ORCL · Q3 FY26 · Feb 28, 2026
Oracle Q3 FY26: where the revenue came from and where it went
Oracle Q3 FY26: revenue $17.2B (+22% year over year). Net profit $3.7B. Largest cohort Software Revenues $6.1B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Feb 28, 2026
- Reported
- Mar 11, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$17.2B
+22% year over year
Gross profit$11.1B
65% margin
Operating profit$5.5B
32% margin
Net profit$3.7B
22% margin
The numbers
| 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 |
Older quarters
-
Q4 FY26 5/2026Revenue $19.2B Net margin 22%
-
Q2 FY26 11/2025Revenue $16.1B Net margin 38%
-
Q4 FY25 5/2025Revenue $15.9B Net margin 22%
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