2026 Q2 -tulosraportti
1 päivä sitten46 min
0,50 USD/osake
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0,86 %Tuotto/v
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
225,32VWAP
Alin
217,58VaihtoMäärä
3 146,9 27 681 053
VWAP
Ylin
225,32Alin
217,58VaihtoMäärä
3 146,9 27 681 053
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q3 -tulosraportti | 16.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2026 Q2 -tulosraportti | 10.12. | |
| Vuosittainen yhtiökokous 2025 | 18.11. | |
| 2026 Q1 -tulosraportti | 9.9. | |
| 2025 Q4 -tulosraportti | 11.6. | |
| 2025 Q3 -tulosraportti | 10.3. |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
5 t sitten5 t sittenOracle delivered record results but the stock is selling off. What happened is that the market got shocked by Oracle's capital expenditure. Oracle spend $20B on CapEx on OCF of $10B that means FCF was negative $10B, ie Oracle consumer $10B more capital than it produced.
5 t sitten · Muokattu5 t sitten · MuokattuEarnings per Share (EPS): GAAP EPS: $2.10, up 91% YoY Non-GAAP EPS: $2.26, up 54% YoY Total Revenue: $16.1 billion, up 14% YoY Cloud Revenue (IaaS + SaaS): $8.0 billion, up 34% YoY Cloud Infrastructure (IaaS): $4.1 billion, up 68% YoY Cloud Applications (SaaS): $3.9 billion, up 11% YoY Fusion Cloud ERP (SaaS): $1.1 billion, up 18% YoY NetSuite Cloud ERP (SaaS): $1.0 billion, up 13% YoY Additional Details from the Press Release: GAAP Operating Income: $4.7 billion Non-GAAP Operating Income: $6.7 billion, up 10% YoY GAAP Net Income: $6.1 billion Non-GAAP Net Income: $6.6 billion, up 57% YoY
·15 t sittenWhen will the financial report come out?
·5 t sittenFrom Chatgpt: 📄 Actual results Q2 FY2026 vs. expectations From Oracle's press release: PR Newswire Item Actual (Q2 FY2026) Total revenue US$ 16.1 billion PR Newswire Cloud revenue (IaaS + SaaS) US$ 8.0 billion (up +34 % YoY) PR Newswire Cloud Infrastructure (IaaS) revenue US$ 4.1 billion (up +68 % YoY) PR Newswire Cloud Application (SaaS) revenue US$ 3.9 billion (up +11 % YoY) PR Newswire Non-GAAP EPS US$ 2.26 per share (up +54 % YoY) PR Newswire Remaining Performance Obligations (RPO) US$ 523 billion, up 438 % in USD PR Newswire For reference, the consensus expectations I had set before the earnings report: ~US$ 16.15–16.21 billion revenue, EPS around US$ 1.63–1.64. (As I found in preparation.) ✅ Overall assessment – overview & “beat/miss” Revenue of US$ 16.1 billion is slightly below the high end of consensus (expected approx. 16.15–16.21 billion). You can call it “almost exactly consensus”, but not a clear “beat” on the top line. Cloud revenue (8.0 billion) and especially the infrastructure part (IaaS) increased sharply — this is positive and supports Oracle's narrative of strong cloud/AI-driven growth. The adjusted earnings (EPS) of US$ 2.26 beats consensus by a good margin — so it is a clear “beat” at the bottom line level. RPO backlog (523 billion) is extremely high — shows a large order pipeline and future potential. So all in all: while revenue hits consensus with a bit of conservatism, Oracle delivers strong EPS and cloud growth — this collectively yields a good result and indicates that the company continues to grow properly in the cloud/AI segment. 🔎 Is it “worse than expected”? No — on the contrary, I would say that the result is better than or at least in line with expectations. There are no obvious negative surprises jumping out. It could have been “better revenue”, but bottom line, cloud growth, and order pipeline look solid. However, it may depend on how one weighs top line vs. bottom line vs. future growth — if one was focused on aggressive top line growth, it might be a bit disappointing. But for many investors/institutional players, strong EPS + cloud momentum is more important.
