ORCL
Updated: 23/09/2026, 08:26:54
Oracle Corporation, a global technology giant, provides a comprehensive suite of enterprise information technology solutions worldwide. A core part of its portfolio comprises cloud-based software-as-a-service (SaaS) applications, including the Oracle Fusion Cloud suite covering enterprise resource planning (ERP), enterprise performance management (EPM), supply chain and manufacturing management (SCM), and human capital management (HCM). This also extends to specialized offerings like Oracle Advertising, the NetSuite application suite, and Oracle Fusion solutions for Sales, Service, and Marketing. Beyond these, Oracle develops cloud solutions tailored for various specific industries, alongside traditional application licenses and comprehensive license support services. Furthermore, the company's robust cloud and licensing business is underpinned by its infrastructure technologies. These include the flagship Oracle Database, the widely adopted Java programming language, and various middleware components such as development tools. Its advanced cloud infrastructure provides compute, storage, and networking capabilities, complemented by innovative services like the Oracle Autonomous Database, MySQL HeatWave, Internet-of-Things (IoT) platforms, digital assistants, and blockchain technology. Oracle also offers a range of hardware products and associated software. This encompasses Oracle engineered systems, enterprise servers, storage solutions, and specialized hardware for particular industries. Additionally, it provides virtualization software, operating systems, management software, and related hardware support. Complementing its product lines, Oracle delivers expert consulting and dedicated customer services. The company employs a direct sales model, reaching businesses across diverse sectors, government bodies, and educational institutions globally, while also leveraging an extensive network of indirect channels. Established in 1977, Oracle Corporation maintains its corporate headquarters in Austin, Texas.
No summaries found.
Reported and calculated KPIs plus operational exposure disclosed in the FY 2026 filing.
Revenue
67.4B
FY 2026 · Reported
Net income
17.1B
FY 2026 · Reported
Gross margin
N/A
FY — · Reported
Free cash flow
$-23.7B
FY 2026 · Calculated
R&D intensity
15.3%
FY 2026 · Calculated
Share repurchases
0.1B
FY 2026 · Reported
Other offerings mentioned without separate sales
Area-level product sales are displayed only when the filing reports a product × geography breakdown. Regional totals are not allocated across products by estimation.
Map layer
Pins show disclosed operations. The heatmap colors the filing’s reported geographies; regional figures shade the region and are not estimates for each country.
Only locations and quantities explicitly supported by the filing are displayed. A country-level manufacturing percentage or product allocation is shown only when the source discloses it; materiality scores are never presented as production shares.
Business overview
Enterprise applications and infrastructure offerings with embedded AI, delivered via cloud, on-premise and hybrid models
“Oracle provides products and services that build, run and support enterprise information technology (IT) frameworks.”
Three businesses/operating segments
Cloud and software; hardware; services
“Our cloud and software business, which represented 87% and 86% of our total revenues in fiscal 2026 and 2025, respectively”
Customer base
Businesses, government agencies, educational institutions and resellers
“Our global customer base includes businesses of various sizes and industries, government agencies, educational institutions and resellers”
Indirect sales channels
Resellers, system integrators/implementers, consultants, education providers, ISPs, network integrators and ISVs
“nd hardware indirect channel networks consist primarily of resellers, system integrators/implementers, consultants, education providers, internet service providers, network integrators and ISVs.”
Oracle Cloud offerings
Oracle Cloud Applications and Oracle Cloud Infrastructure subscriptions
“Oracle cloud offerings include Oracle Cloud Applications (OCA) and Oracle Cloud Infrastructure (OCI, and collectively with OCA, Oracle Cloud)”
Software offerings
Oracle Applications, Oracle AI Database, Oracle Middleware, Java software licenses and support
“Our software license transactions are generally perpetual in nature and are generally recognized as revenues up front at the point in time when the software is made available to the customer to download and use.”
Hardware products
Oracle Engineered Systems, servers, storage and industry-specific products
“Oracle hardware products include Oracle Engineered Systems, servers, storage and industry-specific products, among others.”
Professional services and consulting
Professional/consulting services
“the increase in services revenues was primarily due to increases in our consulting services revenues in fiscal 2026 relative to fiscal 2025.”
