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    Oracle Announces Fiscal Year 2026 First Quarter Financial Results

    9/9/25 4:05:00 PM ET
    $ORCL
    Computer Software: Prepackaged Software
    Technology
    Get the next $ORCL alert in real time by email
    • Q1 Remaining Performance Obligations $455 billion, up 359% in both USD and constant currency
    • Q1 GAAP Earnings per Share down 2% to $1.01, Non-GAAP Earnings per Share up 6% to $1.47
    • Q1 Total Revenue $14.9 billion, up 12% in USD and up 11% in constant currency
    • Q1 Cloud Revenue (IaaS plus SaaS) $7.2 billion, up 28% in USD and up 27% in constant currency
    • Q1 Cloud Infrastructure (IaaS) Revenue $3.3 billion, up 55% in USD and up 54% in constant currency
    • Q1 Cloud Application (SaaS) Revenue $3.8 billion, up 11% in USD and up 10% in constant currency
    • Q1 Fusion Cloud ERP (SaaS) Revenue $1.0 billion, up 17% in USD and up 16% in constant currency
    • Q1 NetSuite Cloud ERP (SaaS) Revenue $1.0 billion, up 16% in USD and up 15% in constant currency

    AUSTIN, Texas, Sept. 9, 2025 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced fiscal 2026 Q1 results. Total Remaining Performance Obligations were up 359% year-over-year in both USD and constant currency to $455 billion. Total quarterly revenues were up 12% in USD, and up 11% in constant currency to $14.9 billion. Cloud revenues were up 28% in USD, and up 27% in constant currency to $7.2 billion. Software revenues were down 1% in USD, and down 2% in constant currency to $5.7 billion.      

    Q1 GAAP operating income was $4.3 billion. Non-GAAP operating income was $6.2 billion, up 9% year-over-year in USD and up 7% in constant currency. GAAP net income was $2.9 billion. Non-GAAP net income was $4.3 billion, up 8% in USD and up 6% in constant currency. Q1 GAAP earnings per share was $1.01, down 2% in USD and down 5% in constant currency. Non-GAAP earnings per share was $1.47, up 6% in USD and up 4% in constant currency.

    Short-term deferred revenues were $12.1 billion. Over the last twelve months, operating cash flow was $21.5 billion, up 13% in USD.

    "We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build. Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars. The scale of our recent RPO growth enables us to make a large upward revision to the Cloud Infrastructure portion of Oracle's overall financial plan which we will be presenting in detail next month at the Financial Analyst Meeting. As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years. Most of the revenue in this 5-year forecast is already booked in our reported RPO. Oracle is off to a brilliant start to FY26."

    "MultiCloud database revenue from Amazon, Google and Microsoft grew at the incredible rate of 1,529% in Q1," said Oracle Chairman and CTO, Larry Ellison. "We expect MultiCloud revenue to grow substantially every quarter for several years as we deliver another 37 datacenters to our three Hyperscaler partners, for a total of 71. And next month at Oracle AI World, we will introduce a new Cloud Infrastructure service called the 'Oracle AI Database' that enables our customers to use the Large Language Model of their choice—including Google's Gemini, OpenAI's ChatGPT, xAI's Grok, etc.—directly on top of the Oracle Database to easily access and analyze all their existing database data. This revolutionary new cloud service enables the tens of thousands of our database customers to instantly unlock the value in their data by making it easily accessible to the most advanced AI reasoning models. Oracle AI Cloud Infrastructure and the Oracle MultiCloud AI Database will both contribute to dramatically increasing cloud demand and consumption over the next several years. AI Changes Everything."

    The board of directors declared a quarterly cash dividend of $0.50 per share of outstanding common stock. This dividend will be paid to stockholders of record as of the close of business on October 9, 2025, with a payment date of October 23, 2025.

    • A sample list of customers which purchased Oracle Cloud services during the quarter will be available at www.oracle.com/customers/earnings/.
    • A list of recent technical innovations and announcements is available at www.oracle.com/news/.
    • To learn what industry analysts have been saying about Oracle's products and services see www.oracle.com/corporate/analyst-reports/.

    Earnings Conference Call and Webcast

    Oracle will hold a conference call and webcast today to discuss these results at 4:00 p.m. Central. A live and replay webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor/.

    About Oracle

    Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE:ORCL), please visit us at www.oracle.com.

