Oracle Earnings on Deck as Wall Street Eyes Cloud Growth
Investors are keenly watching for updates on the company's high-flying cloud infrastructure business amid soaring demand from AI.
Oracle Corporation (NYSE: ORCL) is poised to capture Wall Street's attention as it prepares to release its financial results for the first quarter of fiscal year 2026. The technology giant has for Tuesday, September 9, 2025, after the market closes, with all eyes on the performance of its rapidly expanding cloud business.
Investors will be scrutinizing the report for signs that Oracle's massive investments in cloud infrastructure are continuing to pay off, particularly as demand for artificial intelligence capabilities fuels growth across the sector. The upcoming report follows a period of significant momentum for the company, which has been aggressively signing large-scale cloud deals.
Heading into the announcement, , with consensus estimates pointing to revenue of approximately $15.02 billion, which would mark a 12% increase year-over-year. Earnings per share are expected to land around $1.47. However, the headline numbers will likely be secondary to the underlying metrics from Oracle's cloud division.
The key focus will be on the growth trajectory of Oracle Cloud Infrastructure (OCI). The company has set , and analysts are forecasting cloud revenue growth could approach 29% for the quarter. This performance is seen as a critical validation of Oracle's strategy to compete head-on with cloud market leaders like Amazon Web Services, Microsoft Azure, and Google Cloud.
The post-earnings conference call, scheduled for 4:00 p.m. Central Time, will be closely monitored for management's commentary on future bookings and the company's remaining performance obligations (RPO), which represent a strong indicator of future revenue. With tied to major AI contracts, any forward-looking statements will be pivotal in shaping the stock's direction.