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Oracle10-K: Legacy modernization

Oracle generated $5.4B in annualized cloud revenue from on-premise customer migrations.

What happened

The company is successfully moving its large installed base of on-premise software customers to the Oracle Cloud, a core part of its growth strategy. This ongoing 'material migration' creates a large market for migration tools, consulting services, and cloud management solutions.

Source

SEC EDGARJun 22, 2026

Annual report (Form 10-K)

Oracle 10-K for FY2026

Filing excerpt

During the past three fiscal years, customers with annual software support contracts that migrated to the Oracle Cloud contributed to the increase in annualized cloud revenue by $5.4 billion.

sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Legacy modernization

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
05/31
Filed
Jun 22, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$5.4B (Increase in annualized cloud revenue from customer migrations over the past three fiscal years)

Details

CIK
1341439
Accession number
0001193125-26-277521
Timeframe
Multi year
Filing year
2026
Why it matters
Modernization projects
Signal category
Technology

Topics and mentions

Technologies

  • Oracle Cloud
  • on-premise applications

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Jun 23, 2026
signal_type
sec-10k
signal_subtype
legacyModernization

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/41a25012-5191-44d6-9853-60c5f0e7fed7 returns this record as JSON. POST /v1/companies/enrich returns every signal for oracle.com.

{
  "signal_id": "41a25012-5191-44d6-9853-60c5f0e7fed7",
  "signal_type": "sec-10k",
  "signal_subtype": "legacyModernization",
  "detected_at": "2026-06-23T07:10:36.487+00:00",
  "company": {
    "name": "Oracle",
    "domain": "oracle.com"
  },
  "data": {
    "detail": "The company is successfully moving its large installed base of on-premise software customers to the Oracle Cloud, a core part of its growth strategy. This ongoing 'material migration' creates a large market for migration tools, consulting services, and cloud management solutions.",
    "metrics": {
      "timeframe": "multi_year",
      "dollar_context": "Increase in annualized cloud revenue from customer migrations over the past three fiscal years",
      "dollar_millions": 5400
    },
    "summary": "Oracle generated $5.4B in annualized cloud revenue from on-premise customer migrations.",
    "excerpts": "During the past three fiscal years, customers with annual software support contracts that migrated to the Oracle Cloud contributed to the increase in annualized cloud revenue by $5.4 billion.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm",
    "filing_date": "2026-06-22",
    "filing_year": 2026,
    "fiscal_year_end": "05/31",
    "sales_relevance": "Modernization projects",
    "signal_category": "technology",
    "technologies_mentioned": [
      "Oracle Cloud",
      "on-premise applications"
    ]
  }
}

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