    Trademarks

    Oracle, Java, MySQL, and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.

    "Safe Harbor" Statement: Statements in this press release relating to future plans, expectations, beliefs, intentions and prospects, including future demand for our products, the functionality and benefits of new products and our expectations regarding growth in RPO, Oracle Cloud Infrastructure and MultiCloud revenue are "forward-looking statements" and are subject to material risks and uncertainties. Risks and uncertainties that could affect our current expectations and our actual results, include, among others: our ability to develop new products and services, integrate acquired products and services and enhance our existing products and services, including our AI products; our management of complex cloud and hardware offerings, including the sourcing of technologies and technology components such as graphic processing units; our ability to anticipate, plan for, secure and manage datacenter capacity; significant coding, manufacturing or configuration errors in our offerings; risks associated with acquisitions; business volatility and risks associated with government contracting; economic, political and market conditions, including tariffs and trade wars; information technology system failures, privacy and data security concerns; cybersecurity breaches; unfavorable legal proceedings, government investigations, and complex and changing laws and regulations. A detailed discussion of these factors and other risks that affect our business is contained in our SEC filings, including our most recent reports on Form 10-K and Form 10-Q, particularly under the heading "Risk Factors." Copies of these filings are available online from the SEC or by contacting Oracle's Investor Relations Department at (650) 506-4073 or by clicking on SEC Filings on the Oracle Investor Relations website at www.oracle.com/investor/. All information set forth in this press release is current as of September 9, 2025. Oracle undertakes no duty to update any statement in light of new information or future events.

     

    ORACLE  CORPORATION

     

    Q1 FISCAL 2026 FINANCIAL RESULTS

    CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

    ($ in millions, except per share data)

     





    Three Months Ended August 31,



    % Increase







    % Increase

    (Decrease)







    2025

    % of 

    2024

    % of 

    (Decrease)

    in Constant







    Revenues

    Revenues

    in US $

    Currency (1)



    REVENUES

















    Cloud

    $              7,186

    48 %

    $              5,623

    42 %

    28 %

    27 %





    Software

    5,721

    38 %

    5,766

    44 %

    (1 %)

    (2 %)





    Hardware

    670

    5 %

    655

    5 %

    2 %

    1 %





    Services

    1,349

    9 %

    1,263

    9 %

    7 %

    5 %





          Total revenues

    14,926

    100 %

    13,307

    100 %

    12 %

    11 %



    OPERATING EXPENSES

















    Cloud and software

    3,607

    24 %

    2,597

    19 %

    39 %

    38 %





    Hardware

    178

    1 %

    162

    1 %

    10 %

    9 %





    Services

    1,099

    7 %

    1,147

    9 %

    (4 %)

    (5 %)





    Sales and marketing

    2,063

    14 %

    2,036

    15 %

    1 %

    0 %





    Research and development 

    2,491

    17 %

    2,306

    17 %

    8 %

    8 %





    General and administrative

    376

    2 %

    358

    3 %

    5 %

    4 %





    Amortization of intangible assets

    420

    3 %

    624

    5 %

    (33 %)

    (33 %)





    Acquisition related and other

    13

    0 %

    13

    0 %

    10 %

    8 %





    Restructuring

    402

    3 %

    73

    1 %

    448 %

    439 %





          Total operating expenses 

    10,649

    71 %

    9,316

    70 %

    14 %

    14 %



    OPERATING INCOME

    4,277

    29 %

    3,991

    30 %

    7 %

    4 %





    Interest expense

    (923)

    (6 %)

    (842)

    (6 %)

    10 %

    10 %





    Non-operating income, net

    73

    0 %

    20

    0 %

    250 %

    286 %



    INCOME BEFORE INCOME TAXES

    3,427

    23 %

    3,169

    24 %

    8 %

    4 %





    Provision for income taxes (2)

    500

    3 %

    240

    2 %

    108 %

    101 %



    NET INCOME

    $              2,927

    20 %

    $              2,929

    22 %

    0 %

    (4 %)





















    EARNINGS PER SHARE:

















    Basic

    $                1.04



    $                1.06











    Diluted

    $                1.01



    $                1.03









    WEIGHTED AVERAGE COMMON SHARES OUTSTANDING:

















    Basic

    2,826



    2,761











    Diluted

    2,909



    2,851



































































































    (1)

