Oracle
Oracle (NYSE: ORCL), founded 1977 and headquartered in Austin, TX, is a global enterprise technology company providing cloud infrastructure (OCI), AI Database, Fusion Applications, Oracle Health, and NetSuite cloud ERP to 30,000+ enterprises and 43,000+ SMBs across 200+ countries, with $67.4B FY2026 revenue and aggressive AI infrastructure expansion.
- Company typePublic
- Founded1977
- HeadquartersAustin, United States
- Headcount5,001–10,000
- GTM typeB2B
- OfferingSoftware
What Oracle does
Oracle Corporation is a publicly traded (NYSE: ORCL) global enterprise technology company founded in 1977, headquartered in Austin, Texas, with $67.4 billion in FY2026 revenue. It operates across cloud infrastructure, database software, industry-specific applications, and AI services through Oracle Cloud Infrastructure (OCI), Oracle AI Database, Oracle Fusion Applications, Oracle Health, NetSuite, and the Oracle Defense Ecosystem. The company serves 30,000+ enterprise customers using Oracle Cloud applications and 43,000+ NetSuite customers across 200+ countries.
Oracle's product architecture is a layered stack: OCI provides the compute, storage, and AI training/inferencing substrate (200+ data centers globally, including AWS, Google Cloud, and Azure deployments); Oracle AI Database and Autonomous Database run on high-performance Exadata hardware; Oracle AI Data Platform unifies private structured/unstructured data via an AI Data Catalog and provides a Workbench for building AI applications that reason on enterprise data using hosted foundation models (Google Gemini, Meta Llama, OpenAI ChatGPT, xAI Grok); vertical application suites (Fusion ERP/HCM/CX, Oracle Health AI Agents, industry apps for banking, retail, defense, etc.) sit on top; and acquired brands NetSuite (SMB/mid-market ERP, 2016 acquisition) and Oracle Health (Cerner, 2022 acquisition) address distinct segments.
Oracle monetizes primarily through subscription recurring revenue (cloud infrastructure, Fusion apps, NetSuite, Oracle Health) supplemented by one-time database license fees and support. Enterprise field sales drives large deals directly, augmented by the Oracle Partner Network and channel partners; pricing is quote-based with disclosed price lists and Cloud@Customer starting at $250,000/month. The capital-intensive AI infrastructure buildout (FY2026 capex $55.7B, FY2027 planned $70B) is funded by $100B+ debt and 2026 capital raises, balanced against $638B in remaining performance obligations and a $300B five-year OpenAI cloud commitment.
Oracle firmographics
Firmographics- Name
- Oracle
- Legal name
- Oracle Corporation
- Website
- https://oracle.com
- Company type
- Public
- Founded year
- 1977
- Operating status
- Operating
- Headcount range
- 5,001–10,000 employees
- Short description
- Oracle (NYSE: ORCL), founded 1977 and headquartered in Austin, TX, is a global enterprise technology company providing cloud infrastructure (OCI), AI Database, Fusion Applications, Oracle Health, and NetSuite cloud ERP to 30,000+ enterprises and 43,000+ SMBs across 200+ countries, with $67.4B FY2026 revenue and aggressive AI infrastructure expansion.
- Ownership category
- akta.pro rank
Oracle industry classification
Industry- Product category
- Enterprise Cloud Infrastructure & Applications
- NAICS
- Software Publishers (51321), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Computer Systems Design and Related Services (54151), Computer Systems Design and Related Services (5415)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373), Electronic Computers (3571)
- akta.pro primary industry
- Managed Databases (Relational/NoSQL/In-Memory DBaaS) (HDABAAAE)
- akta.pro secondary industries
- Data & Analytics Platforms (Data Warehousing, Lakes, Streaming) (HDABAAAF), AI Compute Cloud & GPU-as-a-Service (HDAAAAAK), Database-as-a-Service (DBaaS) Platforms (HDAEAAAN), Managed Application Platforms (App PaaS & Runtime Services) (HDABAAAD), Industry/Vertical Cloud Platforms (e.g., Gov/Healthcare/Financial Cloud Regions) (HDABAAAL), Healthcare Data Lakes, Lakehouses & Cloud Warehouses (HLACAIAA)
Keywords
Where Oracle is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Oracle business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations
Revenue model
- Cloud Infrastructure (OCI): Cloud infrastructure services including compute, storage, and AI capabilities. Revenue grew 93% year-over-year to $5.8 billion in Q4 FY2026. Part of $638 billion remaining performance obligations backlog.
