Oracle’s AI-Driven Cloud Push Delivers Record Q3 FY2026 Results
Oracle reported a standout Q3 FY2026 with total revenue of $17.2 billion, up 22% year over year, led by cloud revenues of $8.9 billion, up 44% (IaaS + SaaS) and IaaS growth of 84% while SaaS rose 13%. Remaining Performance Obligations reached $553 billion, up 325% YoY. GAAP EPS was $1.27 and non-GAAP EPS $1.79. Operating income was $5.46B GAAP and $7.38B non-GAAP; cash flow from operations year-to-date was $23.5B. The company kept its FY2026 revenue guidance at $67B and raised FY2027 revenue guidance to $90B, while declaring a $0.50 quarterly dividend. For Q4 FY26, it guided total revenue up about 18–21% in USD terms (roughly 19–21% in USD) and Cloud revenue up about 44–48% in constant currency (46–50% in USD), with non-GAAP EPS of about $1.92–$2.00 depending on currency.