·18 t sittenQ2 2025 Analyst expectations: Confirmed expectations EPS (earnings per share): Benzinga estimates 1.50 USD. IndexBox points to 1.65 USD. Revenue: Bernstein estimates 16 % growth to approx. 16.18 bn. USD. KeyBanc is lower with 13 % growth to 16.14 bn. USD. Zacks/other estimates point to approx. 15 % growth to 16.15 bn. USD. Cloud Infrastructure (OCI): Bernstein: 75 % growth (from 55 % in the previous quarter). KeyBanc: 67 % growth, corresponding to approx. 3.88 bn. USD KeyBanc: 67 % growth, corresponding to approx. 3.88 bn. USD. Capital expenditures (CapEx): Expected to more than double to approx. 8 bn. USD in the quarter. Total for the year, CapEx could reach 36.57 bn. USD, far above Wall Street expectations. Pipeline / backlog (RPO): KeyBanc estimates 523.3 bn. USD, up from ~500 bn. last quarter. Important to watch: AI demand: Oracle has entered into large contracts with players like OpenAI, Meta and TikTok, and AI-related agreements are driving much of the growth. Margins and customer breadth: There are questions about how much of the growth comes from a few large customers, and how sustainable the margins are. Management changes: This will be the first quarterly report with the new co-CEOs Clay Magouyrk (infrastructure) and Mike Sicilia (applications), together with Larry Ellison. Market reaction Option pricing suggests that the stock could move approximately 10 % up or down after the report. It will be exciting today!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
1 päivä sitten46 min
0,50 USD/osake
Viimeisin osinko
0,86 %Tuotto/v
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5 t sitten5 t sittenOracle delivered record results but the stock is selling off. What happened is that the market got shocked by Oracle's capital expenditure. Oracle spend $20B on CapEx on OCF of $10B that means FCF was negative $10B, ie Oracle consumer $10B more capital than it produced.
- 5 t sitten · Muokattu5 t sitten · MuokattuEarnings per Share (EPS): GAAP EPS: $2.10, up 91% YoY Non-GAAP EPS: $2.26, up 54% YoY Total Revenue: $16.1 billion, up 14% YoY Cloud Revenue (IaaS + SaaS): $8.0 billion, up 34% YoY Cloud Infrastructure (IaaS): $4.1 billion, up 68% YoY Cloud Applications (SaaS): $3.9 billion, up 11% YoY Fusion Cloud ERP (SaaS): $1.1 billion, up 18% YoY NetSuite Cloud ERP (SaaS): $1.0 billion, up 13% YoY Additional Details from the Press Release: GAAP Operating Income: $4.7 billion Non-GAAP Operating Income: $6.7 billion, up 10% YoY GAAP Net Income: $6.1 billion Non-GAAP Net Income: $6.6 billion, up 57% YoY
- ·15 t sittenWhen will the financial report come out?·5 t sittenFrom Chatgpt: 📄 Actual results Q2 FY2026 vs. expectations From Oracle's press release: PR Newswire Item Actual (Q2 FY2026) Total revenue US$ 16.1 billion PR Newswire Cloud revenue (IaaS + SaaS) US$ 8.0 billion (up +34 % YoY) PR Newswire Cloud Infrastructure (IaaS) revenue US$ 4.1 billion (up +68 % YoY) PR Newswire Cloud Application (SaaS) revenue US$ 3.9 billion (up +11 % YoY) PR Newswire Non-GAAP EPS US$ 2.26 per share (up +54 % YoY) PR Newswire Remaining Performance Obligations (RPO) US$ 523 billion, up 438 % in USD PR Newswire For reference, the consensus expectations I had set before the earnings report: ~US$ 16.15–16.21 billion revenue, EPS around US$ 1.63–1.64. (As I found in preparation.) ✅ Overall assessment – overview & “beat/miss” Revenue of US$ 16.1 billion is slightly below the high end of consensus (expected approx. 16.15–16.21 billion). You can call it “almost exactly consensus”, but not a clear “beat” on the top line. Cloud revenue (8.0 billion) and especially the infrastructure part (IaaS) increased sharply — this is positive and supports Oracle's narrative of strong cloud/AI-driven growth. The adjusted earnings (EPS) of US$ 2.26 beats consensus by a good margin — so it is a clear “beat” at the bottom line level. RPO backlog (523 billion) is extremely high — shows a large order pipeline and future potential. So all in all: while revenue hits consensus with a bit of conservatism, Oracle delivers strong EPS and cloud growth — this collectively yields a good result and indicates that the company continues to grow properly in the cloud/AI segment. 🔎 Is it “worse than expected”? No — on the contrary, I would say that the result is better than or at least in line with expectations. There are no obvious negative surprises jumping out. It could have been “better revenue”, but bottom line, cloud growth, and order pipeline look solid. However, it may depend on how one weighs top line vs. bottom line vs. future growth — if one was focused on aggressive top line growth, it might be a bit disappointing. But for many investors/institutional players, strong EPS + cloud momentum is more important.
