Oracle Statistics 2026

Axis Intelligence Research · Elena Rodriguez · July 27, 2026 · CC BY 4.0

ACVR™ v1.0 · Baseline Jul 2026

$67.4B

FY2026 total revenue · +17% YoY · record high · Oracle Q4 FY2026 earnings, Jun 10, 2026

$34.0B

FY2026 cloud revenue · +39% YoY · 50.5% of total · first time cloud exceeds half of Oracle revenue

$638B

Remaining performance obligations · +363% YoY · $75B in AI prepaid contracts · Oracle Q4 FY2026

+77%

OCI infrastructure (IaaS) growth FY2026 · $18.1B annual revenue · Q4 alone +93% YoY

$55.7B

FY2026 capital expenditure · +163% vs FY2025 · AI datacenter build-out · Oracle FY2026 cash flows

ACVR™ — Axis Oracle Cloud Velocity Ratio — Axis Intelligence Research Proprietary Metric — v1.0 Baseline Jul 2026

1.13

FY2026 reading · Baseline FY2025: 1.22

Formula: ACVR = (Cloud Rev Growth ÷ Total Rev Growth) × Cloud Rev Share
FY2026: (38.70% ÷ 17.35%) × 50.46% = 1.13
A reading above 1.0 confirms cloud is growing faster than the overall business and already accounts for a majority of revenue. The slight compression from 1.22 (FY2025) to 1.13 (FY2026) is structural, not a slowdown: total revenue grew 17% in FY2026 vs 8% in FY2025, compressing the cloud/total growth ratio even as OCI added $7.9B in absolute revenue year-over-year.

Cloud growth

38.7%

Total growth

17.4%

Cloud rev share

50.5%

FY2025 baseline

1.22

Methodology: Inputs sourced from Oracle Q4 FY2026 and Q4 FY2025 earnings releases (investor.oracle.com). Cloud Revenue Growth = (FY2026 $33,989M − FY2025 $24,506M) / $24,506M = 38.70%. Total Revenue Growth = (FY2026 $67,357M − FY2025 $57,399M) / $57,399M = 17.35%. Cloud Revenue Share = $33,989M / $67,357M = 50.46%. Arithmetic independently verified Jul 27, 2026 · CC BY 4.0 · Cite as: Axis Intelligence Research (2026). Axis Oracle Cloud Velocity Ratio (ACVR). axis-intelligence.com.

Oracle Annual Revenue — FY2022–FY2026 (USD Billions)

Source: Oracle Q4 FY2026 earnings press release (Jun 10, 2026) · Oracle Q4 FY2025 earnings press release (Jun 11, 2025) · Oracle Q4 FY2024 earnings press release (Jun 11, 2024) · FY2022: $42.4B · FY2023: $49.9B · FY2024: $53.0B · FY2025: $57.4B · FY2026: $67.4B (+17% YoY, record high)

Revenue by Segment — FY2026 vs FY2025 (USD Billions)

Source: Oracle Q4 FY2026 earnings press release, condensed income statement (Jun 10, 2026) · Cloud (IaaS+SaaS): $34.0B (+39%) · Software (support+license): $24.5B (−1%) · Services: $5.7B (+10%) · Hardware: $3.1B (+5%) · Software decline reflects migration to cloud, not demand loss

Oracle Cloud Revenue — Quarterly FY2025–FY2026 (USD Billions)

Source: Oracle quarterly earnings releases (investor.oracle.com) · Q1 FY25: $5.6B · Q2 FY25: $5.9B · Q3 FY25: $6.2B · Q4 FY25: $6.7B · Q1 FY26: $7.2B · Q2 FY26: $8.0B · Q3 FY26: $8.9B · Q4 FY26: $9.9B (+47% YoY) · Cloud crossed 50% of revenue in FY2026

OCI Cloud Infrastructure (IaaS) — Quarterly Growth (%)

Source: Oracle quarterly earnings supplemental tables (investor.oracle.com) · Q1 FY26: +55% · Q2 FY26: +68% · Q3 FY26: +84% · Q4 FY26: +93% · FY2026 full year: +77% · Multicloud Database revenue: +531% Q3 FY26, +404% Q4 FY26 · Acceleration driven by AI training contract ramp

Remaining Performance Obligations — Q4 FY2024–Q4 FY2026 (USD Billions)

Source: Oracle quarterly earnings press releases (investor.oracle.com) · Q4 FY24: $98B · Q4 FY25: $138B · Q1 FY26: $455B · Q2 FY26: $523B · Q3 FY26: $553B · Q4 FY26: $638B (+363% YoY) · $75B of Q4 FY26 total = AI contracts with customer prepayments or customer-supplied GPUs

Capital Expenditure vs Operating Cash Flow — FY2024–FY2026 (USD Billions)

Source: Oracle annual earnings cash flow statements · FY2024 Capex: $6.9B · OCF: $18.7B · FY2025 Capex: $21.2B · OCF: $20.8B · FY2026 Capex: $55.7B · OCF: $32.0B (+54%) · Free cash flow FY2026: −$23.7B (capex-driven, not operational) · FY2027 gross capex guidance: $90–95B

