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

Oracle Q4 revenue rises 21% to $19.2 billion; raises FY 2027 EPS guidance to $8.05

Positive Impact 4 of 5 earnings Written later

Oracle reported fiscal fourth-quarter 2026 total revenues of $19.2 billion, up 21%, and GAAP diluted earnings per share of $1.45, up 21%. The company raised its fiscal 2027 non-GAAP EPS guidance to $8.05 and confirmed its prior revenue guidance of $90 billion, while fiscal 2026 free cash flow was negative $23.7 billion. The board also declared a $0.50 per share common stock dividend payable July 24, 2026.

Key points

  • Q4 non-GAAP EPS was $2.11, up 24%; the company said one-time investment gains were included, and excluding them Q4 non-GAAP EPS would be $2.03, up 20%.
  • Q4 Cloud revenues were $9.9 billion, up 47%, with Cloud Infrastructure (IaaS) up 93% to $5.8 billion.
  • Q4 restructuring and other expense was $823 million, compared with $83 million a year earlier.
  • Fiscal 2026 capital expenditures were $55.7 billion and free cash flow was negative $23.7 billion; the common dividend is $0.50 per share, with a July 10, 2026 record date and July 24, 2026 payment date.

The filing

CompanyOracle (ORCL)
Form8-K, current report
Filed with the SECJun 10, 2026, 4:13 PM ET
Accession number0001193125-26-265848

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing 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 June 10, 2026.

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