- ·18 t sittenQ2 2025 Analyst expectations: Confirmed expectations EPS (earnings per share): Benzinga estimates 1.50 USD. IndexBox points to 1.65 USD. Revenue: Bernstein estimates 16 % growth to approx. 16.18 bn. USD. KeyBanc is lower with 13 % growth to 16.14 bn. USD. Zacks/other estimates point to approx. 15 % growth to 16.15 bn. USD. Cloud Infrastructure (OCI): Bernstein: 75 % growth (from 55 % in the previous quarter). KeyBanc: 67 % growth, corresponding to approx. 3.88 bn. USD KeyBanc: 67 % growth, corresponding to approx. 3.88 bn. USD. Capital expenditures (CapEx): Expected to more than double to approx. 8 bn. USD in the quarter. Total for the year, CapEx could reach 36.57 bn. USD, far above Wall Street expectations. Pipeline / backlog (RPO): KeyBanc estimates 523.3 bn. USD, up from ~500 bn. last quarter. Important to watch: AI demand: Oracle has entered into large contracts with players like OpenAI, Meta and TikTok, and AI-related agreements are driving much of the growth. Margins and customer breadth: There are questions about how much of the growth comes from a few large customers, and how sustainable the margins are. Management changes: This will be the first quarterly report with the new co-CEOs Clay Magouyrk (infrastructure) and Mike Sicilia (applications), together with Larry Ellison. Market reaction Option pricing suggests that the stock could move approximately 10 % up or down after the report. It will be exciting today!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
225,32VWAP
Alin
217,58VaihtoMäärä
3 146,9 27 681 053
VWAP
Ylin
225,32Alin
217,58VaihtoMäärä
3 146,9 27 681 053
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q3 -tulosraportti | 16.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2026 Q2 -tulosraportti | 10.12. | |
| Vuosittainen yhtiökokous 2025 | 18.11. | |
| 2026 Q1 -tulosraportti | 9.9. | |
| 2025 Q4 -tulosraportti | 11.6. | |
| 2025 Q3 -tulosraportti | 10.3. |
Datan lähde: FactSet, Quartr
2026 Q2 -tulosraportti
1 päivä sitten46 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q3 -tulosraportti | 16.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2026 Q2 -tulosraportti | 10.12. | |
| Vuosittainen yhtiökokous 2025 | 18.11. | |
| 2026 Q1 -tulosraportti | 9.9. | |
| 2025 Q4 -tulosraportti | 11.6. | |
| 2025 Q3 -tulosraportti | 10.3. |
Datan lähde: FactSet, Quartr
0,50 USD/osake
Viimeisin osinko
0,86 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5 t sitten5 t sittenOracle delivered record results but the stock is selling off. What happened is that the market got shocked by Oracle's capital expenditure. Oracle spend $20B on CapEx on OCF of $10B that means FCF was negative $10B, ie Oracle consumer $10B more capital than it produced.
