By Weixin Lin
Publication Date: 2026-06-05 16:08:00
As the first quarter earnings season comes to a close, let’s take a look at this quarter’s best and worst performers in the data infrastructure industry, including Oracle (NYSE:ORCL) and its peers.
Generating insights from system-level data is an increasing priority for most organizations. However, this requires connecting and analyzing mountains of data stored and isolated in separate databases. This is driving demand for cloud-based data infrastructure software providers, which can integrate, distribute and process information more easily than traditional on-premise software providers.
The four data infrastructure stocks we track had a satisfactory first quarter. As a group, sales beat analyst consensus estimates by 2%, while next quarter’s sales forecast was in line.
Fortunately, data infrastructure stocks have performed well, with share prices up an average of 21.1% since the last earnings results.
Best Q1: Oracle (NYSE:ORCL)
Started as a database company in 1977 and today…
