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 has integrated OpenAI GPT-5 into its database portfolio and SaaS suite, including Fusion Cloud Applications, NetSuite, and Industry Applications such as Oracle Health.
- GPT-5, available in API form in three sizes and via ChatGPT Enterprise, is designed for advanced code generation, debugging, and agentic reasoning in enterprise workflows.
- The integration leverages Oracle Database 23ai features—AI Vector, Select AI, and SQLcl MCP Server—to enable secure, AI-driven data search, analysis, and generative operations directly from SQL.
- Oracle emphasizes security, adaptability, and scalability to help customers apply generative and agentic AI for measurable business insights, automation, and productivity gains.
- The July PPI surged 0.9% month-over-month, well above the 0.2% forecast, marking its largest jump in over three years; core PPI rose 3.7% year-over-year (June: 2.6%).
- Equities were flat post-release as markets still price in roughly a 90% probability of a 25 bp Fed rate cut in September, with some Fed officials debating a 50 bp cut.
- Oracle plans to eliminate about 150 jobs in its cloud division to rein in costs amid expanded AI spending, though the unit continues to hire.
- Oracle announced general availability of Globally Distributed Exadata Database on Exascale Infrastructure, a serverless service that automatically distributes, stores, and synchronizes data across OCI regions to keep mission-critical applications online during regional outages.
- The service delivers high performance for AI and analytics through elastic scalability, mission-critical availability with Raft replication for zero data loss failover, automated data residency, and cost-efficient scaling for variable agentic AI workloads.
- PayPal will leverage the always-on, serverless architecture and built-in replication to accelerate response times and enhance application resilience as its global business grows.
- Architecture supports Active/Active/Active deployments across multiple data centers, petabyte-scale AI and analytics, hyperscale OLTP processing millions of transactions per second, and improved user proximity for low-latency access.
- Oracle will deploy Bloom Energy fuel cells at select US OCI data centers to deliver onsite power within 90 days, supporting AI and cloud services.
- Fuel cells will offer clean, reliable, and cost-efficient energy for large-scale AI workloads, aligning with OCI’s growth strategy.
- Bloom Energy has deployed over 400 MW to power data centers globally and 1.5 GW across 1,200 installations.
- The collaboration enhances Oracle’s sustainable, rapidly deployable energy portfolio for high-performance AI infrastructure.
- Oracle is negotiating a cloud software contract potentially worth $100 million annually, contingent on Skydance’s $8 billion bid to acquire Paramount Global.
- The combined Skydance-Paramount entity would adopt Oracle’s cloud services to modernize systems, targeting hundreds of millions in cost savings by replacing legacy platforms.
- Larry Ellison is financially backing Skydance’s acquisition effort; Skydance invested $2.2 million in Oracle cloud services over the past year.
- Analysts rate Oracle as an 'Outperform' with an average one-year price target of $236.90, though some valuation models suggest the stock may be overvalued.
- Oracle co-founder Larry Ellison surpassed Mark Zuckerberg to become the world’s second richest person with a net worth of $251.2 billion.
- Oracle shares are up over 40% year-to-date, driven by investor optimism around AI.
- Analysts view Oracle’s evolution into a hyperscaler—offering both public and private cloud environments with a full software stack—as a key growth thesis.
- A potential cost disadvantage arises from Oracle’s lack of proprietary chip technology versus AWS, Microsoft Azure and Google Cloud.
- For fiscal year 2025, Oracle reported $57.3 billion in revenue versus $245.1 billion at Microsoft, highlighting its smaller scale.
- 27% of enterprises spend over $500,000 annually on software license non-compliance, and 73% have faced an Oracle Java audit in the past three years, with nearly 80% migrating or planning to migrate to open-source Java alternatives.
- 96% of organizations are concerned about Oracle’s Java pricing and licensing policies, driving 79% to migrate, be migrating, or plan to migrate to open-source alternatives for better cost control and compliance.
- 66% of survey respondents estimate at least 40% cost savings by switching from Oracle Java to open-source Java alternatives.
- The global ITAM market grew from $1.15 billion in 2019 to $1.49 billion in 2023 (CAGR 6.9%), and the SAM subset is projected to expand at a 16% CAGR through 2029, reflecting increased investment in software asset management.
- Oracle to invest $3 billion over five years in AI and cloud infrastructure, allocating $2 billion to Germany and $1 billion to the Netherlands.
- Expansion boosts AI capacity in Oracle Cloud Frankfurt and Amsterdam to support manufacturing, automotive, renewable energy, science, and healthcare sectors.
- Secured 75% federal discounts on license-based software and substantial cloud service reductions through November via GSA agreements.
- CEO Safra Catz highlighted 100%+ year-over-year growth in MultiCloud database revenue, underpinning a strong start to fiscal 2026.
- Analysts maintain an 'Outperform' rating with a modest 0.28% upside and an average price target of $229.93.
- Oracle and AWS launched Oracle Database@AWS, enabling customers to run Oracle Exadata Database Service and Oracle Autonomous Database on OCI within AWS U.S. East (N. Virginia) and U.S. West (Oregon), with expansion to 20 more AWS Regions planned.
- The service features zero-ETL integration, Oracle Real Application Clusters (RAC), and Oracle Database 23ai with embedded AI Vector Search to streamline migrations and enhance analytics and AI workloads.
- Simplified procurement via AWS Marketplace supports Bring Your Own License (BYOL), Oracle Support Rewards, and existing AWS commitments, reducing complexity and cost.
- Early adopters including Fidelity Investments, Nationwide, and SAS report efficiency gains and alignment with their cloud strategies using the new service.
- OpenAI leases an additional 4.5 GW of data center power from Oracle, part of the joint Stargate initiative to invest $500 billion in U.S. AI infrastructure over four years.
- Oracle is developing new data centers in Texas, Michigan, Wisconsin, and Wyoming, and plans to expand its Abilene, Texas site from 1.2 GW to ~2 GW capacity.
- Each gigawatt of leased power can supply electricity to 750,000 American homes, underscoring the scale of the deal.
- Oracle’s stock has risen 36.4% year-to-date, reflecting investor optimism driven by the Stargate partnership.