Oracle Corporation
Oracle Corporation reported a 26% increase in GAAP net income for Q4 FY26, reaching $4.3 billion.
Why it matters for sellers
Growing company = growing budgets
Signal details
- Reported
- September 5, 2026
- Source
- scanx.trade
From the coverage · scanx.trade
2 billion driven by a 93% increase in cloud infrastructure revenue. RPO reached $638 billion, up 363%, supported by $67 billion in new AI contracts. The company expects FY2027 revenue growth of 34% and plans significant capital investments. *this image is generated using AI for illustrative purposes only. Oracle Corporation reported record financial results for the fourth quarter and fiscal year 2026, driven by explosive demand for its cloud infrastructure and AI-focused data centers. 9 billion. The company's remaining performance obligations (RPO) ended the quarter at $638 billion, up 363% year-over-year, providing strong visibility into future revenue growth.
Oracle signed $67 billion in AI infrastructure contracts during the quarter, with customers increasingly opting to prepay or supply their own hardware, totaling $75 billion in such arrangements. 8 billion. 1 billion. 45. 11, partly due to a one-time net gain on investments. For the full fiscal year ended May 31, 2026, Oracle set records across major financial metrics. 0 billion. 0 billion, up 54% year-over-year. 7 billion due to substantial capital investments to support cloud infrastructure growth. Oracle's net cash outlay for capital expenditures for FY26 was $48 billion.
For fiscal year 2027, the company expects a net cash outlay of approximately $70 billion, including $20 billion to $25 billion in customer prepayments. Oracle plans to raise around $40 billion in debt and equity in FY27 to support these investments. 76. 05, up 18%. Oracle's multi-cloud AI database revenue grew 404% year-over-year in Q4, making it the company's fastest-growing business. The company has delivered over 1,000 AI agents across its application suites. 2 gigawatts to customers in FY26, with FY27 Q1 delivery approaching 1 gigawatt. 50 per share, payable on July 24, 2026.
How will Oracle's plan to raise $40 billion in debt and equity impact its credit rating and cost of capital given the projected $70 billion capital outlay for FY27? Can Oracle maintain the 93% growth rate in cloud infrastructure revenue as supply chain constraints ease and competitors ramp up their own AI data center capacities?
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