ORCL · Technology

ORACLE CORP

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Datacenter Demand — MichiganImportance 17 · Surprise 24
  DTE Electric’s proposed Michigan gas-fired power plants are reportedly intended in part to accommodate new data centers from Oracle and Google. The plan points to expected data-center electricity demand in Michigan,…

News · 2026-11-07

• Customer Dynamics — Microsoft Cloud DealImportance 34 · Surprise 42
  Microsoft is reportedly winding down its Oracle AI-computing rental arrangement and will not renew the deal. The reporting attributes the decision to Oracle supplying older-generation chips and places it within…

News · 2026-11-06

• Customer Dynamics — Microsoft Cloud DealImportance 34 · Surprise 42
  Microsoft is reportedly winding down its arrangement to rent AI computing capacity from Oracle after declining to renew the contract. Bloomberg’s sources said Microsoft had been turning off rented capacity in recent…
• Products and Technology — Optical ConnectivityImportance 17 · Surprise 24
  Oracle and Credo Technology Group received Open Compute Project approval for new specifications addressing optical connectivity and reliability in AI data centers. The development positions Credo as a participant in…
• Products and Technology — CRM CEC LeadershipImportance 15 · Surprise 18
  Oracle was named a Leader in the 2026 Gartner Magic Quadrant for CRM Customer Engagement Center. Gartner's recognition covered Oracle Fusion Service, whose strategy uses AI to execute service outcomes with enterprise…

News · 2026-11-05

• Customer Dynamics — Tencent AI LeaseImportance 64 · Surprise 42
  Oracle reportedly called off a five-year, approximately $7 billion agreement to lease about 100,000 AI chips to Tencent in Oracle data centers across Southeast Asia. The arrangement would have provided Tencent…
• AI Infrastructure PartnershipImportance 34 · Surprise 42
  Credo Technology received Open Compute Project approval for two specifications developed with Oracle to improve optical connectivity and reliability in AI data centers. The work addresses high-speed connection…
• Products and Technology — Multicloud DatabaseImportance 23 · Surprise 24
  Oracle is advancing its database modernization strategy across multicloud environments, positioning real-time data pipelines as important for enterprise AI agents. OCI executive Nathan Thomas said enterprises are…
• Tencent AI Chip LeaseImportance null · Surprise null
  Oracle allegedly called off a reported $7 billion, five-year arrangement to lease Tencent access to about 100,000 advanced AI chips in Oracle data centers across Southeast Asia. The report attributed the cancellation…

News · 2026-11-04

• Customer Dynamics — Tencent AI LeaseImportance 71 · Surprise 60
  Oracle canceled a five-year chip-leasing contract with Tencent estimated at $7 billion, which would have provided access to as many as 100,000 advanced AI chips through Oracle data centers in Southeast Asia. The…
• Export Controls / Regulatory RiskImportance 71 · Surprise 60
  Oracle reportedly canceled a five-year chip-leasing contract with Tencent estimated at about $7 billion after U.S. officials raised concerns about the deal. The arrangement would have provided Tencent access to as many…
• Capital Funding and LiquidityImportance 64 · Surprise 42
  Oracle was lining up $20 billion in fresh funding from debt and equity offerings, with the expected closing date on November 4, 2026. The reported closing remained subject to customary conditions, and the article said…
• Products and Technology — Optical Telemetry StandardsImportance 30 · Surprise 42
  The Open Compute Project Community approved two optical-transceiver telemetry specifications developed through a Credo- and Oracle-led Optics Reliability Workstream. The specifications establish a standardized…
• Products and Technology — Oracle Data SafeImportance 30 · Surprise 42
  Oracle advised database customers to prepare for quantum-security risks by adopting quantum-resistant cryptography before powerful quantum computers become available. Oracle’s Vipin Samar highlighted the risk that…
• Customer Win — Chubu Electric Smart MetersImportance 23 · Surprise 24
  Chubu Electric Power Grid deployed its 10 millionth smart meter as part of its Advanced Metering Infrastructure initiative with Oracle. The utility upgraded to the latest version of Oracle Utilities Meter Data…

