Oracle’s contracted backlog reached $523 billion in Q2 FY2026, up 438% year over year and larger than nine years of its current annual sales combined.
The figures below cover Oracle’s $57.4 billion in FY2025 revenue, the 50% jump in cloud infrastructure, and where OCI sits next to AWS, Azure, and Google in a $129 billion quarterly cloud market.
Oracle Statistics – TL;DR
The fastest read on where Oracle stands going into 2026.
- Oracle’s total FY2025 revenue reached $57.4 billion, up 8% year over year.
- Cloud infrastructure (IaaS) grew 50% in FY2025 to $10.2 billion.
- Remaining performance obligations hit $523 billion in Q2 FY2026, up 438%.
- Oracle holds about 3% of worldwide cloud infrastructure spending, against AWS at 29%.
- Oracle has topped the DB-Engines popularity ranking every month since 2012.
How Much Revenue Did Oracle Make In FY2025?
Oracle closed fiscal 2025 (ended 31 May 2025) at $57.4 billion in total revenue. Cloud infrastructure was the fastest-moving line at +50%, while applications (SaaS) added 10%.
| Segment | FY2025 Revenue | YoY Growth |
|---|---|---|
| Total revenue | $57.4 billion | +8% |
| Total cloud (IaaS + SaaS) | $24.5 billion | +24% |
| Cloud applications (SaaS) | $14.3 billion | +10% |
| Cloud infrastructure (IaaS) | $10.2 billion | +50% |
| Q4 total revenue | $15.9 billion | +11% |
Source: Oracle Investor Relations
Combined cloud revenue of $24.5 billion accounted for roughly 43% of company revenue. Q4 IaaS alone rose 52% to $3.0 billion. Full-year operating income came in at $17.68 billion and net income at $12.44 billion.
Oracle Cloud Statistics: Quarterly Growth And The $523 Billion Backlog
Cloud revenue accelerated for four straight quarters. The bigger story is the backlog, which jumped from $138 billion to $523 billion over six months as AI infrastructure deals landed.
| Quarter | Total Cloud Revenue | Cloud Growth | Total RPO |
|---|---|---|---|
| Q3 FY2025 (Mar 2025) | $6.2 billion | +23% | $130 billion |
| Q4 FY2025 (Jun 2025) | $6.7 billion | +27% | $138 billion |
| Q1 FY2026 (Sep 2025) | $7.2 billion | +28% | $455 billion |
| Q2 FY2026 (Dec 2025) | $8.0 billion | +34% | $523 billion |
Source: Oracle Q2 FY2026 Earnings Release
The Q1 disclosure sent Oracle shares up about 30% in a single session, the strongest one-day move since 1999. Q2 added a $68 billion sequential gain to the backlog, which Oracle linked to new commitments from Meta and NVIDIA.
Short-term RPO, the slice expected to convert to revenue within twelve months, grew 40% in Q2 against 25% the prior quarter. Demand for AI training and inference capacity is the engine here, the same demand profile tracked in Quantumrun’s coverage of artificial intelligence trends.
Oracle Cloud Statistics: OCI Market Share Vs AWS, Azure And Google
Oracle is still a small player by raw share. Synergy Research Group put OCI at about 3% of worldwide cloud infrastructure spending in Q3 2025.
| Provider | Market Share (Q3 2025) |
|---|---|
| Amazon AWS | 29% |
| Microsoft Azure | 20% |
| Google Cloud | 13% |
| Oracle (OCI) | ~3% |
| All other providers | ~35% |
Source: Synergy Research Group
The three leaders held 63% of the market between them. Worldwide cloud infrastructure revenue hit $106.9 billion in Q3 2025, with trailing-twelve-month revenue of $390 billion.
By Q1 2026, quarterly cloud spend reached $129 billion, up 35% on the prior year, with AWS at 28%, Azure at 21%, and Google at 14% per Statista. Synergy named Oracle as one of the few smaller vendors gaining ground on a heavy data-centre buildout, a trend tied to how cloud computing is becoming decentralised.
