Infrastructure supplied 84% of cloud revenue growth
Oracle split fiscal 2026 constant-currency cloud growth between infrastructure (84%) and applications (16%).
10-K · p.44PRIMARY-SOURCE FINANCIAL INTELLIGENCE
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As reportedNormalizedSource linked
VERIFIED FROM SOURCE
$1.802B
Cost of merchandise sold
us-gaap:CostOfGoodsAndServicesSoldNORMALIZED VALUECost of goods and services sold
AS-REPORTED FACT1,802 · USD millions
SOURCE EVIDENCEExact filing occurrence
ORIGINAL FILING10-Q · May 2, 2026
KOHL’S CORPORATIONCONSOLIDATED STATEMENTS OF OPERATIONS
Other revenue169184
Total revenue3,1673,233
Cost of merchandise sold1,8021,834
Selling, general & administrative1,1451,164
Exact presentation match
Source linkedFiled Jun 4, 2026Accession 0001193125-26-257402
01
AS-REPORTEDPreserve the original disclosure.
02
NORMALIZEDCompare companies consistently.
03
TRACEABLEFollow every value back to the filing.
PROVENANCE
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Open any value to see the reported label, XBRL fact and exact line in the filing.
Verified value 1 of 1 occurrence
1,802,000,000 USD
Cost of merchandise sold
us-gaap:CostOfGoodsAndServicesSold- Filing
- KSS · 10-Q
- Period
- 2026-02-01 → 2026-05-02
- As reported
- 1,802 · decimals −6
- Provenance
- Exact fact match
STANDARDIZATION
CostOfGoodsAndServicesSoldCost of goods & services soldOriginal filing evidenceForm 10-Q · page 4
UNITED STATESSECURITIES AND EXCHANGE COMMISSION
KOHL’S CORPORATION
CONSOLIDATED STATEMENTS OF OPERATIONS
($ 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.
FILING INTELLIGENCE
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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.
DISCLOSURE DATA
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SourceState turns disclosure detail from footnotes, schedules and dimensional tables into structured, queryable financial data—without losing source context.
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
PEER COMPARISON
Compare companies without flattening the detail
Standardize what is comparable. Preserve what isn't.
Standardized lineCoverageDGKSSMTGTWMT
Cash from operations5 / 5
As reportedOperating activitiesOperating activitiesOperating activitiesOperating activitiesOperating activities
Capital expenditures5 / 5
As reportedProperty & equipmentProperty & equipmentCapital expendituresProperty & equipmentProperty & equipment
Share repurchases4 / 5—
As reportedCommon stockTreasury stock—Common stockCommon stock
KSS AS REPORTED
Purchases of property and equipment
Capital expenditures5 / 5 covered standardized parentIssuer terminology remains visible beneath each comparable line.
WORKFLOWS
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01
EXCELModel with connected data
fx
=SOURCESTATE.STATEMENT("DXC","IS")ABCD
LineFY2026FY2025FY2024
Revenues12,64412,87113,667
Costs of services9,6139,77010,576
Selling, general and administrative1,4021,3481,244
Depreciation and amortization116129140
Restructuring costs115153111
Income before income taxes318630109
Net income28039686
02
API EARLY ACCESSBuild on normalized facts
financials.py
from sourcestate import Client ss = Client() company = ss.company("META") company.financials( statement="income_statement", period="2026Q2", normalized=True, include_source=True )
200
18 rows · source evidence included03
AI SYSTEMSStructured context for AI systems
QUESTION
How did KSS gross margin change?
deterministic retrieval
SOURCESTATE CONTEXT
Total revenue$15.53B
Merchandise cost$9.23B
Source facts2 verified
calculation
ANSWER + EVIDENCE
Gross margin was 40.6%, with both inputs linked to the filing.
Bring your own model.
PRIMARY SOURCESSTRUCTURED INTELLIGENCE
SOURCESTATE
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