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Oracle (OCI)

Filing regime: GAAP · SEC CIK 0001341439

Appears in: Data Center Signal

ORCL
Revenue$19.2BQ2-2026 | SEC structured dataSource detail

SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | SEC structured data | SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-K | Accessed 2026-08-06

Capital expenditures$16.5BQ2-2026 | SEC structured dataSource detail

SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | SEC structured data | SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-K | Accessed 2026-08-06

Net income$4.3BQ2-2026 | SEC structured dataSource detail

SEC structured tag NetIncomeLoss | SEC structured data | SEC structured tag NetIncomeLoss | 10-K | Accessed 2026-08-06

Source-reviewed points18Latest: Capex guidance (stated)Source detail

Capex guidance (stated) | statement_2026-06-10: $70B

Hyperscaler bookings and backlog | Q4-2026: $638B

Cloud/AI segment revenue | Q4-2026: $5.8B

Capex guidance (stated) | statement_2026-03-10: $50B

Oracle Announces Fiscal Year 2026 Third Quarter Financial Results | Independently verified | Accessed 2026-08-06

Hyperscaler bookings and backlog | Q3-2026: $553B

Oracle Announces Fiscal Year 2026 Third Quarter Financial Results | Independently verified | Accessed 2026-08-06

Cloud/AI segment revenue | Q3-2026: $4.9B

Hyperscaler bookings and backlog | Q2-2026: $523B

Oracle Announces Fiscal Year 2026 Second Quarter Financial Results | Independently verified | Accessed 2026-08-06

Cloud/AI segment revenue | Q2-2026: $4.1B

Hyperscaler bookings and backlog | Q1-2026: $455B

Oracle Announces Fiscal Year 2026 First Quarter Financial Results | Independently verified | Accessed 2026-08-06

Cloud/AI segment revenue | Q1-2026: $3.3B

SEC structured data

SEC Structured Data Trend Charts

Points render directly from data.sec.gov company-facts provenance and carry the filing tag used for extraction.

Revenue

Oracle (OCI) Revenue$19.2B$0Q1-2023Q2-2026$19.2B
Source trail for rendered points

Revenue · Q1-2023: $12.4B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q2-2023: $11.3B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-K · Accessed 2026-08-06 · SEC structured data

Revenue · Q3-2023: $12.5B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q4-2023: $12.9B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q1-2024: $13.3B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q3-2024: $13.3B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q4-2024: $14.1B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q1-2025: $14.1B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q3-2025: $14.9B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q4-2025: $16.1B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q1-2026: $17.2B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q2-2026: $19.2B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-K · Accessed 2026-08-06 · SEC structured data

Capital expenditures

Oracle (OCI) Capital expenditures$18.6B$0Q1-2021Q2-2026$16.5B
Source trail for rendered points

Capital expenditures · Q1-2021: $414M

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q3-2021: $1.1B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q1-2022: $1.1B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q3-2022: $1.7B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q1-2023: $2.6B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q3-2023: $1.3B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q3-2024: $2.3B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q1-2025: $5.9B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q3-2025: $8.5B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q4-2025: $12B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q1-2026: $18.6B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q2-2026: $16.5B

capex: SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment · SEC structured tag PaymentsToAcquirePropertyPlantAndEquipment | 10-K · Accessed 2026-08-06 · SEC structured data

Net income

Oracle (OCI) Net income$6.1B$0Q1-2023Q2-2026$4.3B
Source trail for rendered points

Net income · Q1-2023: $1.9B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q2-2023: $1.2B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-K · Accessed 2026-08-06 · SEC structured data

Net income · Q3-2023: $2.4B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q4-2023: $2.5B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q1-2024: $2.4B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q3-2024: $2.9B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q4-2024: $3.2B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q1-2025: $2.9B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q3-2025: $2.9B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q4-2025: $6.1B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q1-2026: $3.7B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q2-2026: $4.3B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-K · Accessed 2026-08-06 · SEC structured data

Source-reviewed history

Source-Reviewed Operating Series

Cloud/AI segment revenue

Is AI revenue scaling with AI capex — the payback question.

