Every material Form 8-K Oracle filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
Oracle's board unanimously elected Stephen Rusckowski as a director effective November 18, 2025, and increased the board to 14 seats. At the same day's annual meeting, stockholders elected all 13 director nominees, cast a majority of votes in favor of the advisory say-on-pay proposal, and ratified Ernst & Young LLP as auditor for fiscal 2026.
Stephen Rusckowski, former CEO and President of Quest Diagnostics (2012 to 2022), elected to the board effective November 18, 2025
Board size increased to 14; he will receive pro rata restricted stock units and standard non-employee director cash compensation
Say-on-pay advisory vote: 1,922,942,188 shares for and 423,773,929 against
Ernst & Young LLP ratified as auditor for fiscal year ending May 31, 2026, with 2,549,762,065 shares for and 63,419,255 against
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Oracle filing is on SEC EDGAR ↗. 8-K briefs of other companies →