Oracle Corporation · ORCL · Next earnings

Oracle Corporation reports Wednesday, Dec 9, 2026

ORCL reports after market close with consensus EPS at $1.88 and revenue at $21.30B. Last quarter: Oracle raises FY27 outlook as AI demand accelerates cloud growth

Reports After market close80 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.88 Calendar consensus
Consensus revenue $21.30B Calendar consensus
Report date Dec 9, 2026 Wednesday, date estimated
Session After market close 80 days away

Where ORCL left off: FY2027 Q1

Full report

Oracle raises FY27 outlook as AI demand accelerates cloud growth

EPS surprise +10.3% Reported $1.92 vs $1.74
Revenue surprise +1.1% Reported $19.34B vs $19.13B
Stock move -1.7% Event window
Subsequent drift -1.8% Up to 20 sessions

Raised: FY27 revenue guidance is now at least $90 billion, with Q2 growth guided to 30%-34%; non-GAAP EPS guidance also increased.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • High FY27-FY28 CapEx could pressure cash flow.
  • Data-center construction or permitting delays could affect delivery schedules.
  • Component inflation and infrastructure ramp-up may pressure gross margins.
  • Results remain exposed to AI demand cycles and the timing of RPO conversion.

Questions analysts left open

  • Sustainability of CapEx and timing of free cash flow positivity.
  • Data-center delivery schedules and associated regulatory permits.
  • Component cost increases and their effect on pricing and gross margins.
  • Depth of RPO conversion and its cash impact.
  • Pricing strategy for AI and infrastructure contracts.

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Recent ORCL quarters

All ORCL earnings
-1.7%FY2027 Q1-8.5%FY2026 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.