Oracle (ORCL) Q4 2026 (USD): Adj. EPS 2.11 (exp. 1.95), Revenue 19.2bln (exp. 19.10bln)

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Trump holds Situation Room meeting on Iran strike options, Axios reports; sources said one option Trump is considering is launching an operation that is big in scale but short in duration

Trump holds Situation Room meeting on Iran strike options, Axios reports

Oracle (ORCL) Q4 2026 (USD): Adj. EPS 2.11 (exp. 1.95), Revenue 19.2bln (exp. 19.10bln)

Iran's UN ambassador says no sustainable deal can be reached with the US through threats, intimidation or the use of force

OpenAI says Chinese propaganda is being deployed to foment dissent over tariffs and data centres

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  • Software license revenue 1.88bln (exp. 1.93bln).
  • Software revenue 6.82bln (exp. 6.88bln).
  • Software support revenue 4.94bln (exp. 4.98bln).
  • Adj. operating income 8.59bln (exp. 8.27bln).
  • Adj. operating margin 45% (exp. 43.5%).
  • Cloud revenue (IaaS + SaaS) 9.91bln (exp. 10.00bln).

Outlook

  • In FY27 expects to raise ~USD 40bln through a combination of debt and equity financing.
  • Doest not expect to issue additional debt in CY26.
  • Raised FY27 adj. EPS view to 8.05 (exp. 8.01).
  • Confirmed FY27 revenue view of 90bln.
  • Q1 adj. EPS 1.72-1.76 (exp. 1.69).
  • Q1 total revenue growth +27-29%.

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