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Side-by-side financial comparison of Oracle Corporation (ORCL) and T-Mobile US (TMUS). Click either name above to swap in a different company.
T-Mobile US is the larger business by last-quarter revenue ($23.1B vs $16.1B, roughly 1.4× Oracle Corporation). Oracle Corporation runs the higher net margin — 38.2% vs 10.8%, a 27.4% gap on every dollar of revenue. On growth, Oracle Corporation posted the faster year-over-year revenue change (14.2% vs 10.6%). T-Mobile US produced more free cash flow last quarter ($4.6B vs $-10.0B). Over the past eight quarters, Oracle Corporation's revenue compounded faster (10.0% CAGR vs 8.1%).
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.
T-Mobile US, Inc. is an American wireless network operator headquartered in Bellevue, Washington. Its majority shareholder and namesake is the German telecommunications company Deutsche Telekom. T-Mobile is the second largest wireless carrier in the United States, with 140 million subscribers as of September 30, 2025.
ORCL vs TMUS — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $16.1B | $23.1B |
| Net Profit | $6.1B | $2.5B |
| Gross Margin | — | — |
| Operating Margin | 29.5% | 20.8% |
| Net Margin | 38.2% | 10.8% |
| Revenue YoY | 14.2% | 10.6% |
| Net Profit YoY | 94.7% | -15.2% |
| EPS (diluted) | $2.10 | $2.27 |
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 | — | $23.1B | ||
| Q4 25 | $16.1B | $24.3B | ||
| Q3 25 | $14.9B | $22.0B | ||
| Q2 25 | $15.9B | $21.1B | ||
| Q1 25 | $14.1B | $20.9B | ||
| Q4 24 | $14.1B | $21.9B | ||
| Q3 24 | $13.3B | $20.2B | ||
| Q2 24 | $14.3B | $19.8B |
| Q1 26 | — | $2.5B | ||
| Q4 25 | $6.1B | $2.1B | ||
| Q3 25 | $2.9B | $2.7B | ||
| Q2 25 | $3.4B | $3.2B | ||
| Q1 25 | $2.9B | $3.0B | ||
| Q4 24 | $3.2B | $3.0B | ||
| Q3 24 | $2.9B | $3.1B | ||
| Q2 24 | $3.1B | $2.9B |
| Q1 26 | — | 20.8% | ||
| Q4 25 | 29.5% | 15.4% | ||
| Q3 25 | 28.7% | 20.6% | ||
| Q2 25 | 32.1% | 24.7% | ||
| Q1 25 | 30.8% | 23.0% | ||
| Q4 24 | 30.0% | 21.0% | ||
| Q3 24 | 30.0% | 23.8% | ||
| Q2 24 | 32.8% | 23.4% |
| Q1 26 | — | 10.8% | ||
| Q4 25 | 38.2% | 8.6% | ||
| Q3 25 | 19.6% | 12.4% | ||
| Q2 25 | 21.5% | 15.2% | ||
| Q1 25 | 20.8% | 14.1% | ||
| Q4 24 | 22.4% | 13.6% | ||
| Q3 24 | 22.0% | 15.2% | ||
| Q2 24 | 22.0% | 14.8% |
| Q1 26 | — | $2.27 | ||
| Q4 25 | $2.10 | $1.89 | ||
| Q3 25 | $1.01 | $2.41 | ||
| Q2 25 | $1.19 | $2.84 | ||
| Q1 25 | $1.02 | $2.58 | ||
| Q4 24 | $1.10 | $2.56 | ||
| Q3 24 | $1.03 | $2.61 | ||
| Q2 24 | $1.11 | $2.49 |
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 | $3.5B |
| Total DebtLower is stronger | — | $86.0B |
| Stockholders' EquityBook value | $30.0B | $55.9B |
