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 Closelooknet

Where ORCL appears in the diary — 32 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

AI Capex — chip index −3.4% after OpenAI's revenue comes in at $50 billion, not $70 billion; software risesMorning 10 · 9 Oct 2026The sell-off hit the build-out — Broadcom −4.4%, Micron −4.8%, Oracle −5.5%, CoreWeave −7.8% — while application software rose: Atlassian +4.0%, Adobe +3.6%, Snowflake +3.2%, cloud fund WCLD +1.5%.
AI Trade — cloud fund +2.9% on a second up day, security +2.7%; chips −0.9% again, Delta −1.6% on fuelMidday 10 · 9 Oct 2026The money keeps moving from the chip makers to the companies that run and sell AI: Zscaler +6.4%, Datadog +5.7%, Oracle +4.8%, while TSMC and AMD slip.
Oil — Brent +3.4% to $103.64, energy the only strong sector; chips and power generators sold, PepsiCo +1.1%Midday 10 · 8 Oct 2026Data-centre operators slip again: CoreWeave −4.7% to $84.26, Nebius −3.6% to $228.51, Oracle −1.0%
Stocks — broadly lower after the records: Russell 2000 −1.4%, power and cooling names sold, Penguin +15.3%Midday 10 · 7 Oct 2026Data-centre operators slip: Nebius −5.8% to $235.44, CoreWeave −3.6% to $88.39, Oracle −0.2%
Jobs-day rally fades — weak payrolls lift stocks at the open, then yields turn up and the Dow goes flatMidday 10 · 2 Oct 2026Chips lead: chip funds SOXX +2.4% and SMH +2.00%, AMD +2.83%, Broadcom +2.32%, Nvidia +1.52%; optics Coherent +4.02%, Lumentum +3.16%; Oracle +2.38%; software fund IGV flat (+0.14%)
Bonds — TLT closes at a one-year low but holds 78; oil slides on a reserve release, Micron reports tonightMorning 10 · 30 Sept 2026Chips bounced: ASML +3.6%, Arm +3.7%, Oracle +3.9%, the chip fund SOXX +1.2%.
Fair Isaac — sinks 29% as Washington opens mortgages to VantageScore; long-bond fund breaks 78Midday 10 · 29 Sept 2026Staples and health care fall more than 1%, while chips bounce: Arm up 5.1%, Oracle 4.8%.
Memory — Samsung and SK Hynix drop 4% as Seoul reopens, storage follows; Nasdaq futures slipMorning 10 · 28 Sept 2026Oracle down a third day: -1.75% to 137.10 on Friday, -7.12% on the week after the force majeure notice on its New Mexico campus

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.