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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 .
| 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?
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 secured a firm-fixed price task order to provide cloud compute and storage services via its Defense Cloud, supporting the U.S. Army's Enterprise Cloud Management Agency and its Digital Transformation Strategy.
- The service expansion delivers capabilities across DISA Impact Levels 2, 4, 5, and 6, enabling cost savings and secure multicloud operations, building on last year's largest JWCC award.
- Oracle and Google Cloud introduced an industry-first partner program enabling reselling of Oracle Database@Google Cloud via the Google Cloud Marketplace, enhancing multicloud strategies.
- New service capabilities include the upcoming Oracle Base Database Service in limited preview, support for Oracle Exadata X11M, and a roadmap to add 11 new regions over the next 12 months.
- Lloyds Banking Group has entered into a multi-year agreement with Oracle to accelerate its transition to the cloud by moving its Oracle databases to Oracle Database@Azure and leveraging Oracle Exadata Cloud@Customer for on-premise operations.
- The collaboration supports Lloyds’ multicloud strategy, enabling the bank to enhance performance, security, and agility for its banking services and digital offerings.
- This strategic move aims to speed up the delivery of new products and capabilities, supporting Lloyds’ broader tech transformation efforts within the financial services sector.
- Oracle announces the general availability of its Exadata Database Service on Exascale Infrastructure on Oracle Database@Azure, delivering cost-effective, scalable performance with up to 95% lower infrastructure costs.
- The company is set to launch the Oracle Base Database Service soon, which will support Oracle Database workloads on virtual machines with automated lifecycle management and flexible, pay-as-you-go pricing.
- The service expansion includes deployment in the Azure East U.S. 2 region, bringing Oracle Database@Azure’s global availability to 14 regions with plans to add 18 more regions in the next 12 months.
- Oracle Corp has been selected by Singapore’s Defence Science and Technology Agency to deploy its air-gapped Oracle Cloud Isolated Region for supporting the Ministry of Defence and Singapore Armed Forces, enhancing secure cloud computing and AI capabilities.
- The initiative aims to modernize digital operations through a secure, sovereign cloud environment that offers high-performance services, including scalable data management and advanced AI deployments.
- Cloud and Infrastructure Expansion: Oracle crossed into triple-digit cloud regions with its 101st cloud region online and reported total cloud revenue of $6.2 billion, up 25%, driven by robust OCI performance amid strong AI training and inferencing demand.
- Robust Financial Performance: The company achieved total quarterly revenues of $14.1 billion (up 8%), with non-GAAP EPS of $1.47 and GAAP EPS of $1.02, complemented by a $130 billion remaining performance obligation (RPO), indicating solid contract strength.
- Positive Outlook and Strategic Investments: Guidance for Q4 includes expected revenue growth of 9%-11% (constant currency) and an EPS range of $1.62–$1.66, alongside ongoing strategic investments in AI clusters (e.g., AMD GPU contracts) and multi-cloud initiatives to further accelerate future growth.
- Total revenue reached $14.1 billion, marking a 6% increase in USD and an 8% increase in constant currency compared to the prior year.
- Cloud revenues totaled $6.2 billion, with IaaS growing by 49% in USD and SaaS by 9%, reflecting strong performance in Oracle’s cloud segment.
- Remaining performance obligations surged to $130 billion, up 62% in USD (63% in constant currency), underlining robust future revenue potential.
- GAAP earnings per share improved to $1.02 (up 20%), and the company increased its quarterly dividend by 25% to $0.50 per share.
- Revenue Growth: Oracle reported $14.1 billion in total revenue for Q3 2025, with GAAP earnings per share increasing 20% to $1.02 and non-GAAP EPS rising to $1.47, reflecting strong overall performance.
- Robust Sales Backlog: The company’s Remaining Performance Obligations surged to $130 billion, up approximately 62-63% year-over-year, indicating a significant increase in future sales potential.
- Enhanced Shareholder Returns: Oracle’s Board declared a quarterly cash dividend of $0.50 per share, marking a 25% increase over the previous dividend, which underscores the company’s confidence in its cash flow and financial strength.