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Oracle
(ORCL ↗)
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The database giant that quietly became one of the biggest winners of the AI boom — by renting out the cloud computing power AI companies are desperate for. Decades old and steady, Oracle is suddenly growing its backlog of future business at an extraordinary rate.
Updated · FY2025 (May) · May 2025
6
Chapters
~15
Min read
$57.4B / yr revenue · ~160K employees · public since 1986
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1
Growth
~3 min
The Backlog Explosion
Oracle's revenue grows at a steady single-digit clip. But its backlog of future business just jumped 41% — a sign of something much bigger coming.
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2
Financial Health
~3 min
Profitable — and Spending Big
Oracle generates billions in profit and cash. It's also spending enormous sums building the data centers AI needs.
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3
Moat
~2 min
The Database the World Runs On
Oracle's databases hold the critical data of most large companies on earth. Moving off them is a nightmare — which is exactly the point.
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4
Management
~2 min
Founder Still in the Building
Oracle is nearly 50 years old, but its co-founder Larry Ellison is still its largest shareholder and chairman — with a fortune tied directly to the stock.
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5
Behind the Numbers
~2 min
The Story Behind the Numbers
A 41% backlog surge, accelerating revenue, a database moat extending into the cloud — and a capital-heavy AI bet that has to pay off.
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6
Risk
~3 min
A Big Bet Against Bigger Rivals
Oracle's AI-cloud surge is thrilling. The risks: it's spending enormous sums, taking on debt, and competing against the three biggest clouds on earth.
↻ Next update · Jun 20
est. Jun 20, 2026 · FY2026 · Oracle Investor Relations ↗
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You're reading the 6 opening chapters. After that, every time Oracle files a new report, the chapters get updated here.