Oracle Corporation Japan announced its results for the June–August 2026 period. Net income rose 23% from the previous period to ¥18.2 billion, driven by the cloud business, while the impact of containing personnel expenses also contributed. Cloud revenue increased 32% to ¥25.1 billion, accounting for 33.6% of total revenue, while hardware revenue also remained firm.
In its consolidated results for the June–August 2026 period, Oracle Corporation Japan reported a 23% year-on-year increase in net income to ¥18.2 billion. Revenue was ¥74.8 billion, up 13% year on year, while operating income rose 23% to ¥25.9 billion. Demand centered on cloud adoption and migration remained solid, with the strengthening shift from on-premises servers to cloud-based business systems cited as a contributing factor.
Revenue from the cloud segment was ¥25.1 billion, a 32% increase from the same period a year earlier. Cloud's share of total revenue reached 33.6%, expanding to more than one-third of the company's revenue mix. Hardware segment revenue was ¥3.8 billion, supported by a series of large-scale system refresh projects, including server sales.
The full-year earnings forecast for the fiscal year ending May 2027 was maintained. Revenue is expected to increase 6–10% from the previous fiscal year, while net income per share is projected at ¥525–540. The impact of personnel expense reductions also contributed to the results, according to some reports.
The article focuses on 3 points: the increase in net income, the expansion of the cloud revenue ratio, and the maintenance of the forecast for the next fiscal year.