ORACLE CORP Q1 2027: Revenue $19.35B, EPS $1.56— 10-Q Summary

ORACLE CORP reported first-quarter results for the period ended Aug. 31, 2026, with revenue of $19.345B and diluted EPS of $1.56, driven by continued strength in cloud and software as cloud subscription mix and infrastructure investment supported higher recurring revenue and profitability versus the year-ago quarter.

Financial Highlights

• Revenue: $19.345B for the three months ended Aug 31, 2026, up from $14.926B in the year-ago quarter (30% YoY).
• Net income: $4.679B available to common shareholders for the three months ended Aug 31, 2026, vs. $2.927B in the year-ago quarter (59.8% YoY).
• Diluted EPS: $1.56 for the three months ended Aug 31, 2026, up from $1.01 in the year-ago quarter (54.5% YoY).

Business Highlights

• Cloud and software revenue grew 33% year over year and was the primary driver of total revenue growth.
• Cloud subscriptions continued to shift the revenue mix — cloud now accounts for 60% of total revenue versus 48% a year earlier.
• Cloud infrastructure was the largest contributor to cloud growth, accounting for 91% of the cloud increase; Exadata and other strategic hardware also saw growth.
• ORACLE increased capital expenditures to expand data center capacity and support rising cloud demand, driving higher infrastructure expenses this quarter.
• Customer prepayments and strong support renewals sustained a large recurring revenue base.

Original SEC Filing: ORACLE CORP [ ORCL ] - 10-Q - Sep. 11, 2026