September 10, 2025 04:01 AM GMT Oracle Corporation | North America 1Q26 Results – Tectonic Shift in Business Model framework An extraordinary $332 billion in bookings in Oracle's Q1 represents not only the biggest bookings number we've ever seen in software, but a fundamental shift in the business model towards Data Center Operator. Despite gross margin headwinds, out-year EPS targets are likely to move materially higher. ** = Based on consensus methodology § = Consensus data is provided by Refinitiv Estima ...