Oracle ORCL Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Hardware Business | $714M-8.0% | $776M+15.8% | $670M-21.2% | $850M+20.9% | $703M-3.4% | |
| Services Business | $1.44B+1.1% | $1.43B+5.9% | $1.35B+0.1% | $1.35B+4.4% | $1.29B-2.9% | |
| Operating Income by Business | ||||||
| Hardware Business | $485M-5.3% | $512M+14.5% | $447M-16.0% | $532M+18.2% | $450M-9.6% | |
| Services Business | $400M+16.3% | $344M+3.6% | $332M+17.7% | $282M+7.6% | $262M+4.8% | |
| Restructuring Reserve Translation And Other Adjustment by Business | ||||||
| Hardware Business | $0— | $0— | $0— | $0— | $0— | |
| Services Business | $0— | $0— | $0-100% | $1M— | $0— | |
| Initial Restructuring Costs by Business | ||||||
| Hardware Business | $4M-76.5% | $17M+6.3% | $16M+60.0% | $10M+900% | $1M-75.0% | |
| Services Business | $30M-48.3% | $58M+61.1% | $36M+350% | $8M-38.5% | $13M+18.2% | |
| Payments For Restructuring by Business | ||||||
| Hardware Business | $9M-35.7% | $14M+1,300% | $1M-80.0% | $5M+400% | $1M-66.7% | |
| Services Business | $41M+10.8% | $37M+1,133% | $3M-66.7% | $9M+28.6% | $7M+16.7% | |
| Restructuring Reserve Accrual Adjustment1 by Business | ||||||
| Services Business | -$2M+50.0% | -$4M— | $0— | $0— | $0— | |
| Revenue by Product | ||||||
| Cloud Applications | $4.03B+3.3% | $3.9B+1.5% | $3.84B— | —— | $3.56B+1.6% | |
| Cloud Infrastructure | $4.89B+19.8% | $4.08B+21.9% | $3.35B— | —— | $2.65B+9.0% | |
| Cloud Revenues | $8.91B+11.7% | $7.98B+11.0% | $7.19B— | —— | $6.21B+4.6% | |
| Software License | $1.15B+22.5% | $939M+22.6% | $766M— | —— | $1.13B-5.5% | |
| Software Revenues | $6.12B+4.1% | $5.88B+2.7% | $5.72B— | —— | $5.93B-2.3% | |
| Software Support | $4.97B+0.6% | $4.94B-0.3% | $4.96B— | —— | $4.8B-1.5% | |
| Revenue by Geography | ||||||
| Americas | $11.36B+8.5% | $10.47B+8.3% | $9.66B-3.7% | $10.03B+11.5% | $9B+0.8% | |
| Asia Pacific | $1.87B+1.9% | $1.83B+2.7% | $1.78B-4.8% | $1.87B+9.6% | $1.71B-2.1% | |
| EMEA | $3.96B+5.4% | $3.76B+8.0% | $3.48B-12.9% | $4B+16.8% | $3.42B+1.2% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Oracle break its business down?
- Oracle (ORCL) reports revenue by business across 2 parts — Hardware Business and Services Business. Each is extracted from the segment footnotes and tracked over time.
- Where does Oracle's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Oracle's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
