Highest-materiality recent filing
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.
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.
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 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 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 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).
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.
Max materiality 0.85 · Median 0.75 · Most common event earnings