ORCL
Oracle Corporation
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Oracle Corporation.
Oracle Corporation offers enterprise software, cloud applications, and cloud infrastructure. Products include Oracle Cloud Infrastructure, autonomous databases, fusion and industry cloud applications, on-premises database and middleware licenses, and support. Customers are enterprises and governments worldwide.
Coverage
Bloom's Oracle Order Is 1.2, 2.4, 2.45 or 2.8 GW. Its Plant Is Sized for One a Year.
Bloom has put 1.2, 2.4, 2.45 and 2.8 GW on the Oracle relationship. Only 1.2 GW was ever called contracted, and none of the figures is in an SEC filing.
Oracle's Landlord Borrowed the $18 Billion Quoted at 89 to 91 Cents
About $18bn of loans behind an Oracle-leased New Mexico campus were quoted at 89-91 cents. The borrower is the landlord, and Oracle's 10-Q names neither.
Oracle's 1.7 GW of Texas Wind Averages 630 MW. A Year of It Is More Energy Than Oracle Used in Fiscal 2025
Oracle's 1.7 GW of Texas wind converts to about 5.5 TWh a year, 629 MW on average, more than the 5.16 TWh of energy Oracle used in fiscal 2025.
Oracle's GAAP Margin Rose 612 Basis Points and Its Own Measure 35. The 10-Q Added $700 Million of Severance.
Oracle's GAAP margin rose 612 basis points, its non-GAAP margin 35. The 10-Q behind Ellison's cancelled sale added $700m to a plan 94% spent.
ORCL Q1 FY2027 earnings preview
Oracle reports Q1 FY2027 after Thursday's close. Consensus is $1.74 non-GAAP EPS on $19.13bn — inside its guide — so the print turns on RPO and capex, not EPS.
ORCL Q1 FY2027 reported earnings analysis
Oracle beat with $1.92 non-GAAP EPS on $19.3bn revenue. Customers prepaid $11.4bn and a $20bn stock sale funded the build; gross margin gave up 7 points.
Where the revenue goes next
Latest: $19.34B (Q1 FY2027)
| Period | Value |
|---|---|
| Q3 FY2023 | $12.40B |
| Q4 FY2023 | $13.84B |
| Q1 FY2024 | $12.45B |
| Q2 FY2024 | $12.94B |
| Q3 FY2024 | $13.28B |
| Q4 FY2024 | $14.29B |
| Q1 FY2025 | $13.31B |
| Q2 FY2025 | $14.06B |
| Q3 FY2025 | $14.13B |
| Q4 FY2025 | $15.90B |
| Q1 FY2026 | $14.93B |
| Q2 FY2026 | $16.06B |
| Q3 FY2026 | $17.19B |
| Q4 FY2026 | $19.18B |
| Q1 FY2027 | $19.34B |
Latest: $1.56 (Q1 FY2027)
| Period | Value |
|---|---|
| Q3 FY2023 | $0.68 |
| Q4 FY2023 | $1.18 |
| Q1 FY2024 | $0.86 |
| Q2 FY2024 | $0.89 |
| Q3 FY2024 | $0.85 |
| Q4 FY2024 | $1.11 |
| Q1 FY2025 | $1.03 |
| Q2 FY2025 | $1.10 |
| Q3 FY2025 | $1.02 |
| Q4 FY2025 | $1.19 |
| Q1 FY2026 | $1.01 |
| Q2 FY2026 | $2.10 |
| Q3 FY2026 | $1.27 |
| Q4 FY2026 | $1.45 |
| Q1 FY2027 | $1.56 |
Latest: 23.4 (Q1 FY2027)
| Period | Value |
|---|---|
| Q2 FY2024 | 31.2 |
| Q3 FY2024 | 28.7 |
| Q4 FY2024 | 30.8 |
| Q1 FY2025 | 31.4 |
| Q2 FY2025 | 33.6 |
| Q3 FY2025 | 35.2 |
| Q4 FY2025 | 36.8 |
| Q1 FY2026 | 42.1 |
| Q2 FY2026 | 38.5 |
