ORCL · News · 20260923N
Revenue Performance and Mix
ORACLE CORP · 2026-09-23 · Importance 95 · Surprise 92 · No source text
Oracle reported fiscal Q1 FY27 revenue of $19.3 billion, up 30% year over year. Cloud revenue increased 62%, led by expansion in Cloud Infrastructure (IaaS). The results exceeded analyst expectations and reflected accelerating demand for Oracle’s cloud services. Oracle issued positive guidance for Q2 FY27 and fiscal 2027.
Key facts
- Oracle reported total revenues of $19.3 billion for Q1 FY27, a 30% increase year-over-year. source
- Oracle issued positive guidance for Q2 FY27 and the full fiscal year 2027. source
- MarketBeat reported Oracle recently reported quarterly earnings of $1.92 per share and revenue of $19.34 billion. source
- Oracle reported 121% year-over-year infrastructure revenue growth. source
- Oracle's cloud revenues grew 62% and were a primary driver of Q1 FY27 growth. source
- Seeking Alpha suggested potential annualized appreciation approaching 40% through 2030 for Oracle shares. source
- Seeking Alpha stated Oracle shares trade at 18x operating income. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +6.6% | Oracle reported total revenues of $19.3 billion for Q1 FY27, a 30% increase year-over-year. |
| revenue | positive | probable | — | Oracle issued positive guidance for Q2 FY27 and the full fiscal year 2027. |