EarningsQ1 2027 Earnings Report
MX:4716N Q1 2027 EPS Results
Actual EPS$16.36
Consensus EPS$14.17
Beat/MissBeat by +$2.19
One Year Ago EPS$12.32
MX:4716N Q1 2027 Revenue Results
Actual Revenue$8.60B
Expected Revenue$8.16B
Beat/MissBeat by +$443.77M
YoY Revenue Growth+12.96%
Earnings Announcement Details
QuarterQ1 2027
Date09/24/2026
TimeTBA
Conference CallThursday, September 24, 2026
MX:4716N Upcoming Earnings
Oracle Japan's next earnings date is estimated for December 22, 2026, based on past reporting schedules.
Q1 2027 Earnings Call Audio
MX:4716N Q1 2027 Earnings Call
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Q1 2027 Earnings Slide Deck
Q1 2027 Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly positive, characterized by 13% total revenue growth, 31.7% cloud revenue growth, operating income growth of 22.7% and net income growth of 23.2%. Management also highlighted broad industry strength, AI adoption, cloud migrations, SG&A efficiencies and higher consulting profitability. The main negatives were the historical volatility of license revenue, a decline in consulting revenue and the absence of specific second-quarter headcount guidance, but these were outweighed by the broader operating momentum and profitability improvements.Company Guidance
Strong Start to Fiscal Year 2027
Oracle Japan reported broad-based strength across public sector, communications, financial services and manufacturing, with total revenue of JPY 74.861 billion, up 13% year-over-year.
Cloud Revenue Growth
Total cloud revenue reached JPY 25.143 billion, up 31.7% year-over-year and representing 34% of total revenue. Management cited strong demand, cloud migrations across multiple industries and enterprise customers, and consumption from Alloys and data center-ready cloud centers deployed with partners.
Improved Operating and Net Income
Operating income was JPY 25.918 billion, an increase of 22.7%, while net income was JPY 18.245 billion, an increase of 23.2%.
Broad-Based Software License Demand
Software license revenue growth was supported by robust demand across industries and enterprises rather than a few significant deals. There were only one or two large deals, and management said overall revenue growth should continue to be strong, although the mix between licenses and cloud may change between quarters.
SG&A Efficiency Improvements
SG&A expense was JPY 7.1 billion, reflecting operational efficiencies, lower headcount and some one-time reversals of expense accruals. Management expects the run-rate SG&A expense to remain lower than in the past and said similar headcount levels should be broadly maintainable, while continuing to invest in people in the right areas.
AI and Cloud Database Customer Adoption
Oracle Japan is seeing customers use AI through its cloud and database services. Japan's Ministry of Health, Labor and Welfare is building an AI platform using Oracle Autonomous AI Database and OCI, and its initial document search system is already operational to help staff find relevant documents and previous cases more efficiently.
AI as a Growth Opportunity Across the Portfolio
Management said AI is creating opportunities across infrastructure, database services and cloud applications by combining trusted enterprise data, business applications and established processes to improve productivity and help customers gain more value from existing systems.
Resilient Established Customer Base
Many customers continue to rely on Oracle for critical systems. Management highlighted long-standing customer relationships and experience supporting these operations as a foundation for additional technology investments alongside cloud growth.
Planned Continued Investment and Product Showcase
Oracle Japan's priorities are to sustain momentum in cloud infrastructure and applications and help customers realize value from AI. Oracle AI World 2026 is scheduled for October 25 to 28 in Las Vegas, featuring innovations in AI, cloud infrastructure, databases and applications, with selected content available online.
Parent Company Loan Not Driven by Cash Demand
Management said the JPY 50 billion reduction in the loan to the parent company was not related to the parent company's cash demand or funding needs. The remaining balance is approximately JPY 160 billion and is scheduled to mature in December.
Higher Consulting Profitability
Although consulting revenue declined during the quarter, consulting profit increased by close to 40%. Management attributed the improved profit performance to deploying AI in service delivery and using outsourced consultants more efficiently.
MX:4716N Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed