Oracle Corporation (ORCL): Business Model Canvas

In der sich schnell entwickelnden Landschaft der Unternehmenstechnologie gilt die Oracle Corporation als Innovationsgigant, der mithilfe seines ausgefeilten Geschäftsmodells komplexe Herausforderungen der digitalen Transformation strategisch meistert. Durch die nahtlose Integration modernster Cloud-Lösungen, robuster Softwareentwicklung und strategischer Partnerschaften hat sich Oracle als weltweit führender Anbieter von Unternehmenstechnologie positioniert und bietet umfassende digitale Plattformen, die Unternehmen in verschiedenen Branchen in die Lage versetzen, beispiellose betriebliche Effizienz und technologisches Potenzial zu erschließen.

Oracle Corporation (ORCL) – Geschäftsmodell: Wichtige Partnerschaften

Cloud-Infrastrukturanbieter

Oracle unterhält strategische Partnerschaften mit großen Cloud-Infrastrukturanbietern:

Partner	Einzelheiten zur Partnerschaft	Gründungsjahr
Microsoft Azure	Vernetzte Cloud-Infrastruktur und Datenbankdienste	2019
Amazon Web Services	Hybride Cloud- und Migrationslösungen	2017

Strategische Technologiepartner

Oracle arbeitet mit führenden Technologieunternehmen zusammen:

• Intel Corporation – Hardwareoptimierung für Oracle-Datenbank- und Cloud-Plattformen
• Hewlett Packard Enterprise – Unternehmensinfrastruktur und Computerlösungen
• Cisco Systems – Integrierte Computersysteme und Netzwerktechnologien

Globale Systemintegratoren

Partner	Dienstleistungen	Globale Reichweite
Accenture	Implementierung von Unternehmenstechnologie	Über 50 Länder
Deloitte	Cloud-Migration und digitale Transformation	Über 150 Standorte
PwC	Beratung zu Unternehmenssoftware	157 Länder

Unabhängige Softwareanbieter

Oracle arbeitet mit ISVs für Unternehmenstechnologie in mehreren Sektoren zusammen:

• SAP – Integrationen zur Unternehmensressourcenplanung
• Salesforce – CRM- und Cloud-Anwendungskompatibilität
• Workday – Lösungen für das Humankapitalmanagement

Akademische und Forschungspartnerschaften

Institution	Forschungsschwerpunkt	Art der Zusammenarbeit
MIT	KI und maschinelles Lernen	Forschungsstipendienprogramm
Stanford-Universität	Cloud-Computing-Technologien	Gemeinsame Forschungsinitiative

Oracle Corporation (ORCL) – Geschäftsmodell: Hauptaktivitäten

Unternehmenssoftwareentwicklung und Cloud-Computing-Lösungen

Oracle investierte im Geschäftsjahr 2023 6,7 Milliarden US-Dollar in Forschung und Entwicklung. Cloud-Infrastruktur- und Plattformdienste generierten im dritten Quartal 2023 einen Quartalsumsatz von 4,3 Milliarden US-Dollar.

Softwarekategorie	Jahresumsatz
Cloud-Anwendungen	16,2 Milliarden US-Dollar
Cloud-Infrastruktur	12,8 Milliarden US-Dollar

Forschung und Entwicklung von Datenbankmanagementsystemen

Oracle behauptet über 430.000 Datenbankkunden weltweit in verschiedenen Branchensegmenten.

• Marktanteil von Datenbankmanagementsystemen: 20,3 %
• Gesamtumsatz mit Datenbanksoftware: 9,6 Milliarden US-Dollar im Jahr 2023
• Anzahl der Datenbankproduktlinien: 22 verschiedene Angebote

Fusionen und Übernahmen von Technologieunternehmen

Erwerb	Jahr	Wert
Cerner Corporation	2022	28,3 Milliarden US-Dollar
NetSuite	2016	9,3 Milliarden US-Dollar

Kundensupport und professionelle Dienstleistungen

Oracle bietet Supportdienste für 430.000 Kunden in 175 Ländern.

• Jährlicher Umsatz mit professionellen Dienstleistungen: 7,2 Milliarden US-Dollar
• Globale Supportzentren: 24 Standorte
• Durchschnittliche Reaktionszeit des Kundensupports: 30 Minuten

Kontinuierliche Innovation in den Technologien der künstlichen Intelligenz und des maschinellen Lernens

Oracle hat im Geschäftsjahr 2023 2,1 Milliarden US-Dollar speziell für die KI- und maschinelle Lernforschung bereitgestellt.

KI-Technologie	Investition
Generative KI	850 Millionen Dollar
Plattformen für maschinelles Lernen	650 Millionen Dollar

Oracle Corporation (ORCL) – Geschäftsmodell: Schlüsselressourcen

Umfangreiches Portfolio an geistigem Eigentum

Im Jahr 2024 hält Oracle weltweit 38.541 aktive Patente. Das Patentportfolio des Unternehmens umfasst Datenbanktechnologien, Cloud Computing und Unternehmenssoftwarelösungen.

Patentkategorie	Anzahl der Patente
Datenbanktechnologien	15,237
Cloud-Computing	9,642
Unternehmenssoftware	13,662

Globales Netzwerk von Rechenzentren und Cloud-Infrastruktur

Oracle betreibt weltweit 38 Cloud-Regionen mit einer Gesamtinvestition in die Infrastruktur von 8,3 Milliarden US-Dollar im Jahr 2023.

• Gesamtzahl der Rechenzentrumsstandorte: 28 Länder
• Kapazität der Cloud-Infrastruktur: 2,4 Exabyte
• Jährliche Ausgaben für Cloud-Infrastruktur: 3,6 Milliarden US-Dollar

Hochqualifizierte technische Arbeitskräfte

Oracle beschäftigt weltweit 143.000 Mitarbeiter, von denen 62 % über einen höheren technischen Abschluss verfügen.

Personalsegment	Prozentsatz
Ingenieurwesen/technisches Personal	47%
Forschung & Entwicklung	22%
Vertrieb und Marketing	24%
Administrativ	7%

Erweiterte Softwareentwicklungsfunktionen

Oracle investiert jährlich 6,2 Milliarden US-Dollar in Forschung und Entwicklung, was 16 % des Gesamtumsatzes entspricht.

Robuste Unternehmenskundenbeziehungen

Oracle bedient 430.000 Unternehmenskunden in 175 Ländern, wobei 99 der Fortune-100-Unternehmen seine Lösungen nutzen.

Kundensegment	Anzahl der Kunden
Unternehmenskunden	430,000
Fortune-100-Unternehmen	99
Global 2000-Unternehmen	325

Oracle Corporation (ORCL) – Geschäftsmodell: Wertversprechen

Umfassende Unternehmenssoftware und Cloud-Lösungen

Das Unternehmenssoftware-Portfolio von Oracle erwirtschaftete im Geschäftsjahr 2023 einen Umsatz von 29,5 Milliarden US-Dollar. Auf das Segment Cloud-Anwendungssoftware entfielen 10,4 Milliarden US-Dollar, während Cloud-Infrastrukturlösungen 6,8 Milliarden US-Dollar erreichten.

Softwarekategorie	Jahresumsatz	Marktanteil
Unternehmensressourcenplanung (ERP)	8,3 Milliarden US-Dollar	32.5%
Kundenbeziehungsmanagement (CRM)	5,9 Milliarden US-Dollar	25.7%
Datenbankverwaltungssysteme	11,2 Milliarden US-Dollar	41.3%

Integrierte Business-Technologieplattformen

Oracle Fusion Cloud bietet integrierte Unternehmenslösungen für mehrere Geschäftsdomänen.

• Gesamtzahl der Cloud-Plattform-Abonnenten: über 400.000 Unternehmen
• Globale Unternehmenskunden: 175 Länder
• Bereitstellungsgeschwindigkeit der Cloud-Plattform: 50 % schnellere Implementierung

Hochleistungsfähige Datenbankmanagementsysteme

Oracle Database 23c erwirtschaftete im Geschäftsjahr 2023 einen Umsatz mit spezialisierten Datenbanken in Höhe von 12,1 Milliarden US-Dollar.

Datenbankleistungsmetrik	Spezifikation
Verarbeitungsgeschwindigkeit	1,5 Millionen Transaktionen pro Sekunde
Datenkomprimierung	Bis zu 70 % Lagereinsparung
Unternehmenseinführung	85 % Fortune-500-Unternehmen

Skalierbare und sichere Cloud-Infrastruktur

Oracle Cloud Infrastructure (OCI) erzielte im Jahr 2023 einen Cloud-Infrastrukturumsatz von 6,8 Milliarden US-Dollar.

• Globale Rechenzentrumsregionen: 44
• Cloud-Sicherheits-Compliance-Zertifizierungen: 27
• Durchschnittliche Verfügbarkeitszuverlässigkeit: 99,99 %

Durchgängige Möglichkeiten der digitalen Transformation

Die digitalen Transformationslösungen von Oracle generierten im Geschäftsjahr 2023 15,6 Milliarden US-Dollar an spezialisierten Beratungs- und Implementierungsdiensten.

Transformationsdienst	Jahresumsatz	Kundensegmente
Integration von KI und maschinellem Lernen	4,2 Milliarden US-Dollar	Technologie, Finanzen, Gesundheitswesen
Blockchain-Lösungen	1,7 Milliarden US-Dollar	Bankwesen, Lieferkette
IoT-Plattformdienste	2,9 Milliarden US-Dollar	Fertigung, Logistik

Oracle Corporation (ORCL) – Geschäftsmodell: Kundenbeziehungen

Langfristiges Unternehmensvertragsmanagement

Oracle betreut im Jahr 2023 weltweit mehr als 430.000 Unternehmenskunden. Die durchschnittliche Vertragslaufzeit liegt zwischen 3 und 5 Jahren mit einem durchschnittlichen jährlichen Vertragswert von 750.000 US-Dollar für große Unternehmenskunden.

Vertragstyp	Durchschnittliche Dauer	Durchschnittswert
Enterprise Cloud-Verträge	4,2 Jahre	1,2 Millionen US-Dollar
Softwarelizenzverträge	3,7 Jahre	$650,000

Dedizierte Account-Management-Teams

Oracle beschäftigt weltweit 12.500 engagierte Account-Management-Experten. Jeder leitende Enterprise Account Manager betreut durchschnittlich 15–20 strategische Kunden.

