Here are the 10-K annual reports from Oracle Corp (ORCL) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-K covers the audited annual report, with the full financial statements, so if you follow ORCL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ORCL filings page.
Oracle Corporation outlines its fiscal 2026 business profile, strategy and key risk factors. The company emphasizes its shift to cloud, noting that cloud revenues represented 51% of total revenues in fiscal 2026, up from 43% in 2025 and 37% in 2024.
Oracle details its two major cloud pillars—Oracle Cloud Applications and Oracle Cloud Infrastructure—both increasingly infused with AI capabilities, including generative AI and Oracle Autonomous AI Database. The filing highlights $10.3 billion invested in research and development in fiscal 2026 to enhance products and embed AI, following $9.9 billion and $8.9 billion in the prior two years.
The company reports an aggregate market value of voting stock held by non‑affiliates of $346,760,150,000 as of May 31, 2026 and 2,880,471,000 common shares outstanding as of June 12, 2026. Oracle employs approximately 141,000 people worldwide and underscores internal mobility, training and employee engagement as part of its human capital strategy while also providing a detailed risk summary spanning AI, cloud execution, cybersecurity, regulation, financial volatility and capital structure, including its 6.50% Series D Mandatory Convertible Preferred Stock and At the Market equity program.
Oracle Corporation (NYSE: ORCL) has filed its Form 10-K for the fiscal year ended 31 May 2025. The filing confirms Oracle’s status as a well-known seasoned issuer and large accelerated filer and provides updated disclosure on strategy, operating mix and capital allocation.
Strategic mix: Cloud remains the core growth engine. Cloud services revenues accounted for 43 % of total revenue in FY-25 versus 37 % in FY-24 and 32 % in FY-23, underscoring a rapid shift of the installed base to Oracle Cloud Infrastructure (OCI) and Oracle Cloud Applications (OCA). Management states it is “in the early stages of a material migration” of its on-premise customers to the cloud and expects total cloud and license revenues to “continue to increase” on a constant-currency basis.
Product investment: R&D spending rose to $9.9 billion (FY-24: $8.9 billion; FY-23: $8.6 billion) as Oracle embeds AI, machine learning and generative AI into Autonomous Database, Fusion ERP/HCM and OCI services. The company emphasises new sovereign-cloud, dedicated-region and Cloud@Customer options to address regulatory and data-residency needs and reports a $4.3 billion three-year contribution to annualised cloud revenue from customers who converted support contracts to cloud subscriptions.
Capital & liquidity: Aggregate market value of voting stock held by non-affiliates was $305.8 billion (based on 29 Nov 2024 share price). Shares outstanding total 2.809 billion as of 13 Jun 2025. Management cites ample funding sources for working capital, M&A, dividends, buybacks and debt service.
Risk & outlook: Oracle highlights supply-chain shortages, potential restructuring charges, and lower operating margins in the hardware segment compared with cloud and license. Forward-looking statements stress the necessity of sustained data-centre expansion to meet cloud demand and note pending regulatory and tax examinations. Nonetheless, Oracle reiterates expectations that “substantially all” customers will renew license-support contracts and that the cloud revenue mix will keep rising.