<div id="readability-page-1"><p>Oracle (ORCL) is scheduled to report its fiscal fourth-quarter results on Wednesday, June 10, after the market close. Heading into earnings, ORCL stock is down about 13% over the past five trading days amid a broader market selloff. Despite the recent weakness, expectations remain high as investors closely watch the company's continued expansion in cloud and AI-driven services. Here are the 3 key things investors should watch closely in the earnings release.</p><h3>Introducing TipRanks MCP for Agents</h3><ul><li> Deliver institutional-grade market data directly into Claude, ChatGPT, Cursor, and other MCP-compatible AI tools. </li><li>Designed for personal research, portfolio monitoring, and AI-assisted investment workflows.</li></ul> <p>For context, Oracle is a U.S.-based technology company best known for its database software and cloud computing services. Wall Street expects Oracle to report earnings per share (EPS) of $1.96, reflecting 15.3% year-over-year growth. Revenue is projected to rise 20% to $19.1 billion.</p> <h2><strong>1.</strong> <strong>Cloud Infrastructure Growth</strong></h2> <ol></ol> <p>Oracle has been steadily shifting from a traditional database business into a major cloud and AI infrastructure provider. In recent years, strong demand for cloud computing and AI workloads has made cloud revenue a key growth driver for the company.</p> <p>In Q3, Oracle Cloud revenue rose 44%, accounting for more than half of total revenue. Growth has continued to accelerate, with fourth-quarter guidance pointing to 44%–48% year-over-year growth (excluding foreign exchange), compared with 41% in Q3 and 33% in Q2.</p></div>

Oracle reports after the close on Jun 10 (ET) — Jun 11 morning HK time. Armed with massive AI contracts from OpenAI and xAI, the legacy database giant is doubling down on its bid to become the go-to AI compute landlord. Can it win over the market this time?

<p>Oracle reports after the close on Jun 10 (ET) — Jun 11 morning HK time. Armed with massive AI contracts from OpenAI and xAI, the legacy database giant is doubling down on its bid to become the go-to AI compute landlord. Can it win over the market this time?</p>

Oracle Earnings Ahead: All-In on 'AI Compute Landlord' Play

Oracle reports FY26 Q4 after the US close on June 10. The Street expects about USD 19.1B in revenue, up roughly 20% YoY, with all eyes on cloud. OCI infrastructure surged 84% last quarter and the backlog (RPO) has piled up to around USD 553B, up over 300% YoY, driven by AI contracts. The real question: can Oracle turn that backlog into revenue, build capacity fast enough, and do it without crushing margins? Are you betting on a beat or a miss?

<p>Oracle reports FY26 Q4 after the US close on June 10. The Street expects about USD 19.1B in revenue, up roughly 20% YoY, with all eyes on cloud. OCI infrastructure surged 84% last quarter and the backlog (RPO) has piled up to around USD 553B, up over 300% YoY, driven by AI contracts. The real question: can Oracle turn that backlog into revenue, build capacity fast enough, and do it without crushing margins? Are you betting on a beat or a miss?</p>

Oracle Q4: USD 553B Backlog At Stake!

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<p>Oracle (ORCL) reports Q4 earnings on June 10. Wall Street expects EPS of $1.96 and revenue of $19.1 billion, driven by cloud expansion. Key focus areas include accelerating cloud infrastructure growth, with Q3 cloud revenue up 44% and Q4 guidance projecting 44%-48% YoY growth. Despite a recent 13% stock decline, investor attention remains on the company's transition to AI-driven cloud services.</p>

Oracle (ORCL) Q4 Earnings Preview — 3 Things Investors Should Watch Closely