ORCL ▲ +1.0% - Oracle Corporation
$ORCL -- FY ADJ. EPS GUIDANCE: $8.10 VS $8.07 ESTIMATE • Q2 REVENUE GROWTH: 30%-34% • Q2 CLOUD REVENUE GROWTH: 65%-71% IN USD • AI CLOUD CONTRACTS: >$30B BOOKED IN Q1 • REMAINING PERFORMANCE OBLIGATION: $664B • DATACENTER CAPACITY: 850MW ADDED IN Q1 • CAPITAL RAISE: NO INCREMENTAL IMPACT ON PLANS TO RAISE CAPITAL
Oracle raised its full-year adjusted EPS guidance to $8.10, slightly above the $8.07 estimate, while projecting Q2 revenue growth of 30-34% and cloud revenue acceleration of 65-71% in USD, supported by over $30 billion in AI cloud contracts booked in the quarter. The company's strong cloud momentum, expanding remaining performance obligation of $664 billion, and substantial datacenter capacity expansion of 850MW underscore robust demand for its infrastructure and AI services, driving the modest gain.
10-SEP-2026 04:12 PM ET
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