First Squawk(@FirstSquawk):ORACLE EARNINGS • REVENUE: $19.3B VS $19.14B ESTIMATE • ADJ. EPS: $1.92 VS $1.74 ESTIMATE • CLOUD REVENUE: $11.6B VS $11.44B ESTIMATE • FY REVENUE GUIDANCE: ≥$90B VS $89.76B ESTIMATE • FY ADJ. EPS GUIDANCE: $8.10 VS $8.07 ESTIMATE • Q2 REVENUE GROWTH: 30%-34% • Q2 CLOUD REVENUE GROWTH: 65%-71% IN USD • AI CLOUD CONTRACTS: >$30B BOOKED IN Q1 • REMAINING PERFORMANCE OBLIGATION: $664B • DATACENTER CAPACITY: 850MW ADDED IN Q1 • CAPITAL RAISE: NO INCREMENTAL IMPACT ON PLANS TO RAISE CAPITAL

First Squawk

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Firstsquawk Is a Global Financial (News) Squawk Service Specialising In Financial Markets, Macro, Geopolitics,politics

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First Squawk@FirstSquawk

2026.09.10 20:13

ORACLE EARNINGS • REVENUE: $19.3B VS $19.14B ESTIMATE • ADJ. EPS: $1.92 VS $1.74 ESTIMATE • CLOUD REVENUE: $11.6B VS $11.44B ESTIMATE • FY REVENUE GUIDANCE: ≥$90B VS $89.76B ESTIMATE • FY ADJ. EPS GUIDANCE: $8.10 VS $8.07 ESTIMATE • Q2 REVENUE GROWTH: 30%-34% • Q2 CLOUD REVENUE GROWTH: 65%-71% IN USD • AI CLOUD CONTRACTS: >$30B BOOKED IN Q1 • REMAINING PERFORMANCE OBLIGATION: $664B • DATACENTER CAPACITY: 850MW ADDED IN Q1 • CAPITAL RAISE: NO INCREMENTAL IMPACT ON PLANS TO RAISE CAPITAL