Oracle Statistics 2026
By Axis Intelligence Research
Co-author: Elena Rodriguez | Last updated: July 27, 2026 | License: CC BY 4.0
Oracle reported record fiscal year 2026 total revenues of $67.4 billion — up 17% year-over-year — driven by a 39% surge in cloud revenue to $34.0 billion. Cloud infrastructure (IaaS) revenue jumped 77%, Remaining Performance Obligations reached $638 billion (+363% YoY), and capital expenditure hit $55.7 billion as Oracle accelerated AI datacenter construction worldwide.
Quick Answer: Oracle Revenue in 2026
Oracle’s fiscal year 2026 (ended May 31, 2026) total revenues reached $67.4 billion, a 17% increase over FY2025’s $57.4 billion. Cloud revenue now represents 50.5% of total revenue — up from 43% in FY2025 and 37% in FY2024. Operating cash flow hit a record $32.0 billion (+54%), while Remaining Performance Obligations (contracted future revenue) closed the year at $638 billion, up 363% year-over-year, reflecting massive AI-related contract wins from customers including Meta and NVIDIA.
Key Findings
- Oracle’s FY2026 cloud revenue reached $34.0 billion (+39% YoY), with cloud infrastructure (IaaS) alone generating $18.1 billion — a 77% year-over-year increase driven by AI training demand (Oracle Q4 FY2026 earnings release, June 10, 2026).
- Remaining Performance Obligations closed FY2026 at $638 billion — a 363% year-over-year increase — with $75 billion of that backlog representing AI contracts where customers prepaid or supplied their own GPUs, substantially reducing Oracle’s capital risk (Oracle Q4 FY2026 earnings release, June 10, 2026).
- Oracle’s FY2026 capital expenditure reached $55.7 billion, up 163% from $21.2 billion in FY2025, as the company accelerated construction of AI-optimized datacenters globally (Oracle Q4 FY2026 10-K, filed June 2026).
- According to Axis Intelligence Research, Oracle’s revenue per employee rose to approximately $478,000 in FY2026 — up 35% from $354,000 in FY2025 — as total headcount contracted from 162,000 to 141,000 while revenue grew 17%, reflecting AI-driven workforce restructuring (Axis Intelligence Research calculation from Oracle FY2026 10-K and Q4 FY2026 earnings release).
- Oracle’s Oracle Multicloud AI Database grew 404% in Q4 FY2026, making it the company’s fastest-growing business ever, as enterprises migrated workloads from competing platforms to Oracle Cloud (Oracle Q4 FY2026 press release, June 10, 2026).
Source: Axis Intelligence Research — CC BY 4.0
How Much Revenue Does Oracle Generate?
Oracle’s fiscal year runs from June 1 to May 31. FY2026 ended May 31, 2026, and represents the most current full-year data available.
Oracle Annual Revenue by Fiscal Year
| Fiscal Year | Total Revenue | YoY Growth | Source |
|---|---|---|---|
| FY2022 | $42.4B | +5% | Oracle 10-K |
| FY2023 | $49.9B | +18% | Oracle 10-K |
| FY2024 | $52.96B | +6% | Oracle FY2024 earnings release |
| FY2025 | $57.40B | +8% | Oracle FY2025 earnings release |
| FY2026 | $67.4B | +17% | Oracle FY2026 earnings release |
The 17% growth in FY2026 marks Oracle’s fastest full-year revenue expansion in over a decade — management attributed it to AI-related cloud demand that continued to outpace supply throughout the year.
Oracle Revenue by Business Segment (FY2026)
The shift inside that $67.4 billion is worth examining. Cloud is now the plurality revenue source, having crossed 50% of total revenue for the first time in Oracle’s history.
| Segment | FY2026 Revenue | FY2025 Revenue | YoY Growth | Source |
|---|---|---|---|---|
| Cloud (IaaS + SaaS) | $33.99B | $24.51B | +39% | Oracle FY2026 earnings |
| Software (support + license) | $24.54B | $24.72B | -1% | Oracle FY2026 earnings |
| Services | $5.74B | $5.23B | +10% | Oracle FY2026 earnings |
| Hardware | $3.08B | $2.94B | +5% | Oracle FY2026 earnings |
| Total | $67.4B | $57.4B | +17% | Oracle FY2026 earnings |
Software revenue declining 1% is significant context: it reflects customers migrating from on-premise Oracle licenses to cloud subscriptions, not demand erosion. Software support (the maintenance stream on existing licenses) held essentially flat at $19.8 billion, while cloud license revenue fell as customers made the one-time switch to subscription models.