    We compare the percent change in the results from one period to another period using constant currency disclosure. We present constant currency information to provide a framework for assessing how our underlying businesses performed excluding the effect of foreign currency rate fluctuations. To present this information, current and comparative prior period results for entities reporting in currencies other than United States dollars are converted into United States dollars at the exchange rates in effect on May 31, 2025, which was the last day of our prior fiscal year, rather than the actual exchange rates in effect during the respective periods. Movements in international currencies relative to the United States dollar during the three months ended August 31, 2025 compared with the corresponding prior year period increased our total revenues by 1 percentage point and operating income by 3 percentage points.



    (2)

    Provision for income taxes for the first quarter of fiscal 2026 includes the impact of the One, Big, Beautiful Bill Act, which was signed into law on July 4, 2025.





















     

    ORACLE  CORPORATION



    Q1 FISCAL 2026 FINANCIAL RESULTS

    RECONCILIATION OF SELECTED GAAP MEASURES TO NON-GAAP MEASURES (1) 

    ($ in millions, except per share data)





    Three Months Ended August 31,



    % Increase (Decrease)

    in US $

    % Increase (Decrease) in Constant Currency (2) 



    2025







    2025





    2024







    2024



    GAAP

    Non-GAAP

    GAAP

    Non-GAAP





    GAAP



    Adj.



    Non-GAAP





    GAAP



    Adj.



    Non-GAAP











































    TOTAL REVENUES

    $         14,926



    $             -



    $         14,926





    $         13,307



    $             -



    $         13,307



    12 %

    12 %

    11 %

    11 %











































    TOTAL OPERATING EXPENSES

    $         10,649



    $     (1,959)



    $           8,690





    $           9,316



    $     (1,717)



    $           7,599



    14 %

    14 %

    14 %

    14 %





    Stock-based compensation (3)

    1,124



    (1,124)



    -





    1,007



    (1,007)



    -



    12 %

    *

    12 %

    *





    Amortization of intangible assets (4)

    420



    (420)



    -





    624



    (624)



    -



    (33 %)

    *

    (33 %)

    *





    Acquisition related and other

    13



    (13)



    -





    13



    (13)



    -



    10 %

    *

    8 %

    *





    Restructuring

    402



    (402)



    -





    73



    (73)



    -



    448 %

    *

    439 %

    *



    OPERATING INCOME

    $           4,277



    $       1,959



    $           6,236





    $           3,991



    $       1,717



    $           5,708



    7 %

    9 %

    4 %

    7 %



    OPERATING MARGIN %

    29 %







    42 %





    30 %







    43 %



    (133) bp.

    (111) bp.

    (183) bp.

    (144) bp.



    INCOME TAX EFFECTS (5)

    $              500



    $          603



    $           1,103





    $              240



    $          682



    $              922



    108 %

    20 %

    101 %

    17 %



    NET INCOME

    $           2,927



    $       1,356



    $           4,283





    $           2,929



    $       1,035



    $           3,964



    0 %

    8 %

    (4 %)

    6 %



    DILUTED EARNINGS PER SHARE

    $             1.01







    $              1.47





    $             1.03







    $             1.39



    (2 %)

    6 %

    (5 %)

    4 %



    DILUTED WEIGHTED AVERAGE COMMON

    SHARES OUTSTANDING

    2,909



    -



    2,909





    2,851



    -



    2,851



    2 %

    2 %

    2 %

    2 %

























    (1)

    This presentation includes non-GAAP measures. Our non-GAAP measures are not meant to be considered in isolation or as a substitute for comparable GAAP measures, and should be read only in conjunction with our consolidated financial statements prepared in accordance with GAAP. For a detailed explanation of the adjustments made to comparable GAAP measures, the reasons why management uses these measures, the usefulness of these measures and the material limitations on the usefulness of these measures, please see Appendix A. 





    (2)

    We compare the percent change in the results from one period to another period using constant currency disclosure. We present constant currency information to provide a framework for assessing how our underlying businesses performed excluding the effect of foreign currency rate fluctuations. To present this information, current and comparative prior period results for entities reporting in currencies other than United States dollars are converted into United States dollars at the exchange rates in effect on May 31, 2025, which was the last day of our prior fiscal year, rather than the actual exchange rates in effect during the respective periods. 





