Oracle reported Q3 FY26 total revenue of USD 17.2 billion, up 22%, and cloud revenue (IaaS plus SaaS) of USD 8.9 billion, up 44%. Cloud infrastructure revenue (IaaS) was USD 4.9 billion, up 84%, while cloud application revenue (SaaS) was USD 4 billion, up 13%. Q3 GAAP net income was USD 3.7 billion and GAAP EPS was USD 1.27, up 24%. Remaining performance obligations were USD 553 billion, and Oracle said most of the increase was tied to large-scale AI contracts funded largely through customer prepayments or customer-supplied GPUs. For Q4 FY26, Oracle forecast total revenue growth of 19% to 21% and total cloud revenue growth of 46% to 50%, with non-GAAP EPS of USD 1.96 to USD 2.00.

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