Oracle (ORCL) Reports Fiscal Q4 EPS and Revenue Above Estimates

Oracle Corporation (NYSE:ORCL) is one of the Top 10 Strong Buy Stocks to Invest In.

On June 10, 2026, Oracle Corporation (NYSE:ORCL) reported fiscal Q4 adjusted EPS of $2.11, compared with consensus of $1.96, and revenue of $19.2B, compared with consensus of $19.09B. Oracle said record Q4 total cloud revenue reached $9.9B, up 47% in USD and 46% in constant currency. Cloud infrastructure, or IaaS, revenue rose 93% in USD to $5.8B, while cloud applications, or SaaS, revenue rose 10% in USD to $4.1B.

Oracle Corporation (NYSE:ORCL) said the increase in remaining performance obligations and revenue was driven by growing demand for cloud infrastructure for AI training and inferencing. The company said Remaining Performance Obligations ended the quarter at $638B, up 363% in USD year-over-year and up $85B sequentially from the end of Q3. Oracle also said most of the RPO increase in Q3 and Q4 came from large-scale AI contracts, with prepaid and customer-supplied hardware portions of large AI contracts now totaling $75B.

Oracle (ORCL) Reports Fiscal Q4 EPS and Revenue Above Estimates

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Oracle said it raised $43B in debt financing and $5B in equity financing in fiscal year 2026 to support its capital investment program for AI Cloud Infrastructure. For fiscal year 2027, the company expects to raise approximately $40B through a combination of debt and equity financing, including its previously announced $20B at-the-market equity issuance. Oracle said it does not expect to issue additional debt in calendar year 2026.

Oracle Corporation (NYSE:ORCL) guided for Q1 adjusted EPS of $1.72-$1.76, compared with consensus of $1.69, and revenue growth of 27%-29% in both constant currency and USD. Total cloud revenue is expected to grow 57%-63% in constant currency and 58%-64% in USD.

Oracle Corporation (NYSE:ORCL) offers products and services for enterprise information technology environments worldwide.

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