Compared to Estimates, Oracle (ORCL) Q4 Earnings: A Look at Key Metrics

For the quarter ended May 2026, Oracle (ORCL) reported revenue of $19.18 billion, up 20.6% over the same period last year. EPS came in at $2.11, compared to $1.70 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $19.08 billion, representing a surprise of +0.54%. The company delivered an EPS surprise of +7.61%, with the consensus EPS estimate being $1.96.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Oracle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Revenues- Software: $6.82 billion versus $6.91 billion estimated by seven analysts on average.Revenues- Services: $1.52 billion versus the seven-analyst average estimate of $1.37 billion. The reported number represents a year-over-year change of +13%.Revenues- Cloud: $9.91 billion versus the seven-analyst average estimate of $9.94 billion.Revenues- Cloud and Software: $16.74 billion versus the seven-analyst average estimate of $16.85 billion.Revenues- Hardware: $924 million versus the seven-analyst average estimate of $834.36 million. The reported number represents a year-over-year change of +8.7%.Revenues- Software- Software support: $4.94 billion versus $5 billion estimated by four analysts on average.Revenues- Software- Software license: $1.88 billion versus $1.91 billion estimated by four analysts on average.Cloud Revenues By Offerings- Cloud applications: $4.13 billion versus the two-analyst average estimate of $4.16 billion. The reported number represents a year-over-year change of -17.8%.Cloud Revenues By Offerings- Cloud infrastructure: $5.79 billion versus $5.74 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -13.4% change.View all Key Company Metrics for Oracle here>>>Shares of Oracle have returned +10.2% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks