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AI English summary of an SEC filing — figures as filed

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Oracle said remaining performance obligations for fiscal 2026 QQ2 ended November 30, 2025 rose 438% year-over-year to $523 billion, and total revenue increased 14% in USD to $16.1 billion.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Oracle said remaining performance obligations for fiscal 2026 QQ2 ended November 30, 2025 rose 438% year-over-year to $523 billion, and total revenue increased 14% in USD to $16.1 billion.

  2. The company said QQ2 cloud revenue rose 34% in USD to $8.0 billion, with cloud infrastructure (IaaS) revenue up 68% to $4.1 billion.

  3. Oracle said QQ2 GAAP earnings per share were $2.10 and non-GAAP earnings per share were $2.26, with a $2.7 billion pre-tax gain from the sale of its Ampere stake positively affecting both metrics.

  4. The company reported operating cash flow of $10,206 million for the 6 months ended November 30, 2025 and capital expenditures of $20,535 million. Free cash flow for the trailing 4 quarters was $(13,181) million.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

RPO $523 billion, QQ2 Revenue $16.1 billion

Oracle said remaining performance obligations for fiscal 2026 QQ2 ended November 30, 2025 rose 438% year-over-year to $523 billion, and total revenue increased 14% in USD to $16.1 billion.

Source · Based on the filing body and exhibits

Cloud Infrastructure (IaaS) Revenue $4.1 billion

The company said QQ2 cloud revenue rose 34% in USD to $8.0 billion, with cloud infrastructure (IaaS) revenue up 68% to $4.1 billion.

Source · Based on the filing body and exhibits

Ampere Stake Sale $2.7 billion Pre-Tax Gain

Oracle said QQ2 GAAP earnings per share were $2.10 and non-GAAP earnings per share were $2.26, with a $2.7 billion pre-tax gain from the sale of its Ampere stake positively affecting both metrics.

Source · Based on the filing body and exhibits

6-Month Capital Expenditures $20,535 million, Trailing 4-Quarter Free Cash Flow Negative

The company reported operating cash flow of $10,206 million for the 6 months ended November 30, 2025 and capital expenditures of $20,535 million. Free cash flow for the trailing 4 quarters was $(13,181) million.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.