Oracle Corporation is a leading technology company that operates through three main business segments: cloud and license, hardware, and services. The company provides a wide range of products and services, including cloud services, license support, engineered systems, and industry-specific hardware, to help customers access and optimize Oracle Cloud applications and infrastructure technologies . Oracle's business model emphasizes flexibility and interoperability, offering on-premise, cloud-based, and hybrid IT deployment models to meet diverse customer needs .
- Cloud and License - Offers cloud services and license support, providing customers access to Oracle Cloud applications and infrastructure technologies, along with cloud license and on-premise license offerings .
- Hardware - Involves the sale of Oracle Engineered Systems, servers, storage, and industry-specific hardware, along with related software and support services .
- Services - Provides services to help customers maximize the performance of their Oracle applications and infrastructure technologies .
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Lawrence J. Ellison ExecutiveBoard | Chairman of the Board, CTO | None | Founder of Oracle (1977), served as CEO until 2014, and continues to lead product engineering and strategy. Owns ~41.6% of Oracle's common stock. | View Report → |
Safra A. Catz ExecutiveBoard | CEO | Director at The Walt Disney Company; Member of U.S. Homeland Security Advisory Council | Joined Oracle in 1999, served as President and CFO before becoming CEO in 2014. Key leader in Oracle's growth and strategic direction. | View Report → |
Edward Screven Executive | EVP, Chief Corporate Architect | Board Member at Ampere Computing Holdings LLC | Joined Oracle in 1986, leads Oracle's overall architecture and technology strategy. Announced retirement effective February 2025. | |
Maria Smith Executive | EVP, Chief Accounting Officer | None | Current Chief Accounting Officer (Principal Accounting Officer). No additional details provided in the documents. | |
Stuart Levey Executive | EVP, Chief Legal Officer | None | Joined Oracle in 2022. Former CEO of Diem Association and Chief Legal Officer of HSBC Holdings. Brings extensive legal and regulatory expertise. | |
Bruce R. Chizen Board | Independent Director | Senior Adviser at Permira Advisers LLP; Strategic Advisor at Voyager Capital; Operating Partner at Permira Growth Opportunities; Chairman of ChargePoint, Inc. and Informatica Inc.; Director at Synopsys, Inc. | Former CEO of Adobe Systems. Provides expertise in technology, corporate governance, and financial oversight. | |
Charles W. Moorman Board | Independent Director | Senior Advisor to Amtrak; Director at Chevron Corporation | Former CEO of Norfolk Southern Corporation and Amtrak. Provides expertise in transportation, logistics, and governance. | |
George H. Conrades Board | Lead Independent Director | Executive Advisor to Akamai Technologies, Inc.; Managing Partner at Longfellow Venture Partners; Partner Emeritus at Polaris Venture Partners | Former CEO and Chairman of Akamai Technologies. Brings expertise in global operations and technology strategy. | |
Jeffrey O. Henley Board | Vice Chairman of the Board | None | Former CFO (1991–2004) and Chairman of the Board (2004–2014). Currently Vice Chairman, contributing financial expertise and strategic guidance. | |
Leon E. Panetta Board | Independent Director | Co-founder and Chairman of Panetta Institute for Public Policy | Former U.S. Secretary of Defense and CIA Director. Brings expertise in government affairs and public policy. | |
Naomi O. Seligman Board | Independent Director | Senior Partner at Ostriker von Simson, Inc. | Co-founder of the Research Board, Inc. Brings expertise in IT strategy and operations. | |
Rona A. Fairhead Board | Independent Director | Chair of RS Group plc; Senior Independent Director of CVC Capital Partners plc; Member of U.K. House of Lords | Former U.K. Minister of State for Trade and Export Promotion. Brings expertise in finance, risk management, and global operations. | |
William G. Parrett Board | Independent Director | Director at Blackstone Inc. and Thoughtworks, Inc. | Former CEO of Deloitte Touche Tohmatsu. Provides expertise in auditing, accounting, and risk management. |
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Oracle's CapEx is expected to double in fiscal year 2025 compared to FY24; given this significant investment, how does Oracle plan to manage the risk of underutilization if demand does not meet expectations, and what measures are in place to align CapEx with actual revenue growth?
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OCI's impressive growth is largely driven by AI workloads, with GPU consumption up 336% in the quarter; how sustainable is this growth given the competitive landscape, and how does Oracle plan to maintain robust margins amidst potential pricing pressures and increased competition in AI infrastructure services?