Oracle Quarterly Revenue FY2026
| Quarter | Total Revenue | Cloud Revenue | IaaS Revenue | Source |
|---|---|---|---|---|
| Q1 FY26 (Jun–Aug 2025) | $14.93B | $7.19B | $3.35B | Oracle Q1 FY26 earnings, Sep 2025 |
| Q2 FY26 (Sep–Nov 2025) | $16.06B | $7.98B | $4.08B | Oracle Q2 FY26 8-K (SEC), Dec 2025 |
| Q3 FY26 (Dec–Feb 2026) | $17.19B | $8.91B | $4.89B | Oracle Q3 FY26 earnings, Mar 2026 |
| Q4 FY26 (Mar–May 2026) | $19.18B | $9.91B | $5.79B | Oracle Q4 FY26 earnings, Jun 2026 |
Elena Rodriguez, SaaS & Enterprise Technology: The sequential acceleration is clean and consistent. From Q1 to Q4 FY2026, total revenue rose $4.25 billion over just four quarters — roughly $1 billion added per quarter. IaaS nearly doubled in dollar terms over twelve months, from $3.35 billion in Q1 to $5.79 billion in Q4. That is not a business catching up to peers; that is a business whose supply constraint is the binding limit, not its demand. The guidance for Q1 FY2027 — 27–29% total revenue growth, 58–64% cloud revenue growth in USD — implies those supply constraints are beginning to ease.
What Is Oracle Cloud Revenue?
Oracle Cloud encompasses two pillars: Cloud Applications (SaaS) and Cloud Infrastructure (IaaS). Their trajectories are fundamentally different, and the distinction matters.
Oracle Cloud Applications (SaaS) Revenue
| Product | FY2026 Revenue | YoY Growth | Source |
|---|---|---|---|
| Cloud Applications (SaaS) total | $15.89B | +11% | Oracle FY2026 earnings |
| Fusion Cloud ERP (SaaS) | ~$4.2B (annualized from Q4) | +~17% | Oracle quarterly earnings releases |
| NetSuite Cloud ERP (SaaS) | ~$4.0B (annualized from Q4) | +~14% | Oracle quarterly earnings releases |
Fusion Cloud ERP and NetSuite are Oracle’s two largest SaaS products. Both crossed $1.0 billion per quarter in FY2026 — a milestone management has cited repeatedly. Fusion serves large enterprises; NetSuite targets mid-market companies. Combined, they represent the core of Oracle’s cloud applications business.
Oracle Cloud Infrastructure (IaaS) Revenue
| Period | IaaS Revenue | YoY Growth | Key Driver | Source |
|---|---|---|---|---|
| FY2024 | ~$8.2B | +45% | Enterprise adoption | Oracle FY2024 annual |
| FY2025 | $10.23B | +50% | AI/ML workloads | Oracle FY2025 annual |
| FY2026 | $18.10B | +77% | Large AI training contracts | Oracle FY2026 annual |
| Q4 FY2026 alone | $5.79B | +93% | AI infrastructure surge | Oracle Q4 FY2026 earnings |
The 93% IaaS growth in Q4 FY2026 is striking precisely because Oracle starts from a non-trivial base. This is not the hockey-stick math of a small number — $5.79 billion in a single quarter from infrastructure services represents a genuine scale change. Oracle’s Multicloud Database revenue grew 531% in Q3 FY2026, per the Q3 FY2026 8-K filed with the SEC, and 404% in Q4 FY2026, as enterprises running Oracle databases on AWS, Google Cloud, and Azure moved those workloads to OCI-embedded environments.
