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Oracle revenue jumps 29.6% to $19.3B; cloud infra +121%, capex $28.5B, $19.9B ATM raise
Filed September 11, 2026 · Period ending August 31, 2026 · Compared to 10-Q Sep 10, 2025 · ~1 min read
Key Changes
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Total revenue rose 29.6% to $19.3B, with operating margin expanding to 35% from 29%.
MD&A: Revenue & Margin verify on EDGAR → -
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Cloud infrastructure revenue grew 121% to $7.4B, now the largest cloud offering.
MD&A: Cloud Infrastructure verify on EDGAR → -
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Capital expenditures surged to $28.5B from $8.5B a year earlier, funding data center expansion.
MD&A: Capex verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 27, 2026 · How we verify