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Dec 10, 2025 4:40 PM

Oracle Stock Drops On Mixed Q2 Earnings: RPO Growth Of 438%, Company Stresses Cloud, Chip 'Neutrality'

Oracle Corp (NYSE:ORCL) posted second-quarter financial results for fiscal 2026 after the market close on Wednesday. Here’s a look at the key details from the print.

Oracle stock is trading in a tight range. What should traders watch with ORCL?

Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per share, beating analyst estimates of $1.64 per share, according to Benzinga Pro.

Total revenue was up 14% on a year-over-year basis as cloud revenue climbed 24% and software revenue fell 3%. Here's a breakdown of revenue by segment:

Cloud: $8 billion, up 34%

Cloud Infrastructure: $4.1 billion, up 68%

Cloud Application: $3.9 billion, up 11%

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