Oracle
ORCLQ4 2022(ORCL Q2 FY2023)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$755.9M
AI Revenue (Q)
$62.0M
Total Revenue (Q)
$12.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (Sep-Nov 2022): Total revenue $12,275M. Cloud and license $10,033M. ChatGPT launched Nov 30, 2022, near end of this quarter. AI workloads on OCI were still minimal. Oracle's cloud services remained dominated by SaaS applications and traditional infrastructure. No AI revenue figures provided. Conservative estimate: ~$61M AI revenue / $12,275M total = 0.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Cloud and license: Revenues $10,033
Notes: Segment Data, 10-Q Nov 2022
Total revenues $12,275
Notes: Segment Data, 10-Q Nov 2022
AI Products Identified (Ring 1)
OCI GPU Compute (nascent)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Oracle Cloud InfrastructureOracle Autonomous Database
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix