ORACLE $ORCL JUST REPORTED Q4 EARNINGS AND ANNOUNCED A $40 BILLION FINANCING PLAN
Q4 results:
- Revenue: $19.2B vs $19.10B est 🟢
- Adjusted EPS: $2.11 vs $1.96 est 🟢
- Adjusted operating income: $8.6B vs $8.25B est 🟢
- Adjusted net income: $6.2B vs $5.78B est 🟢
- GAAP net income: $4.2B
- GAAP EPS: $1.45
- Cloud revenue: $9.9B
The financing plan:
- Oracle expects to raise ~$40B in fiscal year 2027 through a combination of debt and equity
- No additional debt expected in calendar year 2026
FY27 outlook:
- Revenue: $90B
- Adjusted EPS: $8.05
The post objectively reports Oracle's Q4 earnings results, highlighting beats across key financial metrics, alongside a new $40 billion financing plan and FY27 outlook.
The author merely forwards Oracle's Q4 earnings data and guidance without providing a personal investment thesis. While the post highlights earnings beats, external data shows the stock is currently down 2.21%, with recent news indicating that soaring AI spending has rattled investors despite a massive backlog, contrasting with the purely positive metrics shared in the post.
关键要点
Oracle's Q4 revenue reached $19.2B and adjusted EPS was $2.11, both exceeding estimates.
The company plans to raise approximately $40 billion in FY27 through a combination of debt and equity.
Oracle provided an FY27 outlook of $90B in revenue and $8.05 in adjusted EPS.