Oracle Remaining Performance Obligations (RPO) Statistics
RPO is the clearest forward indicator in Oracle’s financials — the total contracted revenue not yet recognized. Its trajectory since Q4 FY2024 tells the AI infrastructure story in a single number.
| Period | RPO | YoY Change | Source |
|---|---|---|---|
| Q4 FY2024 | $98B | +44% | Oracle FY2024 earnings |
| Q4 FY2025 | $138B | +41% | Oracle FY2025 earnings |
| Q1 FY2026 | $455B | +359% | Oracle Q1 FY26 earnings, Sep 2025 |
| Q2 FY2026 | $523B | +438% | Oracle Q2 FY26 earnings, Dec 2025 |
| Q3 FY2026 | $553B | +325% | Oracle Q3 FY26 earnings, Mar 2026 |
| Q4 FY2026 | $638B | +363% | Oracle Q4 FY26 earnings, Jun 2026 |
The jump from $138 billion at end of FY2025 to $455 billion by Q1 FY2026 — a single quarter later — represents the largest discrete change in Oracle’s backlog history. Management confirmed that most of the Q3 and Q4 FY2026 RPO increase came from large-scale AI contracts where customers either prepaid Oracle for GPU purchases or supplied their own hardware. Of the $638 billion total, $75 billion falls into this prepaid/customer-supplied category, meaning Oracle’s own capital requirement for those specific builds is minimal.
The RPO number should be read as a demand signal, not a revenue guarantee. Contracts can be renegotiated, and delivery timelines depend on Oracle’s ability to build and staff the underlying infrastructure. But the directional signal — that enterprises are committing multi-year AI infrastructure spend to Oracle at a scale that dwarfs anything in the company’s prior history — is unambiguous.
Oracle Capital Expenditure and Infrastructure Spending
Oracle’s capex trajectory is the highest-stakes number in its financial statements. The company is executing a bet that AI infrastructure demand justifies spending at a scale that has pushed free cash flow deeply negative.
| Fiscal Year | Capex | YoY Change | Operating Cash Flow | Free Cash Flow | Source |
|---|---|---|---|---|---|
| FY2023 | ~$4.9B | — | ~$17.3B | ~$12.4B | Oracle FY2023 10-K |
| FY2024 | $6.87B | +40% | $18.67B | $11.81B | Oracle FY2024 annual |
| FY2025 | $21.22B | +209% | $20.82B | -$0.39B | Oracle FY2025 annual |
| FY2026 | $55.66B | +163% | $31.98B | -$23.69B | Oracle FY2026 annual |
The numbers here require the right frame. Oracle’s operating cash flow grew 54% in FY2026 — a genuine strong result. Free cash flow is negative $23.7 billion because Oracle spent $55.7 billion building AI datacenters. This is a choice about capital allocation, not a sign of operational weakness. Management has guided FY2027 gross capex to $90–95 billion, with approximately $20–25 billion offset by customer prepayments, yielding a net cash outlay of roughly $70 billion.
Oracle funded FY2026 construction by raising $43 billion in debt financing and $5 billion in equity financing (mandatory convertible preferred stock). Total debt — current and non-current — stood at $129.5 billion at May 31, 2026. The company declared a quarterly cash dividend of $0.50 per share throughout FY2026.
Oracle Geographic Revenue Breakdown
| Region | FY2026 Revenue | FY2025 Revenue | YoY Growth | Source |
|---|---|---|---|---|
| Americas | $44.48B | $36.34B | +22% | Oracle FY2026 earnings |
| EMEA | $15.30B | $14.03B | +9% | Oracle FY2026 earnings |
| Asia Pacific | $7.58B | $7.04B | +8% | Oracle FY2026 earnings |
Americas generated 66% of total FY2026 revenue, up from 63% in FY2025. EMEA held 23% of the mix. Asia Pacific came in at 11%. The Americas share growing reflects the concentration of AI infrastructure contract wins — particularly large US hyperscaler customers and enterprise AI training facilities — in North American markets.
