Oracle Q1 FY2026 Results

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Oracle Q1 FY2026 Results — Cloud Momentum Drives Strong Growth

Results declared on: September 9, 2025 (Quarter ended August 31, 2025)

Quick Summary

Oracle’s first quarter of fiscal year 2026 showed solid year-over-year growth, especially in its cloud businesses. Total revenue was US$14.9 billion, up ~12% in USD and ~11% in constant currency. Cloud revenues (IaaS + SaaS) rose ~28% (USD), with cloud infrastructure (IaaS) up ~55%. Non-GAAP net income was US$4.3 billion (up ~8% YoY), while GAAP net income was flat at ~US$2.9 billion. Remaining Performance Obligations (RPO) surged ~359% YoY to US$455 billion.

Key Highlights

  • Result declared: September 9, 2025 (Quarter ended August 31, 2025)
  • Total Revenue: US$14.9 billion, up ~12% YoY.
  • Cloud Revenue (IaaS + SaaS): US$7.2 billion, up ~28% YoY.
  • Cloud Infrastructure (IaaS): US$3.3 billion, up ~55% YoY.
  • GAAP Net Income: US$2.9 billion (flat YoY).
  • Non-GAAP Net Income: US$4.3 billion, up ~8% YoY.
  • Non-GAAP Diluted EPS: US$1.47, up ~6% YoY.
  • Remaining Performance Obligations (RPO): US$455 billion, up ~359% YoY.

Year-on-Year Comparison Table

Metric Q1 FY2026 (Aug 31, 2025) Q1 FY2025 (Aug 31, 2024) % Change YoY
Total RevenueUS$14,926 millionUS$13,307 million+12%
Cloud Revenue (IaaS + SaaS)US$7,186 millionUS$5,623 million+28%
Cloud Infrastructure (IaaS)US$3,347 million≈ US$2,154 million+55%
Software RevenueUS$5,721 millionUS$5,766 million-1%
Non-GAAP Net IncomeUS$4,283 millionUS$3,964 million+8%
GAAP Net IncomeUS$2,927 millionUS$2,929 million≈ 0%
Diluted Non-GAAP EPSUS$1.47US$1.39+6%

Analysis & Take-aways

Oracle’s growth continues to be driven by cloud offerings, especially infrastructure (IaaS), which is showing very high double-digit growth. The slight decline in pure software revenue shows the shift in mix toward cloud services. The sharp jump in Remaining Performance Obligations gives visibility to future revenue. Margins and non-GAAP numbers are improving; GAAP net income is flat, reflecting non-operating costs, stock-based compensation, restructuring etc.

Disclaimer: This post is for informational purposes only and does not constitute investment advice.

(Figures and commentary from Oracle’s Q1 FY2026 earnings release dated September 9, 2025.)

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