Company facts
- Industry
- Services-Prepackaged Software
- Headquarters
- Austin, Texas
- Most recent report
- 8-K, filed Nov 4, 2026
- Incorporated
- N/A
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1341439
- Fiscal year ends
- May
- Filer status
- Large accelerated filer
Financials 8 of 42
News 8 of 98
Prospectuses and Registrations 8 of 68
- 424B5 Prospectus supplement for an offering Nov 4, 2026
- 424B2 Prospectus supplement for an offering Nov 4, 2026
- FWP Free writing prospectus Nov 2, 2026
- 424B5 Prospectus supplement for an offering Nov 2, 2026
- 424B2 Prospectus supplement for an offering Nov 2, 2026
- S-3ASR Automatic shelf registration Nov 2, 2026
- 424B5 Prospectus supplement for an offering Jun 23, 2026
- 424B5 Prospectus supplement for an offering Feb 4, 2026
Proxies 8 of 32
- DEFA14A Extra proxy material Sep 25, 2026
- DEF 14A Proxy statement for a shareholder vote Sep 25, 2026
- DEFA14A Extra proxy material Sep 26, 2025
- DEF 14A Proxy statement for a shareholder vote Sep 26, 2025
- PX14A6G Shareholder's own proxy material Oct 7, 2024
- DEFA14A Extra proxy material Sep 25, 2024
- DEF 14A Proxy statement for a shareholder vote Sep 25, 2024
- PX14A6G Shareholder's own proxy material Oct 6, 2023
Ownership 8 of 693
- 4 Insider reported a trade Oct 27, 2026
- 4 Insider reported a trade Oct 27, 2026
- 4 Insider reported a trade Oct 27, 2026
- 4 Insider reported a trade Oct 27, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
Other 8 of 67
- SD Conflict minerals disclosure May 29, 2026
- 11-K Employee stock plan report Apr 24, 2026
- CERT Exchange certified a listing Feb 5, 2026
- 8-A12B Registration of a security for exchange listing Feb 5, 2026
- POSASR Feb 2, 2026
- UPLOAD Comment letter from SEC staff Dec 22, 2025
- CORRESP Reply to SEC staff Oct 7, 2025
- CORRESP Reply to SEC staff Sep 22, 2025
What to read: Aug 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 0 positive, 7 notable, and 1 negative flags.
Financial Statements (Item 1)
Massive capex, debt, and equity raise; huge deferred revenue jump; restructuring plan details.Notable- Restricted cash of $2.6B at Aug 31, 2026, up from immaterial at May 31, 2026.
- Remaining performance obligations of $664B; only 13% expected as revenue in next 12 months.
- Non-marketable investments of $2.4B, substantially all in TikTok USDS Joint Venture (15% ownership).
- Operating lease ROU assets rose to $34.0B from $29.7B; $288B in additional lease commitments not on balance sheet.
- Netherlands privacy class action remanded to Court of Appeal after Supreme Court ruling July 17, 2026.
- Pending securities class action over cloud infrastructure statements; response due Sept 16, 2026.
Management's Discussion (Item 2)
Massive cloud infra growth, huge capex, ATM issuance, and margin compression.Other Information (Item 5)
Founder/CTO plans to sell up to 50M shares, a huge insider sale signal.
What changed: Aug 2026 vs. Feb 2026
About 12% of ORCL's Aug 2026 10-Q is new information. 30 paragraphs were added, 127 changed, and 129 removed. Below are the most important lines SECSift identified.
Changed
- Operating lease ROU assets rose to $34.0B from $20.8B; total lease liabilities increased to $34.6B from $21.3B.
- Cloud revenues rose to 60% of total revenues from 48% for the three months ended August 31, 2026 vs 2025.
- Exhibit 101 now covers the quarter ended August 31, 2026 (was February 28, 2026) and three months (was three and nine months).
- Exhibit 104 now references the quarter ended August 31, 2026 (was February 28, 2026).
Removed
- Entire paragraph about ATM Program and Mandatory Convertible Preferred Stock market impact removed.
- Entire paragraph about Mandatory Convertible Preferred Stock dilution and ATM Program removed.
- Entire paragraph about common stock ranking junior to Mandatory Convertible Preferred Stock removed.
- Exhibits 3.03, 4.01, 4.02, 4.03, 4.04, and 10.17 from prior filing are no longer listed.
- Prior Item 5 incorporated Note 12 by reference; this reference was dropped from current Item 5.
- Prior quarter disclosed plans for Sicilia, Henley, and Levey; these are no longer listed.
Everything here comes from Oracle Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Aug 2026.