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8-K exhibit

Oracle Corporation · 8-K exhibit

ORCL · Information Technology

Filed 2025-06-30 · CY2025 Q2 · Company’s FY2025 Q2 · 710 words

Read the original on sec.gov ↗

Palanor summary

Oracle reported a strong start to FY26, with MultiCloud database revenue growing above 100%. The company signed multiple large cloud services agreements, including one contract expected to deliver over $30 billion in annual revenue starting FY28. Management reiterated existing FY26 guidance despite the new contract wins. Execution risk and datacenter capacity remain key concerns.

Written by Palanor from the full document. Not the company’s words.

Sentiment

+0.75

Confidence

65%

Scored on the whole document. No single passage carries these two numbers, so none is highlighted.

8-K ORACLE CORP false 0001341439 0001341439 2025-06-30 2025-06-30 0001341439 us-gaap:CommonStockMember 2025-06-30 2025-06-30 0001341439 us-gaap:SeniorNotesMember 2025-06-30 2025-06-30   UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 30, 2025 Oracle Corporation (Exact name of registrant as specified in its charter)   Delaware   001-35992   54-2185193 (State or other jurisdiction of incorporation)   (Commission File Number)   (IRS Employer Identification No.) 2300 Oracle Way , Austin , Texas 78741 (Address of principal executive offices) (Zip Code) (737) 867-1000 (Registrant's telephone number, including area code) N/A (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:     ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)     ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)     ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))     ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:   Title of each class    Trading Symbol(s)    Name of each exchange on which registered Common Stock, par value $0.01 per share 3.125% senior notes due July 2025    ORCL    New York Stock Exchange New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐     Section 7—Regulation FD Item 7.01   Regulation FD Disclosure. Safra Catz, Chief Executive Officer of Oracle Corporation ("Oracle") plans to meet with other Oracle colleagues later today. She will say, "Oracle is off to a strong start in FY26. T1Our MultiCloud database revenue continues to grow at over 100%, and T2we signed multiple large cloud services agreements including one that is expected to contribute more than $30 billion in annual revenue starting in FY28."

"Safe Harbor" Statement: T3Amounts ultimately recognized from the contract noted above may vary and the execution of these contracts will not result in any change to Oracle's fiscal year 2026 guidance as provided in connection with its most recent earnings announcement on June 11, 2025. Statements in this Current Report on Form 8-K relating to future plans, expectations, beliefs, intentions and prospects, are "forward-looking statements" and are subject to material risks and uncertainties. Risks and uncertainties that could affect Oracle's current expectations and its actual results include, among others, risks related to: contractual disputes or non-performance by either party; Oracle's management of complex cloud and hardware offerings, including the sourcing of technologies and technology components; T4Oracle's ability to secure datacenter capacity; significant coding, manufacturing or configuration errors in Oracle's offerings; T5Oracle's ability to develop new products and services, integrate acquired products and services and enhance our existing products and services, including its AI products; risks associated with acquisitions; economic, political and market conditions; information technology system failures, privacy and data security concerns; cybersecurity breaches; and unfavorable legal proceedings, government investigations, and complex and changing laws and regulations.

A detailed discussion of these factors and other risks that affect Oracle's business is contained in its SEC filings, including its most recent reports on Form 10-K and Form 10-Q, particularly under the heading "Risk Factors." Oracle undertakes no duty to update any statement in light of new information or future events. SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.       ORACLE CORPORATION Dated: June 30, 2025     By:   /s/ Maria Smith       Name: Maria Smith       Executive Vice President, Chief Accounting Officer (Principal Accounting Officer)

Mentions · how they’re counted

CategoryUnderlinedWord counterModel’s count
AI

AI, artificial intelligence, generative AI, machine learning, large language model, LLM

111
Layoffs

layoffs, RIF, headcount reduction, workforce optimization, restructuring

0—0
Recession

recession, downturn, contraction, slowdown

000
Tariffs

tariff, trade war, trade barriers, trade restrictions, trade policy

000
Buybacks

share repurchase, buyback program

0—0

Underlines use the same word lists the scores use. AI, recession and tariffs follow Palanor’s word counter, so those counts match it exactly on the same text. Layoffs and buybacks use the terms the model was given. The model’s count is an estimate by meaning, not by string, so it can differ from the underlines.

Source: SEC EDGAR · public domain · Highlights by Palanor