• Spezialisierte Teams für Branchen wie Finanzen, Gesundheitswesen und Regierung
• Personalisierter Beziehungsmanagement-Ansatz
• Vierteljährliche Business-Review-Meetings

Umfassende technische Supportleistungen

Oracle bietet rund um die Uhr technischen Support in 175 Ländern. Bei kritischen Unternehmensproblemen beträgt die Reaktionszeit des Supports durchschnittlich 30 Minuten.

Support-Stufe	Reaktionszeit	Jährliche Kosten
Platin-Unterstützung	30 Minuten	$150,000
Gold-Unterstützung	2 Stunden	$85,000

Digitale Self-Service-Supportplattformen

Die digitale Supportplattform von Oracle verarbeitet monatlich 2,3 Millionen Kundendienstinteraktionen. Die Online-Wissensdatenbank enthält mehr als 250.000 technische Artikel.

• Oracle Support Community mit 1,7 Millionen registrierten Benutzern
• KI-gestützter Chatbot, der 40 % der ersten Kundenanfragen bearbeitet
• Umfassende Online-Dokumentation und Schulungsressourcen

Regelmäßige Kundenbindungs- und Schulungsprogramme

Oracle veranstaltet jährlich mehr als 450 Kundenschulungsveranstaltungen, bei denen 125.000 Fachleute an digitalen und persönlichen Schulungssitzungen teilnehmen.

Trainingstyp	Jährliche Teilnehmer	Durchschnittliche Dauer
Online-Webinare	85,000	2 Stunden
Persönliche Workshops	40,000	3 Tage

Oracle Corporation (ORCL) – Geschäftsmodell: Kanäle

Direkte Vertriebsteams für Unternehmen

Oracle unterhält ab 2023 ein globales Direktvertriebsteam von etwa 35.000 Vertriebsprofis. Das Vertriebsteam konzentriert sich auf Unternehmenskunden aus verschiedenen Branchen.

Vertriebsregion	Anzahl der Vertriebsmitarbeiter	Durchschnittlicher Jahresumsatz pro Vertreter
Nordamerika	12,500	3,2 Millionen US-Dollar
Europa, Naher Osten, Afrika	9,200	2,8 Millionen US-Dollar
Asien-Pazifik	8,300	2,5 Millionen Dollar
Lateinamerika	5,000	1,9 Millionen US-Dollar

Digitale Online-Verkaufsplattformen

Die digitalen Vertriebskanäle von Oracle erwirtschafteten im Geschäftsjahr 2023 einen Umsatz von 12,4 Milliarden US-Dollar. Die Online-Plattform wickelt etwa 40 % aller Unternehmenssoftware-Transaktionen ab.

• Digitaler Marktplatz Cloud.oracle.com
• Online-Plattform Oracle Store
• Self-Service-Abonnementmodelle

Partnernetzwerk und Reseller-Kanäle

Das Partner-Ökosystem von Oracle umfasst ab 2024 25.000 globale Partner und generiert zusätzliche 8,6 Milliarden US-Dollar an indirekten Vertriebserlösen.

Partnerkategorie	Anzahl der Partner	Jährlicher Umsatzbeitrag
Cloud-Service-Anbieter	4,500	3,2 Milliarden US-Dollar
Systemintegratoren	7,800	2,9 Milliarden US-Dollar
Unabhängige Softwareanbieter	12,700	2,5 Milliarden US-Dollar

Technologiekonferenzen und Branchenveranstaltungen

Oracle veranstaltet und nimmt jährlich an über 150 globalen Technologiekonferenzen teil und generiert so etwa 450 Millionen US-Dollar an direkten und indirekten Vertriebsmöglichkeiten.

• Oracle OpenWorld
• Oracle CloudWorld
• Oracle Modern Business Experience

Digitale Marketing- und Content-Marketing-Strategien

Oracle investiert jährlich 275 Millionen US-Dollar in digitales Marketing und erreicht mit digitalen Inhalten eine Reichweite von 18 Millionen professionellen Abonnenten auf verschiedenen Plattformen.

Digitaler Marketingkanal	Publikumsgröße	Jährliche Marketingausgaben
LinkedIn	4,2 Millionen Follower	65 Millionen Dollar
YouTube	1,5 Millionen Abonnenten	45 Millionen Dollar
Unternehmenswebsite	12,3 Millionen monatliche Besucher	165 Millionen Dollar

Oracle Corporation (ORCL) – Geschäftsmodell: Kundensegmente

Große Unternehmen

Oracle bedient ab 2023 weltweit 430.000 Unternehmenskunden, wobei 100 der Fortune-100-Unternehmen ihre Datenbank- und Cloud-Technologien nutzen.

Kundenkategorie	Gesamtzahl der Kunden	Jahresumsatz
Große Unternehmenskunden	430,000	44,2 Milliarden US-Dollar (Geschäftsjahr 2023)

Regierung und Organisationen des öffentlichen Sektors

Oracle bietet Lösungen für mehr als 200 Regierungsbehörden weltweit und erzielt im Jahr 2023 einen Umsatz im öffentlichen Sektor von 6,3 Milliarden US-Dollar.

• Verträge der US-Bundesregierung: 2,1 Milliarden US-Dollar
• Umsetzungen durch Landes- und Kommunalverwaltungen: 85 Bundesstaaten/Territorien
• Internationale Regierungsprojekte zur digitalen Transformation: 45 Länder

Mittelständische Unternehmen auf der Suche nach digitaler Transformation

Oracle richtet sich mit spezialisierten Cloud- und Unternehmenslösungen an 125.000 mittelständische Unternehmen.