The gap between OCI’s 3% share and its $523 billion contracted backlog is the central tension in Oracle’s numbers right now.
Oracle Database Statistics: Popularity And Installed Base
Oracle has held the top spot on DB-Engines since 2012. In March 2026, Oracle led with a score of 1,182, ahead of MySQL, Microsoft SQL Server, and PostgreSQL.
| Database | DB-Engines Score (Mar 2026) |
|---|---|
| Oracle | 1,182 |
| MySQL | 858 |
| Microsoft SQL Server | 711 |
| PostgreSQL | 680 |
Source: DB-Engines
Popularity and installed base are not the same. Counted by companies running each system, Oracle Database sits third at 9.55%, behind MySQL and PostgreSQL.
| Database | Relational DBMS Share | Companies Using |
|---|---|---|
| MySQL | 39.47% | ~154,900 |
| PostgreSQL | 18.57% | ~72,900 |
| Oracle Database | 9.55% | ~37,500 |
Source: 6sense
The two rankings do not contradict each other. DB-Engines weighs search interest, job listings, and technical mentions, which favour large mission-critical workloads. The 6sense count rewards the sheer volume of small open-source deployments.
About 55.81% of Oracle Database’s tracked customers are based in the United States, a concentration that fits broader shifts described in the future of software development.
What The Oracle Statistics Confirm For 2026
Three numbers define Oracle going into 2026. The first is $523 billion in backlog, up 438%, a revenue runway most software firms never see.
The second is OCI’s 3% infrastructure share, a reminder that almost all of that backlog is still a promise rather than booked revenue. The third is the gap between those two, which Oracle is racing to close by building data centres faster than demand can absorb them.
Oracle led the ERP applications market in 2024 at $8.7 billion in revenue per Apps Run The World. Its market capitalisation stood at $603.15 billion as of 6 June 2026, with founder Larry Ellison still holding 42.4% of the company.
The open question for the rest of 2026 is conversion: how much of the $523 billion turns into recognised cloud revenue, and how fast capacity comes online to serve it. Wider context on chip supply and data centre power sits inside the 2026 technology predictions timeline.
FAQs
How much revenue did Oracle make in fiscal year 2025?
Oracle reported $57.4 billion in total FY2025 revenue, up 8% year over year. Cloud revenue reached $24.5 billion (up 24%), with cloud infrastructure (IaaS) growing 50% to $10.2 billion and cloud applications (SaaS) rising 10% to $14.3 billion.
What is Oracle’s cloud backlog in 2026?
Oracle’s remaining performance obligations reached $523 billion in Q2 FY2026 (December 2025 quarter), up 438% year over year. The $68 billion sequential increase was tied to large new commitments from Meta and NVIDIA for AI infrastructure capacity.
What is Oracle Cloud Infrastructure’s market share?
Oracle Cloud Infrastructure held roughly 3% of worldwide cloud infrastructure spending in Q3 2025 per Synergy Research Group. AWS led at 29%, Azure at 20%, and Google Cloud at 13%. The three hyperscalers held 63% of the market combined.
Is Oracle still the most popular database?
Yes, Oracle has ranked first on the DB-Engines popularity index every month since 2012. In March 2026, Oracle scored 1,182, ahead of MySQL at 858, Microsoft SQL Server at 711, and PostgreSQL at 680.
How many companies use Oracle Database?
Around 37,500 companies run Oracle Database, giving it a 9.55% share of the relational database market by installed base per 6sense. About 55.81% of those customers are based in the United States.
Sources
With many years of professional experience within transnational corporations in different industries, Richard Jaimes has had the opportunity to lead people and organizations, investigate future topics, create strategies and innovations, consult senior management and translate insights into business advantages. Richard is also a long time senior consultant with Quantumrun Foresight.
