Skip to main content
Oracle10-K: Channel shift

Oracle's cloud revenue now 51% of total, driven by on-premise customer migration

What happened

Oracle is aggressively migrating its on-premise customer base to Oracle Cloud, with cloud revenues growing from 37% to 51% of total revenues in two years.

Source

SEC EDGARJun 22, 2026

Annual report (Form 10-K)

Oracle 10-K for FY2026

Filing excerpt

We believe that we can market and sell our Oracle Cloud offerings together to help new and existing customers migrate their extensive installed base of on-premise and cloud-based applications and infrastructure technologies to the Oracle Cloud...

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: Channel shift

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

Percent
51% (Cloud revenues as a percentage of total revenues in fiscal 2026)

Details

CIK
1341439
Accession number
0001193125-26-277521
Timeframe
Multi year
Filing year
2026
Why it matters
New channel tools needed
Signal category
Market

Topics and mentions

Technologies

  • cloud
  • multicloud

Vendors

  • Oracle

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Jun 23, 2026
signal_type
sec-10k
signal_subtype
channelShift

Use this data

Get every 10-K signal for Oracle and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Oracle this week?”

  2. Send it to your own tools

    The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

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/60542500-6904-4828-bece-7f6f405dca64 returns this record as JSON. POST /v1/companies/enrich returns every signal for oracle.com.

{
  "signal_id": "60542500-6904-4828-bece-7f6f405dca64",
  "signal_type": "sec-10k",
  "signal_subtype": "channelShift",
  "detected_at": "2026-06-23T07:10:36.494+00:00",
  "company": {
    "name": "Oracle",
    "domain": "oracle.com"
  },
  "data": {
    "detail": "Oracle is aggressively migrating its on-premise customer base to Oracle Cloud, with cloud revenues growing from 37% to 51% of total revenues in two years. This strategic shift creates opportunities for vendors specializing in cloud migration, change management, and hybrid cloud integration.",
    "metrics": {
      "pct": 0.51,
      "timeframe": "multi_year",
      "pct_context": "Cloud revenues as a percentage of total revenues in fiscal 2026"
    },
    "summary": "Oracle's cloud revenue now 51% of total, driven by on-premise customer migration",
    "excerpts": "We believe that we can market and sell our Oracle Cloud offerings together to help new and existing customers migrate their extensive installed base of on-premise and cloud-based applications and infrastructure technologies to the Oracle Cloud...",
    "relevance": 0.8,
    "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": "New channel tools needed",
    "signal_category": "market",
    "vendors_mentioned": [
      "Oracle"
    ],
    "technologies_mentioned": [
      "cloud",
      "multicloud"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.