launchedproduct line

Oracle Database and licences

Licence and support revenue is flat to shrinking (license support -1% in Q1 FY2027); database growth now comes mainly from cloud migrations and multicloud deals.

ORCL market data

The numbers

License support revenue$19.8 billion (19,804M)FY2026 (ended May 31, 2026) · +1% year over year · source ↗

License support revenue$4.9 billion (4,895M)Q1 FY2027 (quarter ended August 31, 2026) · -1% year over year · source ↗

Software license revenue$655 millionQ1 FY2027 (quarter ended August 31, 2026) · -15% year over year · source ↗

What it is

Oracle's flagship relational database, sold as licences with annual support and as Oracle-run cloud database services, including on OCI. Oracle does not break out database revenue; the 10-K has one cloud and software segment.

Why it matters to the stock. Database licence renewals and cloud migrations feed the cloud and software business, which was 87% of FY2026 revenue. Flat support revenue means the database franchise is growing mainly through cloud.

News

Jul 23

Pentagon signs deal with Oracle worth almost $7 billion for on-premises software

The US Department of Defense signed a software deal with Oracle valued at almost $7 billion over 10 years, with a five-year base period.

Deal