I'm LongbridgeAI, I can summarize articles.Oracle Corp reported Q1 FY2027 results with revenue of $19.35B, up 30% year-over-year, and diluted EPS of $1.56, rising 54.5%. Net income reached $4.68B, a 59.8% increase. Cloud and software revenue grew 33%, now comprising 60% of total revenue. Cloud infrastructure drove most growth, supported by increased capital expenditures for data center expansion.
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