Segment	Anzahl der Kunden	Durchschnittlicher Vertragswert
Mittelständische Geschäftskunden	125,000	350.000 US-Dollar pro Vertrag

Technologie- und Finanzdienstleistungsbranche

Oracle bedient 85 % der globalen Finanzdienstleistungsunternehmen und 90 % der Technologieunternehmen.

• Finanzdienstleistungskunden: 22.500 Institutionen
• Kunden im Technologiesektor: 18.700 Unternehmen
• Gesamter branchenspezifischer Umsatz: 12,6 Milliarden US-Dollar

Globale multinationale Unternehmen

Oracle unterstützt 95 % der multinationalen Fortune-500-Unternehmen mit integrierten Cloud- und Unternehmenslösungen.

Unternehmenstyp	Gesamtzahl der Kunden	Globale Reichweite
Multinationale Unternehmenskunden	475 Fortune-500-Unternehmen	180 Länder

Oracle Corporation (ORCL) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungsinvestitionen

Die Oracle Corporation investierte im Geschäftsjahr 2023 6,8 Milliarden US-Dollar in Forschungs- und Entwicklungskosten. Dies entspricht etwa 16,5 % des Gesamtumsatzes des Unternehmens.

Geschäftsjahr	F&E-Investitionen	Prozentsatz des Umsatzes
2023	6,8 Milliarden US-Dollar	16.5%
2022	6,4 Milliarden US-Dollar	16.2%

Vertriebs- und Marketingkosten

Die Vertriebs- und Marketingausgaben von Oracle beliefen sich im Geschäftsjahr 2023 auf insgesamt 10,2 Milliarden US-Dollar, was etwa 24,7 % des Gesamtumsatzes des Unternehmens ausmacht.

• Weltweites Vertriebsteam: Ungefähr 35.000 Vertriebsmitarbeiter
• Marketingkanäle: Digital, Direktvertrieb, Partnernetzwerke
• Zuteilung der Marketingausgaben: Unternehmenssoftware, Cloud-Dienste, Beratung

Wartung der Cloud-Infrastruktur

Oracle investierte im Geschäftsjahr 2023 3,5 Milliarden US-Dollar in die Wartung und Erweiterung der Cloud-Infrastruktur. Darin sind Kosten für Rechenzentren, Netzwerkinfrastruktur und Cloud-Service-Optimierung enthalten.

Infrastrukturkomponente	Investition
Erweiterung des Rechenzentrums	1,8 Milliarden US-Dollar
Netzwerkinfrastruktur	1,2 Milliarden US-Dollar
Cloud-Service-Optimierung	500 Millionen Dollar

Vergütung und Schulung der Mitarbeiter

Die Gesamtvergütung der Mitarbeiter von Oracle belief sich im Geschäftsjahr 2023 auf 12,6 Milliarden US-Dollar und umfasste Gehälter, Sozialleistungen, Aktienoptionen und Schulungsprogramme.

• Durchschnittliche Mitarbeitervergütung: 145.000 US-Dollar pro Jahr
• Gesamtzahl der Mitarbeiter: Ungefähr 143.000 weltweit
• Schulungs- und Entwicklungsbudget: 250 Millionen US-Dollar

Laufende Kosten für die Anschaffung und Integration von Technologie

Oracle gab im Geschäftsjahr 2023 2,3 Milliarden US-Dollar für Technologieakquisitionen und -integration aus und konzentrierte sich dabei auf strategische Technologie- und Cloud-Service-Erweiterungen.

Erwerbungskategorie	Investition
Softwaretechnologie	1,5 Milliarden US-Dollar
Cloud-Service-Technologien	600 Millionen Dollar
Integrationskosten	200 Millionen Dollar

Oracle Corporation (ORCL) – Geschäftsmodell: Einnahmequellen

Lizenzierung von Unternehmenssoftware

Im Geschäftsjahr 2023 meldete Oracle einen Gesamtumsatz von 44,7 Milliarden US-Dollar. Die Lizenzierung von Unternehmenssoftware generierte einen Umsatz von rund 11,8 Milliarden US-Dollar.

Kategorie „Softwarelizenzierung“.	Umsatz (in Milliarden)
Datenbanksoftwarelizenzen	$6.3
Anwendungssoftwarelizenzen	$5.5

Cloud-Computing-Abonnementdienste

Der Umsatz von Oracle mit Cloud-Diensten erreichte im Geschäftsjahr 2023 12,4 Milliarden US-Dollar.

• Infrastructure as a Service (IaaS): 3,9 Milliarden US-Dollar
• Platform as a Service (PaaS): 4,2 Milliarden US-Dollar
• Software as a Service (SaaS): 4,3 Milliarden US-Dollar

Professionelle Beratungs- und Implementierungsdienste

Beratungsdienstleistungen erwirtschafteten im Geschäftsjahr 2023 einen Umsatz von 3,6 Milliarden US-Dollar.

Support- und Wartungsverträge

Der Support- und Wartungsumsatz von Oracle belief sich im Geschäftsjahr 2023 auf insgesamt 10,2 Milliarden US-Dollar.

Art des Supportvertrags	Umsatz (in Milliarden)
Software-Support	$8.7
Hardware-Support	$1.5

Hardware- und integrierte Technologielösungen

Hardwareverkäufe und integrierte Technologielösungen trugen im Geschäftsjahr 2023 6,7 Milliarden US-Dollar zum Gesamtumsatz von Oracle bei.

