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U.S. MarketsIMPORTANT

Oracle (ORCL) Q4 2026 (USD): Adj. EPS 2.11 (exp. 1.95), Revenue 19.2bln (exp. 19.10bln)

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Software license revenue 1.88bln (exp. 1.93bln). Software revenue 6.82bln (exp. 6.88bln). Software support revenue 4.94bln (exp. 4.98bln). Adj. operating income 8.59bln (exp. 8.27bln). Adj. operating margin 45% (exp. 43.5%). Cloud revenue (IaaS + SaaS) 9.91bln (exp. 10.00bln). Outlook In FY27 expects to raise ~USD 40bln through a combination of debt and equity financing. Doest not expect to issue additional debt in CY26. Raised FY27 adj. EPS view to 8.05 (exp. 8.01). Confirmed FY27 revenue view of 90bln. Q1 adj. EPS 1.72-1.76 (exp. 1.69). Q1 total revenue growth +27-29%.

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Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

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