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Oracle Corp
Oracle stellt Unternehmenssoftware und Cloud-Dienste her, die große Unternehmen zur Steuerung ihrer Kernprozesse einsetzen. Das bekannteste Produkt ist die Datenbanksoftware, die die Daten hinter Banksystemen, Flugreservierungen, Einzelhandelstransaktionen und vielen anderen Geschäftsprozessen speichert und verwaltet. Darüber hinaus verkauft das Unternehmen Unternehmensanwendungen für Bereiche wie Finanzen, Personalwesen, Lieferkette und Kundenmanagement sowie Cloud-Computing-Dienste, die es Kunden ermöglichen, Software auszuführen und Daten auf der Infrastruktur von Oracle zu speichern. Die Hauptkunden sind Konzerne, staatliche Stellen und andere Organisationen, die zuverlässige Systeme für geschäftskritische Aufgaben benötigen. Oracle erzielt Einnahmen durch den Verkauf von Software-Abonnements, Cloud-Nutzung, Supportverträgen und in einigen Fällen Softwarelizenzen und damit verbundenen Dienstleistungen. Ein großer Teil des Geschäfts ist an langfristige Kundenbeziehungen gebunden, denn sobald ein Unternehmen wichtige Systeme um Oracles Datenbank oder Cloud-Plattform aufgebaut hat, zahlt es häufig weiterhin für Upgrades, Support und fortlaufenden Zugriff. Das Geschäftsmodell von Oracle zeichnet sich dadurch aus, dass es nahe am Kern dessen sitzt, wie große Organisationen Daten verarbeiten und Back-Office-Abläufe betreiben. Das verschafft ihm eine stabile Rolle im Technologie-Stack: nicht auffällige Consumer-Software, sondern die Basisinfrastruktur, auf die viele Unternehmen täglich angewiesen sind. Mit der Verlagerung weiterer Workloads in die Cloud strebt Oracle an, Kunden sowohl die Software als auch die Infrastruktur, die zum Betrieb dieser Systeme erforderlich ist, aus einer Hand zu verkaufen.
Oracle stellt Unternehmenssoftware und Cloud-Dienste her, die große Unternehmen zur Steuerung ihrer Kernprozesse einsetzen. Das bekannteste Produkt ist die Datenbanksoftware, die die Daten hinter Banksystemen, Flugreservierungen, Einzelhandelstransaktionen und vielen anderen Geschäftsprozessen speichert und verwaltet. Darüber hinaus verkauft das Unternehmen Unternehmensanwendungen für Bereiche wie Finanzen, Personalwesen, Lieferkette und Kundenmanagement sowie Cloud-Computing-Dienste, die es Kunden ermöglichen, Software auszuführen und Daten auf der Infrastruktur von Oracle zu speichern.
Die Hauptkunden sind Konzerne, staatliche Stellen und andere Organisationen, die zuverlässige Systeme für geschäftskritische Aufgaben benötigen. Oracle erzielt Einnahmen durch den Verkauf von Software-Abonnements, Cloud-Nutzung, Supportverträgen und in einigen Fällen Softwarelizenzen und damit verbundenen Dienstleistungen. Ein großer Teil des Geschäfts ist an langfristige Kundenbeziehungen gebunden, denn sobald ein Unternehmen wichtige Systeme um Oracles Datenbank oder Cloud-Plattform aufgebaut hat, zahlt es häufig weiterhin für Upgrades, Support und fortlaufenden Zugriff.
Das Geschäftsmodell von Oracle zeichnet sich dadurch aus, dass es nahe am Kern dessen sitzt, wie große Organisationen Daten verarbeiten und Back-Office-Abläufe betreiben. Das verschafft ihm eine stabile Rolle im Technologie-Stack: nicht auffällige Consumer-Software, sondern die Basisinfrastruktur, auf die viele Unternehmen täglich angewiesen sind. Mit der Verlagerung weiterer Workloads in die Cloud strebt Oracle an, Kunden sowohl die Software als auch die Infrastruktur, die zum Betrieb dieser Systeme erforderlich ist, aus einer Hand zu verkaufen.
Record quarter: Oracle said Q4 was a record quarter, with revenue of $19.2 billion, up 21%, led by strong cloud infrastructure demand and solid growth in cloud applications.
AI infrastructure: Management said the AI infrastructure backlog and contract pipeline remain exceptionally strong, highlighted by $67 billion in AI infrastructure contracts signed in the quarter and total AI infrastructure contracts of $75 billion.
