ORACLE (ORCL) Company Report

Wells Fargo initiates coverage with an Overweight rating and a $280 price target, citing Oracle’s strong positioning in AI infrastructure.
Forecasts Oracle Cloud Infrastructure (OCI) market share to grow from ~5% in 2025 to ~16% by 2029, supported by a $300 billion compute deal with OpenAI.
Notes Oracle’s AI backlog at $455 billion (pro forma over $500 billion), the largest among cloud providers, ahead of Microsoft’s $392 billion.
Highlights Oracle’s 29% stock decline in Q4 due to valuation concerns, but views the company as early in an AI-driven growth cycle with potential to become the fourth major cloud provider.

9 hours ago

CNBC

Oracle Health secures TEFCA QHIN designation

ORCL

Product Launch

Oracle Health Information Network has been designated as a Qualified Health Information Network (QHIN™) under the Trusted Exchange Framework and Common Agreement (TEFCA), enabling nationwide health data interoperability.
The network provides secure, standardized exchange of patient data across all designated QHINs, connecting providers, payers, and government agencies to create a consolidated patient health view.
Oracle Health customers can participate at no cost by opting in through the Oracle Health Connection Hub, with no additional setup or consulting required.
Powered by Oracle Cloud Infrastructure for scalability, reliability, and advanced security, the solution integrates with Oracle Health Seamless Exchange and EHR platforms to reduce data duplication and streamline clinical workflows.

Nov 20, 2025, 2:00 PM

Press Release

Oracle holds 48th AGM, reelects directors and ratifies auditor appointment

ORCL

Proxy Vote Outcomes

Product Launch

Oracle elected 13 directors to serve until the next annual meeting, with each nominee receiving a majority vote in favor.
Shareholders approved the non-binding say-on-pay advisory vote on executive compensation and ratified Ernst & Young as the independent registered public accounting firm for FY 2026.
Management outlined an AI strategy focused on shifting from training to reasoning/inferencing and introduced its AI Data Platform to consolidate customer data on Oracle Database and OCI.
Executives forecast 8× growth in Oracle Database services over the next five years, driven by autonomous database features on OCI and expanded service availability on AWS, Microsoft Azure, and Google Cloud.

Nov 18, 2025, 3:00 PM

Transcript

Oracle holds FY 2025 Annual Meeting

ORCL

Proxy Vote Outcomes

New Projects/Investments

13 directors re-elected; shareholders approved the non-binding say-on-pay vote and ratified Ernst & Young as Oracle’s independent auditor for FY 2026
CEO Clay Magouyrk outlined Oracle’s positioning to capture the AI reasoning market by unifying proprietary data with leading AI models via its AI Data Platform
CEO Mike Sicilia emphasized OCI’s bare-metal architecture and vector database integration as sustainable differentiators for AI training and inferencing
Oracle expects its database business to grow 8× over the next five years, driven by Autonomous Database services now available on AWS, Azure, and Google Cloud with added vector support for AI workloads
AI capabilities are embedded at no extra charge across Fusion and industry applications, enabling rapid customer adoption in healthcare, banking, and retail

Nov 18, 2025, 3:00 PM

Transcript

Oracle AGM 2025 Outcomes and AI Strategy

ORCL

Proxy Vote Outcomes

Board Change

Product Launch

All 13 board nominees, including new directors Clay Magouyrk and Mike Sicilia, were reelected by a majority vote.
Shareholders approved the non-binding say-on-pay vote and ratified Ernst & Young as Oracle’s independent auditor for FY 2026.
Management highlighted AI inferencing and reasoning as key growth drivers, leveraging Oracle’s database and new AI Data Platform.
Oracle expects its database services to grow by over 8X in five years, driven by multicloud expansion and Vector support.
Hundreds of AI features are embedded in Fusion and Industry applications at no extra charge, enabling rapid customer deployment.

Nov 18, 2025, 3:00 PM

Transcript

Oracle launches AI-embedded EHR with federal certifications

ORCL

Product Launch

Oracle Health introduced its next-generation Oracle Health EHR, built on a secure cloud with AI embedded in every layer and workflow to simplify clinician tasks.
The system enables voice-command access to patient data and delivers explainable AI recommendations across clinical concepts.
Designed to reduce administrative waste, streamline payer-provider interactions, and refocus clinicians on patient care.
Achieved ONC Health IT certification on October 3, 2025 (Cert. No. 15.04.04.1221.Orac.25.00.1.251003) and DEA EPCS certification on October 8, 2025.

Nov 18, 2025, 2:00 PM

Press Release

Oracle expands Ellison’s oversight to 40% of workforce after CEO transition

ORCL

Management Change

New Projects/Investments

Larry Ellison, 81, now directly oversees 64,000 employees (40% of Oracle’s workforce) following Safra Catz’s exit as CEO.
Ellison takes charge of finance, legal, HR and the NetSuite finance applications division, while Mike Sicilia manages 84,000 employees across sales, customer support, industry apps and the health software unit.
The move accompanies Oracle’s major investment in expanding data center operations for AI-related cloud contracts, a project expected to cost hundreds of billions and influence cash flow.

Nov 10, 2025, 10:40 PM

Bloomberg

Oracle announces Digital Assets Data Nexus platform

ORCL

Product Launch

New Projects/Investments

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.

Oct 28, 2025, 2:00 PM

Press Release

Oracle rolls out cloud finance applications for Missouri

ORCL

Product Launch

New Projects/Investments

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.

Oct 28, 2025, 12:00 PM

Press Release

Oracle plans $38 B debt deal for AI data centers

ORCL

Debt Issuance

New Projects/Investments

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.

Oct 24, 2025, 3:27 AM

Bloomberg

Earnings Transcripts

Quarterly earnings call transcripts for ORACLE.