Infrastructure supplied 84% of cloud revenue growth
Oracle split fiscal 2026 constant-currency cloud growth between infrastructure (84%) and applications (16%).
10-K · p.44The data foundation
Read the filing exactly. Then make it comparable.
Before SourceState can tell you what a filing changed, it has to read the filing to the line. These are the layers it keeps, and every value in each one opens the filing it came from.
Every value keeps its source.
Open a value and see the label the company used, the XBRL fact, the period, the scale, the standardized concept it maps to, and the statement line where it appears. Here, Kohl's cost of merchandise sold for the quarter ended May 2, 2026.
SourceStateKSSCost of merchandise sold
Verified value 1 of 1 occurrence
1,802,000,000 USD
Cost of merchandise sold
us-gaap:CostOfGoodsAndServicesSold- Filing
- KSS · 10-Q
- Period
- 2026-02-01 → 2026-05-02
- As reported
- 1,802 · decimals −6
- Provenance
- Exact fact match
Standardization
CostOfGoodsAndServicesSoldCost of goods & services soldOriginal filing evidenceForm 10-Q · page 4
UNITED STATESSECURITIES AND EXCHANGE COMMISSION
KOHL’S CORPORATION
CONSOLIDATED STATEMENTS OF OPERATIONS
($ in millions)May 2, 2026May 3, 2025
Net sales2,9983,049
Other revenue169184
Total revenue3,1673,233
Cost of merchandise sold1,8021,834
Operating expenses:
Selling, general and administrative1,1451,164
Depreciation and amortization174175
Operating income4660
See accompanying Notes to Consolidated Financial Statements
Exact presentation matchThe reported value is highlighted in its original statement context.
The detail behind each line.
Footnotes, schedules and dimensional tables become structured data, linked to the statement line they explain. Revenue arrives with its breakdown by product and by segment, from the same filing.
SourceStateKSSFinancials · Income statement
Primary statementAs filed
Income statement202620252024
Total revenue2 disclosures15,52716,22117,476
Cost of merchandise sold9,2289,66110,498
Selling, general & administrative5,0895,3085,512
Depreciation & amortization700743749
Operating income624433717
Statement line connected to 2 filing disclosuresSchedules and dimensions from the same filing
Disclosure detail
Total revenue
Structured from filing notes and schedulesProduct or serviceDimensional breakdown
202620252024Product & service752836890
Net sales14,77515,38516,586
Gift card117127149
Product or service × segmentMember-level detail
202620252024Women3,6013,8174,281
Accessories3,1223,0602,813
Men2,9303,0793,455
Home2,2122,3112,533
Children1,7001,8192,060
Comparable, without flattening.
Standardize what is comparable and keep what is not. Each company's own wording stays visible beneath the line it maps to, and a company that does not report a line shows a gap, not a zero.
SourceStateRetailCash flow · standardized with as-reported detail
Standardized lineCoverageDGKSSMTGTWMT
Cash from operations5 / 5ReportedReportedReportedReportedReported
As reportedOperating activitiesOperating activitiesOperating activitiesOperating activitiesOperating activities
Capital expenditures5 / 5ReportedReportedReportedReportedReported
As reportedProperty & equipmentProperty & equipmentCapital expendituresProperty & equipmentProperty & equipment
Share repurchases4 / 5ReportedReported—Not reportedReportedReported
As reportedCommon stockTreasury stock—Common stockCommon stock
Standardized parentCapital expenditures5 / 5 covered
DGProperty & equipment
KSSPurchases of property and equipment
standardized parentIssuer terminology remains visible beneath each comparable line.
What changed, and whether it matters.
SourceState compares each filing with the one before, from the financial statements to MD&A and risk factors, and separates edits from changes with economic meaning. Here, Oracle's fiscal 2026 10-K against fiscal 2025.
SourceStateORCLOracle Corporation
What changed in this filing
Compared with the previous 10-K24findings
88new sentences
95removed
Cloud & software5 categories · 24 findings
Prioritized findings
Remaining performance obligations reached $638B
Oracle reported $638B of RPO at May 31, 2026 and expects to recognize approximately 12% within twelve months.
10-K · p.72$20B at-the-market equity program established
Oracle authorized common-stock sales of up to $20B alongside its mandatory convertible preferred financing.
424B5 · Feb 2026Selected finding01 / 03
Quantified change · Cloud concentration
Infrastructure supplied 84% of cloud revenue growth
Prior disclosure
Cloud growth discussed without allocating the contribution between applications and infrastructure.
2026 disclosure
Cloud applications and infrastructure contributed 16% and 84%, respectively, to fiscal 2026 cloud revenue growth.
Why it matters
ORCL 2026 10-K · p.44 The reported mix isolates the business carrying most of the observed growth and makes infrastructure capacity and investment central analytical variables.
Where the data goes.
The same values, with the same sources, wherever you work.
- Excel add-inSingle values, series and whole statements as Excel tables. Select any cell to see the filing it came from. Refresh in place; citations survive sorting.Preview
- Model workbookA company workbook with the statements as filed, trends, coverage and a sources sheet, every value cell tied to its fact.Preview
- JSON APICompanies, statements, series, single values and individual facts, each with the filing it was read from and where it was first reported.Early access
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