Oracle lifts FY2027 revenue guidance to $90 billion and guides Q4 cloud growth to 46-50%

Oracle raised its fiscal 2027 total revenue guidance to $90 billion in the March 10 release. For the fourth quarter of fiscal 2026 it guided to 19% to 21% total revenue growth in USD and 46% to 50% cloud revenue growth, with non-GAAP EPS of $1.96 to $2.00. The raised outlook keeps the AI cloud ramp at the centre of the stock case, since it depends on capacity coming online on schedule.

• FY2027 total revenue guidance: $90 billion
• Q4 FY2026 total revenue growth: 19% to 21% in USD (18% to 20% in constant currency)
• Q4 FY2026 total cloud revenue growth: 46% to 50% in USD (44% to 48% in constant currency)
• Q4 FY2026 non-GAAP EPS: $1.96 to $2.00 in USD, growth of 15% to 17%