ORACLE $ORCL Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $19.3B (Est. $19.14B) 🟢; +30% YoY 🔹 Adj. EPS: $1.92 (Est. $1.74) 🟢; +30% YoY 🔹 RPO: $664B; +$209B YoY FY Guide: 🔹 Revenue: At least $90B (Est. $89.79B) 🟢 🔹 Adj. EPS: $8.10 (Est. $8.07) 🟢 Q2 Guide: 🔹 Adj. EPS: $1.85-$1.93 USD (Est. $1.89) 🟡 🔹 Revenue Growth: 30% to 34% USD/CC 🔹 Cloud Revenue Growth: 65% to 71% USD; 64% to 70% CC Segment Net Revenue: 🔹 Cloud: $11.6B; +62% YoY 🔹 Cloud Infrastructure: $7.4B; +121% YoY 🔹 Cloud Applications: $4.2B; +10% YoY 🔹 Software: $5.6B; -3% YoY 🔹 Hardware: $774M; +15% YoY 🔹 Services: $1.4B; +5% YoY Other Q1 Metrics: 🔹 Non-GAAP Operating Income: $8.2B; +31% YoY 🔹 Non-GAAP Operating Margin: 42% 🔹 Operating Cash Flow: $23.1B; +184% YoY 🔹 Free Cash Flow: -$5.4B 🔹 CapEx: $28.5B Key Updates: 🔹 AI Cloud Contracts: More than $30B booked in Q1, increasing RPO to $664B 🔹 ATM Equity Program: $20B of common stock sold before commissions