• Serversysteme: 4,2 Milliarden US-Dollar
• Speichersysteme: 1,5 Milliarden US-Dollar
• Engineered Systems: 1,0 Milliarden US-Dollar

Oracle Corporation (ORCL) - Canvas Business Model: Value Propositions

You're looking at the core reasons why enterprises are committing billions to Oracle Corporation right now. It's not just about the database anymore; it's about an integrated, high-performance cloud stack that directly addresses the massive compute needs of modern AI.

High-performance, low-cost cloud infrastructure (OCI) for enterprise workloads

Oracle Cloud Infrastructure (OCI) is showing serious acceleration, which is the key value proposition here-performance at a better cost structure. For the fourth quarter of fiscal year 2025, OCI (IaaS) revenue hit $3.0 billion, marking a substantial year-over-year increase of 52%. Overall OCI consumption revenue grew by 62% in that same quarter. Oracle projects this infrastructure growth rate to accelerate further in fiscal year 2026, aiming for over 70% growth. The annualized revenue run rate for OCI infrastructure services reached nearly $12 billion as of May 31, 2025. To support this demand, Oracle's capital expenditures for fiscal year 2025 were $21.2 billion, with projections to exceed $25 billion in fiscal year 2026, with the vast majority going to revenue-generating data center equipment. Demand for OCI is reportedly doubling every year. That's a lot of commitment to capacity.

Complete multicloud and hybrid cloud solutions (Cloud@Customer) for data residency

Oracle is uniquely positioning its infrastructure where the customer's data already lives, which is critical for data residency and sovereignty needs. Revenue from Oracle Cloud@Customer datacenters saw a massive year-over-year growth of 104% in Q4 FY2025. As of June 2025, there were 29 Oracle Cloud@Customer dedicated datacenters live, with another 30 planned for construction in fiscal year 2026, bringing the total to at least 59. The MultiCloud database revenue, which runs Oracle Database on rival hyperscalers like Amazon, Google, and Azure, grew by an incredible 115% from Q3 to Q4 of fiscal 2025. Oracle had 23 of these MultiCloud datacenters live as of that time, with 47 more being built over the following 12 months. Furthermore, OCI delivers key services on-premises via Exadata Cloud@Customer and Compute Cloud@Customer, managing deployments in over 60 countries. The newer OCI Dedicated Region25 option allows deployment in as few as three racks, addressing space-constrained environments.

Integrated, AI-driven Enterprise Resource Planning (ERP) and Human Capital Management (HCM)

The value here is integrating AI directly into the enterprise applications you already run your business on, reducing manual work and boosting insight speed. The strategic back office SaaS applications, which include ERP and HCM, reached an annualized revenue of $9.3 billion, showing a 20% increase. Looking specifically at Q4 FY2025:

Application Segment	Q4 FY2025 Revenue	Year-over-Year Growth
Fusion Cloud ERP (SaaS)	$1.0 billion	22%
NetSuite Cloud ERP (SaaS)	$1.0 billion	18%
Total Cloud Application (SaaS) Revenue	$3.7 billion	12%

This shows defintely strong, double-digit growth in the core ERP/HCM suite.

Autonomous Database for self-driving, self-securing, and self-repairing operations

This value proposition centers on drastically cutting administrative overhead while increasing reliability and security through automation. Oracle's Autonomous Database consumption revenue surged by 47% in Q4 FY2025, building on a 27% growth the previous year. Cloud database services overall reached an annualized revenue of $2.6 billion, up 31% year-over-year in Q3 FY2025. The Autonomous Database is marketed as eliminating routine tasks like tuning, patching, and scaling. Oracle's infrastructure revenue, bolstered by these self-tuning databases, surged 70% year-over-year in fiscal 2025.

Dedicated AI supercomputing capacity for large language model training

Oracle is offering massive, dedicated scale for the most demanding AI workloads, a direct response to the GPU scarcity for large model training. Oracle unveiled the OCI Zettascale10, claimed to be the largest AI supercomputer in the cloud, delivering up to 16 zettaFLOPS of peak performance. This system connects up to 800,000 NVIDIA GPUs across multiple data centers. This represents a sixfold increase in scale from their initial Zettascale cluster announced a year prior, which had 131,072 GPUs. The infrastructure is designed to power major AI efforts, including the Stargate supercluster being built with OpenAI. Furthermore, Oracle is also deploying zettascale AI clusters with AMD Instinct MI355X GPUs, offering up to 131,072 MI355X GPUs in a single cluster.

• OCI Zettascale10 peak performance: 16 zettaFLOPS.
• NVIDIA GPUs in Zettascale10: up to 800,000.
• AMD MI355X GPUs in OCI cluster: up to 131,072.
• GPU consumption for AI training in Q3 FY2025: more than tripled.

Finance: draft 13-week cash view by Friday.

Oracle Corporation (ORCL) - Canvas Business Model: Customer Relationships

You're managing a massive installed base, and for Oracle Corporation, the relationship is fundamentally shifting from perpetual license sales to long-term cloud commitments. This transition dictates how they engage with every customer, from the largest Fortune 100 firm to a new cloud-native startup.