    (3)

    Stock-based compensation was included in the following GAAP operating expense categories:



















    Three Months Ended





    Three Months Ended



















    August 31, 2025





    August 31, 2024



















    GAAP



    Adj.



    Non-GAAP





    GAAP



    Adj.



    Non-GAAP















    Cloud and software



    $               156



    $        (156)



    $                  -





    $               141



    $        (141)



    $                  -















    Hardware



    7



    (7)



    -





    6



    (6)



    -















    Services



    49



    (49)



    -





    43



    (43)



    -















    Sales and marketing



    177



    (177)



    -





    162



    (162)



    -















    Research and development



    647



    (647)



    -





    569



    (569)



    -















    General and administrative



    88



    (88)



    -





    86



    (86)



    -















               Total stock-based compensation



    $           1,124



    $     (1,124)



    $                  -





    $           1,007



    $     (1,007)



    $                  -















    (4)

    Estimated future annual amortization expense related to intangible assets as of August 31, 2025 was as follows:





    Remainder of fiscal 2026



    $           1,219





































    Fiscal 2027



    672





































    Fiscal 2028



    635





































    Fiscal 2029



    561





































    Fiscal 2030



    522





































    Fiscal 2031



    332





































    Thereafter



    226





































               Total intangible assets, net



    $           4,167





































    (5)

    Income tax effects were calculated reflecting an effective GAAP tax rate of 14.6% and 7.6% in the first quarter of fiscal 2026 and 2025, respectively, and an effective non-GAAP tax rate of 20.5% and 18.9% in the first quarter of fiscal 2026 and 2025, respectively. The difference in our GAAP and non-GAAP tax rates in the first quarter of fiscal 2026 was primarily due to the net tax effects related to stock-based compensation expense; acquisition related and other items, including the tax effects on amortization of intangible assets; and restructuring expense, partially offset by the impact of the One, Big, Beautiful Bill Act (refer to Appendix A for additional information), and net deferred tax effects related to an income tax benefit that was previously recorded due to the partial realignment of our legal entity structure. The difference in our GAAP and non-GAAP tax rates in the first quarter of fiscal 2025 was primarily due to the net tax effects related to stock-based compensation expense; acquisition related and other items, including the tax effects on amortization of intangible assets; and restructuring expense, partially offset by the net deferred tax effects related to an income tax benefit that was previously recorded due to the partial realignment of our legal entity structure.



    *

    Not meaningful

     

    ORACLE  CORPORATION















    Q1 FISCAL 2026 FINANCIAL RESULTS

    CONDENSED CONSOLIDATED BALANCE SHEETS

    ($ in millions)





















    August 31,

    May 31,







    2025

    2025

    ASSETS









    Current Assets:











    Cash and cash equivalents

    $               10,445



    $               10,786





    Marketable securities

    560



    417





    Trade receivables, net

    8,843



    8,558





    Prepaid expenses and other current assets

    4,786



    4,818







    Total Current Assets

    24,634



    24,579



    Non-Current Assets:











       Property, plant and equipment, net

    53,194



    43,522





       Intangible assets, net

    4,167



    4,587





       Goodwill

    62,211



    62,207





       Deferred tax assets

    11,734



    11,877





       Other non-current assets

    24,509



    21,589







    Total Non-Current Assets

    155,815



    143,782



    TOTAL ASSETS

    $             180,449



    $             168,361



    LIABILITIES AND STOCKHOLDERS' EQUITY









    Current Liabilities:











    Notes payable and other borrowings, current 

    $                 9,079



    $                 7,271





    Accounts payable

    8,203



    5,113





    Accrued compensation and related benefits

    1,794



    2,243





    Deferred revenues

    12,098



    9,387





    Other current liabilities

    8,700



    8,629







    Total Current Liabilities

    39,874



    32,643



    Non-Current Liabilities:











    Notes payable and other borrowings, non-current

    82,236



    85,297





    Income taxes payable

    10,583



    10,269





    Operating lease liabilities

    14,094



    11,536





    Other non-current liabilities

    8,996



    7,647







    Total Non-Current Liabilities

    115,909



    114,749



    Stockholders' Equity

    24,666



    20,969



    TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY

    $             180,449



    $             168,361

















     

         ORACLE  CORPORATION 













    Q1 FISCAL 2026 FINANCIAL RESULTS

    CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

    ($ in millions)

















