Oracle Corp ORCL

Revenue Intelligence Report • 47 quarters of SEC filing data • Updated 2026-03-06

Oracle Corp's latest quarterly revenue of $16.06 billion reflects strong performance driven primarily by effective R&D investments, which generate $1.46 in long-run revenue for every dollar spent. In contrast, SG&A expenditures negatively impact revenue, with a return of -$0.41 per dollar. With a model accuracy of 1.8% MAPE and a positive holdout test prediction, the company is poised for a robust FY forecast of $67 billion in revenue, representing a 14.0% year-over-year growth. This outlook underscores the importance of strategic spending in R&D to sustain revenue growth while managing costs effectively.

Next FY Revenue

$67.47B

+14.0% YoY

R&D Multiplier

$1.46 per $1

SG&A Multiplier

$-0.41 per $1

Model Accuracy

1.8% MAPE

Holdout validation: The model predicted $16B vs the actual $16B — an error of 2.9%.

⚠ Model limitation: This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.

Revenue Forecast

Quarterly Detail

Quarter	Model Forecast	Actual	95% Range	YoY Growth	Status
Q4 2025	$16B	$16B	$15B – $16B	+17.2%	✗ Outside range
Q1 2026	$16B		$15B – $16B	+12.4%
Q2 2026	$16B		$16B – $17B	+16.6%
Q3 2026	$17B		$16B – $18B	+16.0%
Q4 2026	$18B		$17B – $19B	+11.5%

How Spending Drives Revenue

Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

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