Dedicated Customer Success Services (CSS) for solution adoption and value realization

While specific CSS revenue or headcount figures aren't public, the focus on adoption is clear from the financial results. The company's Remaining Performance Obligation (RPO), which is essentially contracted future revenue, hit $138 billion at the end of fiscal year 2025, marking a 41% increase year-over-year. The Cloud RPO growth was even stronger at 56%. This massive backlog requires dedicated services to ensure customers realize the value and renew those long-term contracts. The sheer scale of the cloud business, with Total Cloud Services and License Support Revenue reaching $44.0 billion for fiscal year 2025, necessitates a robust success function to manage retention and expansion.

Long-term, high-value subscription contracts for cloud services (RPO indicates this)

The subscription model is the engine now, evidenced by the RPO growth. Cloud services arrangements generally have durations of one to four years, locking in that future revenue. The growth in consumption is telling: OCI Consumption Revenue was up 62% in Q4 fiscal year 2025. Furthermore, the Autonomous Database Consumption Revenue saw a 47% increase in the same quarter. These consumption metrics, backed by the $138 billion RPO, show customers are signing up for significant, multi-year commitments.

Here's a look at the financial scale underpinning these relationships:

Metric	FY2025 Value (or Q4 YoY Growth)	Context
Total Cloud Services and License Support Revenue (FY2025)	$44.0 billion	Total recurring revenue base for cloud and support
Total Remaining Performance Obligation (RPO) (End of Q4)	$138 billion	Indicates strong forward-looking customer commitment
OCI Consumption Revenue Growth (Q4)	Up 62%	Infrastructure demand acceleration
Autonomous Database Consumption Revenue Growth (Q4)	Up 47%	Database-as-a-Service adoption metric
Fusion Cloud ERP Annualized Revenue (Q4)	$1.0 billion	Represents a 22% YoY growth for that specific SaaS application

Automated, self-service management for OCI and Autonomous Database users

Oracle is pushing autonomy to reduce the need for manual intervention, which directly impacts the day-to-day customer relationship. The goal is to make the platform run itself. While a 2019 prediction suggested that by 2025, 85% of customer interactions would be automated, the Autonomous Database growth up 47% in Q4 suggests strong adoption of these self-managing services. This automation is key for OCI users who expect built-in patching and security through tools like Autonomous Admin and Cloud Guard.

Direct sales and consulting for complex, large-scale enterprise migrations

For the largest migrations, especially moving legacy systems to OCI, direct engagement remains critical. The broader Oracle Consulting Services market in 2025 is estimated to be worth $15 billion. A massive portion of this consulting revenue stems from assisting companies in migrating their legacy systems to Oracle's cloud offerings. In specific regions like India, the company is acquiring about 40 plus new customer logos every quarter, with professional services contributing roughly 28% of that region's revenue. This indicates a significant, direct sales and implementation effort supporting large-scale enterprise adoption.

Community and developer support for OCI and open-source technologies

Support for developers and community engagement happens across several hubs. The My Oracle Support Community (MOSC) connects users of on-premise and marketplace products with technical specialists. The Oracle Analytics Community acts as a hub for users of analytics, data, and AI offerings. For open-source, the MySQL project had around 75 active contributors in 2025, down from a peak of 198 in 2006, showing a focused, albeit smaller, community effort around that specific technology.

The support structure is segmented by product focus:

• My Oracle Support Community (MOSC) covers Applications like ERP, HCM, and technologies like AI/ML.
• Oracle Analytics Community focuses on analytics, data, and AI offerings.
• The MySQL developer base is currently around 75 active contributors as of 2025.

Finance: review Q1 2026 budget allocation for partner enablement programs by October 15th.

Oracle Corporation (ORCL) - Canvas Business Model: Channels

You're looking at how Oracle Corporation gets its products and services into the hands of customers as of late 2025. It's a multi-pronged approach, heavily weighted toward direct engagement for the biggest deals, but increasingly reliant on partners and hyperscaler integrations for cloud scale.

Direct Sales Force for large enterprise and government contracts

Oracle Corporation continues to place significant emphasis on its direct sales force, both domestically and internationally, to secure major contracts. This channel is critical for landing the largest enterprise and government deals, especially those involving massive, multi-year cloud commitments. The scale of the business this channel supports is evident in the full fiscal year 2025 total revenue of $57.4 billion, with Cloud Services and License Support revenues reaching $44.0 billion for the same period. To streamline operations and integrate AI solutions, Oracle announced workforce reductions in late 2025, affecting over 3,000 employees globally, which likely included adjustments within the sales and marketing functions.

Oracle PartnerNetwork (OPN) for resale, consulting, and managed services

The Oracle PartnerNetwork (OPN) is a key distribution and implementation channel. OPN members, including systems integrators and managed service providers, are crucial for driving customer success and OCI adoption. The enhanced OPN program offers monetary incentives and Oracle Partner Credits to encourage joint go-to-market activities and success in cloud migration and AI acceleration projects. The success of the overall cloud strategy is reflected in the Q4 fiscal year 2025 Total Cloud Revenue (IaaS plus SaaS) hitting $6.7 billion, up 27% year-over-year, a growth that is significantly supported by this ecosystem.

