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Oracle Q2 FY26 revenue +14% YoY to $16.1B, misses $16.2B estimate

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Bay Area Times
December 11, 2025

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Top stories today:

  1. Oracle Q2 FY26 revenue +14% YoY to $16.1B, misses $16.2B estimate
  2. Fed cuts rates for 3rd straight meeting, signals possible pause
  3. Novo Nordisk heads for worst-ever year after 50% stock plunge
  4. Adobe Q4 revenue +10% YoY to $6.2B, guides $25.9B–$26.1B FY sales
  5. Nick Clegg joins Hiro Capital as GP, Yann LeCun named adviser
  6. ChatGPT tops 2025 U.S. iOS downloads, rising to #1 from #4 2024

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

All times are ET.

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. Oracle Q2 FY26 revenue +14% YoY to $16.1B, misses $16.2B estimate

  • +34% YoY in Q2 cloud revenue to $8B.

  • +68% in cloud infrastructure revenue to $4.1B.

  • -3% in software revenue to $5.9B.

  • $50B in fully-year capital expenditure projected, up from $35B as of Sep.

  • $21.2B was the sum for fiscal 2025.

  • Shares remain -32% the Sep. record, though still +34% YTD.

    • -23% in Nov. alone.

  • NVIDIA and AMD -1%, while CoreWeave -3% after Oracle’s weaker-than-expected revenue despite booming AI demand.

2. Fed cuts rates for 3rd straight meeting, signals possible pause amid internal divisions

The FOMC voted 9-3 on Wed. to cut the federal funds rate by 25 bps to between 3.5%-3.75%:

  • “We're well-positioned to wait and see how the economy evolves from here,” Fed Chair Jerome Powell said after the FOMC meeting.

  • Still, Powell defended the decision to cut now rather than waiting until the Fed’s next meeting in late Jan.

This marks the 1st time in 6 years that three officials dissented

  • 2 officials argued the cut wasn’t warranted, and 1 favored a larger half-point move.

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4. Novo Nordisk heads for worst-ever year after 50% stock plunge, pipeline worries grow

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