ORCL · 8-K · 20261028PR435853
Guidance and Outlook
ORACLE CORP · 2026-10-28 · Importance 95 · Surprise 92 · In source text
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 expenditures to peak in FY27–FY28 and step down in FY29, when it targets positive free cash flow of at least $30 billion. Oracle reaffirmed its FY27 outlook for total revenue of at least $90 billion and non-GAAP EPS of $8.10.
Key facts
- Oracle FY30 total revenue outlook: $225 billion or more, representing more than 35% CAGR from FY26 through FY30 source
- Oracle FY30 non-GAAP operating margin outlook: 40% or more source
- Oracle FY30 non-GAAP EPS outlook: $21 or more source
- Oracle reaffirmed FY2027 total revenue outlook of at least $90 billion source
- Oracle reaffirmed FY2027 non-GAAP earnings per share outlook of $8.10 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | Oracle FY30 total revenue outlook: $225 billion or more, representing more than 35% CAGR from FY26 through FY30 |
| margin | unclear | committed | — | Oracle FY30 non-GAAP operating margin outlook: 40% or more |
| net_income | unclear | committed | — | Oracle FY30 non-GAAP EPS outlook: $21 or more |
| revenue | unclear | committed | — | Oracle reaffirmed FY2027 total revenue outlook of at least $90 billion |
| net_income | unclear | committed | — | Oracle reaffirmed FY2027 non-GAAP earnings per share outlook of $8.10 |