CLAIM #47489 · ORCL (ORCL) · 2026Q2 earnings call · Dec 10, 2025 · due Aug 31, 2026
“The cloud application deferred revenue is up 14%. That is higher than the cloud apps revenue growth of 11% just to reinforce my earlier statements, that we expect continued apps growth acceleration.”
Mike Sicilia · CEO
How to check this claim
Look at: Cloud applications revenue growth rate (year-over-year, as reported quarterly)
It came true if: Cloud apps revenue growth rate in a subsequent quarter exceeds 11% (the growth rate cited in this quarter)
Where: Oracle quarterly earnings release / 10-Q supplemental cloud revenue disclosures
In context
“e flavor of just the sheer amount of multi-pillar wins why it's so important, that we have, you know, so many different options for customers and back office and front office. In terms of go-lives, we had 330 cloud apps customer go-lives this quarter. That's multiple go-lives per day. Virgin Atlantic Airways went live in September on Fusion ERP. And HCM and payroll, Broadridge just recently relaunched their Fusion ERP and EPM. Go live. LifePoint Health just went live on their third wave of Fusion ERP as SCM, and HCM. Saudi Telecom is live on Fusion SCM. With ERP and HCM to follow soon. DocuSign is now live on Fusion Data Intelligence. Again, I could go on about to go live. So with 330 of them in the quarter, gives you a flavor of some of the really important go-lives that we had recently. The cloud application deferred revenue is up 14%. That is higher than the cloud apps revenue growth of 11% just to reinforce my earlier statements, that we expect continued apps growth acceleration. So a solid quarter across the board. We're on the back end of a sales reorg that was focused on unified selling, across our applications portfolio, We're seeing a clear AI halo effect for our cloud applications, which is driving upgrades our AI data platform, combined with our applications is an absolute conversation changer it brings the Oracle database and all of our applications into the center of the modern ejectic enterprise. Looking ahead, we're executing well on a big and growing pipeline and I expect revenue and earnings growth to accelerate off an even larger base. With that, Ken, I'll turn it back to you. Mike, Tiffany, if you could please poll the audience for questions. Operator: At this time, if you would like to ask a question, press star. Then the number one on your telepho”
Verify independently
SEC filings for ORCL ↗ · Claim quote is verbatim from the 2026Q2 earnings call.