Guidance: Oracle guided fiscal 2027 revenue growth to 34% in constant currency and Q1 revenue growth of 27% to 29% in U.S. dollars, with second-half acceleration expected as more data center capacity comes online.
Margin pressure: Gross margin is expected to step down in fiscal 2027 because of data center ramp costs and mix, but operating costs should be slightly negative year over year due to efficiency actions.
Long-term view: New CFO Hilary Maxson said she fully reconfirms Oracle’s long-term targets and described the infrastructure business as capable of high returns once projects ramp.
Customer demand: Management emphasized strong demand across applications, database, and infrastructure, including rapid adoption of AI agents, rising multi-cloud database momentum, and continued renewals at high utilization levels.
Geschäftsleitung
Lawrence J. Ellison, commonly known as Larry Ellison, is an American business magnate and a co-founder of Oracle Corporation, one of the world's largest software companies. Born on August 17, 1944, in New York City, Ellison was raised in Chicago by his aunt and uncle after being given up for adoption. He later attended the University of Illinois and the University of Chicago, but he did not complete his degree at either institution. In 1977, Ellison co-founded Oracle Corporation with Bob Miner and Ed Oates. The company was initially called Software Development Laboratories (SDL) but later went through a few name changes before becoming Oracle. Ellison's vision was to create a relational database management system (RDBMS) that would be based on Edgar F. Codd's theories, which at that time were not yet fully implemented in the industry. Oracle's breakthrough came when they won a contract with the CIA to build a database system; the project was called "Oracle," and the name stuck. Under Ellison's leadership as CEO, Oracle grew dramatically, expanding its product line through strategic acquisitions and becoming a major player in the technology sector. He served as CEO until 2014, when he stepped down to become the company's Chief Technology Officer and Executive Chairman. His tenure at Oracle has made him one of the wealthiest individuals in the world. Ellison is known for his flamboyant lifestyle and interest in sailing, aviation, and real estate. He has won the America's Cup sailing competition and owns several luxurious properties, including the Hawaiian island of Lanai. Additionally, he has been active in philanthropy, contributing to medical research and education through his Lawrence Ellison Foundation. Ellison's leadership style and competitive nature have made him a notable figure in the tech industry, and his contributions to the development and commercialization of relational databases have had a lasting impact on computing and business practices worldwide.
In 1977, Ellison co-founded Oracle Corporation with Bob Miner and Ed Oates. The company was initially called Software Development Laboratories (SDL) but later went through a few name changes before becoming Oracle. Ellison's vision was to create a relational database management system (RDBMS) that would be based on Edgar F. Codd's theories, which at that time were not yet fully implemented in the industry. Oracle's breakthrough came when they won a contract with the CIA to build a database system; the project was called "Oracle," and the name stuck.
Under Ellison's leadership as CEO, Oracle grew dramatically, expanding its product line through strategic acquisitions and becoming a major player in the technology sector. He served as CEO until 2014, when he stepped down to become the company's Chief Technology Officer and Executive Chairman. His tenure at Oracle has made him one of the wealthiest individuals in the world.
Ellison is known for his flamboyant lifestyle and interest in sailing, aviation, and real estate. He has won the America's Cup sailing competition and owns several luxurious properties, including the Hawaiian island of Lanai. Additionally, he has been active in philanthropy, contributing to medical research and education through his Lawrence Ellison Foundation.
Ellison's leadership style and competitive nature have made him a notable figure in the tech industry, and his contributions to the development and commercialization of relational databases have had a lasting impact on computing and business practices worldwide.
Jeffrey O. Henley is a notable figure in the business world, particularly known for his long-standing association with Oracle Corporation. Henley joined Oracle in 1991 and served as the company's Executive Vice President and Chief Financial Officer until 2004. During his tenure as CFO, he played a crucial role in managing the company's financial growth and expansion. In 2004, Henley transitioned to the role of Chairman of the Board at Oracle, a position he held until 2014. As Chairman, Henley worked closely with Oracle's executive team and board of directors to guide the company's strategic direction. Under his leadership, Oracle continued to expand its influence and market presence in the technology sector, making significant acquisitions and advancements in software and cloud computing. Henley's career before Oracle included various financial management roles at companies such as Pacific Holding Company and Saga Corporation. He holds a Bachelor’s degree in Economics from the University of California, Santa Barbara, and an MBA in Finance from UCLA. Henley's contributions to Oracle and the broader tech industry have been widely recognized, and he remains a respected figure in corporate governance and financial management circles.
