secwatch / observer

ORACLE CORP — fact timeline

Source-grounded facts extracted from ORACLE CORP's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

ORCL ORACLE CORP JSON
Earnings Releases

ORACLE CORP reported full FY 2027 results: revenue $90 billion, EPS $8.05. Guidance raised.

“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.”
Earnings Releases

ORACLE CORP reported Q1 FY 2027 results: EPS $1.71 to $1.75. Guidance reaffirmed.

“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.”
Earnings Releases

ORACLE CORP reported fiscal year 2026 results: revenue $67.4 billion, net income $17.0 billion, EPS $5.83.

“Fiscal year 2026 total revenues were up 17% to a record $67.4 billion.”
Earnings Releases

ORACLE CORP reported fiscal fourth quarter ended May 31, 2026 results: revenue $19.2 billion, net income $4.2 billion, EPS $1.45.

“Total quarterly revenues increased 21% to $19.2 billion, reflecting broad-based demand for Oracle's industry-leading cloud technology and applications suites.”

Tomislav Mihaljevic was elected as Director at ORACLE CORP.

“the Board of Directors (the “Board”) of Oracle Corporation (“Oracle”) unanimously elected Tomislav Mihaljevic to serve as a director, effective immediately.”
Earnings Releases

ORACLE CORP reported fiscal third quarter ended February 28, 2026 results: revenue $17.2 billion, net income $3.7 billion, EPS $1.27. Guidance raised.

“Total quarterly revenues were up 22% in USD, and up 18% in constant currency to $17.2 billion. Cloud revenues were up 44% in USD, and up 41% in constant currency to $8.9 billion. Software revenues were up 3% in USD, and down 1% in constant currency to $6.1 billion. Q3 GAAP operating income was $5.5 billion. Non-GAAP operating income was $7.4 billion, up 19% year-over-year in USD and up 14% in constant currency. GAAP net income was $3.7 billion. Non-GAAP net income was $5.2 billion, up 23% in USD and up 18% in constant currency. Q3 GAAP earnings per share was $1.27, up 24% in USD and up 16% in constant currency. Non-GAAP earnings per share was $1.79, up 21% in USD and up 16% in constant currency.”
Governance Changes

ORACLE CORP: Filed Certificate of Designations to establish Mandatory Convertible Preferred Stock series (effective 2026-02-05).

“On February 5, 2026, Oracle filed the Certificate of Designations with the Secretary of State of the State of Delaware to establish the preferences, limitations and relative special rights of the Mandatory Convertible Preferred Stock. The Certificate of Designations became effective upon filing.”
Material Agreements

ORACLE CORP entered into Underwriting Agreement with BofA Securities, Inc., Citigroup Global Markets Inc., Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, HSBC Securities (USA) Inc. and J.P. Morgan Securities LLC, as representatives of the several underwriters (effective 2026-02-02).

“On February 2, 2026, Oracle Corporation, a Delaware corporation (“Oracle”) entered into an underwriting agreement (the “Underwriting Agreement”) with BofA Securities, Inc., Citigroup Global Markets Inc., Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, HSBC Securities (USA) Inc. and J.P. Morgan Securities LLC, as representatives of the several underwriters named therein, pursuant to which Oracle agreed to issue and sell 100,000,000 depositary shares (the “Depositary Shares”), each representing a 1/2,000th interest in a share of Oracle’s 6.50% Series D Mandatory Convertible Preferred Stock, liquidation preference $100,000.00 per share, par value $0.01 per share (the “Mandatory Convertible Preferred Stock” and such offering, the “Depositary Shares Offering”).”
Material Agreements

ORACLE CORP entered into Equity Distribution Agreement with BofA Securities, Inc., Citigroup Global Markets Inc., Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, HSBC Securities (USA) Inc., BNP Paribas Securities Corp., PNC Capital Markets LLC, SMBC Nikko Securities America, Inc., Santander US Capital Markets LLC, TD Secur valued at $20.0 billion (effective 2026-02-02).

“On February 2, 2026, Oracle Corporation, a Delaware corporation ("Oracle") entered into an equity distribution agreement (the "Equity Distribution Agreement") with BofA Securities, Inc., Citigroup Global Markets Inc., Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC, as sales agents, to sell shares of common stock, par value $0.01 per share, of Oracle (the "Common Stock") having aggregate sales proceeds of up to $20.0 billion (the "Shares"), from time to time, through an "at-the-market" offering program (the "ATM Offering").”