Services revenues by geography FY2026 vs FY2025
Services: Americas $3,656M (64%), EMEA $1,423M (25%), Asia Pacific $664M (11%); total $5,743M FY2026
“Total revenues 5,743 10% 8% 5,233”
Foreign currency exposure
Major FX exposures: AUD, GBP, BRL, CAD, EUR, INR, JPY, SAR vs USD
“particularly the Australian Dollar, British Pound, Brazilian Real, Canadian Dollar, Euro, Indian Rupee, Japanese Yen and Saudi Riyal, relative to the U.S. Dollar”
Workforce
~141,000 full-time employees as of May 31, 2026 (~49,000 US, ~92,000 international)
“we employed approximately 141,000 full-time employees, of which approximately 49,000 were employed in the U.S. and approximately 92,000 were employed internationally.”
Cerner Corporation acquisition
Acquisition of Cerner Corporation expanded healthcare IT business
“following our acquisition of Cerner Corporation, we also face competition from large healthcare IT providers”
Named competitors
Adobe, Alphabet, Amazon, Cisco, Intel, IBM, Microsoft, Salesforce, SAP, HPE, Workday; healthcare IT: Allscripts, Arcadia, athenahealth, Epic, InterSystems
“including Adobe Systems Incorporated, Alphabet Inc., Amazon.com, Inc., Cisco Systems, Inc., Intel Corporation, International Business Machines Corporation, Microsoft Corporation, Salesforce, Inc. and SAP SE”
Migration programs
License-to-cloud pivot and migration programs
“we have certain programs for customers to pivot their applications and infrastructure software licenses and the related software support to the Oracle Cloud”
Cloud revenue mix trend
Cloud = 51% of total revenues FY2026 (43% FY2025, 37% FY2024)
“our cloud revenues represented 51%, 43% and 37% of our total revenues during fiscal 2026, 2025 and 2024, respectively.”
R&D investment
$10.3B FY2026 R&D investment (vs $9.9B FY2025, $8.9B FY2024)
“we invested $10.3 billion, $9.9 billion and $8.9 billion, respectively, in research and development”
Outstanding indebtedness
$129.5 billion aggregate outstanding indebtedness maturing 2026–2066
“we had an aggregate of $129.5 billion of outstanding indebtedness that will mature between calendar year 2026 and calendar year 2066.”
Cloud growth outlook
Expects continued cloud revenue growth and on-premise to cloud migration
“we expect that our total cloud and software revenues generally will continue to increase due to: •expected growth in our cloud offerings; and •continued demand for our software offerings.”
Government regulation and healthcare regulation
Export controls/sanctions, healthcare regulation, government procurement, environmental/ESG regulation
“We operate globally and are subject to numerous U.S. federal, state and”
Data center capacity risk
Data center capacity availability and cost is a key profitability risk
“If we are unable to secure data center capacity at affordable rates or do not accurately plan for and manage our infrastructure capacity requirements, our profitability may decline.”
Cybersecurity risk
Cybersecurity incidents and data breaches have occurred and may recur
“We believe that Oracle has been and is a target for computer hackers, cyberattacks and other perpetrators or threat actors”
AI product risk
AI products may not operate as anticipated
“Our AI products may not operate as anticipated, which could adversely affect our reputation, revenues and profitability.”
Preferred stock and ATM dilution
6.50% Series D Mandatory Convertible Preferred Stock and ATM Program dilution risk
“Conversion of our 6.50% Series D Mandatory Convertible Preferred Stock (Mandatory Convertible Preferred Stock) and our depositary shares”
Profitability depends on securing affordable data center capacity and managing infrastructure buildout; delays in cloud infrastructure buildout affect cloud revenue forecasts.
“If we are unable to secure data center capacity at affordable rates or do not accurately plan for and manage our infrastructure capacity requirements, our profitability may decline.”
Oracle's offerings incorporate embedded AI-driven automation, analytics and generative AI capabilities; ability to develop and access AI technologies is an explicitly disclosed competitive and demand factor.
“enterprise applications and infrastructure offerings that incorporate and are enhanced by artificial intelligence (AI) technologies, including embedded AI-driven automation and analytics and generative AI capabilities.”
