Oracle Sets Ambitious FY30 Revenue Targets and Long-Term Financial Guidance

At its 2026 Investor Day, Oracle Corporation (NYSE: ORCL) unveiled an aggressive long-term growth strategy targeting total revenue exceeding $225 billion by fiscal year 2030. This represents a compound annual growth rate (CAGR) of over 35% starting from FY26. The company expects to achieve non-GAAP operating margins above 40% and non-GAAP earnings per share surpassing $21 by the end of the decade. To support this expansion, Oracle plans an intensive investment cycle through FY27 and FY28, with capital expenditures expected to peak during this period before stepping down in FY29. The company aims to achieve positive free cash flow in the second half of FY28, targeting at least $30 billion in free cash flow for FY29. Oracle has committed to limiting additional capital raises to $20 billion through FY30, consisting of $10 billion in equity and $10 billion in gross debt.

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