    Three Months Ended August 31,





    2025

    2024

    Cash Flows From Operating Activities:









    Net income 

    $         2,927



    $         2,929



    Adjustments to reconcile net income to net cash provided by operating activities:









    Depreciation

    1,351



    804



    Amortization of intangible assets

    420



    624



    Deferred income taxes

    515



    (151)



    Stock-based compensation

    1,124



    1,007



    Other, net

    164



    130



    Changes in operating assets and liabilities:









    Increase in trade receivables, net

    (245)



    (81)



    Decrease in prepaid expenses and other assets

    59



    367



    Decrease in accounts payable and other liabilities

    (334)



    (531)



    (Decrease) increase in income taxes payable

    (391)



    24



    Increase in deferred revenues

    2,550



    2,305



    Net cash provided by operating activities

    8,140



    7,427



    Cash Flows From Investing Activities:









    Purchases of marketable securities and other investments

    (471)



    (477)



    Proceeds from sales and maturities of marketable securities and other investments

    255



    15



    Capital expenditures

    (8,502)



    (2,303)



    Net cash used for investing activities

    (8,718)



    (2,765)



    Cash Flows From Financing Activities:









    Payments for repurchases of common stock

    (95)



    (150)



    Proceeds from issuances of common stock

    1,170



    179



    Shares repurchased for tax withholdings upon vesting of restricted stock-based awards

    (17)



    (851)



    Payments of dividends to stockholders

    (1,413)



    (1,103)



    Repayments of commercial paper, net

    (238)



    (396)



    Proceeds from issuances of term loan credit agreements

    -



    5,627



    Repayments of senior notes and other borrowings

    (1,052)



    (7,630)



    Other financing activities, net

    1,855



    (261)



    Net cash provided by (used for) financing activities

    210



    (4,585)



    Effect of exchange rate changes on cash and cash equivalents

    27



    85



    Net (decrease) increase in cash and cash equivalents

    (341)



    162



    Cash and cash equivalents at beginning of period

    10,786



    10,454



    Cash and cash equivalents at end of period

    $       10,445



    $       10,616















     

     ORACLE  CORPORATION 

     Q1 FISCAL 2026 FINANCIAL RESULTS 

     FREE CASH FLOW - TRAILING 4-QUARTERS (1) 

     ($ in millions) 



























     Fiscal 2025 

     Fiscal 2026 







     Q1 

     Q2 

     Q3 

     Q4 

     Q1 

     Q2 

     Q3 

     Q4 























    GAAP Operating Cash Flow

    $             19,126

    $             20,287

    $             20,745

    $             20,821

    $             21,534































    Capital Expenditures

    (7,855)

    (10,745)

    (14,933)

    (21,215)

    (27,414)































    Free Cash Flow

    $             11,271

    $               9,542

    $               5,812

    $                (394)

    $             (5,880)































    Operating Cash Flow % Growth over prior year

    8 %

    19 %

    14 %

    12 %

    13 %































    Free Cash Flow % Growth over prior year

    19 %

    (6 %)

    (53 %)

    (103 %)

    (152 %)





















































    GAAP Net Income

    $             10,976

    $             11,624

    $             12,160

    $             12,443

    $             12,441































    Operating Cash Flow as a % of Net Income

    174 %

    175 %

    171 %

    167 %

    173 %































    Free Cash Flow as a % of Net Income

    103 %

    82 %

    48 %

    (3 %)

    (47) %





















































    (1)

    To supplement our statements of cash flows presented on a GAAP basis, we use non-GAAP measures of cash flows on a trailing 4-quarter basis to analyze cash flow generated from operations. We believe free cash flow is also useful as one of the bases for comparing our performance with our competitors. The presentation of non-GAAP free cash flow is not meant to be considered in isolation or as an alternative to net income as an indicator of our performance, or as an alternative to cash flows from operating activities as a measure of liquidity.

