Microsoft vs Oracle Business Model (2026)
Microsoft earns most from Productivity and Business Processes (42.2%), while Oracle earns most from Cloud and software (86.9%). Computed from Microsoft 10-K FY2026 and Oracle 10-K FY2026.
Last checked 2026-10-18 on the official pages.
Microsoft
Amounts in millions of USD. Shares are computed from the filing.
| Revenue line | Value | % of total | Filing |
|---|---|---|---|
| Productivity and Business Processes | $139,996 million ($140.0 billion) | 42.2% | 10-K FY2026 ↗ |
| Intelligent Cloud | $137,791 million ($137.8 billion) | 41.5% | 10-K FY2026 ↗ |
| More Personal Computing | $54,052 million ($54.1 billion) | 16.3% | 10-K FY2026 ↗ |
| Total revenue | $331,839 million ($331.8 billion) | — | 10-K FY2026 ↗ |
Oracle
Amounts in millions of USD. Shares are computed from the filing.
| Revenue line | Value | % of total | Filing |
|---|---|---|---|
| Cloud and software | $58,530 million ($58.5 billion) | 86.9% | 10-K FY2026 ↗ |
| Hardware | $3,084 million ($3.1 billion) | 4.6% | 10-K FY2026 ↗ |
| Services | $5,743 million ($5.7 billion) | 8.5% | 10-K FY2026 ↗ |
| Total revenue | $67,357 million ($67.4 billion) | — | 10-K FY2026 ↗ |
Shared business models
Company and model pages
Microsoft: Cloud usage · Subscription
Oracle: Cloud usage · Subscription
Frequently asked questions
How does Microsoft make money?
Microsoft makes money mainly from Productivity and Business Processes. Its FY2026 total revenue was $331,839 million ($331.8 billion), with Productivity and Business Processes the biggest disclosed revenue line at $139,996 million ($140.0 billion) and 42.2% of total revenue (computed from the 10-K FY2026). Microsoft’s Azure business earns revenue from consumption of cloud infrastructure and platform services.
How does Oracle make money?
Oracle makes money mainly from Cloud and software. Its FY2026 total revenue was $67,357 million ($67.4 billion), with Cloud and software the biggest disclosed revenue line at $58,530 million ($58.5 billion) and 86.9% of total revenue (computed from the 10-K FY2026). Oracle’s cloud contracts provide services throughout a contracted period.