Oracle reports Q3 revenue up 22% YoY to $17.19B, above $16.91B est., net income up 27% YoY to $3.72B, and cloud revenue up 44% YoY to $8.9B; ORCL jumps 10%+

Oracle shares rose as much as 10% in extended trading on Tuesday after the software vendor reported quarterly results …

CNBC 2026-03-11 Jordan Novet

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@oracle @oracle on x
Recent media activity about the Abilene site are false and incorrect. First, Crusoe and Oracle are operating in lockstep to deliver one of the world's largest AI Data centers in Abilene at record-breaking pace. Two buildings are completely operational and the rest of the campus
@edzitron Ed Zitron on x
Unclear how Oracle is able to only guide $50 billion in capex in FY2026 considering their trailing quarterly capex is now $48.25bn [image]
@stocksavvyshay Shay Boloor on x
$ORCL RPO growth is absolutely wild. Oracle's buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming. [image]
@edludlow Ed Ludlow on x
Revenue in Oracle's infrastructure business surged 84% to $4.9B in the quarter ended Feb. 28, beating analyst expectations. Oracle also said total revenue will hit $90B in the fiscal year starting in June, above the $86.7B analysts projected
@anissagardizy8 Anissa Gardizy on x
Oracle's Clay Magouyrk: Of the 400M of capacity delivered n Q3, 90% of that was delivered on time or early. which site was late?
@anissagardizy8 Anissa Gardizy on x
Oracle says customers are buying their own chips 👀 “Most of the equipment needed is either funded upfront via customer prepayments so Oracle can purchase the GPUs, or the customer buys the GPUs and supplies them to Oracle” https://www.theinformation.com/ ...
r/technology r on reddit
Oracle stock jumps 9% on earnings beat and increased guidance as cloud revenue climbs 44%
r/wallstreetbets r on reddit
Oracle stock jumps 7% on earnings beat and increased guidance as cloud revenue climbs 44%
@the_ai_investor @the_ai_investor on x
If we only look at Oracle's earnings, compare Q2 to Q3, and listen to the earnings call: The business has been executing very well and accelerating, with the AI buildout on track. But if we read the media and see stock price from the last few months, Oracle has been going to
@economyapp @economyapp on x
$ORCL Oracle Q3 FY26 (Feb. quarter). • RPO +325% Y/Y & +6% Q/Q to $553B. • Cloud revenue +44% Y/Y to $8.9B. • Revenue +22% Y/Y to $17.2B ($0.3B beat). • Non-GAAP EPS $1.79 ($0.10 beat). • FY27 rev. guide raised by $4B to $90B. [image]
@thetranscript_ @thetranscript_ on x
$ORCL Oracle's Remaining Performance Obligations were up 325% YoY & 5.5% QoQ to $553B “Most of the increase in RPO in Q3 related to large scale AI contracts where Oracle does not expect to have to raise any incremental funds to support these contracts as most of the equipment [im…
@the_ai_investor @the_ai_investor on x
Oracle: 10GW in 3 years, 90% funded through partners. “In Q3, we delivered more than 400 megawatts to customers. 90% of that committed capacity was delivered on or ahead of schedule” “Looking at the AI capacity we delivered in Q3, our gross margin for that remained above our
@zerohedge @zerohedge on x
*ORACLE 3Q ADJ. REV. $17.19B, EST. $16.89B So far so good, now let's see what they say about capex

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Oracle reports Q3 revenue up 22% YoY to $17.19B, above $16.91B est., net income up 27% YoY to $3.72B, and cloud revenue up 44% YoY to $8.9B; ORCL jumps 10%+

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