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

For the quarter ended November 2025, Oracle (ORCL) reported revenue of $16.06 billion, up 14.2% over the same period last year. EPS came in at $2.26, compared to $1.47 in the year-ago quarter.The reported revenue represents a surprise of -0.55% over the Zacks Consensus Estimate of $16.15 billion. With the consensus EPS estimate being $1.63, the EPS surprise was +38.65%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Oracle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Geographic Revenue- Americas: $10.47 billion versus $10.23 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +17.2% change.Geographic Revenue- Asia-Pacific: $1.83 billion versus $1.92 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.Geographic Revenue- Europe, Middle East and Africa: $3.76 billion compared to the $3.98 billion average estimate based on two analysts. The reported number represents a change of +11.2% year over year.Revenues- Hardware: $776 million versus $713.6 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.Revenues- Services: $1.43 billion versus the six-analyst average estimate of $1.36 billion. The reported number represents a year-over-year change of +7.4%.Revenues- Software- Software license: $939 million versus $1.18 billion estimated by six analysts on average.Revenues- Software: $5.88 billion versus $6.06 billion estimated by four analysts on average.Revenues- Cloud: $7.98 billion versus $8.01 billion estimated by four analysts on average.Revenues- Software- Software support: $4.94 billion versus the three-analyst average estimate of $4.9 billion.CLOUD REVENUES BY OFFERINGS- Cloud applications: $3.9 billion versus $3.87 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -18.5% change.CLOUD REVENUES BY OFFERINGS- Cloud infrastructure: $4.08 billion compared to the $4.16 billion average estimate based on three analysts. The reported number represents a change of -32.3% year over year.View all Key Company Metrics for Oracle here>>>Shares of Oracle have returned -6.2% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks Naming Top 10 Stocks for 2026Want to be tipped off early to our 10 top picks for the entirety of 2026? History suggests their performance could be sensational.From 2012 (when our Director of Research Sheraz Mian assumed responsibility for the portfolio) through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Now Sheraz is combing through 4,400 companies to handpick the best 10 tickers to buy and hold in 2026. Don’t miss your chance to get in on these stocks when they’re released on January 5. Be First to New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Oracle Corporation (ORCL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks