Oracle Corporation (ORCL) — the earnings record

As of the 2026-09-02 card — updated after each print. An investment research diary, not advice.

The record at a glance

7/11EPS beats

5/11revenue beats

6 · 1 · 4up · flat · down (+3d, ±3%)

2026-12-09next print

Reactions across the covered prints span -17.1% to +21.0% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Window closed 15 September: −8.3% — sold. A clean double beat with a $664 billion backlog, bought after hours and sold for three sessions as the market repriced the sellers of compute. Next print 9 December, est $1.92 on roughly $21.28 billion. into the next print.

Print by print

Print	Date	EPS	Revenue
Sep 26	2026-09-10	✓ beat	✓ beat
Jun 26	2026-06-10	✓ beat	✓ beat
Mar 26	2026-03-10	✓ beat	✓ beat
Dec 25	2025-12-10	✓ beat	✗ miss
Sep 25	2025-09-09	✗ miss	✗ miss
Jun 25	2025-06-11	✓ beat	✓ beat
Mar 25	2025-03-10	✗ miss	✗ miss
Dec 24	2024-12-09	✗ miss	✗ miss
Sep 24	2024-09-09	✓ beat	✓ beat
Jun 24	2024-06-11	✗ miss	✗ miss
Mar 24	2024-03-11	✓ beat	✗ miss

The per-print reaction chart, the load-bearing metric and the behavior read live on the full ORCL print-record card — free registration.

FAQ · from the current data · as of 2026-09-02

Quick answers

How often does Oracle Corporation beat earnings estimates?

Across the last 11 covered prints (as of the 2026-09-02 card), Oracle Corporation beat EPS estimates 7 of 11 times and revenue estimates 5 of 11 times, with 5 double beats.

How does ORCL stock react to earnings?

Measured close-of-print-day to the close three sessions later: 6 of the last 11 prints resolved up (beyond +3%), 1 flat, 4 down — reactions spanning -17.1% to +21.0%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was ORCL's biggest earnings reaction?

+21% over the three sessions after the Sep 25 print (2025-09-09).

When does Oracle Corporation report earnings next?

2026-12-09 (Window closed 15 September: −8.3% — sold. A clean double beat with a $664 billion backlog, bought after hours and sold for three sessions as the market repriced the sellers of compute. Next print 9 December, est $1.92 on roughly $21.28 billion.). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelook

Where ORCL appears in the diary — 21 pieces, newest first. Every link is our own writing.

Long reads

AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026

Dailies

Asian Chips — Korea’s chip exports more than tripled and the Kospi touched 7,000, with Tokyo shutMorning 10 · 21 Sept 2026
Chips and Crypto — Arm +14%, Intel +13% and bitcoin at 85,700, with bonds bid and gold soldMidday 10 · 21 Sept 2026Software and cyber join for the first time in a week: cloud ETF +2.6% to $28.54, cybersecurity ETF +2.4% to $102.24, software ETF +1.7% to $106.51, tech sector fund +1.8% to $193.15; Oracle $148.64, +0.7%, back above the $148.35 line it…
Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%Midday 10 · 18 Sept 2026The rest of the tape is what an expiry Friday looks like with the 10-year back at 5.000%: the S&P 500 ETF −0.4% at $759.20, still above $757.83; the Nasdaq-100 fund flat at $716.53 above $708.69; the equal-weight S&P −0.5%, the Dow −0.7%…
Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83Midday 10 · 17 Sept 2026Oracle +5.5% to $151.57 is back above the $148.35 line it was sold under; Adobe is flat at $250, still under its $256.29 paid line.
Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505Morning 10 · 17 Sept 2026The other three on the hike: Agentic Winners 40 −1.3% to 921.21 — Applications −1.5%, UiPath −4.2%, CoStar −3.8%, Duolingo −3.7%, Intuit −3.4%, Adobe −2.8%, ServiceNow −1.5%, Microsoft −1.4%, Oracle +2.0%; HALO −0.3% to 1,005.06, Energy…
Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900Morning 10 · 16 Sept 2026The print record scored its pair: Oracle −8.3%, sold; Adobe +3.9%, paid — two clean beats split by which side of the compute trade the company sits on.
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026Oracle is $143.90, below its $148.35 sold line; Adobe $263.04, above its $256.29 paid line — both are scored at tonight’s close.
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026Adobe is up 4.4% at $263.33, above its $256.29 paid line; Oracle is down 4.0% at $143.86, below its $148.35 sold line — both score at tomorrow’s close.

Related in the Closelook universe

same Closelook index seat first, then Software - Infrastructure. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.