Oracle Corp's latest 10-Q filing provides a detailed overview of its financial condition and operations. The report highlights the company's three main business segments: cloud and software, hardware, and services.
The cloud and software business segment represents 86% of the company's total revenues on a trailing four-quarter basis. Within this segment, cloud revenues accounted for 52% and 50% of total revenues for the three* and nine-month periods ended February 28, 2026, respectively, showing a significant increase from the previous year. The company expects continued growth in cloud and software revenues due to the expected growth in cloud offerings and continued demand for software offerings.
In the hardware business segment, which represents 5% of total revenues, the company provides a broad selection of enterprise hardware products and hardware-related software products. The report emphasizes that quarterly hardware revenues are difficult to predict due to various factors, including manufacturing partners' abilities, customer demand, and economic conditions.
The 10-Q filing also mentions the company's focus on providing choice and flexibility to customers in deploying Oracle applications and infrastructure technologies. Additionally, it highlights the company's investments in research and development to improve existing hardware products and develop new ones.
As a result of these announcements, the company's shares have moved 0.65% on the market, and are now trading at a price of $191.09. For more information, read the company's full 10-Q submission here.
