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Oracle Japan (4716) investor relations material
Oracle Japan Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary23 Dec, 2025
Executive summary
Achieved record-high total revenue and profit for the second quarter, driven by strong cloud business performance and continued leadership in the Japanese market.
Net sales reached ¥134,677 million, up 7.5% year-over-year, with all profit categories hitting record highs for the interim period.
Cloud revenue surged 38.3% year-over-year, now accounting for 29% of total revenues.
Growth driven by strong cloud migration demand, digital transformation, and robust IT investment in Japan.
Notable customer wins and use cases in logistics, insurance, and global financial services highlight broad market reach.
Financial highlights
Total revenue reached ¥134,677,000,000, up 7.5% year-over-year.
Cloud revenue was ¥39,129,000,000, up 38.3% year-over-year.
Operating income was ¥42,659,000,000, up 1.8% year-over-year.
Net income was ¥29,913,000,000, up 1.9% year-over-year.
Basic earnings per share increased to ¥233.59 from ¥228.95 year-over-year.
Outlook and guidance
Revenue guidance for the full year remains unchanged, supported by a robust pipeline for the second half.
Full-year net sales forecasted to grow 6.0–10.0% year-over-year, with basic EPS projected at ¥490.00–¥505.00.
License revenue expected to decline slightly as cloud revenue growth outpaces it, but license pipeline remains strong.
Year-end dividend yet to be determined; interim dividend set at ¥190 per share.
Forward-looking statements are based on current assumptions and available information; actual results may differ due to various risks and uncertainties.
Impact of cloud migration on software license sales
Sovereign Cloud strategy and market impact
Hardware revenue decline despite Exadata X11M
SoftBank alloy partnership's strategic value?
AI's role in future Japan growth strategy?
Timeline for cloud offsetting license decline?
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Next Oracle Japan earnings date
Q3 202620 Mar, 2026
Next Oracle Japan earnings date
Q3 202620 Mar, 2026
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Frequently asked questions
Oracle Corporation Japan is a Japan-based subsidiary of Oracle Corporation, providing enterprise software, hardware, and cloud services. The company offers a wide range of technology solutions, including database management systems, cloud infrastructure, enterprise resource planning (ERP) software, and customer relationship management (CRM) systems. Oracle Corporation Japan serves various industries, helping clients optimize business operations, data management, and IT infrastructure. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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