On Wednesday, June 10, Oracle will report its earnings for the fourth quarter of fiscal year 2026. Analysts expect revenue of approximately USD 19.1 billion, compared to USD 15.9 billion in the same quarter last year. This represents year-over-year growth of around 20%. Earnings per share (EPS) are expected to come in at about USD 1.97, up from USD 1.70 in the prior-year quarter, an increase of roughly 15%.
The focus remains on Oracle’s cloud and AI business. In particular, strong demand for Oracle Cloud Infrastructure (OCI) as well as major AI projects and partnerships continue to drive growth. Investors will therefore closely watch the outlook for the next fiscal year and whether Oracle can further expand its strong momentum in the cloud and AI segment.
The results are seen as an important indicator of demand for AI infrastructure beyond the traditional semiconductor industry. Following the strong share price performance in recent months, the management’s guidance is likely to be a key driver for the stock’s reaction.
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