Oracle Corporation provides products and services that address enterprise information technology needs. The company develops and delivers enterprise applications and infrastructure offerings through on premise, cloud based, and hybrid deployment models. Its core activities include licensing software, providing cloud subscriptions, selling hardware systems, and offering professional support services. With a global workforce of approximately 162,000 employees and a presence in more than 175 countries, Oracle serves a broad range of industries from finance to healthcare.

Oracle generates revenue from the sale of software licenses and cloud subscriptions for its applications and infrastructure technologies. It also earns income from hardware products such as engineered systems, servers, and storage, and from professional services including consulting and advanced customer support. Additionally, customers frequently purchase license support and hardware support contracts, which provide recurring revenue streams. Cloud services revenues accounted for 43% of total revenues in fiscal 2025, reflecting the growing shift to subscription based models. In fiscal 2025, the company invested $9.9 billion in research and development to enhance its existing portfolio and develop new technologies.

The company operates through the following segments: cloud and license, hardware, and services.

• Cloud and License: This segment offers Oracle Cloud Applications such as Fusion Cloud ERP, EPM, SCM, HCM and NetSuite, Oracle Cloud Infrastructure services including compute, storage, networking and Autonomous Database, and related license and support offerings for applications, database, middleware and Java technologies, while providing flexible deployment options for public cloud, private data center or hybrid environments, and integrating emerging technologies such as artificial intelligence and machine learning into its portfolio.

• Hardware: This segment provides Oracle Engineered Systems, enterprise servers, storage solutions, and industry specific hardware products, along with hardware support contracts that deliver maintenance, repairs and technical assistance, while enabling seamless integration with Oracle Cloud services and offering deployment flexibility for on premise, cloud based, and hybrid environments.

• Services: This segment delivers consulting services, advanced customer services, Oracle Cloud Operations, and other professional services that help customers implement, manage and optimize Oracle applications and infrastructure, while assisting customers in migrating to the cloud, optimizing performance, and leveraging Oracle's expertise in enterprise software, hardware and cloud infrastructure.

Oracle holds a strong position in the enterprise software market, competing with companies such as Microsoft, Amazon, International Business Machines, SAP, and Salesforce. Its competitive advantages stem from a broad portfolio of integrated cloud and on premise products, flexible deployment models, significant investment in research and development, and a global sales and partner network. The company’s scale, deep expertise in database and middleware technologies, and ability to offer end to end solutions from applications to infrastructure further differentiate it from rivals.

Oracle serves a diverse customer base that includes businesses of various sizes, government agencies, educational institutions, and resellers. Specific customers mentioned in the filing include an AI product company using OCI for generative AI models, a global technology company relying on OCI for logistics and mobile applications, a multinational financial institution running banking applications on Oracle Exadata Cloud@Customer, and a global consumer products company utilizing Oracle Fusion Cloud ERP for accounting, risk management, supply chain, and financial planning. The company’s customer base spans North America, Europe, Asia Pacific, Latin America, and the Middle East, reflecting its global reach.