In 2004, Henley transitioned to the role of Chairman of the Board at Oracle, a position he held until 2014. As Chairman, Henley worked closely with Oracle's executive team and board of directors to guide the company's strategic direction. Under his leadership, Oracle continued to expand its influence and market presence in the technology sector, making significant acquisitions and advancements in software and cloud computing.
Henley's career before Oracle included various financial management roles at companies such as Pacific Holding Company and Saga Corporation. He holds a Bachelor’s degree in Economics from the University of California, Santa Barbara, and an MBA in Finance from UCLA.
Henley's contributions to Oracle and the broader tech industry have been widely recognized, and he remains a respected figure in corporate governance and financial management circles.
Stuart A. Levey is a recognized legal and financial expert, best known for his expertise in national security, anti-money laundering, and sanctions policy. Before joining Oracle Corporation, Levey held significant positions in both the public and private sectors. He served as the first Under Secretary for Terrorism and Financial Intelligence at the U.S. Department of the Treasury, where he played a pivotal role in developing the financial instruments used to combat terrorism and financial crime. In the private sector, Levey worked at HSBC Holdings Plc as Chief Legal Officer, where he focused on enhancing the bank's compliance framework and legal operations globally. His work in these positions has significantly influenced the fields of finance and international policy, earning him a reputation as a leading expert in financial regulation and governance. At Oracle Corporation, Stuart Levey serves as the Executive Vice President and Chief Legal Officer. In this role, he oversees the company's legal affairs and compliance programs worldwide, ensuring that Oracle navigates complex legal and regulatory challenges effectively. His combination of public sector experience and private sector acumen makes him a valuable leader in the legal and financial realms.
In the private sector, Levey worked at HSBC Holdings Plc as Chief Legal Officer, where he focused on enhancing the bank's compliance framework and legal operations globally. His work in these positions has significantly influenced the fields of finance and international policy, earning him a reputation as a leading expert in financial regulation and governance.
At Oracle Corporation, Stuart Levey serves as the Executive Vice President and Chief Legal Officer. In this role, he oversees the company's legal affairs and compliance programs worldwide, ensuring that Oracle navigates complex legal and regulatory challenges effectively. His combination of public sector experience and private sector acumen makes him a valuable leader in the legal and financial realms.
Douglas A. Kehring serves as the Executive Vice President of Corporate Operations at Oracle Corporation. He plays a crucial role in managing and optimizing Oracle's global operations. Kehring has been with Oracle for several decades and is known for his deep understanding of corporate finance, strategy, and operations. In his role, he is responsible for driving business process improvements, overseeing key operational functions, and ensuring the alignment of corporate strategies with day-to-day operations. Kehring's leadership is instrumental in Oracle's growth and efficiency initiatives, contributing significantly to the company’s development and execution of strategic objectives. His experience and expertise have been invaluable in enhancing Oracle's internal efficiencies and operational capabilities. Before taking on his current role, Kehring held various positions within Oracle that allowed him to build extensive experience in operational and strategic leadership. His long tenure at Oracle highlights his significant contribution to the company's success and his importance as a member of the executive team.
Kehring's leadership is instrumental in Oracle's growth and efficiency initiatives, contributing significantly to the company’s development and execution of strategic objectives. His experience and expertise have been invaluable in enhancing Oracle's internal efficiencies and operational capabilities.
Before taking on his current role, Kehring held various positions within Oracle that allowed him to build extensive experience in operational and strategic leadership. His long tenure at Oracle highlights his significant contribution to the company's success and his importance as a member of the executive team.
Ms. Jae Evans serves as the Chief Information Officer (CIO) at Oracle Corporation. With a keen focus on driving technology strategy and innovation, she plays a crucial role in overseeing the company’s global IT infrastructure and services. Her leadership is pivotal in advancing Oracle's technological capabilities to support its expansive cloud offerings and meet evolving business needs. Prior to her role at Oracle, Ms. Evans held significant positions in major tech companies, contributing to her robust experience in IT operations and enterprise technology transformation. Her work is distinguished by a commitment to leveraging technology to accelerate business growth and efficiency.
Ken Bond is a prominent figure at Oracle Corporation, where he has made significant contributions in the realm of investor relations. As Senior Vice President of Investor Relations, Ken Bond plays a critical role in communicating Oracle's financial performance and strategic direction to shareholders, analysts, and the broader financial community. With a deep understanding of Oracle's business and technology, he adeptly navigates the complexities of the software and cloud services industry, ensuring transparent and effective communication between the company and its investors. Under his leadership, Oracle's investor relations efforts have been pivotal in building and maintaining investor confidence, particularly as the company transitions towards cloud technology. His extensive experience and strategic insight continue to be vital assets to Oracle's executive team.
