Hardware systems

Hardware grew 15% to $774 million in Q1 FY2027, faster than the total business, but it is still about 4% of revenue.

ORCL market data

The numbers

Hardware revenue$774 millionQ1 FY2027 (quarter ended August 31, 2026) · +15% year over year · source ↗

Hardware revenue$3.1 billion (3,084M)FY2026 (ended May 31, 2026) · +5% year over year · source ↗

Hardware share of revenue5%FY2026 · source ↗

What it is

Engineered systems, servers and storage sold to enterprises, including Exadata systems. Hardware is the smallest revenue line.↗ source

Why it matters to the stock. Small in revenue terms, so it matters to traders mainly if it shifts the revenue mix or if Exadata demand is a sign of database system refresh cycles.

News

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