Geographic Revenue Breakdown — FY2026 vs FY2025 (USD Billions)

Source: Oracle Q4 FY2026 earnings supplemental geographic revenue table (Jun 10, 2026) · Americas: $44.5B (+22% YoY, 66% of total) · EMEA: $15.3B (+9%, 23% of total) · Asia Pacific: $7.6B (+8%, 11% of total) · Americas share grew from 63% in FY2025, reflecting concentration of AI infrastructure contract wins in North American markets

Revenue per Employee — FY2024–FY2026 (USD Thousands) — Axis Estimate

Source: Axis Intelligence Research calculation from Oracle annual earnings releases and 10-K headcount disclosures · FY2024: $52,961M / 159,000 = $333K · FY2025: $57,399M / 162,000 = $354K · FY2026: $67,357M / 141,000 = $478K (+35% YoY) · axis_calculated = yes · Year-end headcount used as proxy; FY2026 headcount decline of 21,000 reflects AI-driven restructuring ($1.84B charges)

GAAP Net Income & EPS — FY2024–FY2026

Source: Oracle Q4 FY2026 earnings income statement · Q4 FY2025 earnings income statement · FY2024 GAAP net income: $10.5B · EPS: $3.71 · FY2025 GAAP net income: $12.4B · EPS: $4.34 (+17%) · FY2026 GAAP net income: $17.1B (+37%) · EPS: $5.83 (+34%) · Non-GAAP EPS FY2026: $7.63 (includes Ampere chip sale gain; adjusted ex-gains: $6.83)

Cloud Revenue Mix: OCI Infrastructure vs SaaS Applications — FY2025–FY2026 (USD Billions)

Source: Oracle annual earnings supplemental cloud revenue breakdown · FY2025 OCI IaaS: $10.2B (42% of cloud) · SaaS Apps: $14.3B (58%) · FY2026 OCI IaaS: $18.1B (53% of cloud) · SaaS Apps: $15.9B (47%) · IaaS overtook SaaS as the dominant cloud revenue stream in FY2026 — a structural inflection in Oracle's cloud mix

Key Statistics — Axis Intelligence Research Findings & Primary-Source Data Points

Oracle Financial Summary Table — FY2026 Full Year & Q4 FY2026

Metric	FY2026 (May 31, 2026)	FY2025 (May 31, 2025)	YoY	Q4 FY2026	Source
Total Revenue	$67.4B	$57.4B	+17%	$19.2B	Oracle Q4 FY2026 earnings · Jun 10, 2026
Cloud Revenue (IaaS+SaaS)	$34.0B	$24.5B	+39%	$9.9B	Oracle Q4 FY2026 earnings
Cloud Share of Revenue	50.5%	42.7%	+7.8pp	51.7%	Axis Intelligence Research calc · axis_calculated=yes
OCI Infrastructure (IaaS)	$18.1B	$10.2B	+77%	$5.8B	Oracle Q4 FY2026 supplemental table
Cloud Applications (SaaS)	$15.9B	$14.3B	+11%	$4.1B	Oracle Q4 FY2026 supplemental table
Software Revenue	$24.5B	$24.7B	−1%	$6.8B	Oracle Q4 FY2026 earnings
Remaining Performance Obligations	$638B	$138B	+363%	$638B	Oracle Q4 FY2026 earnings press release
GAAP Operating Income	$20.6B	$17.7B	+17%	$6.1B	Oracle Q4 FY2026 income statement
GAAP Operating Margin	31%	31%	flat	32%	Oracle Q4 FY2026 income statement
Non-GAAP Operating Margin	43%	44%	−1pp	45%	Oracle Q4 FY2026 reconciliation table
GAAP Net Income	$17.1B	$12.4B	+37%	$4.3B	Oracle Q4 FY2026 income statement
GAAP Diluted EPS	$5.83	$4.34	+34%	$1.45	Oracle Q4 FY2026 earnings
Operating Cash Flow	$32.0B	$20.8B	+54%	—	Oracle Q4 FY2026 cash flow statement
Capital Expenditure	$55.7B	$21.2B	+163%	—	Oracle Q4 FY2026 cash flow statement
Free Cash Flow	−$23.7B	−$0.4B	n/m	—	Oracle FY2026 trailing 4-quarter FCF table
Employees (year-end)	~141,000	~162,000	−13%	—	Oracle FY2026 Form 10-K (SEC)
ACVR™ (Axis proprietary)	1.13	1.22 (baseline)	−0.09	—	Axis Intelligence Research · axis_calculated=yes · CC BY 4.0

Primary sources: Oracle Q4 FY2026 Earnings Press Release (investor.oracle.com, Jun 10, 2026) · Oracle Q4 FY2025 Earnings Press Release (investor.oracle.com, Jun 11, 2025) · Oracle FY2026 Form 10-K (SEC) · Oracle Q2 FY2026 8-K Exhibit 99.1 (SEC EDGAR, Dec 10, 2025) · Axis-calculated fields: cloud share, revenue per employee, ACVR · axis_calculated = yes · All GAAP measures per Oracle filings; Non-GAAP measures per Oracle reconciliation tables.

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Oracle Statistics 2026