AI brief of an SEC Form 8-K · Oracle (ORCL)

Oracle Q2 revenue rises 14% to $16.1 billion; GAAP EPS up 91% to $2.10

Positive Impact 3 of 5 earnings Written later

Oracle reported fiscal second-quarter 2026 results for the period ended November 30, 2025, with total revenue up 14% to $16.1 billion and GAAP diluted earnings per share of $2.10, up 91%. GAAP EPS was helped by a $2.7 billion pre-tax gain on the sale of Oracle's interest in Ampere, and software revenue fell 3%. The board also declared a quarterly dividend of $0.50 per share, payable January 23, 2026.

Key points

  • Total revenue $16.1 billion, up 14% in US dollars; cloud revenue $8.0 billion, up 34%; software revenue $5.9 billion, down 3%
  • GAAP diluted EPS $2.10, up 91%; non-GAAP diluted EPS $2.26, up 54%
  • $2.7 billion pre-tax gain on the sale of Oracle's Ampere interest positively affected both GAAP and non-GAAP EPS
  • Quarterly dividend of $0.50 per share; record date January 9, 2026; payment date January 23, 2026

The filing

CompanyOracle (ORCL)
Form8-K, current report
Filed with the SECDec 10, 2025, 4:14 PM ET
Accession number0001193125-25-314207

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on December 10, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.