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ORACLE (ORCL)

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 .

  1. 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 .
  2. Hardware - Involves the sale of Oracle Engineered Systems, servers, storage, and industry-specific hardware, along with related software and support services .
  3. Services - Provides services to help customers maximize the performance of their Oracle applications and infrastructure technologies .

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NamePositionExternal RolesShort 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.

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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.

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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.

  1. 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?

  2. 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?

  3. 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?

  4. 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?

  5. 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?

Program DetailsProgram 1
Approval DateNot specified
End Date/DurationNo expiration date
Total additional amountNot specified
Remaining authorization amount$6.7 billion as of November 30, 2024
DetailsThe program's pace depends on factors like working capital needs, cash requirements for acquisitions, dividend payments, debt obligations, stock price, and market conditions. It can be accelerated, suspended, delayed, or discontinued at any time.
YearAmount Due (Billions)Debt TypeInterest Rate (%)% of Total Debt
20242.0 Senior NotesN/A2.3% = (2.0 / 88.624) * 100
20253.5 Senior NotesN/A4.0% = (3.5 / 88.624) * 100
20252.5 Senior NotesN/A2.8% = (2.5 / 88.624) * 100
20291.5 4.20% Senior Notes4.20 1.7% = (1.5 / 88.624) * 100
20341.75 4.70% Senior Notes4.70 2.0% = (1.75 / 88.624) * 100
20541.75 5.375% Senior Notes5.375 2.0% = (1.75 / 88.624) * 100
20641.25 5.50% Senior Notes5.50 1.4% = (1.25 / 88.624) * 100

Competitors mentioned in the company's latest 10K filing.

CompanyDescription

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.

NameStart DateEnd DateReason for Change
Ernst & Young LLP2002PresentCurrent auditor

Notable M&A activity and strategic investments in the past 3 years.