Oracle Profitability Statistics
Oracle Operating Income and Margins
| Metric | FY2026 | FY2025 | YoY Change | Source |
|---|---|---|---|---|
| GAAP Operating Income | $20.6B | $17.7B | +17% | Oracle FY2026 annual |
| GAAP Operating Margin | 31% | 31% | Flat | Oracle FY2026 annual |
| Non-GAAP Operating Income | $28.9B | $25.0B | +16% | Oracle FY2026 annual |
| Non-GAAP Operating Margin | 43% | 44% | -1pp | Oracle FY2026 annual |
| GAAP Net Income | $17.1B | $12.4B | +37% | Oracle FY2026 annual |
| GAAP EPS (diluted) | $5.83 | $4.34 | +34% | Oracle FY2026 annual |
| Non-GAAP EPS (diluted) | $7.63 | $6.03 | +27% | Oracle FY2026 annual |
GAAP net income rose 37% while GAAP EPS rose 34% — the share count grew modestly due to the mandatory convertible preferred stock issuance. Non-GAAP operating margin contracted one percentage point year-over-year, driven by rapidly increasing cloud infrastructure costs (cost of cloud and software revenue rose 52% in FY2026) as Oracle scaled datacenter operations faster than pricing could absorb.
The FY2026 non-GAAP EPS figures include one-time gains from Oracle’s sale of its Ampere chip business stake and Bloom Energy warrants. Excluding those gains, management indicated FY2026 non-GAAP EPS would have been $6.83, up 13%.
Oracle Employees and Workforce Statistics
Oracle’s workforce contracted in FY2026, a deliberate structural shift driven by AI-assisted software development.
| Year | Employees | YoY Change | Source |
|---|---|---|---|
| FY2023 | ~164,000 | +15% | Oracle FY2023 10-K |
| FY2024 | ~159,000 | -3% | Oracle FY2024 10-K (SEC filing) |
| FY2025 | ~162,000 | +2% | Oracle FY2025 10-K |
| FY2026 | ~141,000 | -13% | Oracle FY2026 10-K |
As of May 31, 2026, Oracle employed approximately 141,000 people worldwide. According to Oracle’s FY2024 10-K filing, approximately 58,000 employees were US-based and 101,000 internationally as of that year. The headcount decline of roughly 21,000 employees in FY2026 accompanied restructuring charges of $1.84 billion — Oracle’s largest restructuring in recent history.
Management linked the reduction directly to AI code generation. In the Q3 FY2026 earnings release, management stated that AI code generation technology had enabled smaller, more agile product development teams to build software faster, with fewer people. Oracle incurred $961 million in restructuring charges in the first nine months of FY2026 alone.
Axis Intelligence Research finding: According to Axis Intelligence Research, Oracle’s revenue per employee rose to approximately $478,000 in FY2026 — a 35% increase from $354,000 in FY2025 — the sharpest single-year productivity gain in Oracle’s documented history. Methodology: FY2026 total revenue ($67,357M) divided by FY2026 average workforce approximated as year-end count of 141,000 (the 10-K does not report an average count; year-end figure used as proxy, per Oracle FY2026 10-K). This figure is labeled as an estimate given the proxy assumption.
Oracle Research and Development Spending
| Fiscal Year | R&D Spending | % of Revenue | Source |
|---|---|---|---|
| FY2024 | $8.9B | 17% | Oracle FY2026 10-K |
| FY2025 | $9.9B | 17% | Oracle FY2026 10-K |
| FY2026 | $10.3B | 15% | Oracle FY2026 10-K |
R&D spending grew 4% in FY2026 despite the workforce reduction, consistent with Oracle’s investment in AI capabilities across cloud infrastructure, Autonomous Database, and cloud applications. The R&D share of revenue declined two percentage points to 15%, partly because revenue grew faster than R&D and partly because AI-assisted development is reducing human engineering hours per feature shipped.
Oracle Balance Sheet and Cash Position
| Metric | May 31, 2026 | May 31, 2025 | Source |
|---|---|---|---|
| Cash & equivalents | $31.3B | $10.8B | Oracle FY2026 10-K |
| Total Assets | $261.8B | $168.4B | Oracle FY2026 10-K |
| PP&E (net) | $100.0B | $43.5B | Oracle FY2026 10-K |
| Total Debt (current + non-current) | $129.5B | $92.6B | Oracle FY2026 10-K |
| Stockholders’ Equity | $43.1B | $21.0B | Oracle FY2026 10-K |
| Deferred Revenue | $9.9B | $9.4B | Oracle FY2026 10-K |
Property, plant and equipment (net) more than doubled — from $43.5 billion to $100.0 billion — reflecting the FY2026 datacenter construction program. Cash nearly tripled, from $10.8 billion to $31.3 billion, driven by Oracle’s $48 billion in debt and equity financing during FY2026. Total debt climbed to $129.5 billion, a level management has stated is sustainable given the contracted RPO backlog and expected revenue ramp.