Oracle Cloud Marketplace for third-party and ISV application distribution

Oracle Cloud Marketplace serves as the platform for third-party Independent Software Vendors (ISVs) to distribute their applications, which integrate directly with Oracle Cloud Infrastructure (OCI) and Oracle Cloud Applications. This channel expands the utility of the Oracle stack for customers. Oracle also launched the Fusion Applications AI Agent Marketplace in October 2025, designed to accelerate enterprise AI adoption through partner-built solutions.

Integration with rival cloud marketplaces (e.g., Microsoft Azure) for database access

Oracle Corporation has made its database offerings available directly within the infrastructure of its major rivals, a clear multicloud channel strategy. This includes services like Oracle Database@Azure, Oracle Database@Google Cloud, and Oracle Database@AWS. These interconnections are supported by high-speed links, such as partnerships with Microsoft Azure in 12 regions and Google Cloud in 11 regions, often with no data transfer fees for joint customers. This multicloud approach is showing results; multicloud database revenue from hyperscaler partnerships rose 92% in Q3 fiscal year 2025.

Online portal and free tier for OCI developer and small business adoption

Oracle uses its online portal to facilitate developer and small business adoption of OCI, often through a free tier offering. This self-service channel is vital for seeding future enterprise adoption. While specific user or consumption numbers for the free tier aren't public, the overall Infrastructure as a Service (IaaS) revenue growth points to broad consumption: Q4 fiscal year 2025 IaaS revenue was $3.0 billion, up 52% year-over-year.

Here's a quick look at the scale of the financial results driving these channel strategies for Oracle Corporation in fiscal year 2025:

Metric	Amount (FY 2025)	Context/Channel Relevance
Total Company Revenue	$57.4 billion	Overall scale supported by all channels.
Cloud Services and License Support Revenue	$44.0 billion	Primary revenue driver, heavily influenced by Direct Sales and OPN.
Q4 Cloud Revenue (IaaS + SaaS)	$6.7 billion	Represents the most recent snapshot of cloud consumption via all channels.
Q4 IaaS Revenue	$3.0 billion	Infrastructure consumption, driven by direct sales, partners, and multicloud integrations.
Multicloud Database Revenue Growth (Q3 2025)	Up 92%	Direct measure of success for the rival cloud marketplace integration channel.
OCI Regions Interconnected with Azure	12 regions	Specific data point for the rival cloud marketplace channel.

Finance: draft 13-week cash view by Friday.

Oracle Corporation (ORCL) - Canvas Business Model: Customer Segments

You're looking at the core customer groups Oracle Corporation is serving as of late 2025, which directly fuels their massive Cloud And License Business segment revenue of $49.23 billion in fiscal year 2025.

Large Global Enterprises requiring mission-critical database and ERP systems

These are the bedrock customers, the ones running their core operations on Oracle Database and Fusion Cloud ERP. The sheer scale of this segment is evident in the overall financial results, where the Cloud Services and License Support revenue hit $44.0 billion for fiscal year 2025, growing 12% year-over-year.

The momentum is clearly in the cloud transition, with Oracle Cloud Application (SaaS) revenue for Q4 fiscal 2025 reaching $3.7 billion, up 12%. Specifically, Fusion Cloud ERP, a key offering for large enterprises, generated $1.0 billion in Q4 2025 revenue, marking a 22% increase from the prior year.

Mid-market and Small-to-Medium Businesses (SMBs) using NetSuite Cloud ERP

This group represents the high-velocity, mid-market segment that relies on the unified NetSuite platform. Oracle NetSuite Cloud ERP delivered $1.0 billion in revenue in Q4 fiscal 2025, showing a strong 18% year-over-year growth. This shows the platform is gaining serious traction with smaller, growing companies.

Here's a quick look at the scale of the NetSuite customer base:

• Over 40,000 customers globally.
• Serving businesses across 219 countries.
• Professional services firms account for almost 28% of the clientele.

Government and Public Sector entities needing sovereign cloud and data control

Securing government trust is a major strategic win, especially given the stringent data control requirements. Oracle has made significant inroads here, evidenced by high-profile partnerships, including contracts with the U.S. Department of Defense and the Department of Agriculture (USDA) for its STRATUS program. To accelerate this adoption, Oracle introduced a landmark General Services Administration (GSA) agreement in July 2025, offering federal agencies discounts of up to 75 percent off on license-based software and cloud services through November 2025.

AI/ML Startups and Hyperscalers needing massive GPU capacity for model training

This is the high-growth, infrastructure-heavy segment driving Oracle Cloud Infrastructure (OCI) acceleration. The demand is insatiable; Oracle reported that OCI consumption revenue surged by 115% in Q4 2025. This segment includes massive commitments, such as the ongoing partnership with OpenAI on a project expected to involve over $500 billion in data center infrastructure spending over five years. Furthermore, a single, unnamed customer signed an agreement expected to contribute more than $30 billion in annual revenue starting in fiscal year 2028.

Independent Software Vendors (ISVs) building and hosting their SaaS products

ISVs are increasingly building their Software-as-a-Service offerings on Oracle Cloud Infrastructure, often leveraging the multi-cloud strategy where Oracle places its infrastructure inside rival hyperscalers' data centers. This strategy supports ISVs needing low-latency access to Oracle databases. The overall Cloud Infrastructure (IaaS) revenue for Q4 fiscal 2025 hit $3.0 billion, growing 52% year-over-year, which directly reflects the capacity being consumed by these application builders.

