Oracle Q1 revenue and EPS both beat market expectations, full-year outlook raised

EarningsAnalyst Impact 4
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Summary · why it matters

Oracle, the enterprise software giant, reported after the close on the 10th its fiscal first-quarter results for the period ending May 2027, with revenue up 30% year on year to 19.345 billion dollars, net income up 60% to 4.76 billion dollars, and adjusted diluted earnings per share up 30% to 1.92 dollars, beating market expectations on both revenue and EPS. Its core cloud services business rose 62% year on year to 11.607 billion dollars, topping 10 billion dollars for the first time and beating market expectations, while its software business was sluggish, down 3% to 5.55 billion dollars and falling short of expectations. For the second quarter, the company forecast revenue growth of 30% to 34% year on year and adjusted EPS of 1.83 to 1.91 dollars. For the full year, it revised its revenue outlook from a previous forecast of 90 billion dollars to more than 90 billion dollars, and adjusted EPS from 8.05 dollars to 8.10 dollars. The stock fell 5.38% on the 10th to 152.94 dollars, extending its decline, but in after-hours trading following the earnings release it rose nearly 8% at one point from the day's closing price.

Impact on stocks 1

Cloud & Digital Infrastructure · 1 stocks
Oracle Corporation
ORCL
▲ PositiveCapitalrelevance

Oracle's Q1 revenue and EPS both beat expectations and it raised its full-year revenue and EPS outlook, driven by 62% cloud services growth.

Theme Impact 4

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