ZACKS·2026-03-07 01:16Core Insights - Oracle and Adobe are set to report their fiscal Q1 earnings for 2026, with Oracle's results expected on March 10 and Adobe's on March 12, both reflecting their fiscal quarters ending in February [1][2] Company-Specific Insights - Oracle's recent struggles are attributed to its significant investments in AI infrastructure, which are not supported by its financial capacity compared to larger tech players like Microsoft and Amazon [4][6] - Oracle's expected earnings per share (EPS) for the upcoming report is $1.70, with revenues projected at $16.89 billion, indicating year-over-year growth of +15.7% and +19.5% respectively [9] - Adobe anticipates an EPS of $5.88 and revenues of $6.28 billion, reflecting year-over-year increases of +15.8% and +9.9% respectively [10] Industry Context - The 2026 Q1 earnings season is anticipated to show overall S&P 500 earnings growth of +11.4% year-over-year, with revenues expected to rise by +8.5% [11] - The earnings landscape is influenced by ongoing market volatility, particularly due to rising oil prices linked to geopolitical tensions, which could impact overall economic conditions [15]