Hardware systems
Hardware grew 15% to $774 million in Q1 FY2027, faster than the total business, but it is still about 4% of revenue.
The numbers
What it is
Engineered systems, servers and storage sold to enterprises, including Exadata systems. Hardware is the smallest revenue line.
Why it matters to the stock. Small in revenue terms, so it matters to traders mainly if it shifts the revenue mix or if Exadata demand is a sign of database system refresh cycles.
News
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