     































     ORACLE  CORPORATION 



     Q1 FISCAL 2026 FINANCIAL RESULTS 



     SUPPLEMENTAL ANALYSIS OF GAAP REVENUES (1) 



     ($ in millions) 







































     Fiscal 2025 











     Fiscal 2026 







     Q1 

     Q2 

     Q3 

     Q4 

     TOTAL 



     Q1 

     Q2 

     Q3 

     Q4 

     TOTAL 





    REVENUES BY OFFERINGS



























     Cloud 

    $      5,623

    $      5,937

    $      6,210

    $      6,737

    $      24,506



    $      7,186







    $        7,186





     Software license 

    870

    1,195

    1,129

    2,007

    5,201



    766







    766





     Software support 

    4,896

    4,869

    4,797

    4,961

    19,523



    4,955







    4,955





     Software 

    5,766

    6,064

    5,926

    6,968

    24,724



    5,721







    5,721





     Hardware 

    655

    728

    703

    850

    2,936



    670







    670





     Services  

    1,263

    1,330

    1,291

    1,348

    5,233



    1,349







    1,349







    Total revenues 

    $    13,307

    $    14,059

    $    14,130

    $    15,903

    $      57,399



    $    14,926







    $      14,926



































    AS REPORTED REVENUE GROWTH RATES 



























     Cloud 

    21 %

    24 %

    23 %

    27 %

    24 %



    28 %







    28 %





     Software license 

    7 %

    1 %

    (10 %)

    9 %

    2 %



    (12 %)







    (12 %)





     Software support 

    0 %

    0 %

    (2 %)

    1 %

    0 %



    1 %







    1 %





     Software 

    1 %

    0 %

    (4 %)

    3 %

    0 %



    (1 %)







    (1 %)





     Hardware 

    (8 %)

    (4 %)

    (7 %)

    1 %

    (4 %)



    2 %







    2 %





     Services  

    (9 %)

    (3 %)

    (1 %)

    (2 %)

    (4 %)



    7 %







    7 %







    Total revenues 

    7 %

    9 %

    6 %

    11 %

    8 %



    12 %







    12 %



































    CONSTANT CURRENCY REVENUE GROWTH RATES (2)



























     Cloud 

    22 %

    24 %

    25 %

    27 %

    24 %



    27 %







    27 %





     Software license 

    8 %

    3 %

    (8 %)

    8 %

    3 %



    (13 %)







    (13 %)





     Software support 

    0 %

    0 %

    0 %

    0 %

    0 %



    (1 %)







    (1 %)





     Software 

    1 %

    0 %

    (2 %)

    2 %

    1 %



    (2 %)







    (2 %)





     Hardware  

    (8 %)

    (3 %)

    (5 %)

    0 %

    (4 %)



    1 %







    1 %





     Services  

    (8 %)

    (3 %)

    1 %

    (2 %)

    (3 %)



    5 %







    5 %







    Total revenues 

    8 %

    9 %

    8 %

    11 %

    9 %



    11 %







    11 %



































    CLOUD REVENUES BY OFFERINGS





























     Cloud applications 

    $      3,469

    $      3,503

    $      3,558

    $      3,742

    $      14,272



    $      3,839







    $        3,839





     Cloud infrastructure 

    2,154

    2,434

    2,652

    2,995

    10,234



    3,347







    3,347







    Total cloud revenues 

    $      5,623

    $      5,937

    $      6,210

    $      6,737

    $      24,506



    $      7,186







    $        7,186



































    AS REPORTED REVENUE GROWTH RATES 



























     Cloud applications 

    10 %

    10 %

    9 %

    12 %

    10 %



    11 %







    11 %





     Cloud infrastructure 

    45 %

    52 %

    49 %

    52 %

    50 %



    55 %







    55 %







    Total cloud revenues 

    21 %

    24 %

    23 %

    27 %

    24 %



    28 %







    28 %



































    CONSTANT CURRENCY REVENUE GROWTH RATES (2)



























     Cloud applications 

    10 %

    10 %

    10 %

    11 %

    10 %



    10 %







    10 %





     Cloud infrastructure 

    46 %

    52 %

    51 %

    52 %

    51 %



    54 %







    54 %







    Total cloud revenues 

    22 %

    24 %

    25 %

    27 %

    24 %



    27 %







    27 %



































    GEOGRAPHIC REVENUES



























    Americas 



    $      8,372

    $      8,933

    $      9,000

    $    10,034

    $      36,339



    $      9,662







    $        9,662





    Europe/Middle East/Africa 



    3,228

    3,381

    3,421

    3,996

    14,025



    3,481







    3,481





    Asia Pacific 



    1,707

    1,745

    1,709

    1,873

    7,035



    1,783







    1,783







    Total revenues 

    $    13,307

    $    14,059

    $    14,130

    $    15,903

    $      57,399



    $    14,926







    $      14,926

































































    (1)

    The sum of the quarterly information presented may vary from the year-to-date information presented due to rounding.