Edward Screven changed role as Technical Advisor at ORACLE CORP.

“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 departed as Executive Vice President, Chief Corporate Architect at ORACLE CORP.

“Edward Screven provided notice on January 8, 2025 of his intention to retire from Oracle by the end of February 2025.”
Earnings Releases

ORACLE CORP reported fiscal third quarter ended February 29, 2024 results: revenue $13.3 billion, net income $2.4 billion, EPS $0.85.

“Oracle Corporation (NYSE: ORCL) today announced fiscal 2024 Q3 results. Total quarterly revenues were up 7% year-over-year in both USD and constant currency to $13.3 billion. Cloud services and license support revenues were up 12% in USD and up 11% in constant currency to $10.0 billion. Cloud license and on-premise license revenues were down 3% in both USD and constant currency to $1.3 billion. Q3 GAAP operating income was $3.8 billion. Non-GAAP operating income was $5.8 billion, up 12% in both USD and constant currency. GAAP operating margin was 28%, and non-GAAP operating margin was 44%. GAAP net income was $2.4 billion. Non-GAAP net income was $4.0 billion, up 18% in both USD and constant currency. Q3 GAAP earnings per share was $0.85 while non-GAAP earnings per share was $1.41, up 16% in both USD and constant currency.”
Earnings Releases

ORACLE CORP reported fiscal second quarter ended November 30, 2023 results: revenue $12.9 billion, net income $2.5 billion, EPS $1.34.

“Oracle Announces Fiscal 2024 Second Quarter Financial Results • Q2 GAAP Earnings per Share $0.89, Non-GAAP Earnings per Share $1.34 • Q2 Total Revenue $12.9 billion, up 5% in USD, up 4% in constant currency • Q2 Total Remaining Performance Obligations over $65 billion • Q2 Cloud Revenue (IaaS plus SaaS) $4.8 billion, up 25% in USD, up 24% in”
Governance Changes

ORACLE CORP: Amended and Restated Bylaws to enhance procedural mechanics for stockholder nominations, align with universal proxy rules, and make various updates (effective 2023-11-15).

“On November 15, 2023, in connection with a periodic review of the bylaws of Oracle, including the effectiveness of SEC rules regarding universal proxy cards and certain changes to the Delaware General Corporation Law (the “DGCL”), the Board adopted amendments to Oracle’s Amended and Restated Bylaws (as amended, the “Amended Bylaws”).”
Shareholder Votes

ORACLE CORP shareholders rejected Stockholder Proposal Regarding Independent Board Chairman.

“The stockholders did not approve a stockholder proposal requesting that Oracle’s Board adopt a policy requiring the Chairman of the Board to be independent, with 514,536,873 shares in favor, 1,753,303,803 shares against, 5,346,818 shares abstaining and 251,050,401 broker non-votes.”
Shareholder Votes

ORACLE CORP shareholders rejected Stockholder Proposal Regarding Pay Gap Report.

“The stockholders did not approve a stockholder proposal requesting that Oracle prepare a racial and gender pay gap report, with 714,795,113 shares in favor, 1,550,428,453 shares against, 7,963,928 shares abstaining and 251,050,401 broker non-votes.”
Shareholder Votes

ORACLE CORP shareholders approved Ratification of the Selection of Independent Registered Public Accounting Firm at the 2024-05-31 meeting.

“The stockholders ratified the appointment of Ernst & Young LLP as Oracle’s independent registered public accounting firm for the fiscal year ending May 31, 2024, with 2,462,610,220 shares in favor, 58,488,587 shares against and 3,139,088 shares abstaining.”
Shareholder Votes

ORACLE CORP shareholders approved Approval of an Amendment to the Oracle Corporation Amended and Restated 2020 Equity Incentive Plan.

“The stockholders approved an amendment to the 2020 Equity Plan, with 1,609,707,568 shares in favor, 658,173,901 shares against, 5,306,025 shares abstaining and 251,050,401 broker non-votes.”
Shareholder Votes

ORACLE CORP shareholders approved Advisory Vote on the Frequency of Future Advisory Votes on the Compensation of Oracle’s NEOs.

