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
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
| 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 (as of the 2026-09-02 card) — 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 Closelooknet
Where ORCL appears in the diary — 42 pieces, newest first. Every link is our own writing.
Go deeper
Dailies
- Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%
Software — holds up: IGV +0.8%, ServiceNow +2.2%, Oracle +2.1%; Salesforce −1.3% on a $5.66bn deal
- AI Trade — builders and runners sold, users bought: chips enter a bear market, Accenture +9.9% on the week
CoreWeave — −11.9% to 61.39, −25.2% on the week; Oracle −4.6%
- Chips — bounce 2.5% to break an eight-day losing run; QQQ back above 720, AI users still bought
Borrowers lag the bounce: CoreWeave flat at 61.47, Oracle +1.5%
- AI Trade — Asia bounces, Kospi +3.3%; Nasdaq-100 holds its support line, Jakarta −10.8% on MSCI
Oracle, which also borrows to build, rose 2.7% to 134.12.
- Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is green
The borrowers lose Thursday's bounce: CoreWeave −9.4%, Oracle −3.4%, Dell −3.0%, Palantir −5.9%
- AI Trade — Kospi −8.5%, Nikkei −4.7% after hot US inflation; TSMC beats, Nasdaq-100 on support
The Nasdaq-100 fund QQQ lost 2.0% to 728.95, CoreWeave 15.5% and Oracle 8.8%.
- AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%
Software is bought: ServiceNow +5.4% to $147.56, Salesforce +4.0% to $245.34, Oracle +2.4%
- ASML — record €11.7 billion quarter and sold out into 2028; inflation at 12:30 UTC
Wall Street — S&P 500 flat at 7,805; Oracle +4.2%, Meta +2.6%, energy fund +1.8%
Related in the Closelooknet universe
same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet 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.
- DELL Dell Technologies Inc
- HUBS HubSpot Inc
- DT Dynatrace Holdings LLC
- CGNX Cognex Corporation
- HPE Hewlett Packard Enterprise Co
- TEAM Atlassian Corp Plc
- ROK Rockwell Automation Inc
- LSCC Lattice Semiconductor Corporation
- S SentinelOne Inc
- CRWV CoreWeave, Inc. Class A Common Stock
- IREN IREN Ltd
- TMICY Trend Micro Inc ADRindustry
- KSPI Joint Stock Company Kaspi.kzindustry
- NTAP NetApp Incindustry
- PLTR Palantir Technologies Inc.industry
- TDC Teradata Corpindustry
- PAYP PayPay Corporation American Depository Sharesindustry
- TENB Tenable Holdings Incindustry
- NTSK Netskope, Inc. Class A Common Stockindustry
- RPD Rapid7 Incindustry