Key Metrics
Revenue
$67.4B
As of May 2026Value Add VC entity registry
Employees
141,000
As of Jun 2026Value Add VC entity registry
Company Snapshot
Oracle is a Enterprise SaaS company, based in Austin, Texas, USA, founded 1977 by Larry Ellison, Bob Miner, Ed Oates. Market cap $457.36B (As of Sep 5, 2026, companiesmarketcap.com).
Recent changes
- Sep 16, 2026Sep 16, 2026Nvidia, Oracle Earnings Show AI Infrastructure Demand Intact Pulse story
- Sep 15, 2026Sep 15, 2026Oracle, Microsoft And The Pentagon, By The Numbers Pulse story
- Sep 11, 2026Sep 11, 2026Oracle's Cloud Backlog Swells To $664 Billion Pulse story
- Sep 5, 2026Sep 5, 2026First reported market cap: $457.36B companiesmarketcap.com
- Jul 30, 2026Jul 30, 2026Oracle Jumps 8% on Expanded Google Gemini Partnership Pulse story
Earlier changes (6)
- Jul 24, 2026Jul 24, 2026Oracle Locks Pentagon Into $7 Billion, 10-Year Software Deal Pulse story
- Jun 23, 2026Jun 23, 2026Oracle Cuts 21,000 Jobs to Help Fund Its Debt-Fueled AI Data Center Buildout Pulse story
- Jun 2026Jun 2026First reported headcount: 141,000 entity-registry reconciliation
- May 2026May 2026Revenue rose from $57.4B to $67.4B entity-registry reconciliation
- May 31, 2025May 31, 2025First reported revenue: $57.4B Oracle
- Jun 2023Jun 2023Invested in Cohere (Series C, $270M) Wikipedia
Investors
Latest Pulse
- Sep 29, 2026AI Needs $6 Trillion A Year By 2031, Bain SaysBain & Company estimates the AI industry needs $6 trillion in annual revenue by 2031 to justify today's data-center buildout -- current AI products could cover barely a third of that.→
- Sep 26, 2026Wall Street's Biggest Bears Still Won't Short AIEven short sellers who call the AI supply chain fragile, including Steve Eisman, aren't willing to bet against AI stocks yet -- a signal that matters for anyone gauging how much longer the funding cycle has to run.→
- Sep 17, 2026Crusoe Hits Initial Close On $3.9B Series F At $30.9BAI data-center builder Crusoe announced the initial close of an anticipated $3.9 billion Series F at a $30.9 billion post-money valuation, funding the Abilene, Texas OpenAI campus and a new line of truck-deployable modular data centers.→
- Sep 16, 2026Nvidia, Oracle Earnings Show AI Infrastructure Demand IntactNvidia's Q2 revenue jumped 106% and Oracle's cloud infrastructure revenue grew 121% with GPU utilization near 98% -- the clearest evidence yet that AI infrastructure spending hasn't slowed despite a volatile week for the stocks.→
- Sep 15, 2026Oracle, Microsoft And The Pentagon, By The NumbersValue Add Pulse tallies three numbers from the past week's AI infrastructure coverage -- Oracle's $664B cloud backlog, Microsoft's 38GW power target, and the Pentagon's proposed $5B loan to Fluidstack -- that together price the buildout's capital intensity.→
- Sep 11, 2026Pentagon Weighs $5B Loan For AI Cloud Startup FluidstackThe Pentagon's Office of Strategic Capital is negotiating what would be its largest loan ever -- not to build a new AI data center, but to shore up the supply chain behind the ones already under construction.→
- Sep 11, 2026OpenAI Opens Its Agents API To All DevelopersOpenAI put the Codex harness -- the session management, sandboxing, and subagent orchestration that powers its own coding agent -- behind a single public API call.→
- Sep 11, 2026Oracle's Cloud Backlog Swells To $664 BillionOracle's cloud infrastructure revenue more than doubled year over year and its contracted backlog hit $664 billion, but the growth is arriving on top of a debt-funded capex bet the company is still working through.→
- Sep 10, 2026Why AI Capex Forecasts Keep Being Too LowBroadcom, Marvell, Oracle, Qualcomm and Anthropic have each raised AI revenue guidance, backlog figures or credit capacity this quarter rather than lowering them, a pattern holding across chipmakers, cloud providers and frontier labs.→
- Sep 8, 2026Sapien Wants to Be the AI That Finds Your MarginSapien, a two-year-old AI startup that traces operational decisions to their effect on a company's profit and loss, raised new funding at a $180 million valuation led by Neo's Ali Partovi.→
Coverage Timeline
newest first- Sep 16, 2026IPONvidia, Oracle Earnings Show AI Infrastructure Demand IntactNVDA +106% YoY revenue→
- Sep 15, 2026FUNDINGOracle, Microsoft And The Pentagon, By The Numbers→
- Sep 11, 2026BIG TECHOracle's Cloud Backlog Swells To $664 Billion+121% YoY, $7.4B→
- Jul 30, 2026AIOracle Jumps 8% on Expanded Google Gemini PartnershipORCL +8%→
- Jul 24, 2026BIG TECHOracle Locks Pentagon Into $7 Billion, 10-Year Software Deal$7B Contract→
- Jul 7, 2026FUNDINGAI Infrastructure Capex Keeps Concentrating in Fewer Hands$870B+ combined 2026 AI capex commitments→
- Jul 6, 2026BIG TECHEven Banks and Hyperscalers Are Now Warning of an AI Bubble$700B+ combined hyperscaler capex→
- Jul 6, 2026REGULATIONCentral Bank of Central Banks Warns of AI Bubble Collapse Risk$300B Oracle-OpenAI Stargate commitment→
- Jun 23, 2026BIG TECHOracle Cuts 21,000 Jobs to Help Fund Its Debt-Fueled AI Data Center Buildout21,000 jobs cut→
All Coverage
IPONVDA +106% YoY revenue
Nvidia, Oracle Earnings Show AI Infrastructure Demand Intact
Nvidia's Q2 revenue jumped 106% and Oracle's cloud infrastructure revenue grew 121% with GPU utilization near 98% -- the clearest evidence yet that AI infrastructure spending hasn't slowed despite a volatile week for the stocks.