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Oracle's multi-cloud partnerships with Azure, Google, and AWS are still relatively new; could you elaborate on the challenges Oracle faces in expanding these partnerships, especially since these partners are also competitors, and how does this impact your strategy for migrating databases to the cloud?
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With the Remaining Performance Obligation (RPO) reaching $97.3 billion but only 39% expected to be recognized over the next 12 months, is there concern about potential delays or cancellations affecting revenue recognition, and how does this impact Oracle's revenue visibility and predictability?
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Given Oracle's substantial reliance on NVIDIA GPUs for AI workloads and the 336% increase in GPU consumption, how is the company addressing potential supply chain risks or dependency on a single hardware supplier, and what strategies are in place to mitigate these risks?
Research analysts who have asked questions during ORACLE earnings calls.
Brad Zelnick
Credit Suisse
4 questions for ORCL
John DiFucci
Guggenheim Securities
4 questions for ORCL
Mark Moerdler
Bernstein Research
4 questions for ORCL
Raimo Lenschow
Barclays
3 questions for ORCL
S. Kirk Materne
Evercore ISI
2 questions for ORCL
Aleksandr Zukin
Wolfe Research
1 question for ORCL
Ben Reitzes
Melius Research LLC
1 question for ORCL
Derek Wood
TD Cowen
1 question for ORCL
Derrick Wood
TD Cowen
1 question for ORCL
Mark Murphy
JPMorgan Chase & Co.
1 question for ORCL
Sitikantha Panigrahi
Mizuho
1 question for ORCL
Siti Panigrahi
Mizuho Securities
1 question for ORCL
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. Additionally, the company's multicloud strategy involves working with this competitor's cloud products, which could lead customers to migrate away from its offerings. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. Additionally, there is broader platform competition between the company's Java technology platform and this competitor's .NET programming environment. The company's multicloud strategy also involves working with this competitor's cloud products, which could lead customers to migrate away from its offerings. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. | |
The company competes directly with offerings from this competitor in the enterprise cloud, license, and hardware markets. | |
Following the acquisition of Cerner Corporation, the company faces competition from this healthcare IT provider. | |
Arcadia Solutions | Following the acquisition of Cerner Corporation, the company faces competition from this healthcare IT provider. |
athenahealth, Inc. | Following the acquisition of Cerner Corporation, the company faces competition from this healthcare IT provider. |
Epic Systems Corporation | Following the acquisition of Cerner Corporation, the company faces competition from this healthcare IT provider. |
InterSystems Corporation | Following the acquisition of Cerner Corporation, the company faces competition from this healthcare IT provider. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Cerner Corporation | 2022 | Oracle acquired Cerner Corporation for approximately $28.2 billion in cash (plus an additional $55 million for restricted stock-based awards) after initiating a tender offer on January 19, 2022, with the deal completing on June 8, 2022. The acquisition, funded partly through $15.7 billion in borrowings and the assumption of Cerner’s senior notes, is part of Oracle’s strategy to enhance its healthcare technology offerings across cloud, hardware, and services. |
Recent press releases and 8-K filings for ORCL.
- Oracle introduced new role-based AI agents embedded in its Oracle Fusion Cloud Applications to enhance customer experiences and unlock revenue opportunities across marketing, sales, and service processes.
- The agents run on Oracle Cloud Infrastructure, are prebuilt and natively integrated within existing workflows at no additional cost.
- Marketing agents (Account Product Fit, Buying Group Definition, Model Qualification) help prioritize, define, and qualify target audiences for personalized campaigns.
- Sales agents (Deal Advisor, Quote Assistant, Product Recommendations, Quote Summaries, Contract Advisor, Lead Advisor) streamline deal sourcing, quoting, and contract insights.
- Service agents (Triage, Self-Service, Service Request Creation, Work Order, Service Request Clustering, Escalation Prediction) automate ticket analysis, self-service, and field service tasks to improve response times and productivity.
- Hackers linked to the Clop ransomware group claim to have stolen data from Oracle’s E-Business Suite and are extorting up to $50 million in ransoms via emails from compromised accounts.
- Oracle’s Chief Security Officer confirmed the ongoing investigation and indicated that vulnerabilities fixed in the July 2025 Critical Patch Update could have been exploited as entry points.
- The July 2025 update patched over 300 security issues, including nine remotely exploitable vulnerabilities in E-Business Suite.
- While no definitive evidence has yet validated the breach’s scale, Oracle is actively assisting affected customers and monitoring the extortion campaign.
- Oracle continues to report strong financial performance, with robust revenue growth and profitability metrics despite cybersecurity headwinds.
