Oracle said total revenues for Q2 and the first half of fiscal 2026 increased by $2.0 billion and $3.6 billion, respectively, in reported currency, with cloud and software revenues rising by $1.9 billion and $3.4 billion, respectively.

1. 01

   Oracle said total revenues for Q2 and the first half of fiscal 2026 increased by $2.0 billion and $3.6 billion, respectively, in reported currency, with cloud and software revenues rising by $1.9 billion and $3.4 billion, respectively.

2. 02

   The company said cloud and software total expenses increased by $1.2 billion and $2.3 billion, respectively, in reported currency for Q2 and the first half, and infrastructure expenses rose by $1.2 billion and $2.1 billion, respectively, on a constant currency basis.

3. 03

   Oracle said capital expenditures for the first half of fiscal 2026 increased from $6.3 billion in the prior-year first half to $20.5 billion, and it issued senior notes with a par value of $18.0 billion in September 2025.

4. 04

   The company said remaining performance obligations as of November 30, 2025 increased to $523.3 billion from $97.3 billion as of November 30, 2024, citing certain large cloud contracts entered into during the period as a factor.

Key figures

Quarter ended November 30, 2025

Revenue

$16.1B

Operating income

$4.7B

Net income

$6.1B

EPS

$2.10

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

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

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