Oracle Corp

ORCL: XNYS (USA)

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Oracle Earnings: Hefty Capital Expenditure Is a Burden of Rapid Growth; Trimming Fair Value

Luke Yang

Jun 11, 2026

Oracle reported in-line fourth-quarter results, with total revenue up 21% to $19 billion and cloud revenue up 47% to nearly $10 billion. The company delivered more than 1.2 gigawatts of data center capacity in fiscal 2026, underpinning cloud infrastructure's 77% year-over-year growth.

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Oracle Corp

Oracle Earnings: Hefty Capital Expenditure Is a Burden of Rapid Growth; Trimming Fair Value

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