Oracle Cloud And Software Business — Cloud And Software Expenses increased by 11.4% to $3.81B in Q4 2025 compared to the prior quarter. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase relative to revenue may signal declining operational efficiency or higher costs of service delivery, while a decrease relative to revenue suggests improved margins.
This metric captures the total operating costs directly associated with delivering cloud services and maintaining softwa...
Similar to 'Cost of Revenue' for cloud and software segments at peer enterprise software firms.
orcl_segment_cloud_and_software_business_cloud_and_software_expenses| Q3 '24 | Q4 '24 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|
| Value | $2.42B | $2.56B | $3.42B | $3.81B |
| QoQ Change | — | +5.5% | +33.8% | +11.4% |
| YoY Change | — | — | +41.1% | +49.0% |
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