- Cloud Applications (Fusion): Enterprise cloud applications including ERP, HCM, CX, and Supply Chain Management for large organizations
- Oracle Health: Healthcare applications for providers, payers, and public health agencies, including EHR, clinical AI, and population health management
- NetSuite: Cloud ERP suite for SMB and mid-market companies with 43,000+ customers in 200+ countries. 77% of Forbes Cloud 100 companies are NetSuite customers.
- Database Licenses: On-premises and cloud database software licenses with support and maintenance
- Industry Applications: Vertical-specific cloud applications for banking, retail, healthcare, manufacturing, government, and other industries with built-in AI
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Cloud@Customer deployment starting at $250,000 per month |
| Subscription | Annual | Comprehensive pricing lists for Technology, Applications, Fusion Cloud, PaaS, IaaS, and industry-specific solutions |
| Subscription | Monthly | NetSuite cloud ERP pricing varies by company size and module requirements |
Go-to-market motion2 records
Distribution channels6 records
Marketing channels6 records
Oracle product offering
Product offeringCore offering
Oracle sells enterprise cloud infrastructure (Oracle Cloud Infrastructure/OCI), AI-optimized database software (Oracle AI Database, Oracle Autonomous Database), AI Data Platform with foundation model access, integrated cloud applications (Oracle Fusion ERP/HCM/CX, NetSuite), and vertical industry application suites including Oracle Health for healthcare. Offerings are sold on subscription and licensing terms to large enterprises, government/defense organizations, and SMB/mid-market customers across 200+ countries.
Product overview
Oracle is a comprehensive enterprise technology company offering a platform-plus-modules architecture spanning cloud infrastructure, database technology, AI capabilities, and vertical industry applications. The core offerings include Oracle Cloud Infrastructure (OCI) providing high-performance cloud services with 500,000 NVIDIA GPUs across AI data centers; Oracle AI Database available in 200+ data centers including multicloud deployments on AWS, Google Cloud, and Azure; Oracle AI Data Platform with AI foundation models (Google Gemini, Meta Llama, OpenAI ChatGPT, xAI Grok) and AI Data Catalog for unified data processing; Oracle Health rebuilt as AI Agents for healthcare ecosystems; Oracle Fusion Applications (ERP, HCM, CX); and NetSuite (acquired SaaS pioneer with 43,000+ customers). The portfolio also includes Oracle Defense Ecosystem connecting cloud infrastructure with defense technology startups, and Oracle Industry Applications for 25+ vertical markets. Oracle operates as both a cloud infrastructure provider and enterprise software company, with recent strategic pivots toward AI infrastructure serving hyperscalers like OpenAI and Meta.
Differentiator
Problem solved
Functional benefit
Brands
- NetSuite: Cloud ERP, CRM, HCM, and e-commerce cloud business management solutions serving 43,000+ customers in 200+ countries
- Oracle Fusion Applications
- Oracle Health Suite
- Oracle AI Database
- Oracle Autonomous Database
- Cloud@Customer
- Oracle Defense Ecosystem
Products and services
- Oracle Cloud Infrastructure (OCI) Oracle Cloud Infrastructure is a high-performance cloud platform offering compute, storage, networking, and AI services for enterprises and technology companies. OCI underpins Oracle's AI infrastructure strategy with 500,000 NVIDIA GPUs in a 1.2 billion-watt Texas data center, serving customers including AMD, ByteDance, Meta, NVIDIA, OpenAI, Temu, TikTok, Uber, and xAI for AI training and inferencing workloads.
- Oracle AI Database Oracle AI Database is Oracle's autonomous and AI-powered relational database software running on Exadata hardware, available across Oracle Cloud, Amazon Web Services, Google Cloud, and Microsoft Azure. It combines database capabilities with AI inferencing for structured data processing and is the first commercial database to obtain Common Criteria certification.
- Oracle AI Data Platform Oracle AI Data Platform provides access to AI foundation models (Google Gemini, Meta Llama, OpenAI ChatGPT, xAI Grok) within Oracle Cloud along with AI Data Catalog (unifying private structured and unstructured data without moving it) and AI Data Platform Workbench for building AI applications including chat, multistep agents, transactions, and workflows.
- Oracle Cloud@Customer Oracle Cloud@Customer delivers all OCI services and applications installed inside the customer's data center, starting at $250,000 per month. The deployment keeps data and network traffic secure and private behind the customer firewall while enabling AI inferencing and multistep reasoning on private data.
- Oracle Fusion Applications Oracle Fusion Applications is a comprehensive cloud application suite bringing AI to every aspect of business operations, including Fusion ERP (Finance, Accounting, Supply Chain and Manufacturing), Fusion HCM (Human Resources, Payroll), and Fusion CX (Marketing, Sales, Service). Customers like DHL Supply Chain run on Oracle Fusion for back-office modernization.
