What changed
ORCL printed Q1 FY27 adjusted EPS of $1.92, beating consensus of $1.74 by $0.18 (+10.4%). Revenue hit $19.3B, up 29.3% YoY. Q2 FY27 adjusted EPS guidance is $1.85–$1.93. The beat was driven by triple-digit Cloud Infrastructure growth, with IaaS revenue up 121% YoY.
Why it matters
ORCL printed Q1 FY27 adjusted EPS of $1.92, beating consensus of $1.74 by $0.18 (+10.4%). Revenue hit $19.3B, up 29.3% YoY. Q2 FY27 adjusted EPS guidance is $1.85–$1.93. The beat was driven by triple-