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Oracle Corporation Q4 FY2026 Earnings Call

· Earnings call transcript and AI-powered summary

Oracle Q4 & FY2026 Earnings Summary

Record quarter driven by Cloud Infrastructure (+93% YoY) and Cloud Apps (+10% YoY). Total revenue $19.2B (+21% YoY). Full-year revenue surpassed $67B for the first time.

Key Financial Results (Q4 FY2026 vs Q4 FY2025)

  • Revenue: $19.2 billion, +21% YoY (US dollars).
  • Cloud Infrastructure Revenue: +93% YoY, fueled by AI workloads and database services.
  • Cloud Apps Revenue: +10% YoY (double-digit growth); SaaS deferred revenue +16%.
  • Non-GAAP Operating Income: $8.6 billion, +22% YoY; operating margin stable despite data center ramp costs, offset by efficiency gains in sales/marketing.
  • Non-GAAP EPS: $2.11, +24% YoY (or +20% excluding one-time investment gain).

Full-Year FY2026 Results (vs FY2025)

  • Revenue: >$67 billion (first time surpassing this milestone).
  • Non-GAAP Operating Income: $29 billion, +16% YoY.
  • Non-GAAP EPS: $7.63, +27% YoY ($6.83 excluding one-time gains).
  • Gross Margin: Stepped down ~5 points due to infrastructure build-out and revenue mix (offset by operating efficiencies).
  • Cash Flow from Operations: $32 billion, +54% YoY.

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Operator: Just a reminder, this call is being recorded. Well, good day, everyone, and welcome to the Oracle Corporation Fourth Quarter Fiscal Year 26 Earnings Call. If you have a question today, please press 1 on your telephone keypad. Please limit your questions to 1. I would now like to hand the conference over to Mr. Ken Bond. Please go ahead, sir. Ken Bond: Thank you, Lisa, and good afternoon, everyone. Welcome to Oracle's fourth quarter and fiscal year 2 thousand 26 Earnings Conference Call. On the call today are Chief Executive Officer, Mike Cecilia, and Chief Executive Officer, Clayton Magouyrk, and Chief financial officer, Hilary Barbara Maxson. A copy of the press release including financial results tables, supplemental financial metrics and guidance are now available from the Investor Relations website. Also, a slide deck being introduced this quarter, which you will see momentarily, a GAAP to non GAAP reconciliation, other supplemental financial information, and a list of many customers who purchased Oracle Cloud Services, or went live on Oracle Cloud recently. These items will be available after today's call. As a reminder, today's discussion will include forward looking statements and we will make important comments around factors relating to our business. These forward looking statements are also subject to risks and uncertainties that may cause actual results to differ materially from statements being made today. As a result, we caution you against placing undu

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