DEEP DIVE
Oracle, Microsoft And The Pentagon, By The Numbers
FUNDING
Oracle, Microsoft And The Pentagon, By The Numbers
Value Add Pulse tallies three numbers from the past week's AI infrastructure coverage -- Oracle's $664B cloud backlog, Microsoft's 38GW power target, and the Pentagon's proposed $5B loan to Fluidstack -- that together price the buildout's capital intensity.
BY THE NUMBERS
Oracle's Cloud Backlog Swells To $664 Billion
BIG TECH+121% YoY, $7.4B
Oracle's Cloud Backlog Swells To $664 Billion
Oracle's cloud infrastructure revenue more than doubled year over year and its contracted backlog hit $664 billion, but the growth is arriving on top of a debt-funded capex bet the company is still working through.
DEEP DIVE
Oracle Jumps 8% on Expanded Google Gemini Partnership
AIORCL +8%
Oracle Jumps 8% on Expanded Google Gemini Partnership
Oracle shares rose more than 8% after the company said it would expand its partnership with Google to bring Gemini AI models into Oracle's Fusion Applications and NetSuite for business customers.
Oracle Locks Pentagon Into $7 Billion, 10-Year Software Deal
BIG TECH$7B Contract
Oracle Locks Pentagon Into $7 Billion, 10-Year Software Deal
Oracle signed a 10-year Pentagon contract worth up to $7 billion to standardize on-premises software across the military, intelligence community and Coast Guard, with the CIA as its first customer.
AI Infrastructure Capex Keeps Concentrating in Fewer Hands
FUNDING$870B+ combined 2026 AI capex commitments
AI Infrastructure Capex Keeps Concentrating in Fewer Hands
Oracle, Amazon, Microsoft and Google are together committing more than $870 billion to AI infrastructure this year, a concentration of capital the Bank for International Settlements has warned carries systemic financial risk.
Even Banks and Hyperscalers Are Now Warning of an AI Bubble
BIG TECH$700B+ combined hyperscaler capex
Even Banks and Hyperscalers Are Now Warning of an AI Bubble
The Bank for International Settlements has compared AI capex to the dot-com bubble, citing over $700 billion in combined hyperscaler spending this year and Oracle's stock down more than 40% on doubts about its Stargate lease payments.
Central Bank of Central Banks Warns of AI Bubble Collapse Risk
REGULATION$300B Oracle-OpenAI Stargate commitment
Central Bank of Central Banks Warns of AI Bubble Collapse Risk
The BIS warned an AI spending bubble could collapse and "take the global economy with it," citing Oracle's 40% stock decline and ~$25B annual borrowing tied to its Stargate commitments.
Oracle Cuts 21,000 Jobs to Help Fund Its Debt-Fueled AI Data Center Buildout
BIG TECH21,000 jobs cut
Oracle Cuts 21,000 Jobs to Help Fund Its Debt-Fueled AI Data Center Buildout
Oracle has laid off roughly 21,000 workers as it pours borrowed money into a massive AI data center expansion, according to Ars Technica. The juxtaposition -- deep headcount cuts alongside an aggressive, debt-financed compute buildout -- captures how far legacy software firms are stretching to stay relevant in the AI infrastructure race.
Value Add Research
- AI & Technology · Sep 29, 2026OpenAI's Public Agent API: Pricing and Comparisons
- Market & Trends · Sep 27, 2026Crusoe Series F: Inside the $30.9B AI Data Center Company
- AI & Technology · Sep 12, 2026Positron AI Valuation: $875M Series C at $5B, Up From $1.06B
- AI & Technology · Aug 25, 2026Abridge Valuation 2026: $5.3B, $100M+ ARR, and How It Beat Nuance
- AI & Technology · Aug 5, 2026$1.6B VA Salesforce AI — Contract Explained
- AI & Technology · Aug 1, 2026AI Capex Depreciation Accounting: Big Tech's $176B Profit Gap
- Market & Trends · Jul 21, 2026703K+ Tech Layoffs 2022-2025 — Complete Tracker
- AI & Technology · Jul 16, 2026$32B Defense AI — Government Procurement (2026)
Related Companies
Oracle FAQ
What is Oracle's market cap?
Oracle's market cap is $457.36B (As of Sep 5, 2026, companiesmarketcap.com).
Who are Oracle's investors?
Oracle's investors include Vintage Investment Partners (As of Sep 5, 2026).
Is Oracle publicly traded?
Yes. Oracle trades under the ticker ORCL, with a market cap of $457.36B (As of Sep 5, 2026).
Sources & methodologyshow
Where these figures come from
- companiesmarketcap.comresearch database1 fact
- Value Add VC entity registryunspecified source2 facts
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.