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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Oracle Corporation (ORCL) is 9/10.
Oracle achieved its first 20%+ organic revenue and EPS growth in 15 years, delivering Q3 results highlighted by AI infrastructure revenue up 243% and multi-cloud database revenue up 531% year-over-year. The TikTok US equity investment was announced, and a $50 billion financing program was launched. AI gross margin exceeded guidance at 32%. The application suite showed momentum with AI agents. Management noted the company was overdelivering on FY26 and constantly raising FY27 forecasts.
Scored from Oracle Corporation’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $13.31B | +6.9% | $1.03 | +19.8% | 70.6% | 30.0% | 22.0% | $5.12B |
| FY2025 Q2 | $14.06B | +8.6% | $1.10 | +23.6% | 70.9% | 30.0% | 22.4% | $-2.67B |
| FY2025 Q3 | $14.13B | +6.4% | $1.02 | +20.0% | 70.3% | 30.8% | 20.8% | $71M |
| FY2025 Q4 | $15.90B | +11.3% | $1.19 | +7.2% | 70.2% | 32.1% | 21.5% | $-2.92B |
| FY2026 Q1 | $14.93B | +12.2% | $1.01 | -1.9% | 67.3% | 28.7% | 19.6% | $-362M |
| FY2026 Q2 | $16.06B | +14.2% | $2.10 | +90.9% | 66.5% | 29.5% | 38.2% | $-9.97B |
| FY2026 Q3 | $17.19B | +21.7% | $1.27 | +24.5% | 64.6% | 32.8% | 21.6% | $-11.48B |
| FY2026 Q4 | $19.18B | +20.6% | $1.45 | +21.8% | 65.2% | 32.0% | 22.4% | $-1.87B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $49.95B | +17.7% | $3.06 | +27.5% | 72.8% | 26.2% | 17.0% | $8.47B |
| FY2024 | $52.96B | +6.0% | $3.71 | +21.2% | 71.4% | 29.0% | 19.8% | $11.81B |
| FY2025 | $57.40B | +8.4% | $4.34 | +17.0% | 70.5% | 30.8% | 21.7% |
| $-394M |
| FY2026 | $67.36B | +17.4% | $5.83 | +34.3% | 65.8% | 30.8% | 25.4% | $-23.69B |
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