- On September 26, 2025, Oracle Corporation consummated the issuance and sale of $18 billion aggregate principal amount of debt securities across six maturities under an underwriting agreement led by BofA, Citigroup, Deutsche Bank, Goldman Sachs, HSBC and J.P. Morgan.
- The notes comprise six tranches: $3 B of 4.450% due 2030, $3 B of 4.800% due 2032, $4 B of 5.200% due 2035, $2.5 B of 5.875% due 2045, $3.5 B of 5.950% due 2055, and $2 B of 6.100% due 2065.
- Offered under Oracle’s Form S-3 registration, the net proceeds will fund general corporate purposes, including capital expenditures, debt repayment, future investments or acquisitions, and potential dividends or share repurchases.
- Oracle will raise $15 billion through a corporate bond issuance to fund expansion of its AI cloud infrastructure.
- The offering may be split into up to seven tranches, including a rare 40-year bond at ~165 bps above U.S. Treasuries, plus 10, 20, and 30-year maturities.
- Despite TTM sales of ~$59 billion, a 69.7% gross margin, and 9.6% revenue growth over three years, shares dipped ~2% on rising debt concerns; credit rating stands at BBB with a negative outlook.
- Oracle’s market cap has climbed ~88% YTD to $879–892 billion, and debt could reach $100 billion to support projects, acquisitions, buybacks, or debt repayment.
- Larry Ellison's net worth soared to around $393–400 billion, briefly making him the world's richest person in 2025, driven by Oracle's expanding AI infrastructure deals like with OpenAI.
- Oracle's contract backlog grew by over 350% year-over-year, reflecting strong demand for its AI and cloud services.
- The company projects its cloud infrastructure revenue to rise from $10 billion today to $144 billion by 2030, marking a significant shift from database software to cloud and AI offerings.
- Ellison, who owns 41% of Oracle's stock and holds a Tesla stake worth over $20 billion, has pledged to donate 95% of his wealth through the Ellison Institute of Technology, which faces leadership and commercialization challenges.
- Oracle elevates Clay McGirt and Mike Cecilia to co-CEO roles, appoints Doug Caron as principal financial officer and Mark Hurrah as president, marking a significant management overhaul.
- Safra Katz transitions to executive vice chairman and Larry Ellison continues as chairman and CTO, ensuring continuity in Oracle’s strategic vision.
- The changes underscore Oracle’s focus on capitalizing its “AI changes everything” momentum by uniting infrastructure (OCI) and applications under a blended leadership model.
- Oracle appointed Clay Magouyrk and Mike Sicilia as Co-Chief Executive Officers and added both to its Board, effective September 22, 2025.
- Safra Catz transitioned from CEO to Executive Vice Chair of the Board as part of the leadership changes.
- Mark Hura, formerly EVP of Oracle North America Sales, was promoted to President, Global Field Operations.
- Douglas Kehring was elevated to Executive Vice President and Principal Financial Officer of Oracle.
- Oracle reaffirmed its financial guidance as previously provided on September 9, 2025.
- Oracle named Clay Magouyrk and Mike Sicilia as joint CEOs, with longtime CEO Safra Catz transitioning to Executive Vice Chair of the Board.
- Doug Kehring was appointed as Principal Financial Officer as part of the leadership changes.
- The reshuffle underscores Oracle’s strategic emphasis on AI and integrated cloud infrastructure, areas led by the new co-CEOs.
- Despite a slight share dip, analysts maintain a Buy rating, noting strong earnings driven by cloud services and AI positioning, although high leverage and negative free cash flow raise valuation concerns.
- Oracle appoints Clay Magouyrk and Mike Sicilia as co-Chief Executive Officers, reflecting a strategic emphasis on AI-driven cloud infrastructure and industry applications.
- Safra Catz, who has served as Oracle’s CEO since 2014, is named Executive Vice Chair of the Board to continue guiding the company alongside Larry Ellison.
- Mark Hura is promoted to President, Global Field Operations, and Doug Kehring becomes Principal Financial Officer, completing the senior leadership realignment.
- Oracle is negotiating a $20 billion multiyear cloud computing contract with Meta Platforms to enhance AI infrastructure.
- Oracle plans to boost its capital expenditures by 65% to $35 billion in the current fiscal year to support growing AI infrastructure demand.
- Oracle’s total remaining performance obligations increased 359% year-over-year to $455 billion, reflecting strong demand for its cloud and AI services.
- Oracle’s cloud platform (OCI) offers AI clusters with over 100,000 Nvidia GPUs and Nvidia’s SHARP technology to improve bandwidth efficiency.