News · 2026-11-03

• Guidance and OutlookImportance 89 · Surprise 82
  A Nov. 3 market-movement report said Oracle aims to exceed $225 billion in revenue by fiscal 2030 and achieve positive free cash flow in the second half of fiscal 2028. The report linked the outlook to heavy AI…
• Capital Funding and LiquidityImportance 64 · Surprise 42
  Oracle priced concurrent offerings totaling $20 billion: approximately $10 billion of common stock and $10 billion of senior notes, to support its AI and cloud infrastructure investment cycle. It priced 86,206,897…
• Capital Expenditure ProgramImportance 52 · Surprise 42
  Oracle selected Turner and Archer Western to lead construction of the main portion of its River North campus in Nashville. The campus is valued at $4.5 billion, making the reported project a substantial capital…
• Datacenter Capacity ExpansionImportance 52 · Surprise 42
  Oracle selected Turner and Archer Western to lead construction of the main portion of its River North campus in Nashville. The campus is reported to be a $4.5 billion project, making the development a material…
• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  Deloitte expanded its alliance with Oracle by forming the Deloitte Oracle business group in the United States. The group combines Deloitte capabilities across AI, applications, cloud infrastructure, data, cyber, and…

News · 2026-11-02

• Capital Expenditure Guidance — FY2027Importance 63 · Surprise 42
  Oracle expects capital expenditures to peak in fiscal 2027 and fiscal 2028. The company is targeting at least $30 billion in positive free cash flow by fiscal 2029. Reports also said Oracle committed to limit…
• Capital Expenditure and FundingImportance 58 · Surprise 42
  Oracle launched a $10 billion U.S. investment-grade bond offering and filed to sell $10 billion of common stock, totaling $20 billion in new financing for its AI and data-center expansion. The offerings use the full…
• Capital Funding and LiquidityImportance null · Surprise null
  Oracle announced a $20 billion capital raise consisting of a $10 billion common-stock offering and a $10 billion debt offering to finance its AI and cloud infrastructure expansion. The bond sale is in the U.S.…

News · 2026-11-01

• AI Infrastructure Security PartnershipImportance 31 · Surprise 42
  F5 and Oracle announced a planned collaboration to integrate F5’s web application and API protection (WAAP) technology into Oracle Cloud Infrastructure (OCI). The collaboration is intended to help organizations defend…

News · 2026-10-30

• AI Infrastructure PartnershipImportance 31 · Surprise 42
  The article reports expanded collaborations between NVIDIA and Oracle as NVIDIA broadens its AI infrastructure offerings. The stated workloads include AI training, inference, and agent workloads across cloud, data…
• Cloud Services GrowthImportance 15 · Surprise 24
  The report says enterprise demand accelerated across Oracle’s cloud business. It provides no order, backlog, utilization, or regional data to quantify the demand trend. The report does not identify particular Oracle…

8-K · 2026-10-28

• Revenue Performance and MixImportance 95 · Surprise 92
  Oracle forecast total revenue of $225 billion or more in FY30, representing more than 35% CAGR from FY26 through FY30. The outlook reflects expected growth across cloud infrastructure, database, and applications.…
• Guidance and OutlookImportance 95 · Surprise 92
  Oracle set a FY30 target of at least $225 billion in total revenue, representing more than 35% CAGR from FY26, with non-GAAP operating margin of at least 40% and non-GAAP EPS of at least $21. It expects capital…
• Capital Expenditures and Free Cash FlowImportance 68 · Surprise 42
  Oracle expects capital expenditures to peak in FY27–FY28 and step down in FY29. The company expects positive free cash flow during the second half of FY28. Oracle set an FY29 free cash flow target of at least $30…
• Funding and Liquidity PlanImportance 58 · Surprise 42
  Oracle committed to limiting additional capital-market funding for its FY27–FY30 investment cycle to $20 billion, expected to comprise $10 billion of equity and $10 billion of gross debt. The commitment excludes…
• Capital Funding and LiquidityImportance 58 · Surprise 42
  Oracle committed to limiting additional capital-market funding for its FY27–FY30 investment cycle to $20 billion, currently expected to comprise $10 billion in equity and $10 billion in gross debt; refinancing of…
• Capital AllocationImportance 10 · Surprise 6
  Oracle stated that its capital-allocation priorities include maintaining investment-grade credit ratings, paying a dividend, and funding growth opportunities. The release did not specify a dividend amount or a change…

