Oracle

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.

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

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

• Cloud infrastructure services
• Enterprise database software
• Cloud ERP applications
• AI cloud computing
• Healthcare software platforms

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations

Revenue model

1. 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.
2. Cloud Applications (Fusion): Enterprise cloud applications including ERP, HCM, CX, and Supply Chain Management for large organizations
3. Oracle Health: Healthcare applications for providers, payers, and public health agencies, including EHR, clinical AI, and population health management
4. 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.
5. Database Licenses: On-premises and cloud database software licenses with support and maintenance
6. Industry Applications: Vertical-specific cloud applications for banking, retail, healthcare, manufacturing, government, and other industries with built-in AI

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels6 records

Core 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

Named customers10 records

Segments7 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability11 records

Feature6 records

Partnerships

14 partnerships are on record, tiered core and major.

• Oracle Defense Ecosystem - WhitespacecoreStrategic or Co-development Partner · 25 June 2026Whitespace 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 CompaniesmajorStrategic or Co-development Partner · 25 June 2026Third 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 HoldingsmajorImplementation/ SI/ Consulting Partner · 25 June 2026Partner for accelerator initiative within Oracle Defense Ecosystem, helping emerging defense technology companies scale mission-ready capabilities.
• Shield ReplymajorImplementation/ SI/ Consulting Partner · 25 June 2026Partner providing cloud readiness assessments and mission-focused implementation support for Oracle Defense Ecosystem members.
• Red ReplymajorImplementation/ SI/ Consulting Partner · 25 June 2026Partner providing implementation support and enablement services for deploying solutions across Oracle Cloud Infrastructure environments.
• US Air ForcecoreStrategic or Co-development Partner · 25 June 2026Oracle 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.
• TheatorcoreStrategic or Co-development Partner · 24 June 2026Oracle 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 EnergycoreStrategic or Co-development Partner · 24 June 2026Bloom 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 ManagementmajorStrategic or Co-development Partner · 24 June 2026Joint partnership with Bloom Energy and Oracle to supply power for AI data centers, with Bloom's project backlog approaching $20 billion.
• Baystate HealthmajorStrategic or Co-development Partner · 22 June 2026Expanded 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.
• OpenAIcoreStrategic or Co-development Partner$300 billion five-year commitment for Oracle Cloud Infrastructure capacity, representing major AI infrastructure partnership.
• Meta PlatformscoreStrategic or Co-development PartnerMeta uses Oracle Cloud Infrastructure and has committed significant GPU deployment, with 50,000-GPU Helios supercluster being built.
• AMDcoreTechnology or IntegrationOracle building 50,000-GPU Helios supercluster using AMD MI450 accelerators for AI infrastructure.
• NVIDIAcoreTechnology or IntegrationOracle deploying 500,000 NVIDIA GPUs in Texas data center for AI training and inferencing workloads.

Scale indicators10 records

Recent moves8 records

Expansion highlights6 records

Broad 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

• Xx.com/Oracle
• YouTubeyoutube.com/oracle
• Facebookfacebook.com/Oracle
• LinkedInlinkedin.com/company/oracle

Compliance10 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries7 records

Funding overview

Funding rounds6 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A148 records

Investments55 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oracle