Oracle (ORCL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Oracle reported $17.19 billion in revenue for the quarter ended February 2026, marking a year-over-year increase of 21.7% and exceeding the Zacks Consensus Estimate by 1.77% [1] - The earnings per share (EPS) for the same period was $1.79, up from $1.47 a year ago, representing a surprise of 5.24% over the consensus estimate of $1.70 [1] Revenue Performance - Geographic Revenue: - Americas: $11.36 billion, exceeding the average estimate of $10.93 billion, with a year-over-year change of +26.2% [4] - Asia-Pacific: $1.87 billion, below the average estimate of $1.96 billion, with a year-over-year change of +9.1% [4] - Europe, Middle East and Africa: $3.96 billion, slightly below the average estimate of $4.01 billion, with a year-over-year change of +15.9% [4] - Revenue Breakdown: - Hardware: $714 million, slightly below the average estimate of $718.52 million, with a year-over-year change of +1.6% [4] - Software: $6.12 billion, exceeding the average estimate of $6.02 billion [4] - Services: $1.44 billion, above the average estimate of $1.33 billion, with a year-over-year change of +11.8% [4] - Cloud: $8.91 billion, slightly above the average estimate of $8.85 billion [4] - Cloud and Software combined: $15.03 billion, exceeding the average estimate of $14.87 billion [4] - Software Revenue: - Software License: $1.15 billion, slightly above the average estimate of $1.14 billion [4] - Software Support: $4.97 billion, exceeding the average estimate of $4.88 billion [4] - Cloud Revenues by Offerings: - Cloud Infrastructure: $4.89 billion, slightly above the average estimate of $4.85 billion, but down 21.1% year-over-year [4] - Cloud Applications: $4.03 billion, above the average estimate of $4.01 billion, with a year-over-year change of -16.3% [4] Stock Performance - Oracle's shares have returned -3.2% over the past month, compared to the Zacks S&P 500 composite's -2.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]