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Nov 30, 2025
Oracle Q2 2026 Earnings Report
Oracle reported strong Q2 2026 results with record net income and significant cloud growth.
Key Takeaways
Oracle delivered robust earnings in Q2 2026, with $6.1 billion in net income and $16.06 billion in revenue, fueled by cloud infrastructure growth and strategic customer commitments.
Net income reached $6.1 billion, bolstered by a $2.7 billion gain from the Ampere divestiture.
Cloud revenue hit $8.0 billion, with IaaS growing 68% YoY.
Remaining performance obligations surged to $523 billion.
Adj. EPS was $2.26, up significantly from $1.10 in Q2 2025.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Oracle emphasized continued cloud momentum and AI opportunities, while cautioning about the need to stay agile amid rapid tech evolution.
Positive Outlook
- Strong growth in multicloud and AI-enabled products.
- Expanded cloud infrastructure footprint with 211+ regions.
- RPO grew by $68B sequentially, reflecting strong demand.
- Strategic cloud deals with Meta and NVIDIA.
- Focus on AI integration across Oracle’s software stack.
Challenges Ahead
- Decline in software revenue year-over-year.
- Continued decline in free cash flow due to heavy capital expenditures.
- Exit from proprietary chip design (Ampere divestiture).
- High restructuring costs at $406M this quarter.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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