Citable filing context
ORCL's research view summarizes recent SEC filing context, starting with other from Sep 14, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 14, 2026 | other | Larry Ellison cancelled his Rule 10b5-1 trading plan to sell Oracle stock. |
| Sep 10, 2026 | earnings | Oracle reported Q1 FY27 total revenues of $19.3 billion, up 30% year-over-year. |
| Jun 10, 2026 | earnings | Oracle announced Q4 and FY 2026 results, with Q4 total revenues of $19.2 billion, up 21%. |
| Sep 10, 2026 | Guidance: cloud_revenue_growth | 65.00 to 71.00 |
| Sep 10, 2026 | Guidance: eps | 1.85 to 1.93 |
| Sep 10, 2026 | Guidance: eps | not reported to not reported |
| Sep 11, 2026 | mda_quarterly | Total revenues for the first quarter of fiscal 2027 rose 30% year-over-year to $19.35 billion, driving operating income up 57% to $6.73 billion and expanding operating margin to 35%. Revenue growth was led by the Cloud and Software business, which increased 33% to $17.16 billion. Total cloud revenues climbed to $11.61 billion—representing 60% of total revenue—fueled by a 121% surge in Oracle Cloud Infrastructure to $7.39 billion and 10% growth in cloud applications to $4.22 billion. Hardware revenue grew 15% to $774 million, driven by Oracle Exadata, while software license and support revenues softened. Geographically, top-line performance was dominated by the Americas, which advanced 42% to $13.71 billion. Remaining performance obligations expanded to $664 billion following large multi-year cloud contract commitments. Operating cash flow reached $23.10 billion, bolstered by $11.36 billion in customer prepayments with significant financing components. Rapid data center and AI capacity expansion increased capital expenditures to $28.50 billion, yielding negative free cash flow of $5.40 billion. To fund ongoing infrastructure investments, liquidity was supplemented by fully exhausting an at-the-market equity program, issuing 141 million common shares for net proceeds of $19.91 billion. |
| Jun 22, 2026 | business | Oracle’s operations are centered on its Cloud and Software segment, which generated 87% of total revenues in fiscal 2026. The company is undergoing a significant transition toward cloud-based delivery, with cloud revenues rising to 51% of total revenue. This growth is heavily weighted toward Oracle Cloud Infrastructure (OCI), which drove 84% of cloud revenue growth. To sustain this trajectory, Oracle aggressively expanded its data center footprint, increasing capital expenditures to $55.7 billion in fiscal 2026. This expansion is supported by a substantial increase in remaining performance obligations, which reached $638 billion. The Hardware segment, representing 5% of revenue, focuses on Oracle Engineered Systems and Exadata, while the Services segment contributes 8% through consulting and customer success. Strategic priorities include the integration of artificial intelligence via the 2026 Restructuring Plan to improve operational efficiencies. Key financial risks include foreign currency volatility across the Americas, EMEA, and Asia Pacific markets, as well as macroeconomic pressures from inflation and trade policy. Analysts should note the company's high investment intensity in infrastructure and its reliance on the continued migration of legacy software license and support customers to the cloud. |
Source: SEC EDGAR filing text and events; period Sep 14, 2026; filed Sep 14, 2026.
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