TradingKey – Oracle (NYSE: ORCL) delivered Q4 FY2026 earnings on June 10, posting revenue and EPS figures that topped estimates, yet failing to clear the hurdles for margins and guidance required to sustain its elevated multiple. Revenue was $15.6 billion, an 11% increase on a year-over-year basis. Cloud Services and License Support were $10.2 billion, up 21% year-over-year. Cloud infrastructure grew over 40% with AI-driven GPU cluster workloads seeing triple digit growth in some categories. Remaining Performance Obligations were up 28%, which provides a good revenue outlook for the future. The non-GAAP operating margin was 45.2%, slightly below analysts’ projections. FY2027 revenue guidance for Cloud was mid-to-high 20s percentage…






