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DTSTART;TZID=America/New_York:20260909T120000
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UID:2259-1788955200-1788958800@www.financecalendar.com
SUMMARY:ORCL Earnings September 2026
DESCRIPTION:ORCL Quarterly Earnings: Non-GAAP EPS $1.92 (beat $1.74 est.)\, revenue $19.35bn (beat $19.14bn est.)\, up 30% YoY (Wednesday\, September 9\, 2026 at 12:00 pm ET (5:00 pm London)). \nDate to be confirmed by the publisher; this is the scheduled date. \n\nConsensus\nNon-GAAP EPS of approximately $1.73 for Q1 FY2027\nActual\nNon-GAAP EPS $1.92 (beat $1.74 est.)\, revenue $19.35bn (beat $19.14bn est.)\, up 30% YoY\n\nUpdated September 10\, 2026 \n\nOracle reported Q1 fiscal 2027 non-GAAP earnings per share of $1.92 on September 10\, 2026\, beating the roughly $1.74 consensus\, as revenue rose 30% year on year to $19.35 billion. \nOracle 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. \nNote: 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. \nWhat is the Oracle Q1 FY2027 earnings report?\nThis 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. \nWhen is the Oracle Q1 FY2027 report and how to follow it\nThe 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. \nWhat to expect\nEconomists 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. \n\n\n\nQuarter\nRevenue\nNon-GAAP EPS\nvs Estimate\n\n\n\n\nQ4 FY2026 (May 2026)\n$19.18 billion\n$2.03 (ex-items)\nBeat ($1.96 expected)\n\n\nQ3 FY2026 (Feb 2026)\nNot verified for this page\nNot verified for this page\n–\n\n\nQ2 FY2026 (Nov 2025)\nNot verified for this page\nNot verified for this page\n–\n\n\nQ1 FY2026 (Aug 2025)\nNot verified for this page\nNot verified for this page\n–\n\n\n\nOnly 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. \nWhat the outcome could mean\n\n\n\nScenario\nLikely market read\nPlain-English meaning\n\n\n\n\nBeat on EPS and cloud growth accelerates\nShares likely rise\, AI infrastructure names may follow\nOracle’s cloud bookings are converting into revenue faster than expected\, reinforcing confidence in AI spending\n\n\nIn line with the $1.72 to $1.76 guidance range\nMuted reaction\, focus shifts to capex and margin commentary\nResults match expectations\, so attention moves to how much Oracle is spending to build capacity and when profits will follow\n\n\nMiss on EPS or weaker cloud growth than guided\nShares likely fall\, doubts raised about near-term margins\nRising infrastructure investment is squeezing profit more than investors hoped\, raising questions about the pace of AI-related spending\n\n\n\nWhat It Means for Your Money\nOracle 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. \nRelated events\n\nOracle’s fiscal Q2 2027 earnings report\, expected around December 2026\nUS Federal Reserve interest rate decisions\, which influence the valuation of high-growth technology shares\nOther major cloud and AI infrastructure earnings\, including Microsoft and Amazon quarterly results\n\nFrequently Asked Questions\nWhat time does Oracle report Q1 FY2027 earnings?\nThe release is expected on September 9\, 2026\, with the earnings call historically beginning around 12:00pm ET\, which is 5:00pm in London. \nWhat is the consensus forecast for Oracle’s Q1 FY2027 earnings?\nAnalysts 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. \nIs the September 9\, 2026 date confirmed by Oracle?\nNo. 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. \nWhat was Oracle’s previous quarterly result?\nIn 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. \nWhy does Oracle’s earnings report matter beyond its own shareholders?\nOracle 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. \nResults: Oracle Q1 FY2027 Earnings\n\n\n\nMeasure\nConsensus\nActual\nPrior (Q4 FY2026)\n\n\n\n\nNon-GAAP EPS\n$1.74 to $1.75\n$1.92\n$2.03 (ex-items)\n\n\nTotal revenue\n$19.14bn\n$19.35bn\n$19.18bn\n\n\nCloud infrastructure (IaaS) revenue growth\nGuided 58% to 64% (total cloud)\n121% (IaaS)\, 62% (total cloud)\n93% (IaaS)\n\n\n\nOracle reported Q1 fiscal 2027 results\, for the quarter ended August 31\, 2026\, on Thursday\, September 10\, 2026\, a day later than the estimated date used in the preview on this page. Non-GAAP earnings per share of $1.92 beat the roughly $1.74 consensus tracked by analysts surveyed by LSEG\, according to CNBC\, and total revenue of $19.35 billion topped the $19.14 billion expected. Cloud infrastructure revenue more than doubled\, up 121% year on year to $7.4 billion\, while total cloud revenue rose 62% to $11.6 billion\, according to Oracle’s own investor relations statement. \nThis lands closer to the stronger end of the scenarios set out in the preview: a beat on both earnings and cloud growth. Remaining Performance Obligations\, the value of contracted but not-yet-recognised revenue\, rose to $664 billion\, up $209 billion year on year\, helped by more than $30 billion of new AI cloud contracts. Oracle also raised its full-year fiscal 2027 revenue guidance to at least $90 billion. However\, capital expenditure of $28.5 billion pushed free cash flow to negative $5.4 billion for the quarter\, and total debt has continued to climb\, an issue flagged as a risk in the earlier preview. \nMarket Reaction\nOracle shares rose about 7% in after-hours trading immediately after the release\, according to Yahoo Finance\, as investors initially focused on the earnings and revenue beat plus the raised guidance. That reaction did not hold: as trading continued\, attention shifted to negative free cash flow and rising capital spending needed to fund AI data centre construction\, and Oracle stock had already fallen sharply in the weeks before the report amid concerns about the scale of its borrowing. \nThe reaction fits the guidance-risk warning flagged in the preview: capital expenditure remains the swing factor for how the market treats an otherwise strong headline beat. Analysts and investors are likely to keep watching Oracle’s cash flow and debt levels at the next quarterly report before deciding whether the AI infrastructure buildout is translating into durable profit growth. The result also reinforced Oracle’s role as a bellwether\, with sentiment in other cloud and AI infrastructure names\, in the US\, Europe and Asia\, sensitive to how Oracle’s capital spending story develops. \nWhat this means for your money now\nThe strong headline beat plus raised revenue guidance is a positive signal for anyone holding Oracle shares directly or through a broad index tracker in a pension or ISA\, since the AI infrastructure story remains intact for now. But the negative free cash flow and rising debt mean the picture is not fully settled: if Oracle’s borrowing costs or capital needs keep climbing faster than cloud revenue converts to profit\, that could weigh on the stock and on sentiment toward other AI-linked holdings\, including chipmakers and data centre operators followed by investors in the UK\, Europe and Asia. There is no direct link from this single report to mortgage rates or everyday savings accounts\, but continued volatility in AI megacap names can feed into broader index and pension-fund performance.
URL:https://www.financecalendar.com/event/orcl-earnings-september-2026/
CATEGORIES:Earnings Season
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