By Kelly Cloonan
Oracle is set to post its fiscal second-quarter results Wednesday after market close. Here's what you need to know.
PROFIT: Oracle is expected to post a quarterly profit of $3.51 billion, or $1.21 a share, according to analysts surveyed by FactSet. This compares with $3.15 billion, or $1.10 a share, for the same period a year earlier.
ADJUSTED EARNINGS: The database-software company is projected to report adjusted earnings per share of $1.64, compared with $1.47 in the year-ago period.
REVENUE: Oracle is projected to report $16.19 billion in revenue, compared with $14.06 billion in the same period a year ago, according to analysts polled by FactSet.
The stock has fallen 8.8% in the past three months and was recently trading at $220.95.
WHAT TO WATCH
--Analysts will be keeping an eye on Oracle's remaining performance obligations after the company's backlog surged in its fiscal first quarter, revealing a bigger foothold in the booming artificial-intelligence race than was previously understood. Wall Street will be particularly focused on the concentration and duration of the company's largest AI contracts, and particularly how much of its backlog is tied to a small number of parties versus a broader base of AI labs, hyperscalers, and large enterprises, JPMorgan analysts said in a note.
--Analysts will also be looking for additional clarity on Oracle's strategy to fund its data-center build-out. The company's shares have come under pressure in recent weeks largely due to concerns around its ability to finance the build-out, Mizuho Securities analysts said. However, given demand for high-density AI capacity continues to outstrip supply, and Oracle monetizes GPU deployments within weeks, the company will likely leverage increasingly common financing structures such as vendor financing and capital leases to reduce upfront capital expenditures and limit the need for incremental debt, they said.
Write to Kelly Cloonan at kelly.cloonan@wsj.com
(END) Dow Jones Newswires
December 09, 2025 13:51 ET (18:51 GMT)
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