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Side-by-side financial comparison of Oracle Corporation (ORCL) and AT&T (T). Click either name above to swap in a different company.
AT&T is the larger business by last-quarter revenue ($31.5B vs $16.1B, roughly 2.0× Oracle Corporation). Oracle Corporation runs the higher net margin — 38.2% vs 13.3%, a 24.9% gap on every dollar of revenue. On growth, Oracle Corporation posted the faster year-over-year revenue change (14.2% vs 2.9%). AT&T produced more free cash flow last quarter ($2.5B vs $-10.0B). Over the past eight quarters, Oracle Corporation's revenue compounded faster (10.0% CAGR vs 2.8%).
An oracle is a person or thing considered to provide insight, wise counsel or prophetic predictions, most notably including precognition of the future, inspired by deities. If done through occultic means, it is a form of divination.
AT&T Inc., an abbreviation of its predecessor's original name, the American Telephone and Telegraph Company, is an American multinational telecommunications conglomerate headquartered at the Whitacre Tower in Downtown Dallas, Texas. AT&T is the world’s third-largest telecommunications company by revenue, the third largest wireless carrier in the United States behind T-Mobile and Verizon, and the nation's biggest fiber internet provider.
ORCL vs T — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $16.1B | $31.5B |
| Net Profit | $6.1B | $4.2B |
| Gross Margin | — | — |
| Operating Margin | 29.5% | 21.1% |
| Net Margin | 38.2% | 13.3% |
| Revenue YoY | 14.2% | 2.9% |
| Net Profit YoY | 94.7% | -10.9% |
| EPS (diluted) | $2.10 | $0.54 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $31.5B | ||
| Q4 25 | $16.1B | $33.5B | ||
| Q3 25 | $14.9B | $30.7B | ||
| Q2 25 | $15.9B | $30.8B | ||
| Q1 25 | $14.1B | $30.6B | ||
| Q4 24 | $14.1B | $32.3B | ||
| Q3 24 | $13.3B | $30.2B | ||
| Q2 24 | $14.3B | $29.8B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $6.1B | $3.8B | ||
| Q3 25 | $2.9B | $9.3B | ||
| Q2 25 | $3.4B | $4.5B | ||
| Q1 25 | $2.9B | $4.4B | ||
| Q4 24 | $3.2B | $4.1B | ||
| Q3 24 | $2.9B | $-174.0M | ||
| Q2 24 | $3.1B | $3.6B |
| Q1 26 | — | 21.1% | ||
| Q4 25 | 29.5% | 17.3% | ||
| Q3 25 | 28.7% | 19.9% | ||
| Q2 25 | 32.1% | 21.1% | ||
| Q1 25 | 30.8% | 18.8% | ||
| Q4 24 | 30.0% | 16.5% | ||
| Q3 24 | 30.0% | 7.0% | ||
| Q2 24 | 32.8% | 19.3% |
| Q1 26 | — | 13.3% | ||
| Q4 25 | 38.2% | 11.3% | ||
| Q3 25 | 19.6% | 30.3% | ||
| Q2 25 | 21.5% | 14.6% | ||
| Q1 25 | 20.8% | 14.2% | ||
| Q4 24 | 22.4% | 12.6% | ||
| Q3 24 | 22.0% | -0.6% | ||
| Q2 24 | 22.0% | 12.1% |
| Q1 26 | — | $0.54 | ||
| Q4 25 | $2.10 | $0.52 | ||
| Q3 25 | $1.01 | $1.29 | ||
| Q2 25 | $1.19 | $0.62 | ||
| Q1 25 | $1.02 | $0.61 | ||
| Q4 24 | $1.10 | $0.56 | ||
| Q3 24 | $1.03 | $-0.03 | ||
| Q2 24 | $1.11 | $0.49 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $19.2B | $12.0B |
| Total DebtLower is stronger | — | $131.6B |
| Stockholders' EquityBook value | $30.0B | $125.6B |
| Total Assets | $205.0B | $421.2B |
