Oracle Corporation
oracle.comWhat Do They Do?
Sells enterprise applications and infrastructure technologies, including cloud services, to businesses, government agencies and educational institutions.
10-K for FY2026, filed Jun 22, 2026Oracle provides products and services that build, run and support enterprise information technology (IT) frameworks. Our products and…View ↗
Oracle cloud offerings include Oracle Cloud Applications (OCA) and Oracle Cloud Infrastructure (OCI, and collectively with OCA, Oracle…View ↗
Our global customer base includes businesses of various sizes and industries, government agencies, educational institutions and resellers…View ↗
How Do They Make Money?
Oracle charges for cloud access under subscriptions, sells software licenses for use in customer environments, and offers software support, hardware and consulting or customer-success services. Cloud contracts may be billed annually, quarterly or monthly; software-license and hardware invoices are issued when the license is available or hardware is delivered.
10-K for FY2026, filed Jun 22, 2026Cloud revenues, which are earned by providing customers access to Oracle Cloud applications and infrastructure technologies via cloud-based…View ↗
o software license revenues, which are generated from licensing our software products, including Oracle Applications, Oracle Database…View ↗
Our services are offered to customers as standalone arrangements or as a part of arrangements to customers buying other products and…View ↗
The timing of revenue recognition may differ from the timing of invoicing to our customers. We record an unbilled receivable, which is…View ↗
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10-K for FY2026, filed Jun 22, 2026
FY2026 revenue by reportable segment ↗
$67.4B
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10-K for FY2026, filed Jun 22, 2026
$67.4B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Cloud and Software
Mix
10-K for FY2026, filed Jun 22, 2026 |
87% |
Cloud and Software, FY2026
$58.5B Sources
|
Mix |
|
Hardware
Mix
|
4.6%
FY2023: 6.6%
|
Hardware, FY2026
$3.1B Sources
|
Mix |
|
Services
|
8.5%
FY2023: 11%
|
Services, FY2026
$5.7B Sources
|
Who Are Their Customers?
Oracle sells directly through its sales force to businesses, government agencies and educational institutions, and indirectly through its partner network, including system integrators and resellers.
10-K for FY2026, filed Jun 22, 2026
Do Revenues Turn Into Profits?
Yes. It kept 25 cents of every revenue dollar as net income in FY2026, but spent more cash than it brought in: free cash flow was −$23.7B.
10-K for FY2026, filed Jun 22, 2026
$20.6BView ↗
10-K for FY2026, filed Jun 22, 2026
$17.1BView ↗
10-K for FY2026, filed Jun 22, 2026
−$23.7BView ↗
How Are They Changing?
10-Q for Q1 FY2026, filed Sep 11, 2026
Open tableView ↗
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Sep 10, 2026
Oracle issued financial guidance
It expects FY2027 revenue of at least $90 billion and non-GAAP EPS of $8.10.
Sources
8-K, filed Sep 10, 2026
For fiscal year 2027, we now expect total revenue to be at least $90 billion, and non-GAAP EPS to be at $8.10.View ↗
Growing. Revenue grew 59% in 4 years, from $42.4B in FY2022 to $67.4B in FY2026, about 12% a year.
Who Do They Compete With?
Competes with Adobe Systems, Alphabet, Amazon.com, Cisco Systems, Intel, International Business Machines, Microsoft, Salesforce, SAP, Hewlett-Packard Enterprise, Workday, Allscripts Healthcare Solutions, Arcadia Solutions, athenahealth, Epic Systems, and InterSystems
10-K for FY2026, filed Jun 22, 2026Our customers are demanding less complexity, more cost-effective and higher performance and availability in the implementation, sourcing…View ↗
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