Oracle (NYSE: ORCL) — Q1 FY2027 Post Earnings

Key Earnings Driver: Cloud Infrastructure

Cloud revenue increased 62% year over year to $11.6B. Within Cloud, Cloud Infrastructure revenue increased 121% to $7.4B and Cloud Applications revenue increased 10% to $4.2B. Oracle’s Q1 total revenue increase reflected strong execution in its Cloud Infrastructure business, with the delivery of 850MW additional datacenter capacity. Software declined 3% to $5.5B, Hardware increased 15% to $0.8B, and Services increased 5% to $1.4B.

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from Oracle website and/or SEC filings for Q1, with status based on reported data.