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Oracle Japan (4716) investor relations material
Oracle Japan Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Fiscal year 2026 saw net sales of JPY 285,073,000,000, up 8.2% year-over-year, with all profit items reaching record highs and strong business expansion across cloud and mission-critical workloads.
Operating income rose 3.4% to JPY 89,795,000,000, and net profit increased 4.6% to JPY 63,537,000,000, driven by strong cloud adoption, AI initiatives, and modernization efforts.
Oracle Cloud Infrastructure and strategic partnerships for Sovereign Cloud services were key growth drivers, with notable customer examples including SoftBank, DENSO, and DNP.
AI adoption is accelerating infrastructure and data platform investments, supporting new opportunities in cloud and database services.
Strategic focus for FY2027 includes expanding integrated AI solutions, sovereign cloud offerings, and supporting government digitalization.
Financial highlights
Total revenue for FY 2026 was JPY 285,073,000,000, up 8.2% year-over-year, with cloud revenue reaching JPY 83,184,000,000, up 34.3% and now 29.2% of total revenues.
Operating income was JPY 89,795,000,000, up 3.4%; net income was JPY 63,537,000,000, up 4.6%; gross profit increased to JPY 128,335,000,000.
Software segment sales (license and support) totaled JPY 47,618,000,000, with support up 1.1% and license down 2.1%; hardware sales were JPY 15,048,000,000, down 3.5%; services revenue was JPY 25,543,000,000, up 2.6%.
Cash and cash equivalents at year-end rose to JPY 84,968,000,000, and operating cash flow was JPY 74,707,000,000.
Dividend payout for the year totaled JPY 858 per share, including a special dividend of JPY 660.
Outlook and guidance
FY2027 guidance projects 6–10% revenue growth and basic EPS of JPY 525–540, with a strategic theme focused on AI and sovereign cloud solutions.
Revenue breakdowns have been updated to align with new performance management categories, emphasizing cloud and software growth.
Entering FY2027 with strong momentum, a healthy pipeline, and continued cloud adoption.
- Record sales and profits, robust cloud growth, and strong FY2026 outlook with higher CapEx.4716
Q4 20258 Jul 2026 - Record sales and profit growth driven by 34.8% cloud surge and strong government demand.4716
Q3 202624 Mar 2026 - Record Q1 sales and profits driven by cloud and license growth; net assets down after dividend.4716
Q1 202520 Jan 2026 - Record Q2 sales and profits driven by cloud growth; cash down after special dividend.4716
Q2 202510 Jan 2026 - Record sales and profits driven by 38.3% cloud growth and robust IT investment.4716
Q2 202623 Dec 2025 - Record cloud and AI demand fueled 63% RPO growth and record profits in Q3.4716
Q3 202520 Dec 2025 - Cloud sales up 37.2% to 29% of total; Q1 net sales hit ¥66,275m, profit down 4.8%.4716
Q1 202625 Sep 2025 - Record revenue and profit growth driven by cloud demand and a special dividend.4716
Q4 20244 Sep 2025
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