Want to see ORCL full AI Analyst Report?
Revenue by Segment
Analyzes revenue from different business units, indicating Oracle's strengths and potential areas for growth or concern based on market demand and competition.
Oracle has effectively reclassified its mix—large 'Cloud Services and License Support' balances are moved into new 'Cloud' and 'Software' lines from Q3 FY2025—unmasking rapid, AI‑driven cloud revenue acceleration that dominates growth through mid‑2026. Services and Hardware remain relatively stable with limited upside. Management’s call confirms the momentum (massive RPO and AI infrastructure contracts) but flags heavy data‑center capex, near‑term gross‑margin compression and sizable financing/dilution risk; this is a growth‑at‑scale story with clear execution and margin tradeoffs investors must weigh.
ORCL Revenue by Segment
| Date | Cloud | Services | Software | Cloud Services and License Support | Cloud License and On-Premise License | Hardware |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | $11.61B | $1.41B | $5.55B | $0.00 | $0.00 | $774.00M |
| Jun 30, 2026 | $9.91B | $1.52B | $6.82B | $0.00 | $0.00 | $924.00M |
| Mar 31, 2026 | $8.91B | $1.44B | $6.12B | $0.00 | $0.00 | $714.00M |
| Dec 31, 2025 | $7.98B | $1.43B | $5.88B | $0.00 | $0.00 | $776.00M |
| Sep 30, 2025 | $7.19B | $1.35B | $5.72B | $0.00 | $0.00 | $670.00M |
| Jun 30, 2025 | $0.00 | $1.35B | $0.00 | $11.70B | $2.01B | $850.00M |
| Mar 31, 2025 | $0.00 | $1.29B | $0.00 | $11.01B | $1.13B | $703.00M |
| Dec 31, 2024 | $0.00 | $1.33B | $0.00 | $10.81B | $1.20B | $728.00M |
| Sep 30, 2024 | $0.00 | $1.26B | $0.00 | $10.52B | $870.00M | $655.00M |
| Jun 30, 2024 | $0.00 | $1.37B | $0.00 | $10.23B | $1.84B | $842.00M |
| Mar 31, 2024 | $0.00 | $1.31B | $0.00 | $9.96B | $1.26B | $754.00M |
| Dec 31, 2023 | $0.00 | $1.37B | $0.00 | $9.64B | $1.18B | $756.00M |
| Sep 30, 2023 | $0.00 | $1.38B | $0.00 | $9.55B | $809.00M | $714.00M |
| Jun 30, 2023 | $0.00 | $1.47B | $0.00 | $9.37B | $2.15B | $850.00M |
| Feb 28, 2023 | $0.00 | $1.38B | $0.00 | $8.92B | $1.29B | $811.00M |
| Nov 30, 2022 | $0.00 | $1.39B | $0.00 | $8.60B | $1.44B | $850.00M |
| Aug 31, 2022 | $0.00 | $1.36B | $0.00 | $8.42B | $904.00M | $763.00M |
| May 31, 2022 | $0.00 | $833.00M | $0.00 | $7.61B | $2.54B | $856.00M |
| Feb 28, 2022 | $0.00 | $789.00M | $0.00 | $7.64B | $1.29B | $798.00M |
| Nov 30, 2021 | $0.00 | $802.00M | $0.00 | $7.55B | $1.24B | $767.00M |
| Aug 31, 2021 | $0.00 | $781.00M | $0.00 | $7.37B | $813.00M | $763.00M |
| May 31, 2021 | $0.00 | $812.00M | $0.00 | $7.39B | $2.14B | $882.00M |
| Feb 28, 2021 | $0.00 | $737.00M | $0.00 | $7.25B | $1.28B | $820.00M |
| Nov 30, 2020 | $0.00 | $752.00M | $0.00 | $7.11B | $1.09B | $844.00M |
| Aug 31, 2020 | $0.00 | $720.00M | $0.00 | $6.95B | $886.00M | $814.00M |
| May 31, 2020 | $0.00 | $735.00M | $0.00 | $6.84B | $1.96B | $901.00M |
| Feb 29, 2020 | $0.00 | $778.00M | $0.00 | $6.93B | $1.23B | $857.00M |
| Nov 30, 2019 | $0.00 | $806.00M | $0.00 | $6.81B | $1.13B | $871.00M |
| Aug 31, 2019 | $0.00 | $786.00M | $0.00 | $6.80B | $812.00M | $815.00M |
| May 31, 2019 | $0.00 | $823.00M | $0.00 | $6.80B | $2.52B | $994.00M |
| Feb 28, 2019 | $0.00 | $786.00M | $0.00 | $6.66B | $1.25B | $915.00M |
| Nov 30, 2018 | $0.00 | $817.00M | $0.00 | $6.64B | $1.22B | $891.00M |
| Aug 31, 2018 | $0.00 | $813.00M | $0.00 | $6.61B | $867.00M | $904.00M |