- 5 t sitten · Muokattu5 t sitten · MuokattuEarnings per Share (EPS): GAAP EPS: $2.10, up 91% YoY Non-GAAP EPS: $2.26, up 54% YoY Total Revenue: $16.1 billion, up 14% YoY Cloud Revenue (IaaS + SaaS): $8.0 billion, up 34% YoY Cloud Infrastructure (IaaS): $4.1 billion, up 68% YoY Cloud Applications (SaaS): $3.9 billion, up 11% YoY Fusion Cloud ERP (SaaS): $1.1 billion, up 18% YoY NetSuite Cloud ERP (SaaS): $1.0 billion, up 13% YoY Additional Details from the Press Release: GAAP Operating Income: $4.7 billion Non-GAAP Operating Income: $6.7 billion, up 10% YoY GAAP Net Income: $6.1 billion Non-GAAP Net Income: $6.6 billion, up 57% YoY
- ·15 t sittenWhen will the financial report come out?·5 t sittenFrom Chatgpt: 📄 Actual results Q2 FY2026 vs. expectations From Oracle's press release: PR Newswire Item Actual (Q2 FY2026) Total revenue US$ 16.1 billion PR Newswire Cloud revenue (IaaS + SaaS) US$ 8.0 billion (up +34 % YoY) PR Newswire Cloud Infrastructure (IaaS) revenue US$ 4.1 billion (up +68 % YoY) PR Newswire Cloud Application (SaaS) revenue US$ 3.9 billion (up +11 % YoY) PR Newswire Non-GAAP EPS US$ 2.26 per share (up +54 % YoY) PR Newswire Remaining Performance Obligations (RPO) US$ 523 billion, up 438 % in USD PR Newswire For reference, the consensus expectations I had set before the earnings report: ~US$ 16.15–16.21 billion revenue, EPS around US$ 1.63–1.64. (As I found in preparation.) ✅ Overall assessment – overview & “beat/miss” Revenue of US$ 16.1 billion is slightly below the high end of consensus (expected approx. 16.15–16.21 billion). You can call it “almost exactly consensus”, but not a clear “beat” on the top line. Cloud revenue (8.0 billion) and especially the infrastructure part (IaaS) increased sharply — this is positive and supports Oracle's narrative of strong cloud/AI-driven growth. The adjusted earnings (EPS) of US$ 2.26 beats consensus by a good margin — so it is a clear “beat” at the bottom line level. RPO backlog (523 billion) is extremely high — shows a large order pipeline and future potential. So all in all: while revenue hits consensus with a bit of conservatism, Oracle delivers strong EPS and cloud growth — this collectively yields a good result and indicates that the company continues to grow properly in the cloud/AI segment. 🔎 Is it “worse than expected”? No — on the contrary, I would say that the result is better than or at least in line with expectations. There are no obvious negative surprises jumping out. It could have been “better revenue”, but bottom line, cloud growth, and order pipeline look solid. However, it may depend on how one weighs top line vs. bottom line vs. future growth — if one was focused on aggressive top line growth, it might be a bit disappointing. But for many investors/institutional players, strong EPS + cloud momentum is more important.
- ·18 t sittenQ2 2025 Analyst expectations: Confirmed expectations EPS (earnings per share): Benzinga estimates 1.50 USD. IndexBox points to 1.65 USD. Revenue: Bernstein estimates 16 % growth to approx. 16.18 bn. USD. KeyBanc is lower with 13 % growth to 16.14 bn. USD. Zacks/other estimates point to approx. 15 % growth to 16.15 bn. USD. Cloud Infrastructure (OCI): Bernstein: 75 % growth (from 55 % in the previous quarter). KeyBanc: 67 % growth, corresponding to approx. 3.88 bn. USD KeyBanc: 67 % growth, corresponding to approx. 3.88 bn. USD. Capital expenditures (CapEx): Expected to more than double to approx. 8 bn. USD in the quarter. Total for the year, CapEx could reach 36.57 bn. USD, far above Wall Street expectations. Pipeline / backlog (RPO): KeyBanc estimates 523.3 bn. USD, up from ~500 bn. last quarter. Important to watch: AI demand: Oracle has entered into large contracts with players like OpenAI, Meta and TikTok, and AI-related agreements are driving much of the growth. Margins and customer breadth: There are questions about how much of the growth comes from a few large customers, and how sustainable the margins are. Management changes: This will be the first quarterly report with the new co-CEOs Clay Magouyrk (infrastructure) and Mike Sicilia (applications), together with Larry Ellison. Market reaction Option pricing suggests that the stock could move approximately 10 % up or down after the report. It will be exciting today!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
225,32VWAP
Alin
217,58VaihtoMäärä
3 146,9 27 681 053
VWAP
Ylin
225,32Alin
217,58VaihtoMäärä
3 146,9 27 681 053
Välittäjätilasto
Dataa ei löytynyt