Oracle (OCI) Cloud/AI segment revenue$5.8B$0Q1-2025Q4-2026$5.8B
Cloud Segment Revenue
PeriodMeasureValue
Q1-2025Cloud Segment Revenue$2.2B
Q2-2025Cloud Segment Revenue$2.4B
Q3-2025Cloud Segment Revenue$2.7B
Q4-2025Cloud Segment Revenue$3B
Q1-2026Cloud Segment Revenue$3.3B
Q2-2026Cloud Segment Revenue$4.1B
Q3-2026Cloud Segment Revenue$4.9B
Q4-2026Cloud Segment Revenue$5.8B
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Cloud Segment Revenue · Q1-2025: $2.2B

cloud segment revenue: Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications · Accessed 2026-08-06 · Independently verified

Quote
“Cloud infrastructure 2,154 2,434 2,652 2,995 10,234 3,347 4,079 4,888 5,787 18,101”

Cloud Segment Revenue · Q2-2025: $2.4B

cloud segment revenue: Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications · Accessed 2026-08-06 · Independently verified

Quote
“Cloud infrastructure 2,154 2,434 2,652 2,995 10,234 3,347 4,079 4,888 5,787 18,101”

Cloud Segment Revenue · Q3-2025: $2.7B

cloud segment revenue: Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications · Accessed 2026-08-06 · Independently verified

Quote
“Cloud infrastructure 2,154 2,434 2,652 2,995 10,234 3,347 4,079 4,888 5,787 18,101”

Cloud Segment Revenue · Q4-2025: $3B

cloud segment revenue: Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications · Accessed 2026-08-06 · Independently verified

Quote
“Cloud infrastructure 2,154 2,434 2,652 2,995 10,234 3,347 4,079 4,888 5,787 18,101”

Cloud Segment Revenue · Q1-2026: $3.3B

cloud segment revenue: Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications · Accessed 2026-08-06 · Independently verified

Quote
“Cloud infrastructure 2,154 2,434 2,652 2,995 10,234 3,347 4,079 4,888 5,787 18,101”

Cloud Segment Revenue · Q2-2026: $4.1B

cloud segment revenue: Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications · Accessed 2026-08-06 · Independently verified

Quote
“Cloud infrastructure 2,154 2,434 2,652 2,995 10,234 3,347 4,079 4,888 5,787 18,101”

Cloud Segment Revenue · Q3-2026: $4.9B

cloud segment revenue: Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications · Accessed 2026-08-06 · Independently verified

Quote
“Cloud infrastructure 2,154 2,434 2,652 2,995 10,234 3,347 4,079 4,888 5,787 18,101”

Cloud Segment Revenue · Q4-2026: $5.8B

cloud segment revenue: Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications · Accessed 2026-08-06 · Independently verified

Quote
“Cloud infrastructure 2,154 2,434 2,652 2,995 10,234 3,347 4,079 4,888 5,787 18,101”

Hyperscaler bookings and backlog

Master AI-infrastructure-demand headline metric and leading indicator of future revenue.

Oracle (OCI) Hyperscaler bookings and backlog$638B$0Q1-2025Q4-2026$638B
Hyperscaler Bookings Backlog
PeriodMeasureValue
Q1-2025Hyperscaler Bookings Backlog$99B
Q2-2025Hyperscaler Bookings Backlog$97B
Q3-2025Hyperscaler Bookings Backlog$130B
Q4-2025Hyperscaler Bookings Backlog$138B
Q1-2026Hyperscaler Bookings Backlog$455B
Q2-2026Hyperscaler Bookings Backlog$523B
Q3-2026Hyperscaler Bookings Backlog$553B
Q4-2026Hyperscaler Bookings Backlog$638B
Source trail for rendered points

