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.
John DiFucci
Guggenheim Securities
7 questions for ORCL
Brad Zelnick
Credit Suisse
5 questions for ORCL
Mark Moerdler
Bernstein Research
5 questions for ORCL
Derrick Wood
TD Cowen
4 questions for ORCL
Alex Zukin
Wolfe Research LLC
3 questions for ORCL
Raimo Lenschow
Barclays
3 questions for ORCL
Brad Alan Zelnick
Deutsche Bank AG
2 questions for ORCL
Mark L. Moerdler
Sanford C. Bernstein & Co. LLC
2 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
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 unveils the Digital Assets Data Nexus, a forthcoming enterprise-grade platform to help banks issue and govern blockchain-based digital assets at scale, leveraging Oracle Blockchain and Oracle AI Database 26ai.
- The platform offers multi-ledger infrastructure, pre-built tokenization smart contracts, AI-powered data governance, and agentic AI workflows for secure digital asset lifecycle management.
- It supports Hyperledger Fabric and Besu deployments across OCI, on-premises, and other clouds, and includes a low-code app builder for stablecoins, CBDCs, and tokenized applications.
- Planned for availability next calendar year, the solution aims to accelerate time-to-value, ensure compliance, and streamline integration with financial systems.
- The State of Missouri is standardizing its finance processes in the cloud with Oracle Fusion Cloud Applications Suite, managing a $53.1 billion annual budget across 17 departments to boost efficiency and cut costs.
- Deployment of Oracle Fusion Cloud ERP is expected to increase productivity, strengthen financial controls, and deliver cost savings.
- Missouri is the first U.S. state to handle its entire budget planning—from development through legislative review—using Oracle Fusion Cloud EPM, enhancing decision-making.
- The state also plans to adopt Oracle Fusion Cloud HCM for deeper workforce insights and more streamlined HR operations.
- Banks led by JPMorgan Chase and Mitsubishi UFJ are arranging a record $38 billion debt package to fund two data centers supporting Oracle’s $500 billion Stargate initiative with OpenAI.
- Financing is split into $23.25 billion for the Texas project and $14.75 billion for the Wisconsin project, structured as four-year senior secured credit facilities.
- Loans will be interest-only during construction and convert to amortizing once operational, with pricing around 2.5 percentage points above benchmark rates.
- Other banks, including Wells Fargo, BNP Paribas, Goldman Sachs, Sumitomo Mitsui and Société Générale, are also participating.
- This deal surpasses Meta’s $29 billion AI data center financing package, highlighting growing use of debt markets for large-scale AI infrastructure investments.
- OpenAI, Oracle and Vantage plan a $15 billion+ Lighthouse campus in Port Washington, WI, featuring four data centers delivering ~1 GW of AI capacity as part of a 4.5 GW Stargate expansion, slated for completion in 2028.
- The project is expected to create >4,000 union construction jobs and >1,000 long-term positions, plus thousands more indirect roles.
- Estimated $2.7 billion contribution to regional GDP and $175 million in infrastructure upgrades (water, wastewater, power) underwritten by WEC Energy Group.
- Designed for sustainability with 100% matched zero-emission energy, water-positive operations, biodiversity net gain, and pursuit of LEED certification.
- Sunnybrook Health Sciences Centre selected Oracle Health as its vendor for a new AI-powered electronic health record (EHR) system to unify multiple information systems across its campuses for integrated patient care.
- The next-generation EHR will equip clinicians with AI-driven analytics, enhancing insight at the point of care and streamlining workflows by reducing manual documentation.
- By consolidating disparate health information systems into a unified platform, the solution is expected to facilitate seamless communication among care teams and strengthen clinical research and trial capabilities.
- Sunnybrook, caring for over 1 million patients annually with more than 12,000 staff, aims to improve coordination and decision-making across its trauma, burn, and veterans’ care facilities.
- Remaining Performance Obligations (RPO) balance now exceeds $455 billion, up 359% year-over-year, with expectations to surpass $500 billion imminently.
- Cloud represented 44% of total revenue in FY 2025 (up from 20% in FY 2020), driving a forecasted 16% revenue growth in FY 2026.
- Updated targets of $225 billion in revenue by FY 2030 (31% CAGR) and $21 EPS by FY 2030 (28% CAGR), implying nearly 4× growth over five years.
- Oracle’s AI infrastructure is supply constrained, not demand constrained, underscored by $65 billion of new commitments in 30 days across seven deals with four customers (excluding OpenAI).
- Oracle delivered 600+ out-of-the-box AI agents, surpassing its previous commitment of 100 agents.
- Introduced Agent Studio, enabling customers and partners to customize and build AI agents with over 32,000 certified experts globally.
- Launched the AI Agent Marketplace, featuring 100+ partner-built, Oracle-certified agents available at no extra charge.
- Customers like Milwaukee Tool and BHE Renewables are deploying Oracle AI to enhance supply chain efficiency, finance automation, and grid management.
- Oracle announced Acceleron, a new I/O security and acceleration foundation combining dedicated network fabrics, disk intermediation, and converged NICs, promising higher performance, lower costs, and enhanced security for OCI users.
- It introduced an AI Data Platform featuring updated GenAI services, an AI Database with external catalog support, fine-grained access control, vector indices, and a GenAI agent platform for workflow integration.
- Customers gain multi-cloud universal credits to deploy database services across clouds at consistent pricing, alongside the launch of Dedicated Region 25, offering full OCI functionality in just three racks.
- OCI’s mission to deliver the highest performance, lowest cost, and most secure infrastructure is reinforced by real-world deployments with TikTok (over 1 billion users globally) and OpenAI (deploying 200 MW AI clusters).
- Oracle introduced Acceleron, a new software and hardware architecture to secure and accelerate all I/O across OCI with configurable, multi-plane networks optimized for latency or throughput, improving peak performance and cost efficiency.
- The company launched its AI Data Platform, combining the latest AI models, the AI-enhanced Oracle Database for unified data access and fine-grained security, and a new Gen AI agent framework for seamless integration with Oracle applications.
- To simplify multicloud deployments, Oracle rolled out Multi Cloud Universal Credits, a single contract for database services across any cloud at fixed pricing, and announced general availability of Dedicated Region 25, shrinking dedicated footprints to just three racks for on-premise use.
- OCI customers, including TikTok and OpenAI, praised Oracle’s ability to rapidly provision large-scale capacity (e.g., 200 MW for AI clusters), flexible bare-metal options, and low egress fees to support unpredictable spikes and global expansion.
- Oracle launched a new AI Agent Marketplace embedded in Oracle Fusion Cloud Applications, allowing deployment of Oracle-validated, partner-built AI agents within existing workflows.
- AI Agent Studio now supports multiple LLMs—OpenAI, Anthropic, Cohere, Google, Meta, and xAI—and adds integration features like Model Context Protocol support, agent collaboration cards, and secure credential management.
- Enhanced observability and management capabilities include a monitoring dashboard, performance evaluation, agent tracing, token usage metrics, prompt libraries, and RAG over external sources.
- Oracle leverages a trusted network of over 32,000 certified experts to build and optimize AI agents, expanding its partner ecosystem to accelerate enterprise AI adoption.