Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single quarter’s beat and more around the scale of its AI infrastructure opportunity.

On Wednesday, Oracle (NYSE:ORCL) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you by Benzinga APIs. For ...

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No sooner did Anthropic file for its initial public offering of stock this week than it then put out a missive suggesting that AI model makers need to slow down to let us catch our breath — or else AI ...

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Oracle is reportedly planning to cut jobs over the next coming months. According to a report by Financial Times, the company’s filing with the US Securities and Exchange Commission recently revealed a ...

Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I would like welcome everyone to the Oracle Corporation Third Quarter Fiscal Year ...

Earnings call Oracle posted organic total revenue and non-GAAP EPS growth of at least 20% YoY in Q3 FY26, exceeding expectations. AI infrastructure and multi-cloud database revenues surged, with ...

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Q2 results revealed a mismatch between explosive demand for AI infrastructure and Oracle’s ability to convert it into immediate revenue. Oracle's market cap plummeted by $400 billion in three months ...