$ORCL (ORACLE) — 8-K: ORCL Q1 FY27: EPS $1.92 Beats Street by $0.18 (+10.5%) as Cloud Infra Revenue Jumps 121%

Oracle posted Q1 FY27 adjusted EPS of $1.92, beating the $1.74 consensus by $0.18 (+10.5%), on revenue of $19.3B, up 29.3% YoY. The top-line beat was powered by Cloud Infrastructure (IaaS) revenue surging 121% to $7.4B, lifting total cloud revenue 62% to $11.6B, while RPO climbed $209B YoY to $664B on more than $30B of new AI cloud contracts booked in the quarter. Management guided Q2 FY27 adjusted EPS to $1.85-$1.93 (USD), representing 21%-25% growth excluding a one-time prior-year gain.

Oracle posted Q1 FY27 adjusted EPS of $1.92, beating the $1.74 consensus by $0.18 (+10.5%), on revenue of $19.3B, up 29.3% YoY. The top-line beat was powered by Cloud Infrastructure (IaaS) revenue sur