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How Oracle Corporation (ORCL) makes money: Q1 FY2027 revenue breakdown
US GAAP · $M · vs Q1 FY2026 · quarter ended 08/31/2026 (fiscal year is shifted) · reported 09/10/2026
Oracle Corporation is an American multinational technology company headquartered in Austin, Texas. · Wikipedia
More about the company
Co-founded in Santa Clara, California, in 1977 by Bob Miner, Ed Oates, and current chairman of the board and chief technology officer Larry Ellison, Oracle is among the 50 largest companies in the world by market cap, and ranked 66th on the Forbes Global 2000 as of 2025.
Key growth driver: Cloud (IaaS+SaaS) — the fastest-growing revenue line: $11,607, +62% y/y. · by the Q1 FY2027 report
How does Oracle make money?
Oracle brought in $19.3 billion of revenue in Q1 FY2027, up 30% year over year. The largest source was Cloud (IaaS+SaaS): $11.6 billion, or 60% of the total, followed by Software ($5.55B, 29%) and Services ($1.41B, 7%); other lines add the remaining 4%. Net income for the quarter was $4.76 billion, up 63% year over year.
Revenue by source, Q1 FY2027
- Cloud (IaaS+SaaS)$11.6B · 60% · +62%
- Software$5.55B · 29% · −3%
- Services$1.41B · 7% · +5%
- Hardware$774M · 4% · +15%
Shares of $19.3B total revenue; changes are year over year, as reported. ≈ marks lines derived from disclosed totals. The same flows are drawn in the Sankey chart below.
When is ORCL’s next earnings date?
Wednesday, December 9, 2026estimated
Oracle Corporation (ORCL) has not announced the date yet.
How we estimate
Our estimate: Dec 9, 2026 — exactly 52 weeks after the same-quarter report a year ago (Dec 10, 2025, per its SEC filing). Companies usually keep the same week; the date will be replaced once ORCL confirms it.
What time does ORCL report? Usually after market close: the last 4 results releases reached the SEC at 4:16 pm, 4:13 pm, 4:12 pm, 4:14 pm ET.
Last report: Sep 10, 2026 (Q1 FY2027) — broken down in the Sankey chart below. Who else reports this week →
All figures in $M.
Revenue
$19,345
+30%
Operating income
$6,728
+57%
34.8% margin
Net income
$4,760
+63%
24.6% margin · $1.56 diluted EPS
Verdict: Oracle's cloud infrastructure revenue more than doubled (+121% to $7.4B) and lifted total revenue 30% to $19.3B; operating income jumped 57% to $6.7B as opex grew only 18%, and net income rose 63% to $4.76B even with interest expense up 55% — but the growth is capital-hungry: capex of $28.5B swamped record operating cash flow of $23.1B, leaving free cash flow at -$5.4B, funded by a $20B stock sale.
Record OCF $23.1B (+184%) · capex $28.5B · FCF -$5.4B · RPO $664B (+$209B y/y) · over $30B of new AI cloud contracts booked in Q1 · $20B at-the-market equity raise completed · dividend $0.50/share · Q2 FY27 guide: revenue +30-34%, cloud +65-71%, non-GAAP EPS $1.85-1.93 · FY27: revenue at least $90B, non-GAAP EPS $8.10
Source and notation
* marks non-cash / one-time items. Source: Oracle press release / 10-Q (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
Company reports
ORCL earnings history: past report dates
| Sep 10, 2026 Thu | 4:16 pmafter market close | Aug 31, 2026 | $19.3B+30% y/y | $1.56+54% y/y |
| Jun 10, 2026 Wed | 4:13 pmafter market close | May 31, 2026 | ≈$19.2B+21% y/y | ≈$1.45+22% y/y |
| Mar 10, 2026 Tue | 4:12 pmafter market close | Feb 28, 2026 | $17.2B+22% y/y | $1.27+25% y/y |
| Dec 10, 2025 Wed | 4:14 pmafter market close | Nov 30, 2025 | $16.1B+14% y/y | $2.10+91% y/y |
| Sep 9, 2025 Tue | 4:13 pmafter market close | Aug 31, 2025 | $14.9B+12% y/y | $1.01−2% y/y |
| Jun 11, 2025 Wed | 4:12 pmafter market close | May 31, 2025 | ≈$15.9B+11% y/y | ≈$1.19+7% y/y |
| Mar 10, 2025 Mon | 4:13 pmafter market close | Feb 28, 2025 | $14.1B+6% y/y | $1.02+20% y/y |
| Dec 9, 2024 Mon | 4:13 pmafter market close | Nov 30, 2024 | $14.1B+9% y/y | $1.10+24% y/y |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Oracle Corporation: 5-year financials
| FY2026 | 67,357 | 20,606 | 17,087 | −23,686 | 5,787 |
| FY2025 | 57,399 | 17,678 | 12,443 | −394 | 4,743 |
| FY2024 | 52,961 | 15,353 | 10,467 | 11,807 | 4,391 |
| FY2023 | 49,954 | 13,093 | 8,503 | 8,470 | 3,668 |
| FY2022 | 42,440 | 10,926 | 6,717 | 5,028 | 3,457 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP); the company’s fiscal year doesn’t match the calendar year so years follow the company’s own labels.