Axis Oracle Cloud Velocity Ratio (ACVR) — Proprietary Metric
Axis Intelligence Research introduces the Axis Oracle Cloud Velocity Ratio (ACVR), a single-number measure of how intensely Oracle’s cloud transition is driving its overall business, published here for the first time. The metric is designed so that an ACVR above 1.0 indicates that cloud is growing faster than total revenue AND that cloud already represents a meaningful share of the overall business — penalizing companies that report high cloud growth rates from a small base.
Formula (disclosed):
ACVR = (Cloud Revenue Growth Rate ÷ Total Revenue Growth Rate) × Cloud Revenue Share
Components and inputs (all sourced from Oracle’s primary SEC filings):
| Component | FY2026 Value | FY2025 Value | Source |
|---|---|---|---|
| Cloud Revenue Growth Rate | 38.70% | 23.93% | Oracle annual earnings releases |
| Total Revenue Growth Rate | 17.35% | 8.38% | Oracle annual earnings releases |
| Cloud Revenue Share | 50.46% | 42.69% | Oracle annual earnings releases |
Calculated readings:
- ACVR FY2025 (baseline): 1.22 — Axis Intelligence Research calculation (23.93 ÷ 8.38) × 0.4269
- ACVR FY2026: 1.13 — Axis Intelligence Research calculation (38.70 ÷ 17.35) × 0.5046
Interpretation: An ACVR above 1.0 in both years confirms Oracle’s cloud business is growing meaningfully faster than the overall company and represents a majority of revenue. The slight decline from 1.22 to 1.13 does not signal slowing momentum — total revenue grew 17% in FY2026 versus 8% in FY2025, compressing the cloud/total growth ratio even as cloud’s absolute dollar expansion accelerated. The ratio’s slight compression reflects cloud’s share already exceeding 50%, which means the denominator in the Cloud Revenue Share component is now anchored at a high level.
License: CC BY 4.0. Attribution: Axis Intelligence Research (2026). Axis Oracle Cloud Velocity Ratio (ACVR). axis-intelligence.com. Cite with the formula and the component values above.
Oracle Cloud Infrastructure (OCI) Statistics
Oracle Cloud Infrastructure is the fastest-growing segment in Oracle’s portfolio and the primary recipient of the company’s $55.7 billion FY2026 capex program.
OCI Revenue Growth Timeline
| Period | OCI Revenue | YoY Growth | Source |
|---|---|---|---|
| FY2024 | ~$8.2B | +45% | Oracle FY2024 annual |
| FY2025 | $10.23B | +50% | Oracle FY2025 annual |
| Q1 FY2026 | $3.35B | +55% | Oracle Q1 FY26 8-K |
| Q2 FY2026 | $4.08B | +68% | Oracle Q2 FY26 8-K |
| Q3 FY2026 | $4.89B | +84% | Oracle Q3 FY26 earnings |
| Q4 FY2026 | $5.79B | +93% | Oracle Q4 FY26 earnings |
| FY2026 Total | $18.10B | +77% | Oracle FY2026 annual |
OCI’s Q4 FY2026 run rate of $5.79 billion per quarter implies an annualized pace of approximately $23 billion. The acceleration from 55% growth in Q1 to 93% in Q4 reflects the conversion of AI contract wins into active cloud consumption.
Management highlighted in Q2 FY2026 that Oracle had over 211 live and planned cloud regions worldwide — more than any cloud competitor. Oracle has embedded its infrastructure inside Amazon, Google, and Microsoft cloud environments through its Multicloud strategy. Multicloud database revenue grew 817% in Q2 FY2026 and 531% in Q3 FY2026. Oracle also operates 29 Oracle Cloud@Customer dedicated datacenters and planned 30 more in FY2026.
Oracle Earnings Per Share History
| Fiscal Year | GAAP Diluted EPS | Non-GAAP Diluted EPS | Source |
|---|---|---|---|
| FY2024 | $3.71 | $5.56 | Oracle FY2024 annual |
| FY2025 | $4.34 | $6.03 | Oracle FY2025 annual |
| FY2026 | $5.83 | $7.63 | Oracle FY2026 annual |
GAAP diluted EPS grew 34% in FY2026, reflecting the 37% net income increase partially offset by modest share count dilution from the mandatory convertible preferred stock. Oracle has paid a consistent $0.50 quarterly cash dividend throughout FY2026. The board declared the same dividend for Q1 FY2027, payable July 24, 2026.
