You might also like
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. |
-
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?
-
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?
-
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?
-
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?
-
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’s OCI AI infrastructure and OCI Supercluster have been selected by Fireworks AI, Hedra, Numenta, Soniox and others for scalable, high-performance AI training, inference and HPC workloads.
- Fireworks AI runs on OCI bare metal with NVIDIA Hopper and AMD MI300X GPUs to serve over 2 trillion inference tokens daily.
- Hedra uses OCI bare metal accelerated by NVIDIA Hopper GPUs to cut GPU costs, speed up model training and accelerate its Character-3 multimodal video foundation models.
- Numenta leverages OCI bare metal with NVIDIA GPUs for faster deep-learning training, while Soniox trains its real-time, multilingual speech AI model for 60 languages on the same infrastructure.
- Oracle partners with xAI to integrate Grok 3 into its OCI Generative AI service, offering enterprise-grade security with zero data retention endpoints .
- Leverages OCI’s scalable, cost-efficient GPU and compute instances to deliver enhanced reasoning in mathematics, coding, and content creation, with significant performance and price-performance advantages .
- Expands a diverse AI model portfolio—including Meta, Mistral, and Cohere—providing customers access to leading models without relying on proprietary development .
- Enables xAI to train and run model inferencing on OCI, underscoring robust data integration, governance, and security .
- Early adopters like Windstream are exploring Grok models via OCI to streamline workflows and optimize business processes .
- Oracle’s stock has surged over 51% in the past year, reflecting strong market confidence in its expanding AI initiatives .
- Oracle unveils the Oracle Defense Ecosystem, a first-of-its-kind global initiative leveraging its cloud and AI platforms to accelerate defense and government tech innovation, strengthening U.S. and allied national security.
- The Defense Ecosystem’s founding members, including Arqit, Blackshark.ai, Entanglement, and others, benefit from Oracle Sales Support, Palantir Foundry, AI Platform on OCI, and continuous CI/CD deployment via Oracle Cloud Marketplace.
- Members also gain accelerated CMMC and SCCA compliance, preferred NetSuite pricing, secure facilities access, and training/certification credits for OCI and applications.
- Oracle also launched Oracle Compute Cloud@Customer Isolated, a disconnected, sovereign compute cloud designed for defense, intelligence, telecom, and healthcare sectors to secure classified workloads.
- The new service provides OCI-equivalent compute, storage, and networking on-premises in a single rack, deployable in six to eight weeks or via a phased approach toward a hyperscale, air-gapped Oracle Cloud Isolated Region, with global availability later this year and integration from partners like Fujitsu.
- Oracle announced a strategic alliance with Metron to develop scalable, AI-driven decision-support solutions for multi-domain defense operations, enhancing the OODA loop .
- Oracle unveiled Oracle Compute Cloud@Customer Isolated, a sovereign, air-gapped cloud service designed to secure classified workloads for defense, intelligence, telecom, and healthcare sectors globally .
- The alliance leverages Oracle Cloud Infrastructure (OCI) for high performance and cost-effective deployments across U.S. security fabrics, bolstering data security and battlefield resilience .
- With 40 years of innovation in AI, Bayesian inference, and sensor fusion, Metron will join the Oracle Defense Ecosystem to deliver transformative situational awareness and decision advantage .
- Oracle Compute Cloud@Customer Isolated offers on-premises deployment in a single rack with a Fast-Start path, or a phased journey toward a hyperscale, air-gapped isolated region for rapid AI innovation .
- Executives emphasized that both initiatives accelerate target identification, speed decision-making, and enhance mission effectiveness while reducing taxpayer costs .
- Oracle Cloud Infrastructure unveils a zettascale AI supercluster with AMD Instinct MI355X GPUs supporting up to 131,072 GPUs for large-scale training and inference workloads .
- The new GPU offering delivers over 2X better price-performance and up to 2.8X higher throughput, with each GPU shape featuring 288 GB of HBM3 and up to 8 TB/s memory bandwidth .
- The solution features a dense, liquid-cooled design (64 GPUs per rack at 125 kW) paired with a powerful head node powered by an AMD Turin CPU and up to 3 TB of system memory .
- Oracle has entered a multi-year agreement with Seekr to accelerate secure, transparent AI deployments and next-gen vision-language models .
- The partnership leverages OCI AI infrastructure powered by AMD Instinct MI300X GPUs for efficient multi-node training and optimized GPU usage .
- A joint go-to-market strategy targets enterprise and federal government customers, offering purpose-built bare-metal GPU instances, lower-cost infrastructure, and dedicated engineering support .
- Oracle reported Q4 FY25 total revenue of $15.9 billion (up 11% YoY), driven by cloud revenue of $6.7 billion, including IaaS of $3.0 billion (up 52%) and SaaS of $3.7 billion (up 12%) .
- GAAP EPS was $1.19 and non-GAAP EPS was $1.70 for the quarter .
- For FY25, total revenue reached $57.4 billion (up 8%), with cloud services & license support revenue of $44.0 billion (up 12%) .
- Remaining Performance Obligations climbed to $138 billion, up 41% YoY .
- Oracle expects FY26 to deliver total cloud growth exceeding 40%, OCI growth topping 70%, and RPO growth surpassing 100% .
- The board declared a quarterly dividend of $0.50 per share, payable July 24, 2025 .
- 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.