“The stockholders cast an advisory vote on the frequency of future votes on the compensation of Oracle’s NEOs as follows: 2,253,954,654 shares for one year, 1,889,363 shares for two years, 13,479,499 shares for three years, 3,863,978 shares abstaining and 251,050,401 broker non-votes.”
Shareholder Votes

ORACLE CORP shareholders approved Advisory Vote to Approve the Compensation of Oracle’s Named Executive Officers.

“The stockholders cast an advisory vote approving the compensation of Oracle’s named executive officers (“NEOs”) as follows: 1,651,282,946 shares in favor, 615,035,285 shares against, 6,869,263 shares abstaining and 251,050,401 broker non-votes.”
Shareholder Votes

ORACLE CORP shareholders approved Election of Directors.

“Proposal No. 1: Election of Directors The stockholders elected each of the following persons as a director to hold office until the 2024 Annual Meeting of Stockholders and until his or her successor is elected and qualified, or until his or her earlier resignation or removal. Director Nominee Votes For Votes Withheld Broker Non-Votes Awo Ablo 2,000,979,359 272,208,135 251,050,401 Jeffrey S. Berg 1,776,677,297 496,510,197 251,050,401 Michael J. Boskin 1,881,572,847 391,614,647 251,050,401 Safra A. Catz 1,924,573,586 348,613,908 251,050,401 Bruce R. Chizen 1,754,323,454 518,864,040 251,050,401 George H. Conrades 1,724,977,850 548,209,644 251,050,401 Lawrence J. Ellison 1,975,567,335 297,620,159 251,050,401 Rona A. Fairhead 1,990,056,771 283,130,723 251,050,401 Jeffrey O. Henley 1,968,299,789 304,887,705 251,050,401 Renée J. James 1,983,016,498 290,170,996 251,050,401 Charles W. Moorman 1,826,114,793 447,072,701 251,050,401 Leon E. Panetta 1,747,128,839 526,058,655 251,050,401 William G.”
Earnings Releases

ORACLE CORP reported fiscal 2024 Q1 results: revenue $12.5 billion, net income $2.4 billion, EPS $0.86.

“Oracle Corporation (NYSE: ORCL) today announced fiscal 2024 Q1 results. Total quarterly revenues were up 9% year-over-year in USD and up 8% in constant currency to $12.5 billion.”
Earnings Releases

ORACLE CORP reported fiscal first quarter ended August 31, 2023 results: revenue $12.5 billion, net income $2.4 billion, EPS $0.86.

“Oracle Announces Fiscal 2024 First Quarter Financial Results • Q1 GAAP Earnings per Share $0.86, Non-GAAP Earnings per Share $1.19 • Q1 Total Revenue $12.5 billion, up 9% in USD, up 8% in constant currency • Q1 Cloud Revenue (IaaS plus SaaS) $4.6 billion, up 30% in USD, up 29% in constant currency • Q1 Cloud Infrastructure (IaaS) Revenue”
Earnings Releases

ORACLE CORP reported fiscal full year ended May 31, 2023 results: revenue $50.0 billion, net income $8.5 billion, EPS $3.07.

“1.212.508.7935 ken.bond@oracle.com deborah.hellinger@oracle.com Oracle Announces Fiscal 2023 Fourth Quarter and Fiscal Full Year Financial Results • FY 2023 Total Revenue $50.0 billion, up 18% in USD, up 22% in constant currency • Q4 GAAP Earnings per Share $1.19, Non-GAAP Earnings per Share $1.67 • Q4 Total Revenue $13.8 billion, up 17% in USD, up 18% in”
Earnings Releases

ORACLE CORP reported fiscal fourth quarter ended May 31, 2023 results: revenue $13.8 billion, net income $3.3 billion, EPS $1.19.

“• FY 2023 Total Revenue $50.0 billion, up 18% in USD, up 22% in constant currency • Q4 GAAP Earnings per Share $1.19, Non-GAAP Earnings per Share $1.67 • Q4 Total Revenue $13.8 billion, up 17% in USD, up 18% in constant currency • Q4 Cloud Revenue (IaaS plus SaaS) $4.4 billion, up 54% in USD, up 55% in constant currency • Q4 Cloud Infrastructure (IaaS) Revenue”
Earnings Releases

ORACLE CORP reported fiscal third quarter ended February 28, 2023 results: revenue $12.4 billion, net income $1.9 billion, EPS $0.68.

