Oracle (ORCL) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Oracle reported revenue of $16.06 billion for the quarter ended November 2025, reflecting a year-over-year increase of 14.2% and an EPS of $2.26, up from $1.47 in the same quarter last year, although the revenue fell short of the Zacks Consensus Estimate by 0.55% [1] Financial Performance - Revenue growth was driven by a 17.2% increase in the Americas, reaching $10.47 billion, while Asia-Pacific saw a 4.9% increase to $1.83 billion, and Europe, the Middle East, and Africa reported an 11.2% increase to $3.76 billion [4] - Hardware revenue was $776 million, exceeding estimates of $713.6 million, marking a 6.6% year-over-year increase, while services revenue reached $1.43 billion, surpassing the $1.36 billion estimate with a 7.4% increase [4] - Software license revenue was $939 million, below the $1.18 billion estimate, and total software revenue was $5.88 billion, also below the $6.06 billion estimate [4] - Cloud revenue totaled $7.98 billion, slightly below the $8.01 billion estimate, with cloud applications revenue at $3.9 billion, a decrease of 18.5% year-over-year, and cloud infrastructure revenue at $4.08 billion, down 32.3% year-over-year [4] Stock Performance - Oracle's shares have returned -6.2% over the past month, contrasting with the Zacks S&P 500 composite's +1.8% change, and the stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]