Earnings summaries and quarterly performance for ORACLE.
Executive leadership at ORACLE.
Clayton M. Magouyrk
Chief Executive Officer
Michael D. Sicilia
Chief Executive Officer
Douglas Kehring
Executive Vice President, Principal Financial Officer
Jeffrey O. Henley
Executive Vice Chair of the Board
Lawrence J. Ellison
Executive Chair and Chief Technology Officer
Maria Smith
Executive Vice President, Chief Accounting Officer
Mark Hura
President, Global Field Operations
Safra A. Catz
Executive Vice Chair of the Board
Stuart Levey
Executive Vice President, Chief Legal Officer
Board of directors at ORACLE.
Research analysts who have asked questions during ORACLE earnings calls.
John DiFucci
Guggenheim Securities
8 questions for ORCL
Brad Zelnick
Credit Suisse
6 questions for ORCL
Mark Moerdler
Bernstein Research
6 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
Ben Reitzes
Melius Research LLC
2 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
Brent Thill
Jefferies
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
Tyler Radke
Citigroup Inc.
1 question for ORCL
Recent press releases and 8-K filings for ORCL.
- Oracle Financial Services introduced an enterprise-class agentic platform with AI-infused applications, design tools, frameworks and pre-built AI agents to drive hyper-personalized customer experiences and operational efficiency in retail and corporate banking.
- Launching immediately, retail banking agents include Product Brochure Generation, Smart Assist for Application Insights, Application Tracker, and Qualitative Analysis & Credit Decisioning to accelerate originations, plus collections agents like Collector Call Summarization and Call Compliance Check for efficiency and compliance.
- The platform embeds AI decisioning at every customer engagement and business process, enabling autonomous AI agents with human-in-the-loop oversight for scalable, ethical banking operations.
- Oracle plans to raise $45–50 billion in gross proceeds during calendar year 2026 to expand its Oracle Cloud Infrastructure capacity
- Funding will be split evenly: half via equity (including an initial mandatory convertible preferred issuance and a $20 billion at-the-market program) and half via a one-time investment-grade senior unsecured bond offering
- Transactions aim to maintain an investment-grade balance sheet, are Board-approved, with Goldman Sachs leading the bond offering and Citigroup leading the equity issuances
- Oracle’s OPERA Cloud hospitality platform has been approved by IHG Hotels & Resorts as a cloud-based property management system for its Americas and EMEAA regions.
- The platform enables franchisees to standardize operations on a common cloud-based PMS, enhancing visibility, intelligence, and consistency in guest interactions.
- OPERA Cloud, backed by enterprise-class reliability and quarterly updates, is live and compliant in 236 countries and territories.
- Phase 2 roadmap advancing core lending protocol features, including stablecoin support and Chainlink oracle integration.
- V1 codebase cleared independent Halborn Security audit with a 90/100 CertiK score, backed by a $50,000 bug bounty.
- Protocol set to debut on testnet before mainnet launch, enabling on-chain metrics for borrowing volume, liquidations, and interest distribution.
- Phase 7 presale at $0.04 has raised $19.8 million with 18,800 holders, allocating 1.82 billion of total 4 billion MUTM tokens (825 million sold).
- The Portnoy Law Firm has initiated an investigation into possible securities fraud by Oracle and may file a class action suit on behalf of investors.
- On September 10, 2025, Oracle and OpenAI announced a $300 billion five-year cloud computing contract.
- On November 13, 2025, reports surfaced that Oracle sought to raise $38 billion in debt to build data centers, driving its stock down 4.15% to $217.57.
- During its December 10, 2025 earnings call, Oracle disclosed that fiscal 2026 CapEx is expected to be $15 billion above prior forecasts, causing a 10.83% share price drop to $198.85.
