Oracle Corp

ORCL: XNYS (USA)

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Oracle Earnings: Solid Steps Toward Long-Term Revenue Goals via On-Time Capacity Delivery

Luke Yang

Sep 11, 2026

Oracle's first-quarter total revenue grew 30% year over year, supported by robust cloud revenue growth of 62%. Cloud infrastructure revenue growth of 121% outpaced our expectations by over 500 basis points. Although gross margin dropped to 60%, operating margin expanded to 35%.

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Oracle Corp

Oracle Earnings: Solid Steps Toward Long-Term Revenue Goals via On-Time Capacity Delivery

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