| Debt / EquityLower = less leverage | — | 1.05× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $12.0B | ||
| Q4 25 | $19.2B | $18.2B | ||
| Q3 25 | $10.4B | $20.3B | ||
| Q2 25 | $10.8B | $10.5B | ||
| Q1 25 | $17.4B | $6.9B | ||
| Q4 24 | $10.9B | $3.3B | ||
| Q3 24 | $10.6B | $2.6B | ||
| Q2 24 | $10.5B | $3.1B |
| Q1 26 | — | $131.6B | ||
| Q4 25 | — | $127.1B | ||
| Q3 25 | — | $128.1B | ||
| Q2 25 | — | $123.1B | ||
| Q1 25 | — | $117.3B | ||
| Q4 24 | — | $118.4B | ||
| Q3 24 | — | $126.4B | ||
| Q2 24 | — | $125.4B |
| Q1 26 | — | $125.6B | ||
| Q4 25 | $30.0B | $126.5B | ||
| Q3 25 | $24.2B | $126.8B | ||
| Q2 25 | $20.5B | $121.4B | ||
| Q1 25 | $16.7B | $119.9B | ||
| Q4 24 | $13.7B | $118.2B | ||
| Q3 24 | $10.8B | $116.3B | ||
| Q2 24 | $8.7B | $119.3B |
| Q1 26 | — | $421.2B | ||
| Q4 25 | $205.0B | $420.2B | ||
| Q3 25 | $180.4B | $423.2B | ||
| Q2 25 | $168.4B | $405.5B | ||
| Q1 25 | $161.4B | $397.5B | ||
| Q4 24 | $148.5B | $394.8B | ||
| Q3 24 | $144.2B | $393.7B | ||
| Q2 24 | $141.0B | $398.0B |
| Q1 26 | — | 1.05× | ||
| Q4 25 | — | 1.00× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.01× | ||
| Q1 25 | — | 0.98× | ||
| Q4 24 | — | 1.00× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.05× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $2.1B | $7.6B |
| Free Cash FlowOCF − Capex | $-10.0B | $2.5B |
| FCF MarginFCF / Revenue | -62.1% | 8.0% |
| Capex IntensityCapex / Revenue | 74.9% | 15.5% |
| Cash ConversionOCF / Net Profit | 0.34× | 1.82× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.2B | $17.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $7.6B | ||
| Q4 25 | $2.1B | $11.3B | ||
| Q3 25 | $8.1B | $10.2B | ||
| Q2 25 | $6.2B | $9.8B | ||
| Q1 25 | $5.9B | $9.0B | ||
| Q4 24 | $1.3B | $11.9B | ||
| Q3 24 | $7.4B | $10.2B | ||
| Q2 24 | $6.1B | $9.1B |
| Q1 26 | — | $2.5B | ||
| Q4 25 | $-10.0B | $4.5B | ||
| Q3 25 | $-362.0M | $5.3B | ||
| Q2 25 | $-2.9B | $4.9B | ||
| Q1 25 | $71.0M | $4.8B | ||
| Q4 24 | $-2.7B | $5.1B | ||
| Q3 24 | $5.1B | $4.9B | ||
| Q2 24 | $3.3B | $4.7B |
| Q1 26 | — | 8.0% | ||
| Q4 25 | -62.1% | 13.6% | ||
| Q3 25 | -2.4% | 17.1% | ||
| Q2 25 | -18.4% | 15.8% | ||
| Q1 25 | 0.5% | 15.6% | ||
| Q4 24 | -19.0% | 15.6% | ||
| Q3 24 | 38.5% | 16.3% | ||
| Q2 24 | 23.0% | 15.9% |
| Q1 26 | — | 15.5% | ||
| Q4 25 | 74.9% | 20.3% | ||
| Q3 25 | 57.0% | 15.9% | ||
| Q2 25 | 57.1% | 15.9% | ||
| Q1 25 | 41.5% | 14.0% | ||
| Q4 24 | 28.2% | 21.2% | ||
| Q3 24 | 17.3% | 17.5% | ||
| Q2 24 | 19.6% | 14.6% |
| Q1 26 | — | 1.82× | ||
| Q4 25 | 0.34× | 2.99× | ||
| Q3 25 | 2.78× | 1.09× | ||
| Q2 25 | 1.80× | 2.17× | ||
| Q1 25 | 2.02× | 2.08× | ||
| Q4 24 | 0.41× | 2.92× | ||
| Q3 24 | 2.54× | — | ||
| Q2 24 | 1.93× | 2.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ORCL
| Software Support | $4.9B | 31% |
| Cloud Infrastructure | $4.1B | 25% |
| Cloud Applications | $3.9B | 24% |
| Services Business | $1.4B | 9% |
| Software License | $939.0M | 6% |
| Hardware Business | $776.0M | 5% |
T
| Service | $25.5B | 81% |
| Equipment | $6.0B | 19% |