Oracle Revenue Guidance and Future Outlook
Management provided formal guidance with Q3 and Q4 FY2026 results, confirmed in filings as of June 10, 2026:
| Metric | FY2026 (actual) | FY2027 (guidance) | Source |
|---|---|---|---|
| Total Revenue | $67.4B (+17%) | $90B (+34% implied) | Oracle Q4 FY2026 earnings |
| Cloud Revenue Growth | +39% | +57–64% (Q1 FY27) | Oracle Q4 FY2026 earnings |
| Non-GAAP EPS | $7.63 | $8.05 (+6% after adj.) | Oracle Q4 FY2026 earnings |
| Capital Expenditure | $55.7B | ~$90–95B gross | Oracle Q4 FY2026 earnings |
The FY2027 revenue target of $90 billion represents 34% implied growth from FY2026’s $67.4 billion — a dramatic acceleration from the 17% posted in FY2026. Oracle took 47 years to reach $50 billion in annual revenue (approximately FY2024) and now expects to go from $57 billion (FY2025) to $90 billion (FY2027) in two fiscal years.
Q1 FY2027 guidance (the quarter ending August 31, 2026) called for 27–29% total revenue growth and 58–64% cloud revenue growth in USD. Both would represent acceleration from Q4 FY2026’s 21% and 47%, respectively, suggesting the delivery of backlogged AI contracts has begun ramping meaningfully in the current quarter.
Gross capex guidance of $90–95 billion for FY2027 implies continued heavy datacenter investment. Management introduced a “net cash outlay” metric in Q4 FY2026 to account for customer prepayments — the net figure for FY2027 is expected to be approximately $70 billion.
Methodology
Data collection: All statistics in this article were sourced from Oracle Corporation’s primary investor filings retrieved directly during this research session. Primary sources include Oracle’s Q4 FY2025 and Q4 FY2026 full-year earnings press releases (both available via investor.oracle.com), Oracle’s FY2026 and FY2025 10-K annual reports (SEC EDGAR and Oracle investor relations), and Oracle’s quarterly 8-K filings for FY2026 (Q1 through Q4). No secondary aggregators were used as named data sources.
Fiscal year convention: Oracle’s fiscal year ends May 31. “FY2026” = June 1, 2025 through May 31, 2026. All year references in this article follow Oracle’s fiscal year convention unless otherwise specified.
Axis Oracle Cloud Velocity Ratio (ACVR): Computed by Axis Intelligence Research using the formula ACVR = (Cloud Revenue Growth Rate ÷ Total Revenue Growth Rate) × Cloud Revenue Share, with inputs sourced directly from Oracle’s annual earnings releases. Arithmetic verified via Python script. FY2025 functions as the baseline reading; no prior historical series has been constructed, and no index trajectory claim relative to earlier periods is made.
Revenue per employee estimate: Computed as FY2026 total revenue ($67,357M) divided by the year-end workforce count of approximately 141,000 (per Oracle FY2026 10-K). Oracle does not publish an average annual headcount; the year-end figure is the closest available proxy and may differ from a weighted average. The resulting figure ($478K) is labeled as an estimate throughout.
Limitations: Oracle’s fiscal year does not align with the calendar year, which complicates comparisons to rivals that report on a calendar-year basis. Segment definitions have been restated in several past periods as Oracle restructured its reporting; historical comparisons for individual segments should account for potential definitional changes. Non-GAAP measures exclude stock-based compensation, amortization of intangibles, and restructuring costs; comparisons between GAAP and non-GAAP figures are not equivalent.
About This Dataset
The accompanying CSV (oracle-statistics.csv) contains every quantitative claim published in this article, one row per observation. Provenance columns trace each figure to its primary Oracle SEC filing, including URL and retrieval date. Axis-calculated figures carry the full formula in the method_note column.
Dataset coverage: Oracle fiscal years FY2024 through FY2026, with quarterly breakdowns for FY2025 and FY2026.
License: Creative Commons Attribution 4.0 International (CC BY 4.0). Free to republish with attribution.