Andrew Morawski is a notable executive at Oracle Corporation, where he serves as the Senior Vice President and General Manager for Oracle Communications, a role in which he oversees the division responsible for providing software and cloud solutions to service providers and enterprises. Morawski joined Oracle with extensive experience in the communications and technology sectors. Before joining Oracle, he held various leadership positions at prominent technology and telecommunications companies. He served as the Head of IoT at Vodafone Americas, and has also held senior roles at companies like Telstra and BT Global Services. In his career, Morawski has been recognized for his work in driving innovation and growth within the communications industry, focusing on digital transformation and the development of new technologies to better serve customers globally. His expertise and leadership have been critical in helping organizations adapt to the rapidly evolving tech landscape, especially in the areas of cloud computing, 5G, and IoT solutions.
Before joining Oracle, he held various leadership positions at prominent technology and telecommunications companies. He served as the Head of IoT at Vodafone Americas, and has also held senior roles at companies like Telstra and BT Global Services.
In his career, Morawski has been recognized for his work in driving innovation and growth within the communications industry, focusing on digital transformation and the development of new technologies to better serve customers globally. His expertise and leadership have been critical in helping organizations adapt to the rapidly evolving tech landscape, especially in the areas of cloud computing, 5G, and IoT solutions.
Joyce Westerdahl served as the Executive Vice President of Human Resources at Oracle Corporation. During her tenure at Oracle, she played a crucial role in shaping the company’s HR strategies and policies, contributing significantly to its growth and development. She was responsible for overseeing global human resources operations, including talent recruitment, organizational development, employee relations, and workforce planning. Westerdahl worked closely with Oracle's leadership to align HR practices with the company's overall strategic goals. Her efforts were instrumental in fostering a corporate culture that emphasized innovation, diversity, and employee engagement. Joyce Westerdahl's leadership in HR helped Oracle maintain its position as a leading technology company by ensuring that it attracted, retained, and developed top-tier talent. She retired after decades of service, leaving behind a legacy of significant contributions to Oracle’s corporate environment.
Westerdahl worked closely with Oracle's leadership to align HR practices with the company's overall strategic goals. Her efforts were instrumental in fostering a corporate culture that emphasized innovation, diversity, and employee engagement. Joyce Westerdahl's leadership in HR helped Oracle maintain its position as a leading technology company by ensuring that it attracted, retained, and developed top-tier talent. She retired after decades of service, leaving behind a legacy of significant contributions to Oracle’s corporate environment.
Mary Ann Davidson served as the Chief Security Officer (CSO) at Oracle Corporation, where she gained recognition for her leadership in information security and assurance. During her tenure, Davidson played a pivotal role in shaping Oracle's approach to security, particularly in the development and implementation of secure software practices and policies. She joined Oracle in the late 1980s and moved through various roles before becoming CSO. Davidson was responsible for overseeing security evaluations, assessments, and incident handling within Oracle. Her expertise in security led her to become an influential voice in the tech industry, advocating for robust security measures and sharing insights on the importance of secure coding practices. Known for her direct and clear communication style, Mary Ann Davidson frequently participated in cybersecurity forums, conferences, and industry discussions. She contributed to various publications on software security and was actively involved in initiatives to enhance security standards across the industry. Throughout her career, Davidson emphasized the role of corporate responsibility in maintaining customer trust through security and advocated for more significant efforts toward fostering a culture of security awareness. Mary Ann Davidson’s influence extended beyond Oracle, as she was involved in several government and industry advisory boards focused on cybersecurity, further highlighting her impact and commitment to improving information security practices.
She joined Oracle in the late 1980s and moved through various roles before becoming CSO. Davidson was responsible for overseeing security evaluations, assessments, and incident handling within Oracle. Her expertise in security led her to become an influential voice in the tech industry, advocating for robust security measures and sharing insights on the importance of secure coding practices.
Known for her direct and clear communication style, Mary Ann Davidson frequently participated in cybersecurity forums, conferences, and industry discussions. She contributed to various publications on software security and was actively involved in initiatives to enhance security standards across the industry.
Throughout her career, Davidson emphasized the role of corporate responsibility in maintaining customer trust through security and advocated for more significant efforts toward fostering a culture of security awareness.
Mary Ann Davidson’s influence extended beyond Oracle, as she was involved in several government and industry advisory boards focused on cybersecurity, further highlighting her impact and commitment to improving information security practices.
