TECHNOLOGY & DATA SERVICES Sanctions Clear

Oracle

oracle.com Updated Apr 30, 2026 Quality: 100/100

Strategic intent

Oracle provides integrated suites of enterprise applications and secure, autonomous cloud infrastructure, specializing in database management systems, cloud engineering, and enterprise software products.

Key market signals

  • 2026-04: Expanded partnership with Google Cloud to integrate Oracle AI Database Agent for Gemini Enterprise.
  • 2026-03: Reported record Q3 FY26 results with $553 billion in Remaining Performance Obligations (RPO).
  • 2026-02: Announced plans to raise up to $50 billion in debt and equity to fund AI data center expansion.
  • 2025-06: Reached 23 live MultiCloud datacenters with plans to build 47 more over the next 12 months.
  • 2025-05: Expanded partnership with IBM to bring watsonx AI products to Oracle Cloud Infrastructure (OCI).

Financial health

  • Q3 FY2026 total revenue was $17.2 billion, up 22% year-over-year in USD (https://www.oracle.com/news/announcement/oracle-announces-fiscal-year-2026-third-quarter-financial-results-2026-03-10/).
  • Q3 FY2026 Cloud revenue (IaaS plus SaaS) reached $8.9 billion, a 44% increase in USD (https://www.oracle.com/news/announcement/oracle-announces-fiscal-year-2026-third-quarter-financial-results-2026-03-10/).
  • Remaining Performance Obligations (RPO) ended Q3 FY2026 at $553 billion, up 325% year-over-year (https://www.oracle.com/news/announcement/oracle-announces-fiscal-year-2026-third-quarter-financial-results-2026-03-10/).

Impact & compliance

Social Impact Modern Slavery Statement (2025) Sector Risk: medium Scope 3: HIGH THIRD_PARTY_ASSURED

Legal & risks

In February 2026, a major securities class action lawsuit (Barrows v. Oracle Corporation) was filed against Oracle and its executives, alleging the company misled investors regarding its AI infrastructure capital expenditures and returns, while executives allegedly sold shares at inflated prices. Ad

Forensic audit — 3 findings

  • In March 2025, a class-action lawsuit was filed against Oracle following a data breach affecting 6 million records and o...
  • In February 2026, a securities class action lawsuit was filed in the District of Delaware alleging Oracle made material ...
  • In November 2024, a federal court approved a settlement in a stockholder derivative lawsuit (In re Oracle Corp. Stockhol...

Classifications

Cloud Computing Services (71%) Software Licensing (12%) IT Consulting and Services (11%)

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