ORCL 财报电话会与业绩发布记录

财报发布摘要 · 已披露

Oracle（ORCL）FY2026 Q4 财报发布摘要

这份财报的重点不是只看是否超预期，而是判断：whether Oracle's AI cloud backlog can turn into high-quality revenue fast enough to offset capital intensity and financing risk。$19.2B Q4 revenue, up 21% year over year；cloud revenue was $9.9B, up 47%, while Cloud Infrastructure revenue grew 93% to $5.8B；$1.45 GAAP EPS, $2.11 non-GAAP EPS, and Q4 non-GAAP operating income of $8.6B；Q1 FY2027 revenue is expected to grow 27%-29%, and FY2027 revenue guidance was confirmed at $90B with non-GAAP EPS guidance raised to $8.05。