Technology · ORCL

Oracle (ORCL) does not disclose its U.S. government share of revenue

What Oracle's FY2026 annual report says, and what federal contract records show.

Compiled by C. Zakarian, PhDFiscal year FY2026 (ends May 2026)Data as of October 16, 2026

Summary

Oracle does not report a company-wide share of revenue from the U.S. government. Its FY2026 annual report says: 10-K gives no company-wide U.S. government revenue share. New coverage: latest 10-K, picked by Claude Code; needs editor approval. Total revenue was $67.4B. We show the share as not disclosed rather than estimate it.

Federal agencies obligated $1.06B in prime contracts to the 2 recipient records we matched to Oracle in federal fiscal year 2025, 5.2% of it from the Department of Defense.

Not disclosedof FY2026 revenue from the U.S. government, as reported
Not disclosedU.S. government revenue, of $67.4B total
$1.06Bfederal contract obligations, FFY2025
—obligations ÷ reported U.S. government revenue

Share of revenue over time

Oracle does not disclose a company-wide U.S. government percentage, so there is no share history to chart.

Oracle U.S. government share by fiscal year
Fiscal yearU.S. gov shareU.S. gov revenueTotal revenueSource
FY2026 not disclosed — $67.4B 10-K

What Oracle counts as government revenue

Definition used
10-K gives no company-wide U.S. government revenue share
Foreign military sales
Not applicable
Subcontract work
Not stated
Adjusted ex-FMS share
—

Read the FY2026 annual report.

New coverage: latest 10-K, picked by Claude Code; needs editor approval.

The contract record

Prime contract obligations on USAspending.gov for the 2 recipient records we matched to Oracle (obligations are not revenue).

In FFY2025, 5.2% of these obligations came from the Department of Defense and 94.8% from civilian agencies.

Contract obligations by awarding agency, FFY2025

Top 7 awarding sub-agencies; the rest grouped as Other.

Obligations by awarding agency, FFY2025
Awarding agencyObligationsShare
Department of Veterans Affairs$1.01B94.7%
Defense Information Systems Agency$54.7M5.1%
Indian Health Service$745K0.1%
U.S. International Development Finance Corporation$577K0.1%
Department of the Army$520K0%
Defense Logistics Agency$244K0%
Health Resources and Services Administration$42K0%

Obligations by federal fiscal year

Oracle matched contract obligations by federal fiscal year
Federal fiscal yearObligationsNote
FFY2026$2.13Bpreliminary DoD data posts with a 90-day delay
FFY2025$1.06BMatched to FY2026
FFY2024$949M
FFY2023$866M
FFY2022$2.06B
FFY2021$1.01B

Largest contracts active in FFY2025

Ranked by total obligated value to date on each award (all years), among awards with activity in FFY2025. Links open the award on USAspending.gov.

Largest contracts
AwardAgencyDescriptionObligated to datePeriod
36C10B22N0051EHRMOracle Health Government Services, Inc. Department of Veterans Affairs EHRM WAVES K, L, M (VISN 23) AND N, O (VISN 15) DEPLOYMENTS $2.12B 2022–2027
36C10B18N0003Oracle Health Government Services, Inc. Department of Veterans Affairs No description on file $1.51B 2018–2027
36C10B22N0047EHRMOracle Health Government Services, Inc. Department of Veterans Affairs EHRM OPERATIONS $736M 2022–2027
36C10B19N0008Oracle Health Government Services, Inc. Department of Veterans Affairs No description on file $517M 2019–2027
36C10B21N0048EHRMOracle Health Government Services, Inc. Department of Veterans Affairs EHRM LICENSES AND FEES $502M 2021–2027
36C10B22N0045EHRMOracle Health Government Services, Inc. Department of Veterans Affairs AWARD FOR WAVES H, J, AND J DEPLOYMENTS. $423M 2022–2026
36C10B24N0063EHRMOracle Health Government Services, Inc. Department of Veterans Affairs OPTIMIZATION OF THE EHRM SYSTEM $300M 2024–2027
36C10B20N0028EHRMOracle Health Government Services, Inc. Department of Veterans Affairs THIS TASK ORDER PROVIDES ENTERPRISE PROGRAM AND PROJECT MANAGEMENT SUPPORT SERVICES FOR THE VA EHRM SYSTEM. THESE SERVICES INCLUDE EHRM… $253M 2020–2027
36C10B22N0056EHRMOracle Health Government Services, Inc. Department of Veterans Affairs EHRM INTERFACES $252M 2022–2027
36C10B20N0033EHRMOracle Health Government Services, Inc. Department of Veterans Affairs FUNCTIONAL OPERATIONS SUPPORT TO INCLUDE PROJECT MANAGEMENT, WORKFLOW SUPPORT, ELECTRONIC HEALTH RECORD MODERNIZATION (EHRM) DESIGN AND… $224M 2020–2025

Recipients we matched to Oracle

These USAspending recipient records are rolled into the figures above. Readers can check each one; if a match looks wrong, tell us.

Matched recipients
Recipient nameUEIHow matchedFFY2025 obligations
ORACLE HEALTH GOVERNMENT SERVICES, INC. DT2KS3HH5FP5 USAspending parentORACLE CORP $1.01B
ORACLE AMERICA, INC FKUCYGRK1EQ3 USAspending parentORACLE CORP $56.8M

Peers

Peer companies
CompanySectorU.S. gov shareTotal revenue
ORCLOracleTechnologynot disclosed$67.4B
ACNAccentureTechnology8%$69.7B
DELLDell TechnologiesTechnologynot disclosed$113.5B
PLTRPalantirTechnology41.4%$4.48B
MSFTMicrosoftTechnologynot disclosed$331.8B
GOOGLAlphabetTechnologynot disclosed$402.8B

Technology ranking · All companies

Sources

  1. Oracle, FY2026 annual report (U.S. government share) (accessed October 16, 2026)
  2. SEC XBRL company facts for Oracle (revenue history) (accessed October 16, 2026)
  3. USAspending.gov recipient profile: Oracle Health Government Services, Inc. (accessed October 16, 2026)
  4. USAspending.gov API, prime contract awards (award types A–D) (accessed October 16, 2026)
  5. Federal Exposure methodology