Oracle
ORCLQ2 2024(ORCL Q4 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$6.0B
AI Revenue (Q)
$421.8M
Total Revenue (Q)
$14.1B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2024 (Mar-May 2024): Full-year FY2024 total revenue $52,961M, cloud and license $44,464M (8% growth). The 10-K mentions 'an artificial intelligence (AI) product company that uses Oracle Cloud Infrastructure (OCI) to build and serve generative AI models' as a customer example. Infrastructure cloud services continued growing faster than applications cloud. Q4 revenue was approximately $14,287M ($52,961M - $38,674M for 9 months). PP&E reached $21,536M. OCI GPU capacity was scaling rapidly. Conservative estimate: ~$429M AI revenue / $14,287M total = 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $52,961
Item 8: Segment Note, 10-K May 2024
Cloud and license $44,464
Item 8: Segment Note, 10-K May 2024
an artificial intelligence (AI) product company that uses Oracle Cloud Infrastructure (OCI) to build and serve generative AI models
Item 1: Business, 10-K May 2024
AI Products Identified (Ring 1)
OCI GPU ComputeOCI SuperclusterOCI AI Services
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 DatabaseOracle HCM AI Features
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix