{"id":9199,"date":"2026-03-11T21:10:26","date_gmt":"2026-03-12T01:10:26","guid":{"rendered":"https:\/\/hostingdiscussion.com\/news\/?p=9199"},"modified":"2026-03-11T20:23:25","modified_gmt":"2026-03-12T00:23:25","slug":"oracle-posts-17b-quarter-as-cloud-demand-erases-months-of-investor-doubt","status":"publish","type":"post","link":"https:\/\/hostingdiscussion.com\/news\/oracle-posts-17b-quarter-as-cloud-demand-erases-months-of-investor-doubt\/","title":{"rendered":"Oracle posts $17B quarter as cloud demand erases months of investor doubt"},"content":{"rendered":"

Investors who spent the better part of 2026 watching Oracle<\/a> shares shed more than 23% finally got something to feel good about on Tuesday. The company posted fiscal third-quarter results that cleared Wall Street’s expectations across the board, and then went a step further by raising its revenue outlook for fiscal 2027 by a full billion dollars, landing that new target at $90 billion.<\/p>\n

Revenue for the quarter reached $17.19 billion against an expected $16.91 billion, while adjusted earnings per share came in at $1.79, topping the $1.70 consensus. Net income climbed to $3.72 billion, up from $2.94 billion in the same period last year. Those are not marginal beats. They reflect a business that is scaling its cloud division<\/a> at a pace that even cautious analysts have struggled to model accurately.<\/p>\n

Cloud infrastructure revenue grew 84% year over year, reaching $4.9 billion and accelerating well past the 68% growth Oracle posted in the prior quarter. Total cloud revenue, covering both infrastructure and software as a service, hit $8.9 billion, up 44%. Clients driving that growth included Air France-KLM, Lockheed Martin, SoftBank<\/a>, and Microsoft’s Activision Blizzard unit.<\/p>\n

Perhaps the most striking figure in the entire report was the remaining performance obligations number, which more than quadrupled to $553 billion compared to a year earlier. That figure essentially represents contracted future revenue, and it tells a story about where enterprise demand for AI infrastructure currently sits: still climbing, and quickly.<\/p>\n

Oracle also confirmed it plans to raise between $45 billion and $50 billion this fiscal year to expand cloud capacity further, with over 10 gigawatts of computing power coming online within three years. The company separately addressed reports about layoffs<\/a>, attributing workforce restructuring to AI code generation tools<\/a> that now allow smaller teams to build software faster and at lower cost.<\/p>\n

Larry Ellison, Oracle’s co-founder and technology chief, framed the company’s position bluntly on the analyst call, arguing that AI-driven automation<\/a> makes Oracle a genuine disruptor in enterprise software rather than a casualty of shifting trends.<\/p>\n

After falling more than 50% from September highs, Oracle shares jumped roughly 10% in after-hours trading following the results. One quarter rarely rewrites a full narrative, but this one at least gives investors a reason to reconsider.<\/p>\n","protected":false},"excerpt":{"rendered":"

Investors who spent the better part of 2026 watching Oracle shares shed more than 23% finally got something to feel good about on Tuesday. The company posted fiscal third-quarter results that cleared Wall Street’s expectations across the board, and then went a step further by raising its revenue outlook for fiscal 2027 by a full […]<\/p>\n","protected":false},"author":20624,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[3165,2300,1350,6011,6010,6012],"class_list":["post-9199","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-cloud-capacity","tag-larry-ellison","tag-oracle","tag-oracle-ai-investment","tag-oracle-cloud-revenue-growth","tag-oracle-fiscal-revenue-forecast"],"acf":[],"yoast_head":"\nOracle posts $17B quarter as cloud demand erases months of investor doubt - Web Hosting News<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hostingdiscussion.com\/news\/oracle-posts-17b-quarter-as-cloud-demand-erases-months-of-investor-doubt\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Oracle posts $17B quarter as cloud demand erases months of investor doubt - Web Hosting News\" \/>\n<meta property=\"og:description\" content=\"Investors who spent the better part of 2026 watching Oracle shares shed more than 23% finally got something to feel good about on Tuesday. 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