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
1.5/2mostly good
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Sep 2026Per the 10-Q for Q1 FY2027: the $20B ATM program is fully used — 141M shares issued; 3,024M shares outstanding vs. 2,880M as of May 31, 2026. sec.gov ↗
- Sep 2026Shares outstanding: 2,738M (September 6, 2021) → 3,024M (September 7, 2026), +10.4% (XBRL). data.sec.gov ↗
- Feb 2026In February 2026 Oracle issued $5.0B of depositary shares representing 6.5% Series D mandatory convertible preferred stock. sec.gov ↗
- Jan 2025The Delaware Supreme Court affirmed the ruling for Ellison and Catz in the NetSuite acquisition suit, rejecting all of the plaintiffs' claims. sec.gov ↗
- Jun 2023The 2018 class action over statements about the cloud business was settled for $17.5M. sec.gov ↗
Scoring: 2.0 −0.5 (criterion 1: shares outstanding 2.74B (September 2021) → 3.02B (September 2026), +10.4%; in 2026 a $20B ATM (141M shares) and $5B of mandatory convertible preferred — share issuance at market) = 1.5
- Share classes
- Single class of common stock; since February 2026 also 6.5% Series D mandatory convertible preferred (no super-voting rights); Ellison holds ~40% under a single class.
- Dilution
- Weighted diluted shares FY2021→FY2026 −3.6%, but after the ATM (June–August 2026) shares outstanding are 10.4% higher than in September 2021, plus the future conversion of $5B of preferred → 0.5 deduction; SBC 7.1% of revenue.
- Disclosure
- Full reporting, filed on time.
- Dividends
- Dividend growing: $1.60 (FY2024) → $1.70 (FY2025); no cuts.
- Lawsuits & regulators
- The 2018 cloud revenue suit settled for $17.5M (below the $50M threshold); the 2026 OCI suit is not settled; the 2022 SEC FCPA penalty — no deduction.
- Related parties
- NetSuite acquisition (2016, $9.3B, Ellison held a large stake): the Delaware Court of Chancery ruled against the plaintiffs, and the Delaware Supreme Court affirmed on January 21, 2025 — off-market terms not proven, no deduction.
How the score works · checked as of Sep 2026
Oracle Corporation (ORCL) earnings: FAQ
How does Oracle make money?
Oracle brought in $19.3 billion of revenue in Q1 FY2027, up 30% year over year. The largest source was Cloud (IaaS+SaaS): $11.6 billion, or 60% of the total, followed by Software ($5.55B, 29%) and Services ($1.41B, 7%); other lines add the remaining 4%. Net income for the quarter was $4.76 billion, up 63% year over year.
When is ORCL's next earnings date?
Oracle Corporation (ORCL) has not announced the date yet. Based on last year's schedule (report on Dec 10, 2025), the next report is expected around Dec 9, 2026.
What time does ORCL report earnings?
Oracle Corporation usually reports after market close: its latest results release was filed with the SEC at 4:16 pm ET on Sep 10, 2026.
When did ORCL last report earnings?
Oracle Corporation reported Q1 FY2027 results on Sep 10, 2026.
Where can I find Oracle Corporation's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to ORCL's filings; this page breaks the latest report down in a Sankey chart.
What was ORCL's net income in Q1 FY2027?
Oracle Corporation reported net income of $4,760M for Q1 FY2027 (+63% year over year), under US GAAP.
Does Oracle Corporation pay dividends?
Yes. In fiscal 2026, Oracle Corporation paid $5,787M in dividends on its common stock, per its 10-K. Earlier years are in the five-year table above.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report. Figures checked against the filing on 09/12/2026. How we make the breakdowns · Report an error
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