend raised 25% to $0.50
Q3 GAAP EPS $1.02 (up 20% YoY), non-GAAP EPS $1.47 (up 4% YoY); revenue $14.1B (+6% USD, +8% CC).
Oracle amends Screven retirement; EVP stays part-time as Technical Advisor, salary cut 50%
Edward Screven retires as EVP, Chief Corporate Architect; remains as Technical Advisor part-time starting March 1, 2025.
Oracle issues $7.75B notes across six tranches; proceeds to refinance near-term debt and term loan
Issued $7.75B notes: $500M floating-rate due 2028, $1.5B 4.800% due 2028, $1.25B 5.250% due 2032, $1.75B 5.500% due 2035, $1.75B 6.000% due 2055, $1B 6.125% due 2065.
Delaware Supreme Court affirms Oracle win in NetSuite derivative lawsuit
Delaware Supreme Court, sitting en banc, affirmed judgment for Oracle defendants Larry Ellison and Safra Catz.
Oracle EVP & Chief Corporate Architect Edward Screven to retire by end of Feb 2025 after 38 years
Edward Screven, EVP and Chief Corporate Architect, provided notice on Jan 8, 2025 of intent to retire by end of February 2025.
Oracle Q2 FY25: GAAP EPS $1.10, revenue $14.1B, cloud revenue up 24% YoY
Q2 GAAP EPS $1.10 (+24% YoY); non-GAAP EPS $1.47 (+10% YoY). Revenue $14.1B (+9% YoY).
Oracle 2024 annual meeting elects all 13 directors; advisory vote on exec comp passes
All 13 director nominees elected; Lawrence Ellison received 2,275M votes for (97.9%).
Oracle issues $6.25B in notes across four tranches; proceeds to repay near-term maturities
Issued $1.5B 4.200% notes due 2029, $1.75B 4.700% notes due 2034, $1.75B 5.375% notes due 2054, and $1.25B 5.500% notes due 2064.
Oracle Q1 FY25 revenue $13.3B (+7%), cloud revenue up 21%, RPO $99B record
GAAP EPS $1.03 (+20% YoY); non-GAAP EPS $1.39 (+17% YoY).
Oracle Q4 non-GAAP EPS $1.63, revenue $14.3B; RPO up 44% to $98B; expects double-digit FY2025 growth
Q4 GAAP EPS $1.11, non-GAAP EPS $1.63; revenue $14.3B (+3% YoY, +4% constant currency).
Oracle Q3 FY2024: Non-GAAP EPS $1.41 (+16%); Cloud revenue up 25% to $5.1B; RPO record $80B
Total revenue $13.3B (+7% YoY); cloud services revenue $10.0B (+12% YoY).
Oracle Q2 FY2024: EPS $1.34 non-GAAP, revenue $12.9B, cloud revenue up 25%
Non-GAAP EPS $1.34, up 11% YoY; GAAP EPS $0.89.
Oracle shareholders approve 350M share increase for 2020 equity plan; bylaws updated
Stockholders approved 350M share increase for 2020 Equity Plan; full-value awards count 2.5 shares each against reserve.
Oracle Q1 FY2024: EPS $0.86/$1.19 (GAAP/non-GAAP); cloud revenue up 30% to $4.6B
Total revenue $12.5B, up 9% YoY; cloud services & license support $9.5B (+13%).
Oracle Q4 revenue $13.8B (+17%), cloud revenue up 54%; dividend $0.40
Q4 GAAP EPS $1.19, non-GAAP EPS $1.67; total revenue $13.8B, up 17% YoY.
Oracle Q3 revenue $12.4B (+18% YoY); non-GAAP EPS $1.22; dividend raised to $0.40
GAAP EPS $0.68; non-GAAP EPS $1.22 (up 13% constant currency); revenue $12.4B (+18% USD, +21% CC).
Oracle issues $5.25B in notes across four tranches to repay debt and commercial paper
Issued $750M 4.500% notes due 2028, $750M 4.650% notes due 2030, $1.5B 4.900% notes due 2033, $2.25B 5.550% notes due 2053.
Oracle Q2 FY23 revenue $12.3B (+18% YoY), non-GAAP EPS $1.21, cloud revenue $3.8B (+43%)
GAAP EPS $0.63, non-GAAP EPS $1.21; revenue $12.3B, up 18% in USD and 25% in constant currency.
All 15 director nominees elected; votes for ranged from 1.57B to 2.23B.
