Operations
Q4 2026Key Earnings Driver
Multicloud AI Database Cloud and Software revenue increased 22.1% year over year, with Cloud revenue increasing 47.1% to $9.9B, while Software declined 2.1% to $6.8B. Within Cloud, Cloud Infrastructure revenue increased 93.2% to $5.8B, with management reporting that Multicloud AI Database increased 404% and was its fastest-growing business ever, and Cloud Applications revenue increased 10.3% to $4.1B. Hardware increased 8.7% to $0.9B, and Services increased 13.0% to $1.5B.
Key Operating Metrics¹
METRIC
STATUS
Cloud and Software↑ 22.1%
Cloud↑ 47.1%
Cloud Infrastructure↑ 93.3%
Multicloud AI Database↑ 404.0%
🟢 Scaling
Cloud Applications↑ 10.2%
Software↓ 2.1%
Software License↓ 6.3%
🟡 Watch
Software Support↓ 0.4%
🟡 Watch
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from Oracle website and/or SEC filings for Q4, with status based on reported data.