Oracle

ORCL · Information Technology · Market cap $360B

Q4 FY26 Mar 1 – May 31, 2026 reported Jun 22, 2026

Revenue$19.2B +21% year over year

Gross profit$12.5B

Operating profit$6.1B

Net profit$4.3B 22% margin

Numbers and detail

All figures in billions of U.S. dollars, for Q4 FY26 (period ends May 31, 2026).
Item	Value	Share of revenue	Year over year
Revenue	19.2	100%	+21%
Cloud and Software	16.7	87%	+22%
Services Business	1.5	8%	+13%
Hardware Business	0.9	5%	+9%
Cost of revenue	−6.7	35%
Gross profit	12.5	65% margin	+0pp
Research & development	−2.6	14%	−3pp
Sales & marketing	−2.1	11%	−4pp
G&A	−0.4	2%	−1pp
Other	−1.3	7%	+0pp
Operating profit	6.1	32% margin	+0pp
Tax	−1
Interest & other costs	−0.8
Net profit	4.3	22%	+1pp

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Feb 28, 2026).
Item	Value	Share of revenue	Year over year
Revenue	17.2	100%	+22%
Software Revenues	6.1	35%
Software Support	5	29%
Cloud Infrastructure	4.9	28%
Software License	1.2	7%
Cost of revenue	−6.1	35%
Gross profit	11.1	65% margin	+0pp
Research & development	−2.5	15%	−2pp
Sales & marketing	−2.1	12%	−3pp
G&A	−0.4	2%	+0pp
Other	−0.6	3%	+0pp
Operating profit	5.5	32% margin	+1pp
Tax	−0.7
Interest & other costs	−1.1
Net profit	3.7	22%	+1pp

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Nov 30, 2025).
Item	Value	Share of revenue	Year over year
Revenue	16.1	100%	+14%
Cloud and Software	13.9	86%	+15%
Services Business	1.4	9%	+7%
Hardware Business	0.8	5%	+7%
Cost of revenue	−5.4	34%
Gross profit	10.7	67% margin	+0pp
Research & development	−2.6	16%	−2pp
Sales & marketing	−2.1	13%	−2pp
G&A	−0.4	3%	+0pp
Other	−0.8	5%	+0pp
Operating profit	4.7	29% margin	−1pp
Tax	−0.2
Net profit	6.1	38%	+16pp

All figures in billions of U.S. dollars, for Q4 FY25 (period ends May 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	15.9	100%	+11%
Cloud and License Business	13.7	86%	+14%
Services Business	1.3	8%	−2%
Hardware Business	0.9	6%	+1%
Research & development	−2.7	17%	+1pp
Sales & marketing	−2.3	15%	+0pp
G&A	−0.5	3%	+0pp
Other	−5.4	34%	+0pp
Operating profit	5.1	32% margin	−1pp
Tax	−0.7
Interest & other costs	−1
Net profit	3.4	22%	+0pp

Quarter by quarter

Pick a quarter and the diagram above changes. Bars compare revenue across the quarters we hold.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q4 FY26	Mar 1 – May 31, 2026	Jun 22, 2026	$19.2B	+21%	32%	$4.3B	22%
Q3 FY26	Feb 28, 2026	Mar 11, 2026	$17.2B	+22%	32%	$3.7B	22%
Q2 FY26	Sep 1 – Nov 30, 2025	Dec 11, 2025	$16.1B	+14%	29%	$6.1B	38%
Q4 FY25	Mar 1 – May 31, 2025	Jun 18, 2025	$15.9B	+11%	32%	$3.4B	22%