Enterprise Resource Planning

Oracle (NYSE: ORCL) — Q1 FY2027 Post Earnings

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Oracle ORCL q1 27 post earnings Finance Note

Operations

Q1 2027
Q1 Revenue ↑ 29.6% YoY $19.35B
Segments
Cloud and Software 88.7%
Hardware 4.0%
Services 7.3%

Key Earnings Driver

Cloud Infrastructure Cloud and Software revenue increased 32.9% year over year, with Cloud revenue increasing 61.5% to $11.6B, while Software revenue declined 3% to $5.5B. Within Cloud, Cloud Applications revenue increased 9.9% to $4.2B and Cloud Infrastructure revenue increased 120.7% to $7.4B. Hardware revenue increased 15.5% to $0.8B, and Services revenue increased 4.8% to $1.4B. Oracle’s Q1 total revenue increase reflected strong execution in its Cloud Infrastructure business, with the delivery of 850MW additional datacenter capacity.

Key Operating Metrics¹

METRIC

STATUS

Cloud and Software↑ 32.9%

Cloud↑ 61.5%

Cloud Infrastructure↑ 120.7%

🟢 Scaling

Cloud Applications↑ 9.9%

Software↓ 3.0%

Software License↓ 14.5%

🟡 Watch

Software Support↓ 1.2%

🟡 Watch

Key Financial Metrics

Gross Margin 60.03% -4.7 pp YoY
Backlog / Revenue 3,431.9% 34.31x Qtr Rev
CapEx Intensity 147.32% 1.47x Revenue

Sources: Oracle Q1 FY2027 Earnings Release — Company Website

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

Oracle (NYSE: ORCL) — Q1 FY2027 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q4 2026
Q4 Revenue ↑ 20.6% YoY $19.18B
Segments
Cloud and Software 87.3%
Hardware 4.8%
Services 7.9%

Key Earnings Driver

Multicloud AI Database Cloud and Software revenue increased 22.1% year over year, with Cloud revenue increasing 47.1% to $9.9B, while Software declined 2.1% to $6.8B. Within Cloud, Cloud Infrastructure revenue increased 93.2% to $5.8B, with management reporting that Multicloud AI Database increased 404% and was its fastest-growing business ever, and Cloud Applications revenue increased 10.3% to $4.1B. Hardware increased 8.7% to $0.9B, and Services increased 13.0% to $1.5B.

Key Operating Metrics¹

METRIC

STATUS

Cloud and Software↑ 22.1%

Cloud↑ 47.1%

Cloud Infrastructure↑ 93.3%

Multicloud AI Database↑ 404.0%

🟢 Scaling

Cloud Applications↑ 10.2%

Software↓ 2.1%

Software License↓ 6.3%

🟡 Watch

Software Support↓ 0.4%

🟡 Watch

Sources: Oracle Q4 FY2026 Earnings Release — Company Website, Oracle Q4 FY2026 Form 10-Q — SEC Filing

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

ServiceTitan (NASDAQ: TTAN) — Q2 FY2027 Post Earnings

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ServiceTitan q2 27 post earnings finance note

Operations

Q2 2027
Q2 Revenue ↑ 20.9% YoY $292.8M
Segments
Platform 97.2%
Professional services and other 2.8%

Key Earnings Driver

Max Platform revenue increased 22.2% year over year to $284.5M, with Subscription revenue increasing 21.5% to $212.4M, and Usage revenue increasing 24.4% to $72.1M. Within Subscription, the company exceeded its goal of doubling Max locations. Professional services and other revenue declined 12.1% to $8.3M.

Key Operating Metrics¹

METRIC

STATUS

Platform↑ 22.2%

Subscription↑ 21.5%

Max

🟢 Scaling

Usage↑ 24.4%

Key Financial Metrics

Gross Margin 71.41% +0.65 pp YoY
Backlog / Revenue N/A
CapEx Intensity 2.56% 0.02x Revenue

Sources: ServiceTitan Q2 FY2027 Earnings Release — Company Website

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

ServiceTitan (NASDAQ: TTAN) — Q2 FY2027 Pre Earnings

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ServiceTitan q2 27 pre earnings

Operations

Q1 2027
Q1 Revenue ↑ 24.6% YoY $268.8M
Segments
Platform 96.9%
Professional services and other 3.1%

Key Earnings Driver

Max Platform revenue increased 25.3% year over year to $260.6M. Within Platform, Subscription revenue increased 24.2% to $202.0M, and Usage revenue increased 29.3% to $58.5M. Within Subscription, the number of locations on Max more than doubled in Q1, and the company was optimizing its internal processes, automating customer onboarding and expects to again double the number of locations on Max during Q2. Professional services and other revenue increased 7.1% to $8.3M.

Key Operating Metrics¹

METRIC

STATUS

Platform↑ 25.3%

Subscription↑ 24.2%

Max

🟢 Scaling

Usage↑ 29.3%

Sources: ServiceTitan Q1 FY2027 Earnings Release — Company Website, ServiceTitan Q1 FY2027 10-Q — SEC Filing

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