Oracle (ORCL) Q1 2027 (USD): Adj. EPS 1.92 (exp. 1.73), Revenue 19.3bln (exp. 19.13bln)
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Adj. operating income 8.15bln (exp. 7.81bln) Adj. operating margin 42% (exp. 40.8%) Cloud infrastructure revenue (IaaS) 7.39bln (exp. 7.19bln) Software revenue 5.55bln (exp. 5.67bln) Software support revenue 4.90bln (exp. 4.88bln) Software license revenue 655mln (exp. 718.8mln) Q2 cloud revenue expected to grow between 64% and 70% in constant currency, between 65% and 71% in USD Booked more than 30bln of additional AI Cloud contracts in Q1, increasing RPO to 664bln There is no incremental impact on plans to raise capital Delivered 850MW of additional datacenter capacity in Q1 Outlook FY adj. EPS 8.10 (exp. 8.07). FY revenue minimum 90bln (exp. 89.7bln). Q2 adj. EPS 1.83-1.91 (exp. 1.89). Outlook Q2 total revenue growth between 30% and 34%
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