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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Brad Zelnick | Deutsche Bank | 9 questions · 11% challenging |
| John DiFucci | Guggenheim | 9 questions · 22% challenging |
| Mark Moerdler | Bernstein | 8 questions · 13% challenging |
| Raimo Lenschow | Barclays | 5 questions · 20% challenging |
| Siti Panigrahi | Mizuho Securities | 4 questions · 0% challenging |
| Kirk Materne | Evercore ISI | 4 questions · 0% challenging |
| Alex Zukin | Wolfe Research | 3 questions · 0% challenging |
| Derrick Wood | TD Cowen | 2 questions · 0% challenging |
| Brent Thill | Jefferies | 2 questions · 50% challenging |
| Ben Reitzes | Melius Research | 2 questions · 50% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Deutsche Bank | 1 analyst | 9 questions · 11% challenging |
| Guggenheim | 1 analyst | 9 questions · 22% challenging |
| Bernstein | 1 analyst | 8 questions · 13% challenging |
| Barclays | 1 analyst | 5 questions · 20% challenging |
| Mizuho Securities | 1 analyst | 4 questions · 0% challenging |
| Evercore ISI | 1 analyst | 4 questions · 0% challenging |
| Wolfe Research | 1 analyst | 3 questions · 0% challenging |
| Melius Research | 1 analyst | 2 questions · 50% challenging |
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Oracle closed fiscal 2026 with a record quarter: revenue of $19.2 billion, up 21%, led by cloud infrastructure revenue growth of 93% and Cloud Applications up 10%. The headline was a surge in remaining performance obligations to $638 billion, up 363%, after Oracle signed $67 billion in AI infrastructure contracts in the quarter, lifting bring-your-own-hardware and prepaid commitments to $75 billion at margins at or better than existing contracts. Non-GAAP EPS reached $2.11 (up 24%, or 20% excluding one-time Ampere and Bloom Energy investment gains), even as full-year gross margin stepped down around 5 points from the data-center build-out. Looking ahead, management introduced FY2027 guidance of +34% constant-currency revenue growth and non-GAAP EPS of $8.05, with Q1 cloud revenue guided up 58-64%, and reconfirmed its long-term targets of 31% revenue and 28% EPS CAGRs through FY2030. The constraint is capital intensity: FY2027 net cash CAPEX is guided to roughly $70 billion, funded in part by about $40 billion of new debt and equity.
Cloud & AI | Competitive Dynamics | Capex Investment | Demand | Margin | Revenue Growth | Product Launch | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 5 | 3 | 2 | 2 | 1 | 1 | 1 | 1 |
| 2025Q3 | 6 | 3 | 1 | 2 | 2 | 1 | ||
| 2025Q4 | 5 | 1 | 1 | 1 | 1 | 2 | 1 | |
| 2026Q1 | 4 | 2 | 1 | 2 | 1 | |||
| 2026Q2 | 4 | 2 | 2 | 2 | 1 | |||
| 2026Q3 | 5 | 2 | 2 | 1 | 1 | 1 | ||
| 2026Q4 | 2 | 1 | 3 | 3 | 2 | 2 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Cloud & AI | 5 | 6 | 5 | 4 | 4 | 5 | 2 |
| Competitive Dynamics | 3 | 3 | 1 | 2 | 2 | 2 | 1 |
| Capex Investment | 2 | 1 | 1 | 1 | 2 | 2 | 3 |
| Demand | 2 | 2 | 1 | 2 | 1 | 3 | |
| Margin | 1 | 1 | 1 | 2 | 1 | 2 | |
| Revenue Growth | 1 | 2 | 2 | 2 | |||
| Product Launch | 1 | 1 | 1 | 1 | |||
| Innovation & R&D | 1 | 1 | 1 |
Calendar quarter Q2 2026Earnings call Jun 10, 2026
FY2026 Q4 in brief
Oracle closed fiscal 2026 with a record quarter: revenue of $19.2 billion, up 21%, led by cloud infrastructure revenue growth of 93% and Cloud Applications up 10%.
Newest quarter FY2027 Q1 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Oracle Corporation (ORCL), FY2026 Q4: 9/10. Scores: Oracle Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ORCL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| 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 Q4Selected | $19.18B | +20.6% | $1.45 | +21.8% | 65.2% | 32.0% | 22.4% | $-1.87B |
| FY2027 Q1 | $19.34B | +29.6% | $1.56 | +54.5% | 99.0% | 34.8% | 24.6% | $-5.40B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin |
|---|
GAAP revenue YoY +20.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| 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 |
| FY2026Selected | $67.36B | +17.4% | $5.83 | +34.3% | 65.8% | 30.8% | 25.4% | $-23.69B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What ORCL and other companies said about each other on FY2026 Q4 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“excluding the net onetime investment gains we booked in fiscal year 2020 from Ampere and Bloom Energy.”
Oracle booked a one-time gain on its investment in Ampere during the fiscal year.
“excluding the net onetime investment gains we booked in fiscal year 2020 from Ampere and Bloom Energy.”
Oracle booked a one-time gain on its investment in Bloom Energy during the fiscal year.
“Power design is based on gigawatts of clean, energy-efficient Bloom fuel cells.”
Oracle's Dona Ana County data center power design relies on Bloom Energy fuel cells, a signal for Bloom supplying gigawatt-scale AI data center power.
“QXO, the fastest growing building products distributor in The United States.”
Oracle highlights QXO, a fast-growing building products distributor, as a customer combining Oracle infrastructure/database with applications.
“Aon Services Corporation and Liberty Energy pre-purchased tokens that have access to more advanced reasoning in models.”
Liberty Energy is named as an early adopter pre-purchasing Oracle AI token bundles for advanced reasoning models.
“Aon Services Corporation and Liberty Energy pre-purchased tokens that have access to more advanced reasoning in models.”
Aon is named as an early adopter pre-purchasing Oracle AI token bundles, implying Aon is expanding enterprise AI usage.
“Vodafone selected OCI dedicated region at their data centers our multi cloud database offering, a partner cloud and our applications to reduce costs and run their processes faster, in some cases, up to 60% faster.”
Vodafone is cited as a major Q4 customer consolidating onto Oracle infrastructure, database and apps to cut costs and speed processing.
“Exelon adopted our utilities platform to manage operations.”
Oracle names Exelon as a new customer that went live on its utilities platform, a signal for Exelon modernizing operations software.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ORCL Oracle Corporation | 9 | +20.6% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| CPAY Corpay | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FFIV F5, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FTNT Fortinet | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| GDDY GoDaddy | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| GEN Gen Digital | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| IOT Samsara Inc. | 10 | +30.5% | |
| MDB MongoDB, Inc. | 9 | +25.3% | |
| MSFT Microsoft Corporation | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| NET Cloudflare, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PATH UiPath Inc. | 9 | +17.3% | |
| PLTR Palantir Technologies | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| SNPS Synopsys | 7 | +41.9% | |
| TWLO Twilio Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| VRSN Verisign | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| XYZ Block, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ZS Zscaler | 9 | +25.4% |
Newest-quarter details for 13 peers (score, revenue, headline, themes and macro signals) are available with Pro.