Oracle(NYSE) ORCL

Oracle Corporation helps companies store and manage their business data. It makes software for tasks like hiring employees and tracking finances. It also rents out powerful computers through the internet.

Tools for Modern Businesses

• Cloud and Software: Access to applications and computing tools via subscription agreements; represented 89% of total revenues for the three-month period ended Aug. 31, 2026.
• Hardware Business: Physical computer servers, storage systems, and specialized industry equipment; represented 4% of total revenues for the three-month period ended Aug. 31, 2026.
• Services: Consulting and customer success programs that help firms use technology effectively; represented 7% of total revenues for the three-month period ended Aug. 31, 2026.

Strategic Growth and Investments

• Utilized an at-the-market offering program to raise $19.9 billion in net proceeds during the first quarter of fiscal 2027.
• Invested $28.5 billion in capital expenditures to expand data center capacity during the first quarter of fiscal 2027.
• Initiated the 2026 Restructuring Plan to improve operational efficiencies and integrate artificial intelligence technologies across business functions.

Choice and Global Support

Oracle provides a hybrid deployment model that lets customers run software in their own data centers or the cloud. The company maintains a direct sales force that serves government agencies and educational institutions in the Americas, Europe, and Asia.

Recent Financial Performance

• Total revenues reached $19.3 billion in the first quarter of fiscal 2027, up 30% year over year.
• Cloud infrastructure revenue reached $7.4 billion in the first quarter of fiscal 2027, up 121% year over year.
• Remaining performance obligations grew to $664 billion as of Aug. 31, 2026, up from $455 billion one year earlier.
• Net cash provided by operating activities hit $23.1 billion in the first quarter of fiscal 2027, up 184% year over year.
• Total operating margin reached 35% in the first quarter of fiscal 2027, up from 29% in the first quarter of fiscal 2026.

Ongoing Company Evolution

Oracle has transitioned from selling traditional software licenses to providing cloud-based infrastructure and subscription services. This evolution focuses on integrating artificial intelligence into enterprise tools while expanding global data center capacity to meet customer demand.