Marios Valiandes
🚨 BREAKING: $ORCL (Oracle Corporation) Q3 2026 Earnings are out with a double beat and raise. Adj EPS $1.79, est. $1.70 βœ… Adj. Rev. $17.19B, est. $16.89B βœ… Adj. oper margin 43%, est. 42.7% βœ… Adj. oper income $7.38B, est. $7.21B βœ… Cloud rev. (IaaS + SaaS) $8.9B, est. $8.84B βœ… Cloud application rev. (SaaS) $4.0B, est. $4.0B 🟰 Software rev. $6.12B, est. $5.97B βœ… Software support rev. $4.97B, est. $4.89B βœ… Software license rev. $1.15B, est. $1.1B βœ… Remaining performance obligations $553B, vs. $130B y/y 🀯 Raises total rev guidance to $90B βœ… $NBIS (Nebius Group NV) $IREN (Iris Energy Ltd) $CRWV (CoreWeave Inc)
Not investment advice. The author may have financial interests in the mentioned instruments.
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