ORCL Q3 Deep Dive: Cloud Infrastructure and AI Demand Drive Margin Expansion

Enterprise software giant Oracle (NYSE:ORCL) announced better-than-expected revenue in Q3 CY2026, with sales up 29.6% year on year to $19.35 billion. The company expects next quarter's revenue to be around $21.2 billion, close to analysts' estimates. Its non-GAAP profit of $1.92 per share was 10.5% above analysts' consensus estimates. Is now the time to buy ORCL? Find out in our full research report (it's free). Oracle (ORCL) Q3 CY2026 Highlights: Revenue: $19.35 billion vs analyst estimates of $19.09 billion (29.6% year-on-year growth, 1.3% beat) Adjusted EPS: $1.92 vs analyst estimates of $1.74 (10.5% beat) Adjusted Operating Income: $8.15 billion vs analyst estimates of $7.80 billion (42.1% margin, 4.