AI REVENUE WARS ● 2026-10-30

Explorer

Oracle

public · ORCL · SEC filings · Databases & data platformsCloud infrastructureWhole-company revenue (licenses, support, applications and cloud). Counted in the data panel only: OCI is not disclosed in dollars, and whole-company revenue would overstate cloud.

Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (53)

PeriodMetricValueYoYQualityHowSource
Q1 FY2027 · 2026-06-01→2026-08-31filed revenue$19.34B+29.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2027 · 2026-06-01→2026-08-31capex$28.50B+235.2%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
as of 2026-08-31reported revenueOracle Cloud Infrastructure (IaaS) revenue, one quarter$7.40B—reportedreported
“Q1 Cloud Infra (IaaS) Revenue up 121% in USD & up 120% in constant currency to $7.4 billion”
Quarterly revenue for fiscal Q1 2027, up 121% year over year.
Oracle release (republished by Finviz)
FY2026 · 2025-06-01→2026-05-31filed revenue$67.36B+17.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2026 · 2026-03-01→2026-05-31filed revenue$19.18B+20.6%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2026-06-22) minus nine-month year-to-date revenue (10-Q filed 2026-03-11). Q4 is not filed as a three-month figure.
10-K
Q4 FY2026 · 2026-03-01→2026-05-31capex$16.49B+81.6%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2026-06-22) minus 9-month year-to-date (10-Q filed 2026-03-11).
10-K
Q3 FY2026 · 2025-12-01→2026-02-28filed revenue$17.19B+21.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2026 · 2025-12-01→2026-02-28capex$18.64B+217.9%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2026-03-11) minus 6-month year-to-date (10-Q filed 2025-12-11).
10-Q
Q2 FY2026 · 2025-09-01→2025-11-30filed revenue$16.06B+14.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2026 · 2025-09-01→2025-11-30capex$12.03B+203.1%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2025-12-11) minus 3-month year-to-date (10-Q filed 2025-09-10).
10-Q
Q1 FY2026 · 2025-06-01→2025-08-31filed revenue$14.93B+12.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2026 · 2025-06-01→2025-08-31capex$8.50B+269.2%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2025 · 2024-06-01→2025-05-31filed revenue$57.40B+8.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2025 · 2025-03-01→2025-05-31filed revenue$15.90B+11.3%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2025-06-18) minus nine-month year-to-date revenue (10-Q filed 2025-03-11). Q4 is not filed as a three-month figure.
10-K
Q4 FY2025 · 2025-03-01→2025-05-31capex$9.08B+224.5%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2025-06-18) minus 9-month year-to-date (10-Q filed 2025-03-11).
10-K
Q3 FY2025 · 2024-12-01→2025-02-28filed revenue$14.13B+6.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2025 · 2024-12-01→2025-02-28capex$5.86B+250.2%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2025-03-11) minus 6-month year-to-date (10-Q filed 2024-12-10).
10-Q
Q2 FY2025 · 2024-09-01→2024-11-30filed revenue$14.06B+8.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2025 · 2024-09-01→2024-11-30capex$3.97B+267.6%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2024-12-10) minus 3-month year-to-date (10-Q filed 2024-09-10).
10-Q
Q1 FY2025 · 2024-06-01→2024-08-31filed revenue$13.31B+6.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2025 · 2024-06-01→2024-08-31capex$2.30B+75.3%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2024 · 2023-06-01→2024-05-31filed revenue$52.96B+6.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2024 · 2024-03-01→2024-05-31filed revenue$14.29B+3.3%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2024-06-20) minus nine-month year-to-date revenue (10-Q filed 2024-03-12). Q4 is not filed as a three-month figure.
10-K
Q4 FY2024 · 2024-03-01→2024-05-31capex$2.80B+46.3%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2024-06-20) minus 9-month year-to-date (10-Q filed 2024-03-12).
10-K
Q3 FY2024 · 2023-12-01→2024-02-29filed revenue$13.28B+7.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2024 · 2023-12-01→2024-02-29capex$1.67B-36.3%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2024-03-12) minus 6-month year-to-date (10-Q filed 2023-12-12).
10-Q
Q2 FY2024 · 2023-09-01→2023-11-30filed revenue$12.94B+5.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2024 · 2023-09-01→2023-11-30capex$1.08B-55.6%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2023-12-12) minus 3-month year-to-date (10-Q filed 2023-09-12).
10-Q
Q1 FY2024 · 2023-06-01→2023-08-31filed revenue$12.45B+8.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2024 · 2023-06-01→2023-08-31capex$1.31B-23.6%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2023 · 2022-06-01→2023-05-31filed revenue$49.95B+17.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2023 · 2023-03-01→2023-05-31filed revenue$13.84B+16.9%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2023-06-20) minus nine-month year-to-date revenue (10-Q filed 2023-03-10). Q4 is not filed as a three-month figure.
10-K
Q4 FY2023 · 2023-03-01→2023-05-31capex$1.91B+34.4%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2023-06-20) minus 9-month year-to-date (10-Q filed 2023-03-10).
10-K
Q3 FY2023 · 2022-12-01→2023-02-28filed revenue$12.40B+17.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2023 · 2022-12-01→2023-02-28capex$2.63B+138.7%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2023-03-10) minus 6-month year-to-date (10-Q filed 2022-12-13).
10-Q
Q2 FY2023 · 2022-09-01→2022-11-30filed revenue$12.28B+18.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2023 · 2022-09-01→2022-11-30capex$2.44B+163.2%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2022-12-13) minus 3-month year-to-date (10-Q filed 2022-09-13).
10-Q
Q1 FY2023 · 2022-06-01→2022-08-31filed revenue$11.45B+17.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2023 · 2022-06-01→2022-08-31capex$1.72B+61.9%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2022 · 2021-06-01→2022-05-31filed revenue$42.44B+4.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2022 · 2022-03-01→2022-05-31filed revenue$11.84B+5.5%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2022-06-21) minus nine-month year-to-date revenue (10-Q filed 2022-03-11). Q4 is not filed as a three-month figure.
10-K
Q4 FY2022 · 2022-03-01→2022-05-31capex$1.42B+98.5%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2022-06-21) minus 9-month year-to-date (10-Q filed 2022-03-11).
10-K
Q3 FY2022 · 2021-12-01→2022-02-28filed revenue$10.51B+4.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2022 · 2021-12-01→2022-02-28capex$1.10B+165.9%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2022-03-11) minus 6-month year-to-date (10-Q filed 2021-12-10).
10-Q
Q2 FY2022 · 2021-09-01→2021-11-30filed revenue$10.36B+5.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2022 · 2021-09-01→2021-11-30capex$925.00M+62.9%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2021-12-10) minus 3-month year-to-date (10-Q filed 2021-09-13).
10-Q
Q1 FY2022 · 2021-06-01→2021-08-31filed revenue$9.73B+3.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2022 · 2021-06-01→2021-08-31capex$1.06B+143.6%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2021 · 2020-06-01→2021-05-31filed revenue$40.48B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2021 · 2021-03-01→2021-05-31filed revenue$11.23B—verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2021-06-21) minus nine-month year-to-date revenue (10-Q filed 2021-03-11). Q4 is not filed as a three-month figure.
10-K
Q4 FY2021 · 2021-03-01→2021-05-31capex$717.00M—verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2021-06-21) minus 9-month year-to-date (10-Q filed 2021-03-11).
10-K
Q3 FY2021 · 2020-12-01→2021-02-28filed revenue$10.09B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2021 · 2020-12-01→2021-02-28capex$414.00M—verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2021-03-11) minus 6-month year-to-date (10-Q filed 2020-12-11).
10-Q