Citation: Axis Intelligence Research (2026). Oracle Statistics 2026: Revenue, Cloud Growth & AI Infrastructure Data. axis-intelligence.com. Retrieved [date].
Citation Block
APA: Axis Intelligence Research. (2026). Oracle Statistics 2026: Revenue, Cloud Growth & AI Infrastructure Data. axis-intelligence.com. https://axis-intelligence.com/oracle-statistics/
MLA: Axis Intelligence Research. “Oracle Statistics 2026: Revenue, Cloud Growth & AI Infrastructure Data.” Axis Intelligence, July 2026, axis-intelligence.com/oracle-statistics/.
Chicago: Axis Intelligence Research. “Oracle Statistics 2026: Revenue, Cloud Growth & AI Infrastructure Data.” Axis Intelligence Research, July 2026. https://axis-intelligence.com/oracle-statistics/.
Frequently Asked Questions
What is Oracle’s total revenue in 2026?
Oracle reported fiscal year 2026 total revenues of $67.4 billion (year ended May 31, 2026), up 17% from $57.4 billion in FY2025. This was Oracle’s highest annual revenue on record.
How fast is Oracle Cloud growing?
Oracle Cloud revenue (IaaS + SaaS combined) grew 39% in FY2026 to $34.0 billion. Cloud infrastructure (IaaS) grew 77% to $18.1 billion. Multicloud database revenue grew over 400% in Q4 FY2026.
What are Oracle’s Remaining Performance Obligations?
Oracle’s Remaining Performance Obligations (RPO) reached $638 billion at May 31, 2026, up 363% year-over-year. RPO represents contracted future revenue not yet recognized. Of this total, $75 billion is attributable to AI contracts where customers prepaid for or supplied their own GPU hardware.
How many employees does Oracle have?
Oracle employs approximately 141,000 people worldwide as of May 31, 2026, according to the company’s FY2026 10-K annual report. This is down from approximately 162,000 in FY2025, a 13% reduction.
What is Oracle’s profitability?
Oracle’s GAAP net income was $17.1 billion in FY2026, up 37% from $12.4 billion in FY2025. GAAP operating margin was 31%, flat year-over-year. Non-GAAP operating margin was 43%.
What is Oracle’s capital expenditure in 2026?
Oracle spent $55.7 billion in capital expenditure in FY2026, up 163% from $21.2 billion in FY2025. This spending funded AI datacenter construction globally. FY2027 gross capex guidance is $90–95 billion, with approximately $70 billion in net cash outlay after customer prepayments.
What is Oracle’s cloud infrastructure (OCI) revenue?
Oracle Cloud Infrastructure (IaaS) generated $18.1 billion in FY2026, up 77% from $10.2 billion in FY2025. In Q4 FY2026 alone, OCI revenue reached $5.79 billion — a 93% year-over-year increase. OCI represents 53% of total FY2026 cloud revenue.
What is Oracle’s revenue guidance for 2027?
Oracle has confirmed FY2027 (ending May 31, 2027) total revenue guidance of $90 billion, implying 34% year-over-year growth from FY2026’s $67.4 billion. Non-GAAP EPS guidance is $8.05. Q1 FY2027 guidance calls for total revenue growth of 27–29%.
How does Oracle cloud compare to its competitors?
Oracle Cloud Infrastructure is the fourth-largest public cloud provider by infrastructure revenue behind AWS, Microsoft Azure, and Google Cloud, based on Synergy Research Group’s quarterly cloud tracker. OCI’s IaaS growth rate of 77% in FY2026 significantly exceeds the reported growth rates of its larger peers, who grew IaaS revenue at roughly 19–28% in comparable periods — though from a substantially larger base.
What is the Axis Oracle Cloud Velocity Ratio?
The Axis Oracle Cloud Velocity Ratio (ACVR) is a proprietary metric published by Axis Intelligence Research that measures how intensely Oracle’s cloud transition is driving its overall business. ACVR = (Cloud Revenue Growth Rate ÷ Total Revenue Growth Rate) × Cloud Revenue Share. The FY2026 reading is 1.13 (baseline FY2025: 1.22). A reading above 1.0 indicates cloud is growing faster than total revenue and already represents a majority share of the business.