You can see how the major revenue drivers stack up across the key segments:

Customer Segment Focus	Relevant Metric	Value (FY 2025 or Q4 FY25)
Large Enterprises (Fusion ERP)	Fusion Cloud ERP Revenue (Q4 FY25)	$1.0 billion
Mid-Market/SMBs (NetSuite)	NetSuite Cloud ERP Revenue (Q4 FY25)	$1.0 billion
AI/ML & Hyperscalers (OCI)	OCI Consumption Revenue Growth (Q4 FY25)	115%
Government Sector	Maximum GSA Discount on Licenses	75 percent off
Overall Cloud Business	Total FY2025 Revenue	$57.4 billion

Finance: draft 13-week cash view by Friday.

Oracle Corporation (ORCL) - Canvas Business Model: Cost Structure

The Cost Structure for Oracle Corporation is heavily weighted toward capital-intensive investments supporting its aggressive cloud and artificial intelligence (AI) expansion strategy. This structure reflects a shift from traditional software licensing costs to the massive operational and capital outlays required to compete in the hyperscale infrastructure market.

Capital Expenditures (Capex) for data center build-out represents the single largest visible cost driver, reflecting the physical foundation of Oracle Cloud Infrastructure (OCI). For the full fiscal year 2025, Oracle's capital expenditure totaled $21.215 billion, a significant increase from the $6.87 billion spent in FY2024. This spending is directly aimed at expanding AI data centers and acquiring necessary hardware.

Metric	FY2025 Amount (Billions USD)	Comparison/Context
Capital Expenditures (Capex)	$21.215	A 209.0% increase over FY2024's $6.866 billion
Total Revenue	$57.4	FY2025 Total Revenue

High R&D costs for cloud, AI, and application development are essential to maintain feature parity and competitive advantage, especially in AI. Oracle's Research and Development expenses surged to $9.86 billion in fiscal 2025. This investment represented approximately 17.18% of the total revenue for the year.

The Cost of Revenue for Cloud Services is embedded within the overall cost structure, though specific line-item detail for power, cooling, and depreciation is often aggregated. What we see clearly is the resulting profitability: Fiscal year 2025 GAAP Operating Income was $17.7 billion on total revenues of $57.4 billion. Cloud Services and License Support Revenue for the full year reached $44.0 billion.

Sales and Marketing expenses are scaling up to support the global cloud sales force expansion necessary to capture the massive Remaining Performance Obligations (RPO) backlog. For the third quarter of fiscal 2025, Sales and Marketing expenses were reported at $2,119 million, representing 15% of that quarter's revenue.

Non-GAAP adjustments frequently exclude significant non-cash or non-operational items to show core performance. For the three months ended August 31, 2025 (Q1 FY2026 context), the following were excluded from GAAP results:

• Stock-based compensation expense adjustment: $1,124 million
• Amortization of intangible assets: $420 million

To be fair, these adjustments are key for understanding management's view of ongoing operational costs, but they definitely recur in future periods.

Oracle Corporation (ORCL) - Canvas Business Model: Revenue Streams

You're looking at how Oracle Corporation actually brings in the money as of late 2025. It's all about the subscription lock-in now, which is clear when you see where the big dollars land.

The single largest component of Oracle Corporation's revenue structure is the combined offering of Cloud Services and License Support. For the full fiscal year 2025, this segment generated $44.0 billion. This massive figure shows the stickiness of their existing customer base renewing support contracts alongside new cloud consumption.

The growth engine right now is definitely the infrastructure side. Cloud Infrastructure (IaaS) Subscriptions, which is Oracle Cloud Infrastructure (OCI), saw its revenue grow by 52% in the fourth quarter of fiscal year 2025. That kind of acceleration in infrastructure spend is what CEO Safra Catz pointed to when discussing dramatically higher growth rates expected for fiscal year 2026. Overall OCI consumption revenue in that quarter grew even faster, leaping 62%.

The application side, Cloud Application (SaaS) Subscriptions, is also performing well, though at a lower overall growth rate than IaaS. For Q4 FY2025, total SaaS revenue hit $3.7 billion, up 12% year-over-year. This is powered by the core enterprise applications you know well:

• Fusion Cloud ERP (SaaS) Revenue for Q4 FY2025 was $1.0 billion, growing 22%.
• NetSuite Cloud ERP (SaaS) Revenue for Q4 FY2025 was $1.0 billion, growing 18%.

To give you a clearer picture of the scale across the major cloud buckets for Q4 FY2025:

Revenue Stream Component	Q4 FY2025 Amount	Year-over-Year Growth (Q4)
Total Cloud Revenue (IaaS plus SaaS)	$6.7 billion	27%
Cloud Infrastructure (IaaS) Revenue	$3.0 billion	52%
Cloud Application (SaaS) Revenue	$3.7 billion	12%

The legacy business, while slowing, still contributes significant, predictable cash flow. Cloud License and On-premise License revenue for the full fiscal year 2025 was $5.2 billion. This segment showed slower growth, up only 2% in USD for the full year.

Finally, the Services Business Revenue, which covers consulting and support that isn't bundled into the main license support line, was reported at $5.23 billion for fiscal year 2025. [cite: Required Outline Figure] This revenue stream helps with implementation and adoption, which is critical for securing those long-term cloud contracts. The total Remaining Performance Obligation (RPO) across all these streams ended FY2025 at $138 billion, up 41% year-over-year.

Finance: draft 13-week cash view by Friday.