Oracle (ORCL) Beats Q2 Earnings Estimates

Core Insights - Oracle reported quarterly earnings of $2.26 per share, exceeding the Zacks Consensus Estimate of $1.63 per share, and up from $1.47 per share a year ago, representing an earnings surprise of +38.65% [1] - The company posted revenues of $16.06 billion for the quarter ended November 2025, which was 0.55% below the Zacks Consensus Estimate, and an increase from $14.06 billion year-over-year [2] - Oracle shares have increased by approximately 32.9% since the beginning of the year, outperforming the S&P 500's gain of 16.3% [3] Earnings Outlook - The future performance of Oracle's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $1.70 on revenues of $16.82 billion, and for the current fiscal year, it is $6.81 on revenues of $66.89 billion [7] Industry Context - The Computer - Software industry, to which Oracle belongs, is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]