Orcl reports tomorrow, what are the street expecting

1. Oracle's (ORCL) estimated EPS is trending upward lately, with more upward revision than downward revisions in past 30 days.

2.  The upward revision were driven by strong AI infrastructure demand, with analysts forecasting significant year-over-year growth for its upcoming Q2 2026 earnings (Dec 10, 2025), projecting around $1.64 EPS,

3. But some analysts noting slight recent dips in quarterly EPS history and some mixed signals on margins.

4. The focuse is heavily placed on AI bookings and cloud growth, and infrustructure expansion,which drove the upward revision.  If there is any disappointment in those areas, orcl and AI space in genral will feel the impact. 

I am kind of cautiously optimistic. And bought call spread to express my view.