Oracle (ORCL) reported $17.19 billion in revenue for the quarter ended February 2026, representing a year-over-year increase of 21.7%. EPS of $1.79 for the same period compares to $1.47 a year ago.
The reported revenue represents a surprise of +1.77% over the Zacks Consensus Estimate of $16.89 billion. With the consensus EPS estimate being $1.70, the EPS surprise was +5.24%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Oracle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenue- Americas: $11.36 billion compared to the $10.93 billion average estimate based on two analysts. The reported number represents a change of +26.2% year over year.
- Geographic Revenue- Asia-Pacific: $1.87 billion versus the two-analyst average estimate of $1.96 billion. The reported number represents a year-over-year change of +9.1%.
- Geographic Revenue- Europe, Middle East and Africa: $3.96 billion versus the two-analyst average estimate of $4.01 billion. The reported number represents a year-over-year change of +15.9%.
- Revenues- Hardware: $714 million compared to the $718.52 million average estimate based on seven analysts. The reported number represents a change of +1.6% year over year.
- Revenues- Software: $6.12 billion versus the six-analyst average estimate of $6.02 billion.
- Revenues- Services: $1.44 billion versus the six-analyst average estimate of $1.33 billion. The reported number represents a year-over-year change of +11.8%.
- Revenues- Cloud: $8.91 billion versus the six-analyst average estimate of $8.85 billion.
- Revenue- Cloud and Software: $15.03 billion versus the six-analyst average estimate of $14.87 billion.
- Revenues- Software- Software license: $1.15 billion versus $1.14 billion estimated by five analysts on average.
- Revenues- Software- Software support: $4.97 billion compared to the $4.88 billion average estimate based on four analysts.
- Cloud Revenues By Offerings- Cloud infrastructure: $4.89 billion versus $4.85 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -21.1% change.
- Cloud Revenues By Offerings- Cloud applications: $4.03 billion compared to the $4.01 billion average estimate based on three analysts. The reported number represents a change of -16.3% year over year.
View all Key Company Metrics for Oracle here>>>
Shares of Oracle have returned -3.2% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Oracle Corporation (ORCL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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