Oracle Unveils Fiscal Year 2026 Q3 Financial Results

Bassyonni

Published: March 11, 2026 10:07 AM ET

Oracle Unveils Fiscal Year 2026 Q3 Financial Results

Oracle Corporation has announced impressive financial results for the third quarter of fiscal year 2026, showcasing significant growth across multiple sectors. The company experienced a remarkable increase in total revenue, cloud revenue, and earnings per share, surpassing expectations.

Oracle Fiscal Year 2026 Q3 Financial Highlights

Total Revenue: $17.2 billion, up 22% in USD and 18% in constant currency.
Cloud Revenue: $8.9 billion, an increase of 44% in USD and 41% in constant currency.
GAAP Earnings per Share: $1.27, a 24% increase, while Non-GAAP earnings per share rose to $1.79, up 21%.
Remaining Performance Obligations (RPO): $553 billion, reflecting a staggering 325% year-over-year increase.

Performance Breakdown

In Q3 FY2026, Oracle’s cloud infrastructure revenue surged to $4.9 billion, marking an 84% increase in USD and 81% in constant currency. The company’s cloud applications revenue reached $4.0 billion, growing by 13% in USD and 11% in constant currency.

Additionally, revenue from Oracle’s Fusion Cloud ERP and NetSuite Cloud ERP both stood at $1.1 billion each, with year-over-year increases of 17% and 14%, respectively, for Fusion Cloud, and 14% and 11% for NetSuite.

Long-Term Outlook and Capital Management

Oracle is also optimistic about its long-term growth trajectory, especially due to the increased demand for cloud computing solutions driven by AI. The demand for AI training and inferencing services is anticipated to outpace supply, positioning Oracle favorably for future revenue growth.

Recently, Oracle declared its intention to raise up to $50 billion in debt and equity financing, successfully completing a $30 billion raise shortly after the announcement. This financial strategy is aimed at supporting Oracle’s ongoing investments and expansions.

Future Guidance

Looking ahead to the fourth quarter of FY2026, Oracle expects total revenues to grow between 18% to 20% in constant currency and 19% to 21% in USD. Cloud revenue is projected to grow between 44% to 48% in constant currency and 46% to 50% in USD. Non-GAAP earnings per share are anticipated to be between $1.92 and $1.96, reflecting a growth of 15% to 17%.

For the fiscal year 2026, Oracle maintains its revenue forecast at $67 billion, with an anticipated increase to $90 billion for fiscal year 2027.

Dividends and Shareholder Returns

In a move to reward shareholders, Oracle has declared a quarterly cash dividend of $0.50 per share. This dividend will benefit stockholders of record as of April 9, 2026, with a payment date scheduled for April 24, 2026.

Oracle continues to position itself as a leader in the technology sector with strong financial results and strategic investments aimed at future growth. The company’s performance reflects a robust demand for its cloud computing and AI solutions, paving the way for ongoing success.