CLAIM #47490 · ORCL (ORCL) · 2026Q2 earnings call · Dec 10, 2025 · due Aug 31, 2026
“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.”
Mike Sicilia · CEO
How to check this claim
Look at: Total revenue and total earnings (EPS) year-over-year growth rates, quarterly
It came true if: Both revenue growth rate and EPS growth rate in a subsequent quarter exceed the growth rates reported for the quarter of this call (i.e., growth accelerates from current levels)
Where: Oracle quarterly earnings release / income statement (10-Q or 10-K and earnings call commentary)
In context
“ligence. 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 telephone keypad. To withdraw your question, simply press star 1 again. Your first question comes from the line of Brad Zelnick with Deutsche Bank. Please go ahead. Brad Zelnick: Thank you. Congratulations and a particular shout out to Mahesh and the team for standing up a massive amount of capacity. In this quarter. My question is for Clay or maybe Doug. Oracle is clearly the destination of choice for the most sophisticated AI customers but this is a far more capital-intensive proposition unlike any business Oracle's ever been in before. Very specifically, how much money does Orac”
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SEC filings for ORCL ↗ · Claim quote is verbatim from the 2026Q2 earnings call.