Oracle Corporation Earnings Summary

Note: This section contains information in English only.
Source: Dukascopy Bank SA
Oracle Corporation reported exceptionally strong Q3 FY2026 results, marking the first time in more than 15 years that both organic total revenue and non-GAAP earnings per share grew by at least 20% in U.S. dollars. The performance was driven primarily by rapidly increasing demand for artificial intelligence workloads and cloud computing infrastructure.

Total revenue reached $17.2 billion, representing a 22% increase in USD. Cloud revenue was a major contributor, rising 44% to $8.9 billion. Within that segment, Cloud Infrastructure (IaaS) experienced particularly strong momentum, growing 84% to $4.9 billion as customers expanded AI training and inference workloads on Oracle's cloud platform.



Profitability also improved solidly. Non-GAAP earnings per share came in at $1.79, up 21% year over year, while GAAP earnings per share reached $1.27, reflecting a 24% increase. A major indicator of future revenue strength is Oracle's remaining performance obligations, which surged to $553 billion—an increase of 325% compared with the previous year. This sharp rise is largely attributed to large AI-related contracts that include upfront customer prepayments or arrangements where customers provide their own GPUs.

To support the rapid expansion of its infrastructure capacity, Oracle recently raised $30 billion through investment-grade bonds and preferred stock. This financing is part of a broader plan to secure up to $50 billion in combined debt and equity to fund data centers and cloud infrastructure. The company emphasized that demand for cloud services supporting AI workloads continues to exceed available supply. Internally, Oracle is also adopting AI tools to improve productivity; for example, AI-driven code generation is enabling the company to reorganize into smaller, more agile development teams that can build software-as-a-service applications faster and at lower cost.

Looking ahead, Oracle expects Q4 FY2026 total revenue to grow between 19% and 21% in USD, while total cloud revenue is projected to increase by 46% to 50%. For the full fiscal year 2026, the company forecasts about $67 billion in revenue alongside approximately $50 billion in capital expenditures to expand its infrastructure. It also ra
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