Oracle ORCL Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Hardware Business | $714M+1.6% | $776M+6.6% | $670M+2.3% | $850M+1.0% | $703M-6.8% | |
| Services Business | $1.44B+11.8% | $1.43B+7.4% | $1.35B+6.8% | $1.35B-1.8% | $1.29B-1.2% | |
| Operating Income by Business | ||||||
| Hardware Business | $485M+7.8% | $512M+2.8% | $447M+2.1% | $532M-0.4% | $450M-5.1% | |
| Services Business | $400M+52.7% | $344M+37.6% | $332M+68.5% | $282M-2.4% | $262M+40.1% | |
| Restructuring Reserve Translation And Other Adjustment by Business | ||||||
| Hardware Business | $0— | $0— | $0— | $0— | $0— | |
| Services Business | $0— | $0— | $0— | $1M— | $0— | |
| Initial Restructuring Costs by Business | ||||||
| Hardware Business | $4M+300% | $17M+325% | $16M+700% | $10M+400% | $1M-50.0% | |
| Services Business | $30M+131% | $58M+427% | $36M+620% | $8M0.0% | $13M+117% | |
| Payments For Restructuring by Business | ||||||
| Hardware Business | $9M+800% | $14M+367% | $1M-50.0% | $5M+150% | $1M0.0% | |
| Services Business | $41M+486% | $37M+517% | $3M-50.0% | $9M+80.0% | $7M-36.4% | |
| Restructuring Reserve Accrual Adjustment1 by Business | ||||||
| Services Business | -$2M— | -$4M— | $0— | $0— | $0-100% | |
| Revenue by Product | ||||||
| Cloud Applications | $4.03B+13.2% | $3.9B+11.3% | $3.84B+10.7% | —— | $3.56B— | |
| Cloud Infrastructure | $4.89B+84.3% | $4.08B+67.6% | $3.35B+55.4% | —— | $2.65B— | |
| Cloud Revenues | $8.91B+43.5% | $7.98B+34.4% | $7.19B+27.8% | —— | $6.21B— | |
| Software License | $1.15B+1.9% | $939M-21.4% | $766M-12.0% | —— | $1.13B— | |
| Software Revenues | $6.12B+3.3% | $5.88B-3.1% | $5.72B-0.8% | —— | $5.93B— | |
| Software Support | $4.97B+3.6% | $4.94B+1.4% | $4.96B+1.2% | —— | $4.8B— | |
| Revenue by Geography | ||||||
| Americas | $11.36B+26.2% | $10.47B+17.2% | $9.66B+15.4% | $10.03B+12.2% | $9B+8.8% | |
| Asia Pacific | $1.87B+9.1% | $1.83B+4.9% | $1.78B+4.5% | $1.87B+3.9% | $1.71B+0.9% | |
| EMEA | $3.96B+15.9% | $3.76B+11.2% | $3.48B+7.8% | $4B+12.9% | $3.42B+3.2% |
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.
