GoKawiilOracle Japan shares jump 7% on record quarterly sales and cloud growth
Oracle Corp Japan reported record fiscal first-quarter results, with net sales up 13% to 74.86 billion yen and net profit up 23.2% to 18.25 billion yen for the June-August period. Cloud revenue rose 31.7%, now accounting for 33.6% of total sales, and the company kept its full-year sales growth outlook at 6-10%. The stock jump came even as Oracle's U.S.-listed shares fell more than 3% after the company issued a force majeure notice related to its New Mexico data center project.
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The divergence suggests investors are treating Oracle's Japan operations as somewhat insulated from the U.S. parent's project-specific setbacks, at least for now. Oracle's continued investment in Tokyo and Osaka data centers and sovereign cloud offerings, alongside SoftBank's use of its technology, could indicate Japan is becoming a meaningful growth market for the company's cloud and AI push. The contrast also highlights how localized operational issues in the U.S. may not necessarily weigh on overseas units with strong independent demand.
- Oracle Japan posted record first-quarter sales and profit, with cloud revenue up nearly 32%.
- Oracle Japan shares rose over 7% even as U.S.-listed Oracle stock fell more than 3% on a data center force majeure notice.
- Oracle maintained its full-year sales growth forecast of 6-10% and plans to expand sovereign cloud and AI offerings in Japan.
Source: cnbc.com — Jenny Lee, 2026-09-25
Published there as: “Oracle Japan shares surge 7% after record fiscal first quarter, bucking selloff of U.S. parent”
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