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 (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 — 45 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 Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%Midday 10 · 5 Nov 2026Oracle falls 7.2% to 114.87, touching its lowest price in a year, after the Financial Times reported it cancelled a $7 billion chip lease with Tencent when US officials raised concerns.
AI Trade — Chips Bounce 3% Before AMD; Apple, Palantir and Shopify Slip After Their ReportsMidday 10 · 3 Nov 2026Oracle and the compute operators — the $20 billion raise is priced
Oil — Brent −6.5% on Iran Talks Lifts Stocks; Amazon +5%, Oracle −6% on a $20 Billion RaiseMidday 10 · 2 Nov 2026The AI news is about funding: Oracle falls 5.7% after offering $10 billion of new shares alongside $10 billion of bonds, and Marvell (−6.3%) and Lumentum (−11.2%) both fall on their $115 billion all-stock deal.
Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%Midday 10 · 20 Oct 2026Software — 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 weekMorning 10 · 19 Oct 2026CoreWeave — −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 boughtMidday 10 · 19 Oct 2026Borrowers 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 MSCIMorning 10 · 16 Oct 2026Oracle, 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 greenMidday 10 · 16 Oct 2026The borrowers lose Thursday's bounce: CoreWeave −9.4%, Oracle −3.4%, Dell −3.0%, Palantir −5.9%

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.