Hyperscaler Bookings Backlog · Q1-2025: $99B

hyperscaler bookings backlog: Oracle Announces Fiscal 2025 First Quarter Financial Results · Accessed 2026-08-06 · Independently verified

Quote
“Q1 Total Remaining Performance Obligations up 53% to $99 billion”

Hyperscaler Bookings Backlog · Q2-2025: $97B

hyperscaler bookings backlog: Oracle Announces Fiscal 2025 Second Quarter Financial Results · Accessed 2026-08-06 · Independently verified

Quote
“Q2 Total Remaining Performance Obligations $97 billion, up 49% in USD & 50% in constant currency”

Hyperscaler Bookings Backlog · Q3-2025: $130B

hyperscaler bookings backlog: Oracle Announces Fiscal 2025 Third Quarter Financial Results · Accessed 2026-08-06 · Independently verified

Quote
“Q3 Remaining Performance Obligations $130 billion, up 62% in USD & up 63% in constant currency”

Hyperscaler Bookings Backlog · Q4-2025: $138B

hyperscaler bookings backlog: Oracle Announces Fiscal 2025 Fourth Quarter and Fiscal Full Year Financial Results · Accessed 2026-08-06 · Independently verified

Quote
“Q4 Remaining Performance Obligations up 41% to $138 billion”

Hyperscaler Bookings Backlog · Q1-2026: $455B

hyperscaler bookings backlog: Oracle Announces Fiscal Year 2026 First Quarter Financial Results · Accessed 2026-08-06 · Independently verified

Quote
“Q1 Remaining Performance Obligations $455 billion, up 359% in both USD and constant currency”

Hyperscaler Bookings Backlog · Q2-2026: $523B

hyperscaler bookings backlog: Oracle Announces Fiscal Year 2026 Second Quarter Financial Results · Accessed 2026-08-06 · Independently verified

Quote
“Q2 Remaining Performance Obligations $523 billion, up 438% in USD”

Hyperscaler Bookings Backlog · Q3-2026: $553B

hyperscaler bookings backlog: Oracle Announces Fiscal Year 2026 Third Quarter Financial Results · Accessed 2026-08-06 · Independently verified

Quote
“Remaining Performance Obligations, or RPO, ended the quarter at $553 billion, up 325% from last year and up $29 billion from last quarter.”

Hyperscaler Bookings Backlog · Q4-2026: $638B

hyperscaler bookings backlog: Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications · Accessed 2026-08-06 · Independently verified

Quote
“Remaining Performance Obligations, or RPO, ended the quarter at $638 billion, up 363% USD year-over-year and up $85 billion sequentially from the end of Q3.”

Capex guidance (stated)

Guidance revisions are the sector's leading indicator.

Oracle (OCI) Capex guidance (stated)$70B$0statement_2026-03-10statement_2026-06-10$70B
Capex Guidance
PeriodMeasureValue
statement_2026-03-10Capex Guidance$50B
statement_2026-06-10Capex Guidance$70B
Source trail for rendered points

Capex Guidance · statement_2026-03-10: $50B

capex guidance: Oracle Announces Fiscal Year 2026 Third Quarter Financial Results · Accessed 2026-08-06 · Independently verified

Quote
“For fiscal year 2026, we expect revenue of $67 billion and capital expenditures of $50 billion. This is unchanged from our most recent previous guidance.”

Capex Guidance · statement_2026-06-10: $70B

capex guidance: Oracle Corporation (ORCL) June 10, 2026 Earnings Call Transcript & Summary · Accessed 2026-08-06 · Independently verified

Quote
“We'll continue those investments in our fiscal year 2027, with an expected net cash outlay for capital expenditures of around $70 billion. This includes customer prepayments and timing impacts expected at around $20 billion to $25 billion, so our reported CapEx will be higher by this amount.”

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