News · 2026-10-22

• Liquidity and Debt PositionImportance 57 · Surprise 50
  Investor concerns center on Oracle’s heavy AI capital expenditures, elevated leverage, and negative free cash flow. Oracle’s five-year credit default swap spread widened by 80 basis points, signaling increased…
• Capital Funding and Customer PrepaymentsImportance 52 · Surprise 42
  Oracle is using stock sales, debt issuance, and customer prepayments to fund its AI cloud infrastructure expansion. The company’s negative free cash flow contrasts with Microsoft’s internally funded Azure and Copilot…
• AI Infrastructure FinancingImportance 52 · Surprise 42
  Third-party reporting describes Oracle’s AI-cloud expansion as being financed through a combination of equity issuance, additional debt, and customer prepayments rather than internally generated free cash flow. The…
• Cloud Infrastructure GrowthImportance 50 · Surprise 24
  Oracle is expanding Oracle Cloud Infrastructure capacity to serve artificial-intelligence workloads. The company has a large cloud infrastructure revenue backlog, indicating substantial contracted demand for OCI…
• Federal AI Policy LobbyingImportance 41 · Surprise 48
  Oracle reported $2.89 million of U.S. federal lobbying expenditure in the third quarter of 2026, up 25.1% year over year. The company’s lobbying focused on defense appropriations, federal IT modernization, artificial…
• Operating Expense TrendsImportance 28 · Surprise 30
  Oracle reported $2.89 million of federal lobbying expenditures in the third quarter. Lobbying spending increased 25.1% from the prior year, exceeding the materiality rule for year-over-year changes. The spending…
• Products and Technology — Multicloud DatabaseImportance 26 · Surprise 24
  Oracle’s multicloud database revenue is described as surging, supported by the company’s neutral position across cloud providers. This positioning differentiates Oracle from Microsoft in the AI cloud infrastructure…
• Competition and Market Share — AI CloudImportance 23 · Surprise 24
  Oracle is positioning its data assets, application portfolio, and GPU fleet to compete for expanding AI infrastructure demand. Its principal comparison in the digest is Microsoft, whose Azure and Copilot businesses are…
• Institutional Ownership IncreaseImportance 3 · Surprise 6
  Vest Financial LLC bought 152,652 Oracle shares during the third quarter. The firm’s Oracle holdings were valued at approximately $52.1 million after the purchase. The report linked the investment to Oracle’s $19.34…