CompanyYearDetails

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 announces Digital Assets Data Nexus platform
·$ORCL
Product Launch
New Projects/Investments
  • Oracle unveils the Digital Assets Data Nexus, a forthcoming enterprise-grade platform to help banks issue and govern blockchain-based digital assets at scale, leveraging Oracle Blockchain and Oracle AI Database 26ai.
  • The platform offers multi-ledger infrastructure, pre-built tokenization smart contracts, AI-powered data governance, and agentic AI workflows for secure digital asset lifecycle management.
  • It supports Hyperledger Fabric and Besu deployments across OCI, on-premises, and other clouds, and includes a low-code app builder for stablecoins, CBDCs, and tokenized applications.
  • Planned for availability next calendar year, the solution aims to accelerate time-to-value, ensure compliance, and streamline integration with financial systems.
2 days ago
Oracle rolls out cloud finance applications for Missouri
·$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.
3 days ago
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 $29 billion AI data center financing package, highlighting growing use of debt markets for large-scale AI infrastructure investments.
7 days ago
Oracle announces Stargate data center site in Wisconsin
·$ORCL
New Projects/Investments
  • OpenAI, Oracle and Vantage plan a $15 billion+ Lighthouse campus in Port Washington, WI, featuring four data centers delivering ~1 GW of AI capacity as part of a 4.5 GW Stargate expansion, slated for completion in 2028.
  • The project is expected to create >4,000 union construction jobs and >1,000 long-term positions, plus thousands more indirect roles.
  • Estimated $2.7 billion contribution to regional GDP and $175 million in infrastructure upgrades (water, wastewater, power) underwritten by WEC Energy Group.
  • Designed for sustainability with 100% matched zero-emission energy, water-positive operations, biodiversity net gain, and pursuit of LEED certification.
Oct 22, 2025, 8:05 PM
Oracle Health selected by Sunnybrook Health Sciences Centre for AI-powered EHR
·$ORCL
Product Launch
  • Sunnybrook Health Sciences Centre selected Oracle Health as its vendor for a new AI-powered electronic health record (EHR) system to unify multiple information systems across its campuses for integrated patient care.
  • The next-generation EHR will equip clinicians with AI-driven analytics, enhancing insight at the point of care and streamlining workflows by reducing manual documentation.
  • By consolidating disparate health information systems into a unified platform, the solution is expected to facilitate seamless communication among care teams and strengthen clinical research and trial capabilities.
  • Sunnybrook, caring for over 1 million patients annually with more than 12,000 staff, aims to improve coordination and decision-making across its trauma, burn, and veterans’ care facilities.
Oct 20, 2025, 1:00 PM
Oracle raises long-term financial outlook
·$ORCL
Guidance Update
Revenue Acceleration/Inflection
  • Remaining Performance Obligations (RPO) balance now exceeds $455 billion, up 359% year-over-year, with expectations to surpass $500 billion imminently.
  • Cloud represented 44% of total revenue in FY 2025 (up from 20% in FY 2020), driving a forecasted 16% revenue growth in FY 2026.
  • Updated targets of $225 billion in revenue by FY 2030 (31% CAGR) and $21 EPS by FY 2030 (28% CAGR), implying nearly growth over five years.
  • Oracle’s AI infrastructure is supply constrained, not demand constrained, underscored by $65 billion of new commitments in 30 days across seven deals with four customers (excluding OpenAI).
Oct 16, 2025, 4:45 PM
Oracle unveils AI Agent Marketplace at AI World 2025
·$ORCL
Product Launch
  • Oracle delivered 600+ out-of-the-box AI agents, surpassing its previous commitment of 100 agents.
  • Introduced Agent Studio, enabling customers and partners to customize and build AI agents with over 32,000 certified experts globally.
  • Launched the AI Agent Marketplace, featuring 100+ partner-built, Oracle-certified agents available at no extra charge.
  • Customers like Milwaukee Tool and BHE Renewables are deploying Oracle AI to enhance supply chain efficiency, finance automation, and grid management.
Oct 15, 2025, 6:15 PM
Oracle unveils Acceleron I/O platform and AI data offerings at AI World 2025
·$ORCL
Product Launch
  • Oracle announced Acceleron, a new I/O security and acceleration foundation combining dedicated network fabrics, disk intermediation, and converged NICs, promising higher performance, lower costs, and enhanced security for OCI users.
  • It introduced an AI Data Platform featuring updated GenAI services, an AI Database with external catalog support, fine-grained access control, vector indices, and a GenAI agent platform for workflow integration.
  • Customers gain multi-cloud universal credits to deploy database services across clouds at consistent pricing, alongside the launch of Dedicated Region 25, offering full OCI functionality in just three racks.
  • OCI’s mission to deliver the highest performance, lowest cost, and most secure infrastructure is reinforced by real-world deployments with TikTok (over 1 billion users globally) and OpenAI (deploying 200 MW AI clusters).
Oct 15, 2025, 4:15 PM
Oracle unveils AI Data Platform and infrastructure upgrades at AI World 2025
·$ORCL
  • Oracle introduced Acceleron, a new software and hardware architecture to secure and accelerate all I/O across OCI with configurable, multi-plane networks optimized for latency or throughput, improving peak performance and cost efficiency.
  • The company launched its AI Data Platform, combining the latest AI models, the AI-enhanced Oracle Database for unified data access and fine-grained security, and a new Gen AI agent framework for seamless integration with Oracle applications.
  • To simplify multicloud deployments, Oracle rolled out Multi Cloud Universal Credits, a single contract for database services across any cloud at fixed pricing, and announced general availability of Dedicated Region 25, shrinking dedicated footprints to just three racks for on-premise use.
  • OCI customers, including TikTok and OpenAI, praised Oracle’s ability to rapidly provision large-scale capacity (e.g., 200 MW for AI clusters), flexible bare-metal options, and low egress fees to support unpredictable spikes and global expansion.
Oct 15, 2025, 4:15 PM
Oracle expands AI Agent Studio with new AI Agent Marketplace
·$ORCL
Product Launch
  • Oracle launched a new AI Agent Marketplace embedded in Oracle Fusion Cloud Applications, allowing deployment of Oracle-validated, partner-built AI agents within existing workflows.
  • AI Agent Studio now supports multiple LLMs—OpenAI, Anthropic, Cohere, Google, Meta, and xAI—and adds integration features like Model Context Protocol support, agent collaboration cards, and secure credential management.
  • Enhanced observability and management capabilities include a monitoring dashboard, performance evaluation, agent tracing, token usage metrics, prompt libraries, and RAG over external sources.
  • Oracle leverages a trusted network of over 32,000 certified experts to build and optimize AI agents, expanding its partner ecosystem to accelerate enterprise AI adoption.
Oct 15, 2025, 12:14 PM