Oracle to report Q4 earnings amid AI trade jitters

Oracle to report Q4 earnings amid AI trade jitters Daniel Howley · Technology Editor Updated Wed, June 10, 2026 at 12:31 PM GMT+2 2 min read ORCL ANTH. PVT Oracle ( ORCL ) will report its fourth quarter earnings after the bell on Wednesday, amid recent AI trade fluctuations and as Anthropic ( ANTH. PVT ) and OpenAI ( OPAI.

PVT ) set up their initial public offerings. The cloud services and infrastructure provider counts OpenAI among its most important customers. 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.

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. Oracle's broader Cloud business, which includes Cloud Applications and Cloud Infrastructure, is expected to reach $9.

99 billion. Oracle reports financial results Wednesday. (AP Photo/Paul Sakuma, File) · ASSOCIATED PRESS 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.

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%. 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.

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. But the stock had been on the upswing, after beating Q3 expectations in March and raising 2027 revenue guidance to $90 billion. Year to date, Oracle was up just 5.

6%, as of Tuesday’s close. But the stock has climbed more than 16% over the last 12 months. That's slightly better than Amazon ( AMZN ), which is up roughly 13% in the last 12 months, and far ahead of Microsoft ( MSFT ), which is down more than 14% in the last year.

Google ( GOOG , GOOGL ), however, has easily outperformed its peers thanks to improvements to its Gemini models and Google Cloud Platform growth, which have helped propel the stock nearly 104% over the past year. Sign up for Yahoo Finance's Week in Tech newsletter. · Yahoo Finance Email Daniel Howley at dhowley@yahoofinance.

com. Follow him on Twitter at @DanielHowley .