Amazon is named as a direct competitor in Oracle's enterprise cloud, software and hardware offerings.
“compete directly with certain offerings from some of the largest and most competitive companies in the world, including Adobe Systems Incorporated, Alphabet Inc., Amazon.com, Inc., Cisco Systems, Inc., Intel Corporation, International Business Machines Corporation, Microsoft Corporation, Salesforce, Inc. and SAP SE”
Microsoft is named among the largest and most competitive companies whose offerings compete directly with Oracle's enterprise cloud, software and hardware offerings.
“compete directly with certain offerings from some of the largest and most competitive companies in the world, including Adobe Systems Incorporated, Alphabet Inc., Amazon.com, Inc., Cisco Systems, Inc., Intel Corporation, International Business Machines Corporation, Microsoft Corporation, Salesforce, Inc. and SAP SE”
Euro fluctuations relative to the U.S. Dollar can significantly affect total assets, revenues, operating results and cash flows; strengthening USD reduces USD value of foreign earnings.
“Changes in the values of major foreign currencies, particularly the Australian Dollar, British Pound, Brazilian Real, Canadian Dollar, Euro, Indian Rupee, Japanese Yen and Saudi Riyal, relative to the U.S. Dollar can significantly affect our total assets, revenues, operating results and cash flows”
SAP SE is named as a direct competitor to Oracle's offerings.
“including Adobe Systems Incorporated, Alphabet Inc., Amazon.com, Inc., Cisco Systems, Inc., Intel Corporation, International Business Machines Corporation, Microsoft Corporation, Salesforce, Inc. and SAP SE”
Japanese Yen movements versus USD are explicitly named as materially affecting reported revenues, operating results and cash flows.
“particularly the Australian Dollar, British Pound, Brazilian Real, Canadian Dollar, Euro, Indian Rupee, Japanese Yen and Saudi Riyal, relative to the U.S. Dollar”
Sanctions, tariffs, export controls, geopolitical instability and retaliatory measures could impede serving certain customers or restrict operations in specific jurisdictions; tariffs affect supplier pricing and capital expenditure timing.
“sanctions, tariffs, export controls, geopolitical instability, strained economic relationships between countries and related market disruptions or other regulatory, legislative or trade and non-tariff barriers, including retaliatory measures, impede or prevent us from serving certain customers”
With $129.5 billion of outstanding indebtedness, some at variable rates, increases in interest rates could increase debt service obligations and refinancing costs.
“Some of our indebtedness may bear interest at variable rates, and increases in interest rates could increase our debt service obligations.”
Oracle sells indirectly through the Oracle Partner Network (resellers, SIs, consultants, ISPs, network integrators, ISVs); channel deterioration risks loss of sales opportunities and revenues.
“Our relationships with these channel participants are important elements of our cloud, software and hardware marketing and sales efforts.”
Quarterly results may be affected by changes in timing and amount of capital expenditures, which may vary materially from changes to supplier pricing, tariffs and supply chain and construction timelines.
“which may vary materially from changes to supplier pricing, tariffs and supply chain and construction timelines.”
Regulatory, market and carbon tax pressures on greenhouse gas emissions and energy mix for data center operations are increasing and raise compliance and operating costs.
“Regulatory, market, carbon tax and competitive pressures regarding the greenhouse gas emissions and energy mix for our data center operations have increased and are expected to continue to increase.”
Following the Cerner acquisition, Oracle faces competition from large healthcare IT providers including Epic Systems.
“we also face competition from large healthcare IT providers such as Allscripts Healthcare Solutions, Inc., Arcadia Solutions, athenahealth, Inc., Epic Systems Corporation and InterSystems Corporation, among others.”
Sales to local, state, federal and foreign government customers expose Oracle to government budgeting cycles, appropriations, shutdowns, procurement regulations and contract termination risks.
“Our sales to local, state, federal and foreign government customers expose us to business volatility and risks, including government budgeting cycles and appropriations, government shutdowns, procurement regulations”
Inflation, trade policy, geopolitical conditions and macroeconomic factors may reduce customer demand or their ability to pay for Oracle products and services.
“inflation, trade policy, geopolitical conditions and other macroeconomic factors reduce customer demand or their ability to pay for our products and services”
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