Mesut Dogan/iStock Editorial via Getty Images Oracle Corp. ( ORCL ) is set to report Q4 and full-year fiscal 2026 earnings on Wednesday, June 10, with analysts expecting another strong quarter of cloud-led growth. Analysts expect Q4 revenues of $19.1 billion, up 20% year-on-year. For the full year, revenues are projected to grow 17% to $67.3 billion, driven by continued momentum in the software ma...
Mesut Dogan/iStock Editorial via Getty Images Oracle Corp. ( ORCL ) is set to report Q4 and full-year fiscal 2026 earnings on Wednesday, June 10, with analysts expecting another strong quarter of cloud-led growth. Analysts expect Q4 revenues of $19.1 billion, up 20% year-on-year. For the full year, revenues are projected to grow 17% to $67.3 billion, driven by continued momentum in the software maker’s Cloud Services offerings. Visible Alpha consensus shows continued strength in the company’s AI-driven backlog expansion, which is expected to support the outlook. Remaining performance obligations (RPO), a key gauge of contracted future revenue, are estimated at $600 billion for the full year, up 335% from last year, reflecting robust AI-related demand from large enterprise customers. Cloud has become the centerpiece of Oracle’s business. Analysts expect cloud revenue to climb 39% to $34.1 billion in 2026, accounting for roughly 51% of total sales. That marks a decisive shift from a decade ago, when Oracle was largely defined by its on-premise database business. As recently as last year, cloud contributed 43% of revenue; analysts now project that by 2030 the share could reach as high as 86%, transforming Oracle into a predominantly recurring, infrastructure-driven business. Within cloud, infrastructure-as-a-service (IaaS) is emerging as the standout performer. Oracle has positioned its cloud infrastructure as a lower-cost, high-performance alternative for enterprise AI workloads, competing with hyperscale leaders. IAAS revenues are projected to be up 76% in 2026 to $18 billion, while software-as-a-service (SaaS) revenue is forecast to rise by a relatively modest 12% to $15.9 billion. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
designer491/iStock via Getty Images Fund Commentary The first quarter was defined less by realized macroeconomic outcomes than by a reassessment of risks. Economic momentum entering the quarter was reasonably constructive, and published consensus estimates for trend-like global growth and manageable inflation largely remained intact by quarter-end. However, sentiment shifted as the Iran war moved ...
designer491/iStock via Getty Images Fund Commentary The first quarter was defined less by realized macroeconomic outcomes than by a reassessment of risks. Economic momentum entering the quarter was reasonably constructive, and published consensus estimates for trend-like global growth and manageable inflation largely remained intact by quarter-end. However, sentiment shifted as the Iran war moved into its second month, biasing expectations toward weaker growth and higher inflation. The effective closure of the Strait of Hormuz disrupted the flow of a meaningful share of global commodity supply, including oil, natural gas, fertilizers, and other inputs. While strategic stockpiles provided a buffer, each day without a definitive path to resolution increased the risk of supply depletion and a more pronounced global energy shock. The potential economic implications varied across regions, with net energy importers in Europe and Asia facing greater scrutiny than the U.S. Oil futures pointed to a baseline scenario of easing tensions, consistent with expectations for a manageable global economic impact. Still, mixed headlines exiting the quarter tempered confidence that a resolution was imminent, leaving investors to contemplate the risk of a more prolonged disruption. While it remained too early to assess the conflict's impact in economic data, central bank expectations responded more rapidly during the quarter. Futures markets now price multiple rate hikes this year from both the Bank of England and the European Central Bank. Markets also dialed back easing expectations from the U.S. Federal Reserve, shifting from two cuts to a hold this year. Despite a strong start, a challenging March led to weak 1Q financial market returns. Global equities declined 3%, while fixed income returns were slightly negative with headwinds from both rates and credit spreads. Brent crude oil prices surged above $100 per barrel, leaving the energy sector as the standout winner in the equity spa...
(RTTNews) - U.S. construction trade group Associated Builders and Contractors or ABC announced that it has partnered with Facebook-parent Meta Platforms, Inc. (META) to launch a $115 million workforce training program aimed at addressing a shortage of data center construction tec
(RTTNews) - U.S. construction trade group Associated Builders and Contractors or ABC announced that it has partnered with Facebook-parent Meta Platforms, Inc. (META) to launch a $115 million workforce training program aimed at addressing a shortage of data center construction tec
A Hong Kong court has sentenced veteran film producer and actor Raymond Wong Pak-ming to five months in prison for sharing insider information with his sister to trade shares in an entertainment company he chaired in 2017. However, the 80-year-old will not have to begin serving the sentence immediately, after Magistrate Ko Wai-hung granted him bail pending appeal on Tuesday. Ko said he would not c...
A Hong Kong court has sentenced veteran film producer and actor Raymond Wong Pak-ming to five months in prison for sharing insider information with his sister to trade shares in an entertainment company he chaired in 2017. However, the 80-year-old will not have to begin serving the sentence immediately, after Magistrate Ko Wai-hung granted him bail pending appeal on Tuesday. Ko said he would not consider a suspended sentence or any non-custodial punishment for Wong, who was convicted of insider...
Igor Kutyaev/iStock via Getty Images By Lynn Song , Chief Economist, Greater China Exports saw a big boost from the recovery of exports to the US China's exports rose by 19.3% year-on-year in May (market forecast15.0%, ING 19.4%), which was up from 14.1% YoY in April. This is in line with our forecast, though stronger than market forecasts. The increase marked a 3-month high and brought the year-t...
Igor Kutyaev/iStock via Getty Images By Lynn Song , Chief Economist, Greater China Exports saw a big boost from the recovery of exports to the US China's exports rose by 19.3% year-on-year in May (market forecast15.0%, ING 19.4%), which was up from 14.1% YoY in April. This is in line with our forecast, though stronger than market forecasts. The increase marked a 3-month high and brought the year-to-date export growth to 15.5% YoY. By export destination, the big story for May was a strong rebound of exports to the US, which rose to 35.4% YoY, the highest growth level since 2021. This recovery is primarily a base effect story rather than a reflection of Trump's visit to China. Recall that May 2025 marked the peak of the US-China trade war, when additional tariffs on China surged to 125%. This effect will likely weaken starting with next month's data. We'll start to get a more realistic look at trade in the months ahead under the current tariff environment. The recovery we have seen in the last two months brought year-to-date exports to the US to -2.7% YoY. If we see exports return to positive growth this year, it will remove the biggest drag on China's exports from last year. Tangible trade deliverables looked rather limited after Trump's visit to China. Announcements focused on restoring agricultural purchases to "normal" levels, but moves to establish a trade board and adopt a "constructive strategic stability" approach to bilateral relations could help both sides avoid major trade clashes like last year. There is hope that we'll see further trade breakthroughs before or after President Xi's possible visit to the US in September. Looking at other areas, exports to South Korea were also very strong (42.1%) as tech trade has accelerated. We also saw strong export growth to ASEAN (24.3%) and Russia (35.8%). The key laggards were exports to the EU (7.6%) and Japan (10.9%). By export product, the same trends from the past few years continued. China's exports of hi-tech p...