AI-extracted from the 10-Q filed 2026-09-11 — Q1 FY2027 (quarter ended August 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Oracle Cloud surged 61% YoY to $11.6B, driving total revenue 30% higher to $19.3B, as cloud infrastructure exploded 121% on customer demand.
Biggest Revenue Drivers
Cloud and Software$17.2B+33% YoY
Growth in cloud revenues as customers purchased applications and infrastructure technologies and renewed cloud contracts.
Services$1.4B+5% YoY
Consulting services and customer success services revenues increased from higher consulting services demand.
Biggest Revenue Drivers
Total revenue: $19.3B+30% YoY
Cloud and Software$17.2B+33% YoY
Growth in cloud revenues as customers purchased applications and infrastructure technologies and renewed cloud contracts.
Within Cloud and Software
Cloud$11.6B+61% YoY
Cloud applications and infrastructure offerings contracted with customers directly, renewed by customers upon completion of contractual terms.
Cloud Infrastructure$7.4B+121% YoY
Infrastructure offerings accessed via cloud-based deployment models with durations of one to five years.
Services$1.4B+5% YoY
Consulting services and customer success services revenues increased from higher consulting services demand.
Hardware$774M+15% YoY
Growth from Oracle Exadata and certain other strategic hardware product offerings.
Largest Expense Items
Cloud and Software expenses$6.4B+82% YoY
Higher infrastructure expenses to support growth in cloud infrastructure offering.
Sales and Marketing$1.8B-12% YoY
Decrease in employee-related expenses and variable compensation.
Research and Development$2.4B-4% YoY
Decrease in employee-related expenses, partially offset by higher computer equipment expenses.
Interest Expense$1.4B+55% YoY
Higher average borrowings from $43.0B senior notes issuances in fiscal 2026, partially offset by debt repayments.
Margins: Operating margin improved to 35% of revenue from 29% YoY, driven by 30% revenue growth. However, cloud and software segment margin as a percentage of revenues declined from 60% to 55% due to significant infrastructure investments to meet customer demand.
Watch Items from the Filing
Cloud and software expenses surged 82% YoY with significant infrastructure investments planned to continue in FY2027 as capex hit $28.5B in Q1 (vs. $8.5B prior year).
Remaining performance obligations reached $664B (up from $455B YoY), of which only 13% expected to recognize as revenue within next 12 months.
Capital expenditures expected to remain elevated in FY2027; company maintaining $288B of additional uncommitted lease obligations for data centers with 15-19 year terms commencing through FY2029.
Customer prepayments with significant financing component totaled $11.4B in Q1 FY2027 (nil in prior year), affecting deferred revenue timing and working capital.
Netherlands privacy class action lawsuit remanded by Supreme Court to Court of Appeal in July 2026 with first substantive hearing in September 2026; company disputes materiality of potential exposure.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
82 transactions in ORCL reported by 23 members of Congress under the STOCK Act, most recent trade May 7, 2026. Reported transactions, not recommendations.
About ORACLE CORP (ORCL): stock profile, AI score and financials
ORACLE CORP (ORCL) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores ORCL at 68.5/100 on a composite quality score built from its SEC filings, placing it at rank #299 of 2,925 stocks — the top 25% of the AI-ranked universe. ORCL scores in the top quartile across revenue scale (97.7), profitability (89.3), balance sheet strength (80.0). Areas of concern include free cash flow (10.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), ORACLE CORP reports quarterly revenue of $19.3B, net income of $4.8B, an operating margin of 34.8%. Top institutional holders of ORCL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. ORCL trades on the NYSE exchange and files with the SEC under CIK 1341439. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ORCL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ORACLE CORP directly from SEC EDGAR.