“We are overdelivering on FY26 revenue and earnings, and we are constantly raising our FY27 forecast.”

In context

“r their infrastructure needs. Investing in AI infrastructure is capital intensive, but our operating model is optimized to ensure profitability. Flexible infrastructure design, high utilization, and handover combined with diversified customers creates an incredible business. Increased scale spreads our fixed cost over a larger base, increasing profitability. It is unprecedented to scale a capital-intensive business so quickly while also increasing profitability. Looking at the AI capacity we delivered in Q3, our gross margin for that remained above our 30% guidance at 32%. Now combine that with our other segments of OCI, which have much higher margins, like our database services, and you can see why Oracle Corporation is growing so quickly and profitably. Our numbers speak for themselves. We are overdelivering on FY26 revenue and earnings, and we are constantly raising our FY27 forecast. This is made possible by Oracle Corporation's transition from a predominantly seasonal license business into a highly predictable recurring revenue class. Demand for AI and advanced compute will continue to expand broadly across the economy. There will be many successful models, agentic platforms, and businesses that emerge. We support hundreds of the most advanced AI customers today, and more continually want to work with us. We build infrastructure that is flexible, fungible, and can support the smallest workloads up to the largest. We continually offer the latest in accelerators, from the most recent NVIDIA and AMD options to emerging designs from companies like Cerebras and PowerCharm. Altogether, we are confident that the investments we make now in data centers, compute capacity, and”