| Total Assets | $205.0B | $214.7B |
| Debt / EquityLower = less leverage | — | 1.54× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $3.5B | ||
| Q4 25 | $19.2B | $5.6B | ||
| Q3 25 | $10.4B | $3.3B | ||
| Q2 25 | $10.8B | $10.3B | ||
| Q1 25 | $17.4B | $12.0B | ||
| Q4 24 | $10.9B | $5.4B | ||
| Q3 24 | $10.6B | $9.8B | ||
| Q2 24 | $10.5B | $6.4B |
| Q1 26 | — | $86.0B | ||
| Q4 25 | — | $86.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $78.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $55.9B | ||
| Q4 25 | $30.0B | $59.2B | ||
| Q3 25 | $24.2B | $60.5B | ||
| Q2 25 | $20.5B | $61.1B | ||
| Q1 25 | $16.7B | $61.1B | ||
| Q4 24 | $13.7B | $61.7B | ||
| Q3 24 | $10.8B | $64.3B | ||
| Q2 24 | $8.7B | $62.6B |
| Q1 26 | — | $214.7B | ||
| Q4 25 | $205.0B | $219.2B | ||
| Q3 25 | $180.4B | $217.2B | ||
| Q2 25 | $168.4B | $212.6B | ||
| Q1 25 | $161.4B | $214.6B | ||
| Q4 24 | $148.5B | $208.0B | ||
| Q3 24 | $144.2B | $210.7B | ||
| Q2 24 | $141.0B | $208.6B |
| Q1 26 | — | 1.54× | ||
| Q4 25 | — | 1.46× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $7.2B |
| Free Cash FlowOCF − Capex | $-10.0B | $4.6B |
| FCF MarginFCF / Revenue | -62.1% | 19.9% |
| Capex IntensityCapex / Revenue | 74.9% | 0.0% |
| Cash ConversionOCF / Net Profit | 0.34× | 2.88× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.2B | $18.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $7.2B | ||
| Q4 25 | $2.1B | $6.7B | ||
| Q3 25 | $8.1B | $7.5B | ||
| Q2 25 | $6.2B | $7.0B | ||
| Q1 25 | $5.9B | $6.8B | ||
| Q4 24 | $1.3B | $5.5B | ||
| Q3 24 | $7.4B | $6.1B | ||
| Q2 24 | $6.1B | $5.5B |
| Q1 26 | — | $4.6B | ||
| Q4 25 | $-10.0B | $4.2B | ||
| Q3 25 | $-362.0M | $4.8B | ||
| Q2 25 | $-2.9B | $4.6B | ||
| Q1 25 | $71.0M | $4.4B | ||
| Q4 24 | $-2.7B | $3.3B | ||
| Q3 24 | $5.1B | $4.2B | ||
| Q2 24 | $3.3B | $3.5B |
| Q1 26 | — | 19.9% | ||
| Q4 25 | -62.1% | 17.2% | ||
| Q3 25 | -2.4% | 21.9% | ||
| Q2 25 | -18.4% | 21.7% | ||
| Q1 25 | 0.5% | 21.0% | ||
| Q4 24 | -19.0% | 15.3% | ||
| Q3 24 | 38.5% | 20.7% | ||
| Q2 24 | 23.0% | 17.6% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | 74.9% | 10.1% | ||
| Q3 25 | 57.0% | 12.0% | ||
| Q2 25 | 57.1% | 11.3% | ||
| Q1 25 | 41.5% | 11.7% | ||
| Q4 24 | 28.2% | 10.1% | ||
| Q3 24 | 17.3% | 9.7% | ||
| Q2 24 | 19.6% | 10.3% |
| Q1 26 | — | 2.88× | ||
| Q4 25 | 0.34× | 3.16× | ||
| Q3 25 | 2.78× | 2.75× | ||
| Q2 25 | 1.80× | 2.17× | ||
| Q1 25 | 2.02× | 2.32× | ||
| Q4 24 | 0.41× | 1.86× | ||
| Q3 24 | 2.54× | 2.01× | ||
| Q2 24 | 1.93× | 1.89× |
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% |
TMUS
| Postpaid service revenues | $15.6B | 68% |
| Other | $7.5B | 32% |