- Oracle is investing $1.2 billion to build a Nashville “world headquarters” campus spanning over 2 million sq ft—with riverfront parks, a pedestrian bridge and amenities—backed by state incentives including a $65 million grant and 50% property-tax reimbursements.
- The company disclosed a $300 billion, five-year commitment to supply compute capacity to OpenAI, a cornerstone of OCI’s long-term AI and cloud growth strategy.
- Oracle is aggressively recruiting cloud infrastructure talent in Nashville, offering sizable relocation incentives, yet has onboarded only a few hundred local employees so far, highlighting recruitment challenges.
- Oracle’s stock has dropped roughly 40% over three months, raising analyst concerns about margin pressure and the need for clearer near-term revenue visibility.
- A proposed class-action in Manhattan alleges Oracle misled investors about the need for massive AI-related borrowing, centering on a $18 billion note sale in September and roughly $38 billion of follow-on loans tied to an OpenAI deal.
- Plaintiffs led by the Ohio Carpenters’ Pension Plan name Larry Ellison, Safra Catz, Chief Accounting Officer Maria Smith and several banks, seeking unspecified damages; Oracle declined to comment.
- Oracle shares fell 4–5% and bond yields/spreads widened toward levels of lower-rated debt, underscoring investor concern over disclosure, conversion risk and AI financing costs.
- The OpenAI agreement is reported as a five-year, $300 billion contract requiring about 4.5 billion gigawatts of electricity—equivalent to powering 4 million U.S. homes.
- Crusoe’s Abilene AI Data Center, built to support Oracle Cloud Infrastructure (OCI), was named North American Data Center Project of the Year at the 2025 Data Center Dynamics Global Awards.
- The facility features 1.2 GW capacity, direct-to-chip liquid cooling for high-density AI workloads, and an energy-first sustainable design.
- Crusoe’s vertical integration model, manufacturing essential electrical equipment and switchgear in-house, enabled a record 12-month delivery timeline by bypassing supply chain bottlenecks.
- The first phase is projected to generate $1 billion in economic impact over 20 years and, at full build-out, contribute up to 32% of Abilene’s and 25% of Taylor County’s property tax revenue.
- Oracle served as both primary customer and strategic partner, leading hardware and software deployment within the data center.
- Oracle will serve as the primary cloud infrastructure and data-security provider for the new TikTok USDS Joint Venture LLC, overseeing AI retraining and operations on U.S. data.
- The JV structure meets a 2024 U.S. law, with Oracle, Silver Lake and MGX holding 80.1% and ByteDance retaining 19.9%.
- Oracle shares jumped 5–6% in premarket/after-hours trading to about $190.22, lifting the stock roughly 8% YTD.
- Broader markets reacted positively: Bitcoin rose above $88,305.02, Invesco QQQ futures gained 0.5%, and AI-mining stocks (IREN, Cipher Mining, CoreWeave) rallied 4–6%.
- Streamex to host corporate update webinar on December 16, 2025 at 11:00 AM EST, covering 2025 achievements, GLDY launch, and 2026 strategic roadmap.
- Company enters 2026 with a strengthened capital position and a 9.9% equity stake in Empress Royalty Corp. to expand gold and silver royalty exposure.
- GLDY pre-sale began November 10, 2025, targeting an initial $100 million issuance (expandable to $300 million) with an anticipated Q1 2026 launch and up to 4% annualized yield.
- Roadmap includes silver with yield and royalties/streams in 2026, copper with yield in 2027, and oil & gas with yield in 2027–2028.
Fintool News
In-depth analysis and coverage of ORACLE.

Oracle Unveils $50 Billion Capital Raise—Largest AI Infrastructure Funding in Tech History

SoftBank in Talks to Invest $30 Billion More in OpenAI, Deepening Its AI Bet

TikTok Deal Closes Today: US and China Sign Off on $14B Oracle-Led Spinoff

Oracle Bondholders Sue Over 'Blindsiding' $38 Billion AI Debt

OpenAI and SoftBank Pour $1B Into SB Energy, Supercharging Stargate's AI Data Center Buildout

SoftBank Completes $40 Billion OpenAI Investment, Cementing Largest Private Tech Funding Ever
Quarterly earnings call transcripts for ORACLE.
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