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Oracle Q2 FY2026 Earnings Call Transcript - Oracle (NYSE:ORCL)
Oracle's adjusted EPS rose 54% year over year to $2.26, cloud sales grew 34%, and remaining performance obligations surged 438%, despite missing revenue forecasts.
- On Dec. 10, 2025, Oracle Corporation reported Q2 revenue of $16.1 billion, up 14%, with non-GAAP EPS of $2.26, up 54%, but shares fell over 6% in postmarket trading.
- A September rally tied to OpenAI boosted Oracle Corporation shares before they faded, while the company sold its interest in Ampere, gaining $2.7 billion pre-tax, and Remaining Performance Obligations rose to $523 billion.
- The company's revenue mix shows cloud revenues up 34%, software revenues down 3%, and non‑GAAP net income exceeding GAAP net income .
- Oracle will pay a quarterly cash dividend of $0.50 per share with record date January 9, 2026 and payment date January 23, 2026, after reporting $22.3 billion in operating cash flow over the last twelve months.
- Oracle highlighted AI momentum, with `AI Training and selling AI Models are very big businesses`, said Oracle CEO Mike Sicilia, and Oracle's Multicloud database business was up 817%.
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Oracle Announces Fiscal Year 2026 Second Quarter Financial Results
Q2 Remaining Performance Obligations $523 billion, up 438% in USDQ2 GAAP Earnings per Share up 91% to $2.10, Non-GAAP Earnings per Share up 54% to $2.26Q2 Total Revenue $16.1 billion, up 14% in USD and up 13% in constant currencyQ2…
Oracle (ORCL) Q2 Earnings Coverage
Live Updates Oracle Reports Fiscal Q2 Earnings: 3 Pros and 3 Cons 5 hours ago Live As we’ve been following, Oracle (Nasdaq: ORCL) reported Fiscal Q2 earnings after the bell and shares are down 5.6% as of 4:20 p.m. ET. Let’s look at some pros and cons from the quarter. Pros: RPO increased once again to $523 billion, 15% sequential growth. Oracle’s RPO remains above much larger cloud rivals like Amazon or Microsoft…
·New York, United States
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Coverage Details
Total News Sources22
Leaning Left4Leaning Right0Center9Last UpdatedBias Distribution69% Center
Bias Distribution
- 69% of the sources are Center
69% Center
L 31%
C 69%
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