Oracle Corp Japan reported record revenue and profits for the fiscal first quarter covering June–August 2026. In a Thursday filing, the company said revenue rose 13% year‑over‑year to ¥74.86 billion (about $472 million).
Operating profit increased 22.7% to ¥25.92 billion, and net income rose 23.2% to ¥18.25 billion. Oracle Corp Japan stated that revenue and all profit metrics reached historical highs in the quarter.
Cloud services drive growth
Revenue from cloud services jumped 31.7% to ¥25.14 billion, lifting cloud’s share of total revenue from 28.8% to 33.6%. The company attributed the strong performance primarily to demand for cloud infrastructure, which materially increased utilization at its Tokyo and Osaka data centers.
Market reaction and parent‑company issue
Shares of Oracle Corp Japan gained more than 7% on the Tokyo Stock Exchange on Friday following the results. That move contrasted sharply with the more than 3% decline in shares of the U.S. parent, Oracle, the previous day. U.S. shares were pressured after Oracle issued a force majeure notice related to its New Mexico data center project, a development reported by CNBC.
Outlook and strategic plans in Japan
Oracle Corp Japan maintained its full‑year revenue growth guidance of 6–10%. The company said it plans further expansion of sovereign cloud services and AI‑based solutions in Japan.
Oracle committed in 2024 to more than $8 billion of investment over ten years in Japanese cloud and AI infrastructure. SoftBank has launched sovereign cloud and generative AI services built on Oracle technology.
Note: This report summarizes company filings and media reports and does not constitute investment advice. An AI assistant contributed to preparing this article; the final content was edited and verified by a journalist.
