Oracle's cloud and AI infrastructure demand is surging, with RPOs up 41% and management projecting even steeper growth ahead. Our thesis: Oracle's unique position as the data and infrastructure enabler for enterprise AI makes it the key beneficiary of the AI boom. Capex is set to rise sharply to meet unprecedented demand, likely requiring more debt, but revenue growth and valuation multiples remain compelling.
Major U.S. equities indexes moved lower after Israel conducted attacks targeting Iran's nuclear program and military leadership, prompting a retaliation from Tehran and exacerbating the tense geopolitical environment in the Middle East and across the globe.
Oracle appears to have appointed two new presidents. Internally, the people are considered part of a succession plan for Larry Ellison, one insider said.
![]() ORCL In 3 weeks Announced | Quarterly | $0.5 Per Share |
![]() ORCL 2 months ago Paid | Quarterly | $0.5 Per Share |
![]() ORCL 5 months ago Paid | Quarterly | $0.4 Per Share |
![]() ORCL 8 months ago Paid | Quarterly | $0.4 Per Share |
![]() ORCL 11 months ago Paid | Quarterly | $0.4 Per Share |
8 Sep 2025 (84 Days) Date | | - Cons. EPS | - EPS |
11 Jun 2025 Date | | 1.64 Cons. EPS | 1.7 EPS |
9 Jun 2025 Date | | - Cons. EPS | - EPS |
10 Mar 2025 Date | | 1.49 Cons. EPS | 1.47 EPS |
9 Dec 2024 Date | | 1.48 Cons. EPS | 1.47 EPS |
![]() ORCL In 3 weeks Announced | Quarterly | $0.5 Per Share |
![]() ORCL 2 months ago Paid | Quarterly | $0.5 Per Share |
![]() ORCL 5 months ago Paid | Quarterly | $0.4 Per Share |
![]() ORCL 8 months ago Paid | Quarterly | $0.4 Per Share |
![]() ORCL 11 months ago Paid | Quarterly | $0.4 Per Share |
8 Sep 2025 (84 Days) Date | | - Cons. EPS | - EPS |
11 Jun 2025 Date | | 1.64 Cons. EPS | 1.7 EPS |
9 Jun 2025 Date | | - Cons. EPS | - EPS |
10 Mar 2025 Date | | 1.49 Cons. EPS | 1.47 EPS |
9 Dec 2024 Date | | 1.48 Cons. EPS | 1.47 EPS |
Software - Infrastructure Industry | Technology Sector | Ms. Safra Ada Catz CEO | XHAN Exchange | US68389X1054 ISIN |
US Country | 159,000 Employees | 10 Jul 2025 Last Dividend | 13 Oct 2000 Last Split | 12 Mar 1986 IPO Date |
Oracle Corporation is a global provider of enterprise information technology solutions. The company delivers a wide range of products and services designed to meet the complex demands of modern IT environments. With a broad portfolio that includes everything from cloud software applications and infrastructure technologies to hardware products, Oracle aims to support businesses across various industries, government agencies, and educational institutions. The company's collaborative efforts, like its partnership with Amdocs Limited, highlight its commitment to facilitating cloud and digital adoption for its customers. Founded in 1977, Oracle has established its headquarters in Austin, Texas, marking its significance in the tech industry for several decades.
Oracle Corporation's extensive array of products and services caters to a diverse range of enterprise IT needs:
In its effort to meet the demands of businesses, government agencies, and educational institutions, Oracle employs direct and indirect sales channels, further expanding its reach and influence in the IT sector.