ORCL Earnings September 2026
September 9 @ 12:00 pm - 1:00 pm
ORCL Earnings September 2026
Next ORCL Quarterly Earnings: Wednesday, at 12:00 pm ET (5:00 pm London).
Date to be confirmed by the publisher; this is the scheduled date.
- Consensus
- Non-GAAP EPS of approximately $1.73 …
- Prior
- Q4 FY2026 non-GAAP EPS of $2.03
- Actual
- Pending
Updated
Oracle Corporation (NYSE: ORCL) is expected to report its first-quarter fiscal 2027 results on Wednesday, September 9, 2026, with the earnings release typically followed by a conference call around 12:00pm ET (5:00pm London). Oracle’s fiscal year runs from June to May, so this is the first quarterly report of its 2027 fiscal year. Markets watch this release closely because Oracle has become one of the most-cited names in the artificial intelligence infrastructure boom, and its cloud backlog numbers move sentiment across the wider technology sector. Full schedule and background on this release series: ORCL quarterly earnings.
Note: Oracle has not yet formally confirmed this date. Large-cap technology companies typically announce first-quarter results in the second week of September, and this date is based on that established pattern rather than an official Oracle announcement.
What is the Oracle Q1 FY2027 earnings report?
This is Oracle’s quarterly disclosure of financial results, covering the three months from June to August 2026. Oracle’s management team, expected to include Chief Executive Officers Mike Sicilia and Clay Magouyrk alongside Chief Financial Officer Hilary Maxson, presents revenue, profit and cloud growth figures, then answers analyst questions on a conference call. The report matters beyond Oracle shareholders because the company supplies cloud computing capacity to major artificial intelligence developers, so its numbers are treated as a barometer for AI infrastructure spending across the technology industry. A basis point, mentioned later in this article, is one hundredth of a percentage point, a unit commonly used to describe small changes in interest rates or margins.
When is the Oracle Q1 FY2027 report and how to follow it
The release is expected before US markets open or shortly after the close on September 9, 2026, followed by a call with analysts, historically starting in the early afternoon Central Time, which converts to roughly 12:00pm ET and 5:00pm London time. Results and the accompanying press release are normally published on Oracle’s Investor Relations website, with a live and archived webcast of the earnings call available there. Financial media outlets, including CNBC and Reuters, typically publish the headline numbers within minutes of release. Investors in the UK, continental Europe and Asia often follow the call outside normal local business hours given the US timing, and pre-market reaction in European and Asian tech shares can follow quickly given Oracle’s ties to global cloud infrastructure spending.
What to expect
Economists and analysts polled ahead of the report expect non-GAAP earnings per share of approximately $1.73, based on Oracle’s own guidance range of $1.72 to $1.76 given at the Q4 FY2026 results, according to Oracle’s investor relations announcement. Oracle also guided for total revenue growth of 27% to 29% and cloud revenue growth of 58% to 64% for the quarter. Analysts will focus closely on Oracle Cloud Infrastructure (OCI) growth, which surged 93% year-on-year in the prior quarter, and on Remaining Performance Obligations (RPO), a measure of contracted but not-yet-recognised revenue that reached $638 billion as of May 31, 2026, according to Oracle’s fourth-quarter results. Guidance risk centres on capital expenditure: Oracle’s capex jumped sharply in fiscal 2026 to fund data centre construction, and investors will want reassurance that this spending converts into profitable, contracted revenue rather than straining the balance sheet.
| Quarter | Revenue | Non-GAAP EPS | vs Estimate |
|---|---|---|---|
| Q4 FY2026 (May 2026) | $19.18 billion | $2.03 (ex-items) | Beat ($1.96 expected) |
| Q3 FY2026 (Feb 2026) | Not verified for this page | Not verified for this page | – |
| Q2 FY2026 (Nov 2025) | Not verified for this page | Not verified for this page | – |
| Q1 FY2026 (Aug 2025) | Not verified for this page | Not verified for this page | – |
Only the most recent quarter could be independently verified from Oracle’s own investor relations disclosures at the time of writing; readers wanting the full four-quarter history should consult Oracle’s Investor Relations site directly.
What the outcome could mean
| Scenario | Likely market read | Plain-English meaning |
|---|---|---|
| Beat on EPS and cloud growth accelerates | Shares likely rise, AI infrastructure names may follow | Oracle’s cloud bookings are converting into revenue faster than expected, reinforcing confidence in AI spending |
| In line with the $1.72 to $1.76 guidance range | Muted reaction, focus shifts to capex and margin commentary | Results match expectations, so attention moves to how much Oracle is spending to build capacity and when profits will follow |
| Miss on EPS or weaker cloud growth than guided | Shares likely fall, doubts raised about near-term margins | Rising infrastructure investment is squeezing profit more than investors hoped, raising questions about the pace of AI-related spending |
What It Means for Your Money
Oracle sits in most major stock market indices, so anyone holding a workplace pension, an index tracker fund or a stocks and shares ISA in the UK, or a 401(k) in the US, likely has some indirect exposure to how this earnings report lands. A strong or weak reading tends to ripple through other technology and AI infrastructure shares, given how closely Oracle’s cloud backlog is tied to the broader AI investment story. If Oracle’s results disappoint on margins, it can weigh on sentiment toward chipmakers and data centre operators globally, including in Asia, where semiconductor supply chains feed into this spending. Currency effects matter too: Oracle reports in US dollars, and a wider gap between reported growth and constant-currency growth can hint at dollar strength or weakness against the pound and euro, which in turn affects the relative value of any US tech holdings for UK and European investors. There is no direct link to mortgage rates or everyday savings accounts from a single company’s earnings, but persistent weakness across AI-linked megacap names can contribute to broader market volatility that affects pension valuations.
Related events
- Oracle’s fiscal Q2 2027 earnings report, expected around December 2026
- US Federal Reserve interest rate decisions, which influence the valuation of high-growth technology shares
- Other major cloud and AI infrastructure earnings, including Microsoft and Amazon quarterly results
Frequently Asked Questions
What time does Oracle report Q1 FY2027 earnings?
The release is expected on September 9, 2026, with the earnings call historically beginning around 12:00pm ET, which is 5:00pm in London.
What is the consensus forecast for Oracle’s Q1 FY2027 earnings?
Analysts expect non-GAAP earnings per share of approximately $1.73, in line with Oracle’s own guidance range of $1.72 to $1.76 given at the Q4 FY2026 results.
Is the September 9, 2026 date confirmed by Oracle?
No. Oracle has not formally announced the date at the time of writing. The date reflects the typical pattern of Oracle reporting its first fiscal-quarter results in the second week of September.
What was Oracle’s previous quarterly result?
In its fourth quarter of fiscal 2026, reported June 10, 2026, Oracle posted non-GAAP earnings per share of $2.03 excluding one-time items, beating the $1.96 expected by analysts polled by LSEG.
Why does Oracle’s earnings report matter beyond its own shareholders?
Oracle supplies cloud computing infrastructure to major AI companies, so its revenue and backlog figures are widely used as an indicator of the pace of AI-related capital spending across the technology sector.