Oracle
Enterprise software and cloud infrastructure · United States
Oracle sells databases, business applications and cloud computing, and is now building huge data centres to rent AI computing power to customers.
What makes it different
Oracle spends more on data centres than it earns.
$55.7BCapital spending in a yearFY2026
Contracts signed years ahead are being paid for with borrowing and new shares.
How big it is
How big is Oracle?
$67.4BTotal revenueFY2026
$34.0BCloud revenueFY2026
$638BContracted backlog2026
How it makes money FY2026
Support fees and cloud, side by side.
- Software support29%$19.8B
- Cloud infrastructure27%$18.1B
- Cloud applications24%$15.9B
- Services9%$5.7B
- Other12%
How the business works
Lock in data. Rent out compute.
- 1Databases and finance apps
- 2Support on past licences
- 3Cloud and AI capacity
Installed licence customers are the base that new multi-year cloud contracts are sold into.
Who owns it
- All current directors and executive officers as a group (18 persons)38.4%
- Lawrence J. Ellison38.2%
CEO: Clayton M. Magouyrk
Who it competes with
AmazonKey moments
- 1977Larry Ellison founds Oracle
- 2005Oracle buys PeopleSoft
- 2010Oracle buys Sun Microsystems
- 2014Ellison becomes Executive Chair and CTO
- 2016Oracle acquires NetSuite
Sources
Every number on this page comes from Oracle's own reports.
Full profile
The rest of the story is in the app.
What Oracle tracks19 metrics
RPO to be recognised within 12 months
R&D ratio
Employees
Results, quarter by quarterwith a chart
Revenue
Profit
Margin
Where the money comes from3 regions
Americas
EMEA
Asia Pacific
The full timeline16 moments
2021
2025
2026
Oracle vs Microsoftside by side
Revenue
Profit
People
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