News · 2026-10-21

• Revenue Performance and MixImportance 59 · Surprise 48
  Oracle reported quarterly revenue of $19.34 billion, representing 29.6% year-over-year growth. The company also reported earnings per share of $1.92 for the quarter. The reported growth rate exceeded analyst estimates,…
• Cloud Services Backlog GrowthImportance 56 · Surprise 24
  Oracle’s cloud backlog, described as cloud-related remaining performance obligations, has exceeded $664 billion. The backlog increase has accompanied significant growth in cloud infrastructure revenue. Oracle’s free…
• AI Backlog and Free Cash Flow OutlookImportance 54 · Surprise 42
  Third-party reporting said Oracle's cloud backlog had exceeded $664 billion, highlighting the scale of contracted future cloud demand. The same report said Oracle's free cash flow remained deeply negative amid…
• AI Agent Studio for Industry ApplicationsImportance 31 · Surprise 42
  Oracle announced AI Agent Studio for Industry Applications, a no-code and low-code platform for customers and partners to create, test, orchestrate, deploy, and manage industry-specific AI agents and workflows. The…
• Fusion Agentic Applications LaunchImportance 31 · Surprise 42
  Oracle announced AI Agent Studio for Industry Applications on October 21, 2026, a no-code and low-code platform for creating, testing, deploying, and managing industry-specific AI agents. The platform is designed for…
• Customer Dynamics — Southwest GeneralImportance 31 · Surprise 42
  Southwest General, a private not-for-profit acute-care hospital in Middleburg Heights, Ohio, expanded its Oracle relationship across clinical, financial, and operational functions. The hospital is adopting Oracle…
• Fusion Claw HR ApplicationsImportance 31 · Surprise 42
  Oracle announced new Fusion Claw-powered agentic applications for human-resources functions on October 21, 2026. Fusion Claw is described as a governed agentic execution runtime embedded in Fusion Cloud Applications…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Oracle declared a quarterly dividend of $0.50 per share. The dividend declaration accompanied quarterly revenue of $19.34 billion and EPS of $1.92. The reported dividend represents a recurring cash distribution to…

News · 2026-10-20

• AI Capex and LiquidityImportance 63 · Surprise 42
  Oracle’s management expects fiscal 2027 capital spending to be approximately equal to revenue, indicating an unusually intensive AI data-center buildout. Free cash flow was negative in fiscal 2027’s first quarter while…
• AI Backlog and FY27 OutlookImportance 63 · Surprise 42
  Third-party reporting said Oracle’s management guides fiscal 2027 capital spending to approximately equal expected revenue, implying a highly intensive AI data-center investment cycle. The same report noted that Oracle…
• Market Demand Trends — AI Database GrowthImportance 45 · Surprise 64
  A BNP Paribas software-reseller survey indicated that generative AI demand has surpassed cybersecurity demand, pointing to stronger interest in Oracle’s AI-related offerings. The survey specifically cited Oracle…
• AI Infrastructure Financing RiskImportance 44 · Surprise 42
  Third-party market commentary highlighted rising concerns about the financing structure supporting Oracle’s AI data-center expansion. Baird characterized Oracle and other AI infrastructure providers as among the…
• Cloud Database GrowthImportance 41 · Surprise 64
  Oracle’s multicloud database revenue grew 353% year over year in fiscal 2027’s first quarter. Multicloud database customers increased 180% over the same period. The reported growth reflects Oracle Database services…
• AstraZeneca AI Healthcare PartnershipImportance 31 · Surprise 42
  Oracle and AstraZeneca entered a nonbinding agreement on October 20, 2026, to use Oracle’s real-world data, cloud, AI, analytics, and clinical workflow capabilities with AstraZeneca’s scientific and therapeutic…
• Products and Technology — Oracle Health AIImportance 31 · Surprise 42
  Oracle and AstraZeneca entered a nonbinding agreement to explore AI and real-world data applications in clinical research and patient care. The collaboration is intended to identify eligible clinical-trial participants…
• Distribution Channels — Oracle MarketplaceImportance 31 · Surprise 42
  Stellar Cyber made its Security Operations Platform, Open XDR SecOps Platform, and Next-Generation SIEM available through Oracle Marketplace. The offerings are designed for hybrid environments and can protect Oracle…
• Nvidia Data Center BackstopImportance 14 · Surprise 24
  TD Cowen reported that Nvidia may be providing credit support to Oracle through backstops or by leasing data-center capacity directly and subleasing it to Oracle. The analyst linked the potential arrangement to…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Oracle declared a quarterly dividend of $0.50 per share. The dividend was reported alongside quarterly earnings of $1.92 per share and revenue of $19.34 billion. The declaration confirms an ongoing cash-return…

News · 2026-10-19

• IBM Partnership — Red HatImportance 31 · Surprise 42
  Red Hat expanded availability of its hybrid-cloud portfolio on Oracle Cloud Infrastructure. Red Hat Enterprise Linux is now offered as a first-party product in the OCI Console, while Ansible Automation Platform,…