    (2)

    We compare the percent change in the results from one period to another period using constant currency disclosure. We present constant currency information to provide a framework for assessing how our underlying businesses performed excluding the effect of foreign currency rate fluctuations. To present this information, current and comparative prior period results for entities reporting in currencies other than United States dollars are converted into United States dollars at the exchange rates in effect on May 31, 2025 and 2024 for the fiscal 2026 and fiscal 2025 constant currency growth rate calculations presented, respectively, rather than the actual exchange rates in effect during the respective periods.









































     

    APPENDIX A

    ORACLE CORPORATION

    Q1 FISCAL 2026 FINANCIAL RESULTS

    EXPLANATION OF NON-GAAP MEASURES

    To supplement our financial results presented on a GAAP basis, we use the non-GAAP measures indicated in the tables, which exclude certain business combination accounting entries and expenses related to acquisitions, as well as other significant expenses including stock-based compensation, that we believe are helpful in understanding our past financial performance and our future results. Our non-GAAP financial measures are not meant to be considered in isolation or as a substitute for comparable GAAP measures and should be read only in conjunction with our consolidated financial statements prepared in accordance with GAAP. Our management regularly uses our supplemental non-GAAP financial measures internally to understand, manage and evaluate our business and make operating decisions. These non-GAAP measures are among the primary factors management uses in planning for and forecasting future periods. Compensation of our executives is based in part on the performance of our business based on these non-GAAP measures. Our non-GAAP financial measures reflect adjustments based on the following items, as well as the related income tax effects related to each of the below items except for the impact of the One, Big, Beautiful Bill Act:

    • Stock-based compensation expenses: We have excluded the effect of stock-based compensation expenses from our non-GAAP operating expenses, income tax effects and net income measures. Although stock-based compensation is a key incentive offered to our employees, and we believe such compensation contributed to the revenues earned during the periods presented and also believe it will contribute to the generation of future period revenues, we continue to evaluate our business performance excluding stock-based compensation expenses. Stock-based compensation expenses will recur in future periods.
    • Amortization of intangible assets: We have excluded the effect of amortization of intangible assets from our non-GAAP operating expenses, income tax effects and net income measures. Amortization of intangible assets is inconsistent in amount and frequency and is significantly affected by the timing and size of our acquisitions. Investors should note that the use of intangible assets contributed to our revenues earned during the periods presented and will contribute to our future period revenues as well. Amortization of intangible assets will recur in future periods.
    • Acquisition related and other expenses; and restructuring expenses: We have excluded the effect of acquisition related and other expenses and the effect of restructuring expenses from our non-GAAP operating expenses, income tax effects and net income measures. We incurred expenses in connection with our acquisitions and also incurred certain other operating expenses or income, which we generally would not have otherwise incurred in the periods presented as a part of our continuing operations. Acquisition related and other expenses consisted of personnel-related costs for transitional and certain other employees, certain business combination adjustments including certain adjustments after the measurement period has ended, and certain other operating items, net. Restructuring expenses consisted of employee severance and other exit costs. We believe it is useful for investors to understand the effects of these items on our total operating expenses. Although acquisition related and other expenses and restructuring expenses may diminish over time with respect to past acquisitions and/or strategic initiatives, we generally will incur certain of these expenses in connection with any future acquisitions and/or strategic initiatives.
    • Impact of the One, Big, Beautiful Bill Act (OBBBA): OBBBA was signed into law on July 4, 2025. We recorded a net tax expense of $958 million during the first quarter of fiscal 2026, primarily related to the remeasurement of a deferred tax liability previously recorded during fiscal 2021, as part of the partial realignment of our legal entity structure. We have excluded the impact of this charge from our non-GAAP income taxes and net income measures in the first quarter of fiscal 2026. We believe making these adjustments provides insight to our operating performance and comparability to past operating results.

     

    Cision View original content:https://www.prnewswire.com/news-releases/oracle-announces-fiscal-year-2026-first-quarter-financial-results-302551434.html

    SOURCE Oracle

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