Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Thursday, September 10, 2026 — the Triple Check on that evening's after-hours reports.

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Oracle blows past estimates on AI cloud backlog; Adobe beats and raises but a surprise CEO handoff steals the spotlight — Two watchlist heavyweights reported after the bell: Oracle crushed EPS/revenue estimates on a record $664B RPO backlog and raised FY27 guidance, while Adobe also beat and raised but shares slipped after hours on news of a CEO transition rather than the numbers themselves.

Reports covered

2 companies reviewed.

ORCL

Strong Beat

EPS vs. Consensus

$1.92 actual vs $1.74 consensus (+10.3%)

Revenue vs. Consensus

$19.35B actual vs $19.14B consensus (+1.1%)

Forward Guidance

Raised FY2027 outlook to $8.10 adjusted EPS on at least $90B revenue (~34% YoY growth), with cloud revenue guided to grow 58-64%, citing surging AI infrastructure demand.

Price Reaction

Stock had fallen 5.38% intraday to $152.94 ahead of the print, then rebounded +4.34% after hours to $159.58 on heavy volume -- still below the prior close despite the beat

Strong Beat by the numbers: EPS and revenue both beat, and full-year guidance was raised on the back of cloud infrastructure revenue up 121% YoY and RPO surging 325%+ YoY to $664B (above the $630.6B Street estimate). Management commentary centered on AI-driven bookings and capacity demand, though investors remain focused on the heavy capex and negative free cash flow needed to build out that backlog, which capped the after-hours pop.

ADBE

Strong Beat

EPS vs. Consensus

$6.13 adjusted actual vs $6.08 consensus (+0.8%)

Revenue vs. Consensus

$6.76B actual vs $6.69B consensus (+1.0%)

Forward Guidance

Raised full-year FY2026 guidance to $24.45-$24.50 adjusted EPS and $26.58-$26.63B revenue; guided Q4 to $6.30-$6.35 EPS and $6.8-$6.85B revenue.

Price Reaction

-2.14% after hours to $243.50 despite the beat-and-raise

Fundamentally a Strong Beat -- EPS, revenue, and full-year guidance all came in ahead -- but the after-hours decline was driven by a surprise leadership transition (Anil Chakravarthy named CEO effective Dec. 1, Shantanu Narayen moving to executive chair, and creativity/productivity head David Wadhwani departing) rather than the quarter itself. Investors also flagged lingering questions about freemium AI-monetization timing and core growth durability, which kept sentiment cautious despite the clean beat-and-raise.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

This job never places trades — it has no access to cash, holdings, or the trade ledger
Ideas here are commentary, not positions in the paper portfolio
It's fine, and common, for a quiet night (or week) to produce nothing to report

How reports are graded

The same rubric applied to every company reviewed.

Grade	Criteria	Typical reaction
Strong Beat	Beat EPS & revenue, raised guidance	Sharp gap up (+5% to +15%+)
Beat	Beat EPS & revenue, guidance unchanged	Moderate pop, can get sold off
In-Line / Soft Beat	EPS beat (often via cost-cutting), revenue missed or guidance lowered	Mixed to negative
Miss	Missed EPS or revenue, weak guidance	Sharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET

The market closes. Most companies that report today do so shortly after this, in the after-hours session.

~7:30 PM ET

This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Last night's earnings

Reports covered

What this is (and isn't)

How reports are graded

Timing

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