Oracle Reports Q1 Fiscal 2026: Total Revenue Up 12%, Cloud Revenue Up 28%, Non-GAAP EPS Up 6%

Reuters
Sep 10
Oracle Reports Q1 Fiscal 2026: Total Revenue Up 12%, Cloud Revenue Up 28%, Non-GAAP EPS Up 6%

Oracle Corporation has announced its financial results for the first quarter of fiscal year 2026. The company reported total revenue of $14.9 billion, marking a 12% increase in USD and an 11% increase in constant currency compared to the previous year. Cloud revenue, comprising both Infrastructure as a Service (IaaS) and Software as a Service (SaaS), totaled $7.2 billion, growing by 28% in USD and 27% in constant currency. In terms of specific segments, Cloud Infrastructure (IaaS) revenue rose significantly by 55% to $3.3 billion, while Cloud Application (SaaS) revenue increased by 11% to $3.8 billion. Notably, Fusion Cloud ERP (SaaS) and NetSuite Cloud ERP (SaaS) both generated $1.0 billion each, with Fusion up 17% in USD and NetSuite up 16% in USD. The company's GAAP operating income stood at $4.3 billion, while the non-GAAP operating income was $6.2 billion, representing a 9% year-over-year increase in USD. GAAP net income was reported at $2.9 billion, with non-GAAP net income at $4.3 billion, marking an 8% increase in USD. Remaining performance obligations saw a substantial rise of 359% year-over-year, reaching $455 billion. Additionally, short-term deferred revenues were reported at $12.1 billion. Over the past twelve months, Oracle's operating cash flow increased by 13% in USD to $21.5 billion. Oracle's board of directors declared a quarterly cash dividend of $0.50 per share to be paid on October 23, 2025, to stockholders of record as of October 9, 2025.

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