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Oracle Achieves Unprecedented Q4 and Fiscal Year 2026 Financial Success

On June 10, 2026, Oracle Corporation announced record-breaking results for its fourth quarter (Q4) and fiscal year 2026, largely driven by the immense demand for its Cloud Infrastructure and Cloud Applications.

Key Financial Highlights

The financial results reveal a stellar performance, with total quarterly revenues hitting $19.2 billion, a remarkable 21% increase compared to the previous quarter. This growth reflects the widespread demand for Oracle's cloud technologies and application solutions.

• - Record Q4 Earnings Per Share (EPS):

- GAAP EPS rose to $1.45 (up 21%) and non-GAAP EPS increased to $2.111 (up 24%).

• - Total Cloud Revenue:

- Cloud revenues soared to $9.9 billion, an impressive 47% increase year-over-year.

• - Cloud Infrastructure Growth:

- Revenues from Cloud Infrastructure (IaaS) skyrocketed to $5.8 billion, reflecting a staggering 93% growth in the same period.

• - Cloud Applications Revenue:

- Likewise, revenues for Cloud Applications (SaaS) rose by 10%, reaching $4.1 billion.

FY 2026 Performance

Over the entire fiscal year, Oracle generated total revenues of $67.4 billion, an increase of 17% year-over-year. Cloud revenues for FY 2026 reached a remarkable $34 billion, showing a growth of 39% compared to the prior year.

• - GAAP Operating Income:

- Operating income climbed to $20.6 billion, representing a 17% increase, while non-GAAP operating income rose to a record $28.9 billion, up 16%.

• - Net Income:

- Oracle’s net income available to common shareholders reached $17 billion, reflecting a significant 36% increase from last year.

• - Earnings Per Share:

- For FY 2026, GAAP EPS rose to $5.83 (34% increase), while non-GAAP EPS grew to $7.631 (27% rise).

Remaining Performance Obligations (RPO) Surge

The Remaining Performance Obligations, or RPO, rose to an astounding $638 billion, signifying a remarkable increase of 363% year-over-year. This rise can be largely attributed to significant AI contracts, where prepayments have been made for GPU purchases, substantially reducing Oracle's capital raising requirements for expanding its AI data centers.

Strategic Investments in Cloud Infrastructure

Oracle has been proactive with its capital investment strategy, raising $43 billion in debt and $5 billion in equity in FY 2026 to support the unparalleled opportunities in AI cloud infrastructure. With plans to raise around $40 billion in FY 2027 through similar means, Oracle is focused on its long-term growth trajectory.

Future Guidance

Looking ahead, Oracle has set optimistic goals for Q1 FY 2027, forecasting total revenue growth between 27-29% in USD and a cloud revenue increase between 57-63%. For the full fiscal year 2027, Oracle aims for total revenues to reach $90 billion, with an estimated non-GAAP EPS of $8.05, a growth of 18% over FY 2026.

Innovations in AI and Healthcare

A crucial driver behind this explosive growth is the rising demand for cloud infrastructure dedicated to AI training and inferencing. Oracle's strategic investments in clean energy solutions and advancements in secure, autonomous software position it as a leading provider in cloud technology. Notably, the Oracle Health application suite is set to introduce AI-enhanced capabilities aimed at improving patient care management. As AI continues to revolutionize the healthcare sector, Oracle anticipates significant growth in its health business in FY 2027.

In conclusion, Oracle Corporation's record performance in Q4 and Fiscal Year 2026 is a testament to its unwavering commitment to delivering top-tier cloud services and innovative solutions. As the company capitalizes on expanding market opportunities, stakeholders can expect continued growth and transformative advancements in technology.