ORCL Earnings December 2026
December 10 @ 12:00 pm - 1:00 pm
ORCL Earnings December 2026
Next ORCL Quarterly Earnings: Thursday, at 12:00 pm ET (5:00 pm London).
Date to be confirmed by the publisher; this is the scheduled date.
- Consensus
- Not yet published
- Prior
- Q1 FY2027
- Actual
- Pending
Updated
Oracle Corporation (NYSE: ORCL) is expected to report its fiscal second-quarter 2027 earnings on December 10, 2026, after the US market close, with the earnings call historically starting around 12:00pm ET (5:00pm London). Oracle has not yet confirmed this date publicly, but the company has scheduled its Q2 results announcement for the same week in mid-December in each of the past two years, most recently on December 10, 2025. Full schedule and background on the series: ORCL Earnings September 2026.
The report matters to a wide range of investors because Oracle has become one of the largest suppliers of cloud infrastructure capacity to the artificial intelligence boom, with contracts tied to major AI developers. Its results are watched as a signal for the health of AI infrastructure spending, which also affects Microsoft, Amazon, Nvidia and other technology names held in most global index funds and pension portfolios.
What is Oracle’s Q2 fiscal 2027 earnings report?
Oracle’s fiscal year runs from June to May, so its second fiscal quarter covers September to November 2026. The earnings release, typically issued through PRNewswire and posted to Oracle’s investor relations site, sets out revenue, profit, cloud growth and remaining performance obligations (RPO), a measure of contracted future revenue that has become central to how investors judge Oracle’s AI cloud backlog. Management, usually chief executive Safra Catz and chairman Larry Ellison, then hosts a conference call with analysts to discuss the numbers and give guidance for the following quarter.
Oracle’s shift from a traditional database and enterprise software company to a major cloud infrastructure provider has been one of the more closely watched corporate transformations in technology over the past two years. The company has signed multi-year cloud capacity agreements with several of the largest AI developers, and these deals show up in Oracle’s accounts as remaining performance obligations rather than immediate revenue, which is why analysts pay close attention to that figure alongside the headline sales and profit numbers. A jump in RPO can signal fresh multi-billion-dollar contracts, while a slowdown can suggest AI infrastructure demand is cooling or that customers are delaying commitments.
When is Oracle’s earnings call and how to follow it
Because the publisher has not yet confirmed the December 2026 date, this page follows Oracle’s established pattern: the company usually announces its Q2 results on a Wednesday in the second week of December, after the market closes, with the call beginning roughly 30 minutes to an hour later. Oracle streams the call live on its investor relations website, and a transcript and slide deck are usually posted shortly afterwards. Financial news services including Reuters and Bloomberg carry the headline figures within minutes of release.
What to expect
A consensus forecast for Oracle’s fiscal Q2 2027 earnings per share and revenue has not yet been published, as analyst estimates for a quarter this far ahead typically firm up only in the weeks before the report. What is known is Oracle’s own guidance: at its fourth-quarter fiscal 2026 results, the company confirmed full-year fiscal 2027 revenue guidance of around $90 billion and raised its non-GAAP earnings-per-share guidance to $8.05, implying growth of about 18% after adjusting for one-off items, according to Oracle’s investor relations release.
Analysts are likely to focus on three areas: growth in Oracle Cloud Infrastructure (OCI) revenue, the pace of change in remaining performance obligations, which have swung sharply on large AI capacity deals, and the cost of the debt Oracle has taken on to fund data centre construction. Any sign that AI infrastructure demand is slowing, or that financing costs are eating into margins, tends to move the shares sharply in after-hours trading.
| Quarter | Revenue | EPS | vs estimate |
|---|---|---|---|
| Q1 FY2026 (Sept 2025) | $14.9bn | Not separately confirmed here | See Oracle investor relations release |
| Q4 FY2026 (May 2026) | Guidance-linked, full detail on investor relations site | $1.964 actual | Below the $2.11 expected, according to TipRanks |
Full historical detail, including the quarters immediately before this report, is best verified directly on Oracle’s investor relations site, since not every recent quarter’s exact revenue and EPS split was available at the time this page was written.
What the outcome could mean
Because Oracle has taken on significant new debt to fund data centre construction, bond investors and credit rating agencies are also watching this report closely, alongside equity analysts. A downgrade risk or a widening of Oracle’s credit spreads could ripple into borrowing costs for other companies expanding AI infrastructure, which is one reason this single earnings report attracts attention well beyond the technology sector.
| Scenario | Likely market read | Plain-English meaning |
|---|---|---|
| Beat | Shares could rise, particularly if cloud infrastructure revenue and RPO growth exceed guidance | Oracle is signing and delivering on more AI computing contracts than expected |
| In line | Muted reaction, with attention shifting to forward guidance and debt commentary | Oracle is growing broadly as planned, with no fresh surprises for AI spending trends |
| Miss | Shares could fall, especially if margins are squeezed by data centre financing costs | The cost of building AI infrastructure capacity is growing faster than the revenue it generates |
What It Means for Your Money
Oracle is a large constituent of major US indices, so its share price swings affect the value of pension funds and index-tracker investments held by ordinary savers, even those who have never bought Oracle shares directly. A strong report tends to lift sentiment across AI-linked technology stocks in the US, Europe and Asia, since Oracle’s cloud customers and suppliers span all three regions. A weak report, particularly one flagging debt or margin pressure, can weigh on broader technology valuations and, in turn, on the dollar, given how heavily US markets are weighted toward technology earnings. There is no direct link to UK mortgage rates or savings accounts, but sharp moves in US tech shares can spill over into wider stock market sentiment, including pension pots invested in global equity funds.
Related events
- ORCL Earnings September 2026, Oracle’s fiscal Q1 2027 results
- US Federal Reserve interest rate decisions, which influence technology and growth stock valuations
- Earnings from other major AI infrastructure providers, including Microsoft, Amazon and Nvidia
Frequently Asked Questions
When exactly does Oracle report Q2 fiscal 2027 earnings?
Oracle has not yet confirmed the date. Based on its pattern in recent years, a report around December 10, 2026, after market close, is the most likely timing.
What time is the earnings call?
Oracle’s calls typically begin around 12:00pm ET (5:00pm London), shortly after the earnings release.
Is there a consensus forecast yet?
A consensus forecast for this specific quarter has not yet been published. Estimates usually solidify in the weeks before the report.
Where can I watch the earnings call live?
Oracle streams its earnings call on its investor relations website, where a replay and transcript are usually posted afterwards.
Why does Oracle’s earnings report matter beyond its own shareholders?
Oracle is a major supplier of AI cloud infrastructure, so its results are widely read as a gauge of how much big technology firms are spending on AI computing capacity.