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

Oracle Q1 revenue rises 30% to $19.3 billion; cloud infrastructure up 121%

Positive Impact 4 of 5 earnings Written later

Oracle reported fiscal first-quarter 2027 results for the quarter ended August 31, 2026, with revenue up 30% to $19.3 billion and diluted GAAP EPS up 55% to $1.56. The company also gave Q2 and full fiscal 2027 guidance, including total revenue of at least $90 billion, and declared dividends. Free cash flow was negative $5.4 billion as capital expenditures reached $28.5 billion, a figure shareholders will watch alongside the growth in cloud revenue.

Key points

  • Total revenue $19.3 billion, up 30%; cloud revenue $11.6 billion, up 62%; cloud infrastructure $7.4 billion, up 121%
  • Diluted GAAP EPS $1.56, up 55%; non-GAAP EPS $1.92, up 30%
  • Operating cash flow $23.1 billion, but free cash flow was negative $5.4 billion
  • Common dividend $0.50 per share payable October 23, 2026 (record date October 9); preferred dividend $1,625 per share payable October 15, 2026

The filing

CompanyOracle (ORCL)
Form8-K, current report
Filed with the SECSep 10, 2026, 4:16 PM ET
Accession number0001193125-26-387905

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 September 10, 2026.

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.