Oracle issues $7B in notes across four tranches, upsizes term loan by $1.3B
Issued $1B of 5.800% notes due 2025, $1.25B of 6.150% notes due 2029, $2.25B of 6.250% notes due 2032, $2.5B of 6.900% notes due 2052.
Oracle CAO William Corey West to retire Dec 31; Maria Smith appointed successor
William Corey West, EVP and CAO, will retire from Oracle effective December 31, 2022.
Oracle Q1 revenue $11.4B (+18% YoY); cloud up 45%; $0.32 dividend declared
Q1 GAAP EPS $0.56, non-GAAP EPS $1.03; total revenue $11.4B, up 18% YoY (23% constant currency).
Oracle Q4 cloud revenue up 19% to $2.9B; IaaS up 36% to $792M
Total cloud revenues (IaaS+SaaS) of $2.9B, up 19% in USD and 22% in constant currency.
Oracle EVP & General Counsel Dorian Daley to retire in August 2022
Dorian Daley, EVP and General Counsel, will retire from Oracle in August 2022.
Oracle Q4 revenue $11.8B (+10% CC); cloud revenue up 22% CC; dividend $0.32/share
Total Q4 revenue $11.8B, up 5% in USD and 10% in constant currency.
Oracle completes Cerner acquisition for $95/share; borrows $15.7B bridge loan
Acquisition closed June 8, 2022; Cerner becomes indirect wholly owned subsidiary of Oracle.
Oracle elects Awo Ablo to Board of Directors, effective March 22, 2022
Awo Ablo, Executive Director, External Relations at Tony Blair Institute, elected to Oracle's Board, effective March 22, 2022.
Oracle Q3 revenue $10.5B, +4% YoY; Cloud revenue $2.8B, +24%; GAAP EPS $0.84, non-GAAP $1.13
Total revenue $10.5B, up 4% YoY (7% constant currency); cloud services and license support $7.6B.
Oracle to acquire Cerner for $95.00/share in all-cash deal valued ~$28.3B
Purchase price of $95.00 per share in cash, representing total equity value of approximately $28.3 billion.
Oracle to acquire Cerner for $28.3B ($95/sh); accretive to non-GAAP EPS in FY23
All-cash tender offer at $95.00 per share, equity value ~$28.3B.
Oracle Q2 FY2022 non-GAAP EPS $1.21 beats guidance; total revenue up 6% to $10.4B
Non-GAAP EPS $1.21 (+14% YoY), beating guidance by $0.10; GAAP loss per share $0.46 due to $824M litigation charge.
Oracle shareholders approve 300M share increase to 2020 Equity Incentive Plan
Stockholders voted to add 300M shares to 2020 Plan, increasing total reserve to ~390M shares.
Oracle Q1 2022: GAAP EPS $0.86 (+19% YoY), revenue $9.7B (+4%), cloud revenue 25% of total
GAAP EPS $0.86 (+19% YoY); Non-GAAP EPS $1.03 (+11% YoY); Q1 revenue $9.7B (+4% YoY).
Oracle returns $24.1B to stockholders in FY21; GAAP EPS up 48% to $4.55
$24.1B returned: $21B in stock buybacks and $3.1B dividends; shares outstanding down 32% since FY18.
Oracle extends performance period for Ellison and Catz stock options by 3 years to 2025
Compensation Committee approved amendment to 2017 PSOs for CEO Safra Catz and founder Lawrence Ellison.
the Board of Directors (the “Board”) of Oracle Corporation (“Oracle”) unanimously elected Tomislav Mihaljevic to serve as a director, effective immediately.
Effective as of March 1, 2025 (the “Effective Date”), Mr. Screven will remain employed by Oracle on a part-time basis as a Technical Advisor reporting to Safra Catz, Oracle’s Chief Executive Officer.
Edward Screven provided notice on January 8, 2025 of his intention to retire from Oracle by the end of February 2025.
On October 4, 2022, William Corey West, Executive Vice President, Chief Accounting Officer of Oracle Corporation (“Oracle”), provided notice of his intent to retire from Oracle effective as of December 31, 2022.
Maria Smith will be appointed as Chief Accounting Officer of Oracle effective upon Mr. West’s retirement.
On June 27, 2022, Dorian Daley, Executive Vice President and General Counsel of Oracle Corporation (“Oracle”), provided notice of her intent to retire from Oracle in August 2022.
On March 22, 2022, Oracle Corporation (“Oracle”) announced that the Board of Directors unanimously elected Awo Ablo to serve as a director, effective immediately.
Max materiality 0.95 · Median 0.75 · Most common event earnings