Oracle's revenue growth has accelerated dramatically, reaching 29.6% year-over-year in 2027Q1, driven by a successful pivot to cloud infrastructure. However, this growth appears to be fueling an unsustainable capital expenditure cycle, with CapEx consuming 147...
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While revenue growth has surged to 29.6% in 2027Q1, this has been accompanied by a significant gross margin erosion to 60.0% from 72.5% ten quarters prior, suggesting the current expansion is prioritizing scale over profitability.
Oracle's Remaining Performance Obligations (RPO) stood at $553 billion as of early 2026, indicating strong future revenue potential.
Oracle Cloud Infrastructure (OCI) revenue surged 84% year-over-year in early 2026, with multicloud database revenue up 531% in Q3.
A landmark partnership with OpenAI is seen as a key growth driver, contributing significantly to the RPO.
Oracle's debt exceeded $162 billion by April 2026, raising concerns about financial stability.
Trailing free cash flow turned negative, reaching approximately -$24.7 billion in early 2026 due to high capital expenditures.
Around $300 billion of Oracle's backlog is tied to OpenAI, a customer that is not yet profitable, posing a risk to Oracle's financials.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 10, 2026 | $1.92+10.3% vs $1.74 | $19.3B+1.1% vs $19.1B |
Q3 2026 Jun 10, 2026 | $2.11+7.7% vs $1.96 | $19.2B+0.4% vs $19.1B |
Q2 2026 Mar 10, 2026 | $1.79+5.3% vs $1.70 | $17.2B+1.6% vs $16.9B |
Q4 2025 Dec 10, 2025 | $2.26+37.8% vs $1.64 | $16.1B-0.8% vs $16.2B |
Oracle laid off over 500 US employees from its cloud infrastructure division last week, per docs obtained by BI. The cuts fell hardest on managers, engineers, software developers, and data center support workers.
Oracle just posted 121% cloud growth and a $664 billion backlog, yet the stock sits near a yearly low.
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RWD/RWE for Data Platforms, Technology Solutions, and Consulting Services 2026 Vendor Assessment AUSTIN, Texas, Sept. 22, 2026 /PRNewswire/ -- Oracle has been named a Leader in the IDC MarketScape: Worldwide Life Sciences R&D RWD/RWE for Data Platforms, Technology Solutions, and Consulting Services 2026 Vendor Assessment.1 The IDC MarketScape highlights Oracle's "long legacy for providing RWD/RWE solutions to strengthen its customers' regulatory submissions strategy, enhance their market access and reimbursement strategies, and optimize their success for product commercialization.
Benchmark ORCL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Oracle Corporation (ORCL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $149.12 | $428.88B | 25.58 | 17.35% | 25.37% | 53.38% | 1.33% | |
| $210.68 | $245.49B | 30.67 | 7.68% | 20.41% | 17.41% | — | |
| $231.38 | $217.99B | 20.71 | 7.62% | 15.52% | 33.43% | — | |
| $498.00 | $3.7T | 27.74 | 17.79% | 40.31% | 33.22% | — | |
| $137.00 | $141.64B | 82.04 | 20.88% | 11.34% | 13.77% | — | |
| $292.35 | $79.97B | 21.39 | 15.63% | 21.29% | 23.42% | — |
Oracle Corporation (ORCL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Oracle Corporation (ORCL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 14, 2026·SEC
Sep 10, 2026·SEC
Jun 10, 2026·SEC
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Oracle Corporation (ORCL) stock FAQ — growth, dividends, profitability & financials explained
Oracle Corporation (ORCL) reported $71.78B in revenue for fiscal year 2026. This represents a 1163% increase from $5.68B in 1997.
Oracle Corporation (ORCL) grew revenue by 17.4% over the past year. This is strong growth.
Yes, Oracle Corporation (ORCL) is profitable, generating $18.92B in net income for fiscal year 2026 (25.4% net margin).
Yes, Oracle Corporation (ORCL) pays a dividend with a yield of 1.33%. This makes it attractive for income-focused investors.
Oracle Corporation (ORCL) has a return on equity (ROE) of 53.4%. This is excellent, indicating efficient use of shareholder capital.
Oracle Corporation (ORCL) had negative free cash flow of $28.72B in fiscal year 2026, likely due to heavy capital investments.
