Oracle shares fell about 5% on Wednesday after the database software maker reported lower quarterly revenue than expected.
Here’s how the company did in comparison with LSEG consensus:
Earnings per share: $2.26 adjusted vs. $1.64 expected
Revenue: $16.06 billion vs. $16.21 billion expected
Oracle’s revenue grew 14% year over year in the quarter that ended Nov. 30, according to a statement. Net income, at $6.14 billion, or $2.14 per share, rose from $3,151 billion, or $1.13 per share, in the same quarter a year ago. Adjusted earnings exclude stock-based compensation.
The company posted $7.98 billion in cloud revenue, more than the $7.92 consensus among analysts polled by StreetAccount. Cloud infrastructure revenue totaled $4.1 billion.
Remaining performance obligations, a measure of contracted revenue that hasn’t yet been recognized, soared 438% to $523 billion, topping the $501.8 billion average analyst estimate, according to StreetAccount. Doug Kehring, Oracle’s principal financial officer, said in the release that RPO were driven “by new commitments from Meta, Nvidia and others.”
The stock plummeted 23% in November, its worst monthly performance since 2001 and, as of Wednesday’s close, is 32% below its record reached in September. Still, the shares are up 34% for the year, outperforming the Nasdaq, which has gained 22% over that stretch.
Oracle generated $5.88 billion in software revenue, down 3% and lower than StreetAccount’s $6.06 billion consensus.
Source: https://www.cnbc.com/2025/12/10/oracle-orcl-q2-earnings-report-2026.html
