Oracle's fiscal first quarter 2027, ended August 31 and reported after the close on September 10 2026, delivered revenue of $19.3B, up 30% year-over-year against a $19.13B estimate, and adjusted EPS of $1.92 against $1.73. Cloud infrastructure revenue rose 121% to $7.4B on AI demand with 300,000-plus GPUs deployed in the quarter at 97.9% utilisation, remaining performance obligations reached $664B against a $630.6B consensus, and the company guided fiscal 2027 revenue to at least $90B, 34% growth, with adjusted EPS of $8.10. The CFO's one-word summary of the quarter was acceleration.