$Oracle(ORCL.US) | Oracle Fiscal Q4 & FY2026 E

$Oracle(ORCL.US) | Oracle Fiscal Q4 & FY2026 Earnings Call Summary

𝐂𝐅𝐎 – Hilary Maxson

➤ “Revenue was $19.2 billion, up 21%, driven by strength in both our cloud infrastructure and cloud apps businesses.”

➤ “Our remaining performance obligations finished at $638 billion, up 363%.”

➤ “This unprecedented level of RPO provides exceptional visibility into our future revenue growth.”

➤ “We expect growth in our total revenues of +34% in constant currency for fiscal year 2027.”

➤ “We expect to raise around $40 billion in debt and equity in fiscal year 2027.”

➤ “We feel comfortable with and fully reconfirm the long-term targets.”

➤ “Return on invested capital for these projects is in the high 20% range at steady state.”

𝐂𝐄𝐎 – Mike Sicilia

➤ “Our customers have moved past the experiment stage with AI.”

➤ “They are ready to implement enterprise-grade, complete agentic solutions to help run their businesses.”

➤ “Over the past year, we have delivered more than 1,000 AI agents across our application suites.”

➤ “The quickest, most affordable, and most productive way customers can begin consuming AI is just to continue using Oracle’s applications.”

➤ “Multi-cloud revenue was up 404% year-over-year, and bookings were up 325% year-over-year.”

➤ “Data strategy matters, data architecture matters, and much of that data already resides in Oracle databases around the world.”

➤ “We’re allowing as much flexibility and as much alignment to value in our pricing models across our entire application suite as we possibly can.”

𝐂𝐄𝐎 – Clay Magouyrk

➤ “OCI has been the fastest-growing cloud provider for years.”

➤ “AI infrastructure makes the existing cloud infrastructure market look small.”

➤ “Everything we see shows this market size is trillions of dollars per year.”

➤ “We signed $67 billion in AI infrastructure contracts this quarter.”

➤ “Customers are showing they chose OCI to deliver their infrastructure, even when they are bringing the capital themselves.”

➤ “Our pace of delivery continues to accelerate.”

➤ “Our global GPU utilization rate is 97.5%.”

➤ “Agentic coding tools have completely changed how Oracle operates.”

➤ “There’s still a massively higher demand than there is supply.”

➤ “The biggest and most robust customers come our way because of what we’ve built over the past decade.”