| Q3 FY2026 | 25.9 |
| Q4 FY2026 | 38.6 |
| Q1 FY2027 | 23.4 |
Latest: −$5.40B (Q1 FY2027)
| Period | Value |
|---|---|
| Q3 FY2023 | $1.65B |
| Q4 FY2023 | $3.73B |
| Q1 FY2024 | $5.66B |
| Q2 FY2024 | −$937M |
| Q3 FY2024 | $3.80B |
| Q4 FY2024 | $3.28B |
| Q1 FY2025 | $5.12B |
| Q2 FY2025 | −$2.67B |
| Q3 FY2025 | $71M |
| Q4 FY2025 | −$2.92B |
| Q1 FY2026 | −$362M |
| Q2 FY2026 | −$9.97B |
| Q3 FY2026 | −$11.48B |
| Q4 FY2026 | −$1.87B |
| Q1 FY2027 | −$5.40B |
Latest: 3.00B (Q1 FY2027)
| Period | Value |
|---|---|
| Q3 FY2020 | 3.15B |
| Q1 FY2021 | 3.01B |
| Q2 FY2021 | 2.94B |
| Q3 FY2021 | 2.88B |
| Q1 FY2022 | 2.74B |
| Q2 FY2022 | 2.67B |
| Q3 FY2022 | 2.67B |
| Q1 FY2023 | 2.70B |
| Q2 FY2023 | 2.70B |
| Q3 FY2023 | 2.78B |
| Q4 FY2023 | 2.70B |
| Q1 FY2024 | 2.82B |
| Q2 FY2024 | 2.82B |
| Q3 FY2024 | 2.82B |
| Q4 FY2024 | 2.75B |
| Q1 FY2025 | 2.85B |
| Q2 FY2025 | 2.87B |
| Q3 FY2025 | 2.87B |
| Q4 FY2025 | 2.87B |
| Q1 FY2026 | 2.91B |
| Q2 FY2026 | 2.92B |
| Q3 FY2026 | 2.91B |
| Q4 FY2026 | 2.92B |
| Q1 FY2027 | 3.00B |
Latest: −$12.29B (Q1 FY2027)
| Period | Value |
|---|---|
| Q3 FY2023 | $1.65B |
| Q4 FY2023 | $5.38B |
| Q1 FY2024 | $11.04B |
| Q2 FY2024 | $10.10B |
| Q3 FY2024 | $13.90B |
| Q4 FY2024 | $17.19B |
| Q1 FY2025 | $22.31B |
| Q2 FY2025 | $19.65B |
| Q3 FY2025 | $19.72B |
| Q4 FY2025 | $16.79B |
| Q1 FY2026 | $16.43B |
| Q2 FY2026 | $6.46B |
| Q3 FY2026 | −$5.02B |
| Q4 FY2026 | −$6.89B |
| Q1 FY2027 | −$12.29B |
Latest earnings
Next report: Dec 14, 2026 (Q2 FY2027)
Company History
Larry Ellison and team launch company focused on relational databases, pioneering commercial SQL implementation and setting stage for enterprise dominance.
Public listing provides capital surge during early database boom, fueling rapid expansion and establishing Oracle as a tech growth stock.
$10.3B takeover expands enterprise applications suite amid consolidation wave, shifting narrative to aggressive M&A growth strategy.
$7.4B deal brings Java, hardware engineering, and open-source assets; marks entry into integrated hardware-software but initially weighs on margins.
$9.3B purchase accelerates cloud ERP transition, signaling pivot from on-premise legacy to SaaS amid slowing traditional revenue.
$28B healthcare IT deal diversifies into verticals, but integration challenges and debt highlight risks in late-stage M&A era.
Major deals (e.g., with Nvidia, OpenAI potential) and OCI growth ignite stock rally, reframing Oracle as viable hyperscaler challenger.
Record cloud revenue growth and backlog push shares to all-time highs (~$300+), validating multi-year turnaround but raising capex sustainability questions.
Key Players
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Funds we follow holding ORCL
By latest reported 13F position value. Market value at quarter-end, not cost basis.