- Oracle Health (formerly Cerner) Oracle Health (formerly Cerner, acquired 2022 for ~$28B) is Oracle's healthcare application suite rebuilt as AI Agents connected by workflows, managing the entire healthcare ecosystem including providers (ambulatory clinics, acute care hospitals), payers (insurance companies, governments), and public health agencies. Applications include Oracle Health EHR, Clinical AI Agent, Patient Accounting, AI Data Platform, and Patient Portal.
- NetSuite NetSuite (acquired 2016 for ~$9.3B) pioneered SaaS cloud business applications and provides cloud ERP, CRM, e-commerce, HCM, and analytics for 43,000+ customers in 200+ countries. 77% of Forbes Cloud 100 companies and 61% of technology IPOs since 2011 are NetSuite customers.
- Oracle Industry Applications Oracle provides industry-specific cloud application suites with built-in AI, machine learning, and analytics for more than two dozen industries including Banking (core banking, AML, risk management), Construction and Engineering, Retail, Communications, Defense and Intelligence, Healthcare, High Technology, Hospitality, Life Sciences, Oil and Gas, Public Safety, Utilities, and others. These integrate with Fusion ERP, HCM, Supply Chain, Finance, and CX.
- Oracle Java Oracle Java (JDK) is the world's most widely used enterprise software platform, with Oracle as primary steward of Java SE. Oracle offers Java SE Universal Subscription and Java Embedded offerings for on-premise, enterprise, desktop, server, and cloud workloads.
Quantifiable outcome
- Cloud infrastructure revenue growth of 93% year-over-year
- +3 more outcomes
Companies that use Oracle
Customer profileNamed customers10 records
Segments7 records
Ideal customer profiles6 records
Oracle technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability11 records
Feature6 records
Oracle partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core and major.
- Oracle Defense Ecosystem - WhitespacecoreWhitespace deployed its Saga operational learning capability on Oracle Roving Edge Devices for classified Royal Navy workloads during Operation HIGHMAST, demonstrating mission-ready defense capabilities.
- Oracle Defense Ecosystem - Third Cohort CompaniesmajorThird cohort added 10 defense technology companies: Chariot Defense, Legion Intelligence, Marlin Intelligence, Quori, HPO Technologies, Resaro, Revobeam, Tactiql, Two Delta, and Unplugged. Focused on AI, cybersecurity, autonomous systems, and secure communications.
- Defence HoldingsmajorPartner for accelerator initiative within Oracle Defense Ecosystem, helping emerging defense technology companies scale mission-ready capabilities.
- Shield ReplymajorPartner providing cloud readiness assessments and mission-focused implementation support for Oracle Defense Ecosystem members.
- Red ReplymajorPartner providing implementation support and enablement services for deploying solutions across Oracle Cloud Infrastructure environments.
- US Air ForcecoreOracle secured $88 million firm-fixed-price task order for Cloud One OCI services running through December 7, 2028, demonstrating ability to win classified defense contracts.
- TheatorcoreOracle Health partnered with Theator to bring AI-powered surgical intelligence solutions to US healthcare providers. Theator's platform analyzes surgical video footage using computer vision and AI, generating automated operative reports integrated directly into Oracle Health EHR systems.
- Bloom EnergycoreBloom Energy partnered with Oracle to supply up to 2.8 GW of fuel cell systems for AI infrastructure development, including Project Jupiter AI factory. Bloom also named sole power provider for Oracle's AI campus.
- Brookfield Asset ManagementmajorJoint partnership with Bloom Energy and Oracle to supply power for AI data centers, with Bloom's project backlog approaching $20 billion.
- Baystate HealthmajorExpanded strategic partnership implementing Oracle Health EHR, Clinical AI Agent, Patient Accounting, AI Data Platform, and Patient Portal across 5 hospitals, 80+ medical practices, and Health New England health plan.
- OpenAIcore$300 billion five-year commitment for Oracle Cloud Infrastructure capacity, representing major AI infrastructure partnership.
- Meta PlatformscoreMeta uses Oracle Cloud Infrastructure and has committed significant GPU deployment, with 50,000-GPU Helios supercluster being built.
- AMDcoreOracle building 50,000-GPU Helios supercluster using AMD MI450 accelerators for AI infrastructure.
- NVIDIAcoreOracle deploying 500,000 NVIDIA GPUs in Texas data center for AI training and inferencing workloads.
Scale indicators10 records
Recent moves8 records
Expansion highlights6 records
Oracle competitors and assessment
Company assessmentBroad incumbents
- Microsoft: Microsoft Azure competes directly with Oracle Cloud Infrastructure in the enterprise cloud market, while Microsoft also offers database and vertical applications. Comparable as a hyperscaler with significant enterprise cloud and AI infrastructure overlap.
