Oracle ($ORCL) Q4 Revenue Exceeds Expectations; Sees Strong Cloud Growth

On Wednesday, Oracle (NYSE: ORCL) reported its quarterly results after market close.

Oracle disclosed fourth quarter adjusted earnings of $2.11 per share, surpassing analyst expectations of $1.96 per share. This compares to earnings of $1.70 per share in the same quarter last year.

The company recorded revenue of $19.18 billion for the quarter, exceeding the analyst estimate of $19.10 billion. This represents an increase from the $15.90 billion reported in the prior-year period.

Fourth quarter cloud revenues, including IaaS and SaaS, increased 47 percent to $9.9 billion. Software revenues declined 2 percent to $6.8 billion, while services revenues rose 13 percent to $1.5 billion. Hardware revenues increased 9 percent to $0.9 billion.

For the first quarter of fiscal year 2027, Oracle forecasts earnings per share between $1.72 and $1.76, with revenue expectations ranging from $18.96 billion to $19.26 billion.

The firm also projects total cloud revenue growth between 57 percent and 63 percent in constant currency.

Oracle’s fiscal year 2027 outlook includes earnings targets of $8.05 per share and sales targets of $90.00 billion.

The board declared a quarterly cash dividend of $0.50 per share, payable on July 24, 2026, to stockholders of record as of July 10, 2026.