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Compared to Estimates, Oracle (ORCL) Q1 Earnings: A Look at Key Metrics
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Oracle (ORCL - Free Report) reported $19.35 billion in revenue for the quarter ended August 2026, representing a year-over-year increase of 29.6%. EPS of $1.92 for the same period compares to $1.47 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $19.13 billion, representing a surprise of +1.11%. The company delivered an EPS surprise of +10.35%, with the consensus EPS estimate being $1.74.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Oracle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Software: $5.55 billion compared to the $5.72 billion average estimate based on eight analysts.
Revenues- Services: $1.41 billion compared to the $1.35 billion average estimate based on eight analysts. The reported number represents a change of +4.8% year over year.
Revenues- Cloud: $11.61 billion versus $11.5 billion estimated by eight analysts on average.
Revenues- Hardware: $774 million compared to the $684.43 million average estimate based on eight analysts. The reported number represents a change of +15.5% year over year.
Revenues- Cloud and Software: $17.16 billion versus $17.1 billion estimated by seven analysts on average.
Revenues- Software- Software support: $4.9 billion compared to the $4.89 billion average estimate based on three analysts.
Revenues- Software- Software license: $655 million versus the three-analyst average estimate of $732.3 million.
Cloud Revenues By Offerings- Cloud applications: $4.22 billion versus the two-analyst average estimate of $4.27 billion.
Cloud Revenues By Offerings- Cloud infrastructure: $7.39 billion versus the two-analyst average estimate of $7.22 billion.
Shares of Oracle have returned +5.5% over the past month versus the Zacks S&P 500 composite's -1.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
View the Zacks #1 Rank List
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Compared to Estimates, Oracle (ORCL) Q1 Earnings: A Look at Key Metrics
Oracle (ORCL - Free Report) reported $19.35 billion in revenue for the quarter ended August 2026, representing a year-over-year increase of 29.6%. EPS of $1.92 for the same period compares to $1.47 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $19.13 billion, representing a surprise of +1.11%. The company delivered an EPS surprise of +10.35%, with the consensus EPS estimate being $1.74.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Oracle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Oracle here>>>
Shares of Oracle have returned +5.5% over the past month versus the Zacks S&P 500 composite's -1.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.