- Amazon Web Services: AWS is the dominant cloud infrastructure provider competing head-to-head with Oracle OCI, and also offers database services (RDS, Aurora, Redshift) that overlap with Oracle Database. Oracle's multicloud strategy actually deploys within AWS, making them both competitors and partners.
- Google Cloud: Google Cloud Platform competes with Oracle OCI for enterprise cloud workloads and BigQuery overlaps with Oracle's data warehousing. Oracle's AI Database is also deployed within Google Cloud, creating both competitive and partnership dynamics.
- IBM: IBM competes with Oracle in database (Db2 vs Oracle), enterprise applications, and increasingly in hybrid cloud/AI infrastructure. Both serve large enterprise and government customers with complex IT environments.
Direct peers
- SAP: SAP is Oracle's most direct competitor in enterprise applications (ERP, HCM, SCM, CX), with SAP S/4HANA Cloud competing against Oracle Fusion Applications. Both target large enterprises for mission-critical business processes.
- Salesforce: Salesforce is a primary competitor in the customer experience (CX) application suite market, where Oracle Fusion CX competes directly. Both target enterprise customers with cloud-based CRM, marketing, and service applications.
- Workday: Workday competes with Oracle Fusion HCM in the cloud human capital management market, particularly for large enterprise customers. Both offer subscription-based HR, payroll, and workforce management.
- Epic Systems: Epic is the dominant electronic health record (EHR) vendor competing directly with Oracle Health (formerly Cerner) in the hospital EHR market. Both target large hospital systems and academic medical centers.
Emerging players
- Snowflake: Snowflake is a cloud data platform that competes with Oracle's data warehousing and AI Data Platform offerings. Both enable enterprise customers to run analytics and AI workloads on cloud data infrastructure.
- CoreWeave: CoreWeave is a specialized AI cloud provider competing with Oracle OCI for GPU-intensive AI training and inference workloads. Both serve the same hyperscaler and AI company customer base seeking large-scale NVIDIA GPU capacity.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Oracle social profiles
Digital presenceOracle compliance and trust
Trust signalCompliance10 records
Oracle financial estimates
Financial estimateRevenue estimate
Valuation estimate
Oracle leadership team
Management profileNumber of profiles
Profiles6 records
Oracle subsidiaries and ownership
Company hierarchySubsidiaries7 records
Oracle funding detail
Funding detailFunding overview
Funding rounds6 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Oracle M&A and investment
M&A and investmentM&A148 records
Investments55 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Oracle
What does Oracle do?
Oracle sells enterprise cloud infrastructure (Oracle Cloud Infrastructure/OCI), AI-optimized database software (Oracle AI Database, Oracle Autonomous Database), AI Data Platform with foundation model access, integrated cloud applications (Oracle Fusion ERP/HCM/CX, NetSuite), and vertical industry application suites including Oracle Health for healthcare. Offerings are sold on subscription and licensing terms to large enterprises, government/defense organizations, and SMB/mid-market customers across 200+ countries.
Is Oracle a public or private company?
Oracle is a public company. It is classified as public and is currently operating.
When was Oracle founded?
Oracle was founded in 1977. It employs 5,001 to 10,000 people.
Where is Oracle based?
Oracle is headquartered in Austin, United States, in the North America region.
How does Oracle make money?
Six revenue lines are on record. Cloud Infrastructure (OCI) is the primary driver. The others are cloud Applications (Fusion), oracle Health, netSuite, database Licenses and industry Applications.
Who are Oracle's main competitors?
Broad incumbents on record are Microsoft, Amazon Web Services, Google Cloud and IBM. Direct peers are SAP, Salesforce, Workday and Epic Systems. Emerging players are Snowflake and CoreWeave.
Does Oracle have an API?
Yes. Oracle offers a comprehensive suite of APIs and developer tools including: REST Data Services (ORDS) for Oracle Database, Node-oracledb (Oracle Database Driver for Node.js), JDBC Drivers, ODP.NET, ODBC, OLE DB for Windows development, SQL Developer and SQL Developer Data Modeler for database development, and Oracle Backend for Firebase. The company provides development tools including Application Express (APEX), JDeveloper & ADF, and supports open-source Java. Oracle also offers cloud APIs through Oracle Cloud Infrastructure for cloud services access. Developer documentation is at oracle.com/rest.
What industry is Oracle in?
Oracle's product category is Enterprise Cloud Infrastructure & Applications. Its primary akta.pro industry code is HDABAAAE, Managed Databases (Relational/NoSQL/In-Memory DBaaS), with a secondary code of HDABAAAF, Data & Analytics Platforms (Data Warehousing, Lakes, Streaming). Its NAICS code is 51321 and its SIC code is 7372.