Oracle is set to report its latest earnings after the US market closes, with a focus on AI computing demand and cloud business growth.

BlockBeats News, June 10th - According to official sources, Oracle will release its Q4 FY2026 earnings after the US market closes on June 10th. An earnings conference call will be held at 5:00 PM Eastern Time, corresponding to early morning on June 11th Beijing Time, to discuss the results.

The market generally expects Oracle's revenue for this quarter to be around $19.1 billion, with an adjusted earnings per share (EPS) of about $1.96. With the continual growth in demand for AI infrastructure, investors will pay close attention to the growth rate of Oracle Cloud Infrastructure (OCI) business, AI-related order backlogs and remaining performance obligations (RPO), as well as the latest outlook from the management on the growth prospects for FY2027.

As one of the leading global cloud infrastructure providers, Oracle has significantly increased its AI data center construction efforts in recent years, actively participating in large-scale AI infrastructure projects such as OpenAI's "Stargate." The market believes that the AI demand signals released in this earnings report and performance meeting may have a significant impact on the stock prices of companies in the GPU, optical module, CPO, and AI data center industry chain.