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Oracle10-Q: Recurring revenue shift

Oracle's cloud revenue surged 61% YoY to $11.6B, confirming its successful shift to a recurring revenue model.

Read at SEC EDGAR

What happened

Cloud services now represent 60% of Oracle's total revenue, up from 48% a year ago, while traditional software license sales are declining.

Source

SEC EDGARSep 11, 2026

Quarterly report (Form 10-Q)

Oracle 10-Q

Filing excerpt

Revenues: Cloud $11,607 [million]...Software $5,550 [million]

sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Recurring revenue shift

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

Fiscal year end
08/31
Filed
Sep 11, 2026

More from Oracle

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The full record

From the Signal API record

Numbers

Dollar figure
$11.6B (Cloud revenue for Q1 FY2027)
Percent
61% (Year-over-year growth in cloud revenue)

Details

CIK
1341439
Accession number
0001193125-26-389274
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Billing/subscription tools

Topics and mentions

Technologies

  • cloud
  • software

Vendors

  • Oracle

Extraction

Confidence
High
Relevance
75%
Sentiment
Positive
Detected
Sep 15, 2026
signal_type
sec-10q
signal_subtype
recurringRevenueShift

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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
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Show the full JSONThe record on this page and the API request

GET /v1/signals/dac589f2-3f8f-4b9b-ae36-d970a7387a9a returns this record as JSON. POST /v1/companies/enrich returns every signal for oracle.com.

{
  "signal_id": "dac589f2-3f8f-4b9b-ae36-d970a7387a9a",
  "signal_type": "sec-10q",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-09-15T07:04:59.207+00:00",
  "company": {
    "name": "Oracle",
    "domain": "oracle.com"
  },
  "data": {
    "detail": "Cloud services now represent 60% of Oracle's total revenue, up from 48% a year ago, while traditional software license sales are declining. This strategic pivot creates opportunities for vendors specializing in subscription billing, customer success platforms, and cloud cost management.",
    "metrics": {
      "pct": 0.61,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year growth in cloud revenue",
      "dollar_context": "Cloud revenue for Q1 FY2027",
      "dollar_millions": 11607
    },
    "summary": "Oracle's cloud revenue surged 61% YoY to $11.6B, confirming its successful shift to a recurring revenue model.",
    "excerpts": "Revenues: Cloud $11,607 [million]...Software $5,550 [million]",
    "relevance": 0.75,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm",
    "filing_date": "2026-09-11",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "08/31",
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue",
    "vendors_mentioned": [
      "Oracle"
    ],
    "technologies_mentioned": [
      "cloud",
      "software"
    ]
  }
}

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