Provides cloud infrastructure, enterprise software, databases, and business applications used by organizations worldwide.
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Growing
What Oracle does
Oracle provides cloud infrastructure, databases, enterprise applications, hardware, and services that help organizations run critical technology and business operations.
Founded
1977
Austin, Texas
CEO
Safra Catz
Since 2014
Market cap
$418.56B
#29 in the world
Revenue (FY26)
$67.36B
+17.4% YoY
30-Second Summary
A plain-English explanation of Oracle's business model
If you only remember one thing
Oracle makes money by selling cloud infrastructure, enterprise software, databases, hardware, and related services. Its cloud business includes Oracle Cloud Infrastructure and cloud applications such as ERP, human resources, supply chain, healthcare, and other enterprise software.
Business Segments
Where Oracle's $67.36B Fiscal year 2026 (ended May 31, 2026) comes from
$67.36B
Fiscal year 2026
50.5% of revenue ·+38.7% YoY
36.4% of revenue ·-0.7% YoY
8.5% of revenue ·+9.7% YoY
4.6% of revenue ·+5% YoY
Business Model
How Oracle makes money — the ecosystem flywheel
Provide Cloud Infrastructure
Run Business Applications
Strengths & Risks
What makes Oracle strong — and what could go wrong
Database Leadership
Oracle has a large installed base of database technology that supports critical enterprise workloads
Cloud Infrastructure Growth
Oracle Cloud Infrastructure has become a major growth engine, with FY2026 IaaS revenue increasing 77%
Enterprise Applications
Oracle provides business applications covering ERP, HCM, supply chain, healthcare, and other enterprise workflows
Integrated Technology Stack
Oracle combines infrastructure, databases, applications, hardware, and services across the enterprise technology stack
AI Infrastructure Demand
Oracle is expanding cloud infrastructure capacity to serve growing demand for AI workloads
Financial Overview
Fiscal year 2026 (ended May 31, 2026)
$67.36B
+17.4% YoY
FY26
$17.09B
+37.3% YoY
FY26
$-23.69B
-5911.7% YoY
FY26
Oracle generated $67.4B of revenue in FY2026. Cloud revenue reached $34.0B, while net income was $17.1B. Free cash flow was negative $23.7B as Oracle invested heavily in cloud infrastructure.
Financial History
5-year trend, fiscal years 2022–2026
$67.36B
+59% since FY22
Business Ecosystem
Who Oracle depends on — and who depends on Oracle
AMD
Oracle uses AMD processors across parts of its cloud infrastructure and works with AMD on cloud computing capabilities
NVIDIA
Oracle Cloud Infrastructure provides NVIDIA GPU-based infrastructure for AI and accelerated computing workloads
Microsoft
Oracle and Microsoft provide integrated cloud capabilities through Oracle Database@Azure
Oracle
The enterprise technology platform
Competitors
Companies and platforms that compete with Oracle across cloud infrastructure, databases, enterprise applications, and business software. Market cap shown relative to Oracle's ~$419B October 1, 2026 snapshot.
Microsoft
$3.8T
Broad competitor — Microsoft overlaps with Oracle across cloud infrastructure, databases, enterprise applications, productivity, and AI
Amazon
$2.5T
Cloud competitor — Amazon Web Services competes with Oracle Cloud Infrastructure across enterprise cloud infrastructure
SAP
$243.29B
Enterprise software competitor — SAP overlaps with Oracle across ERP, business applications, data, and enterprise workflows
Salesforce, Inc.
Builds cloud software that helps businesses manage customer relationships, sales, service, marketing, commerce, data, and AI-powered workflows.
Microsoft Corporation
Builds the cloud, AI, and productivity platforms that businesses run on — from Windows and Microsoft 365 to Azure and Copilot.