“Total quarterly revenues were up 18% year-over-year in USD and up 21% in constant currency to $12.4 billion. Cloud services and license support revenues were up 17% in USD and up 20% in constant currency to $8.9 billion. Cloud license and on-premise license revenues were unchanged in USD and up 4% in constant currency to $1.3 billion. For the third quarter of fiscal 2023, Cerner contributed $1.5 billion to total revenues. Q3 GAAP operating income was $3.3 billion. Non-GAAP operating income was $5.2 billion, up 8% in USD and up 11% in constant currency. GAAP operating margin was 26%, and non-GAAP operating margin was 42%. GAAP net income was $1.9 billion, and non-GAAP net income was $3.4 billion. Q3 GAAP earnings per share was $0.68 while non-GAAP earnings per share was $1.22.”
Earnings Releases

ORACLE CORP reported fiscal second quarter ended November 30, 2022 results: revenue $12.3 billion, net income $1.7 billion, EPS $0.63.

“Oracle Announces Fiscal 2023 Second Quarter Financial Results • Q2 GAAP Earnings per Share $0.63, Non-GAAP Earnings per Share $1.21 • Q2 Total Revenue $12.3 billion, up 18% in USD, up 25% in constant currency • Q2 Cloud Revenue (IaaS plus SaaS) $3.8 billion, up 43% in USD, up 48% in constant currency • Q2 Cloud Infrastructure (IaaS) Revenue”
Shareholder Votes

ORACLE CORP shareholders approved Ratification of Selection of Independent Registered Public Accounting Firm at the 2022-11-16 meeting.

“Proposal No. 3: Ratification of Selection of Independent Registered Public Accounting Firm The stockholders ratified the appointment of Ernst & Young LLP as Oracle’s independent registered public accounting firm for the fiscal year ending May 31, 2023, with 2,444,659,366 shares in favor, 45,744,826 shares against and 3,028,481 shares abstaining.”
Shareholder Votes

ORACLE CORP shareholders approved Advisory Vote to Approve the Compensation of Oracle's Named Executive Officers at the 2022-11-16 meeting.

“Proposal No. 2: Advisory Vote to Approve the Compensation of Oracle’s Named Executive Officers The stockholders cast an advisory vote approving the compensation of Oracle’s named executive officers as follows: 1,495,324,338 shares in favor, 736,954,726 shares against, 4,635,933 shares abstaining and 256,517,676 broker non-votes.”
Shareholder Votes

ORACLE CORP shareholders approved Election of Directors at the 2022-11-16 meeting.

“Proposal No. 1: Election of Directors The stockholders elected each of the following persons as a director to hold office until the 2023 Annual Meeting of Stockholders and until his or her successor is elected and qualified, or until his or her earlier resignation or removal. Director Nominee Votes For Votes Withheld Broker Non-Votes Awo Ablo 2,231,053,646 5,861,351 256,517,676 Jeffrey S. Berg 1,743,133,996 493,781,001 256,517,676 Michael J. Boskin 1,862,344,383 374,570,614 256,517,676 Safra A. Catz 1,878,963,941 357,951,056 256,517,676 Bruce R. Chizen 1,719,483,874 517,431,123 256,517,676 George H. Conrades 1,553,704,099 683,210,898 256,517,676 Lawrence J. Ellison 1,910,287,327 326,627,670 256,517,676 Rona A. Fairhead 1,934,398,729 302,516,268 256,517,676 Jeffrey O. Henley 1,926,939,272 309,975,725 256,517,676 Renée J. James 1,944,491,166 292,423,831 256,517,676 Charles W. Moorman 1,626,573,699 610,341,298 256,517,676 Leon E. Panetta 1,568,288,384 668,626,613 256,517,676 William G. Pa”

Maria Smith was appointed as Chief Accounting Officer at ORACLE CORP.

“Maria Smith will be appointed as Chief Accounting Officer of Oracle effective upon Mr. West’s retirement.”

William Corey West departed as Executive Vice President, Chief Accounting Officer at ORACLE CORP.

“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.”

Dorian Daley departed as Executive Vice President and General Counsel at ORACLE CORP.

“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.”

Awo Ablo was elected as Director at ORACLE CORP.

“On March 22, 2022, Oracle Corporation (“Oracle”) announced that the Board of Directors unanimously elected Awo Ablo to serve as a director, effective immediately.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.