{"id":726431,"date":"2026-06-10T01:32:11","date_gmt":"2026-06-10T01:32:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/726431\/"},"modified":"2026-06-10T01:32:11","modified_gmt":"2026-06-10T01:32:11","slug":"oracle-to-report-q4-earnings-amid-ai-trade-jitters","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/726431\/","title":{"rendered":"Oracle to report Q4 earnings amid AI trade jitters"},"content":{"rendered":"\n

Oracle (ORCL<\/a>) will report its fourth quarter earnings after the bell on Wednesday, amid recent AI trade fluctuations and as Anthropic (ANTH.PVT<\/a>) and OpenAI (OPAI.PVT<\/a>) set up their initial public offerings.<\/p>\n

The cloud services and infrastructure provider counts OpenAI among its most important customers.<\/p>\n

The Sam Altman-helmed AI startup signed a $300 billion, five-year deal with Oracle in 2025, which serves as the linchpin of its AI efforts.<\/p>\n

For the fourth quarter, Oracle is expected to report earnings per share (EPS) of $1.97 on revenue of $19 billion, according to a Bloomberg analyst consensus. That would be an improvement from the $1.70 and $15.9 billion the company reported in the same period a year ago.<\/p>\n

Oracle’s broader Cloud business, which includes Cloud Applications and Cloud Infrastructure, is expected to reach $9.99 billion.<\/p>\n

\"FILE Oracle reports financial results Wednesday. (AP Photo\/Paul Sakuma, File) \u00b7 ASSOCIATED PRESS <\/p>\n

Cloud Applications is anticipated to reach $4.16 billion in revenue, while Cloud Infrastructure is projected to come in at $5.17 billion, a whopping 90.8% year-over-year improvement.<\/p>\n

Remaining performance obligations (RPOs), a measure of contracts the company has signed, but has yet to deliver on, is expected to reach $589.5 billion, up 327%.<\/p>\n

RPOs provide investors with an understanding of overall demand for a company’s cloud services, and have become increasingly important amid the global AI build-out.<\/p>\n

Oracle stock took a stinging hit after announcing its second quarter earnings in December on a weak outlook and concerns related to its spending plans.<\/p>\n

But the stock had been on the upswing, after beating Q3 expectations<\/a> in March and raising 2027 revenue guidance to $90 billion.<\/p>\n

Year to date, Oracle was up just 4.8%, as of Tuesday afternoon. But the stock has climbed more than 15% over the last 12 months.<\/p>\n

That’s slightly better than Amazon (AMZN<\/a>), which is up roughly 12% in the last 12 months, and far ahead of Microsoft (MSFT<\/a>), which is down more than 14% in the last year.<\/p>\n

Google (GOOG<\/a>, GOOGL<\/a>), however, has easily outperformed its peers thanks to improvements to its Gemini models and Google Cloud Platform growth, which have helped propel the stock more than 103% over the past year.<\/p>\n

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Email Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at @DanielHowley<\/a>.<\/p>\n

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