Oracle Corp. reports developments across enterprise database software, cloud infrastructure, and cloud applications for large organizations. News commonly covers Oracle Cloud Infrastructure, Oracle AI Database services, multicloud database integrations, Fusion Cloud applications, NetSuite, and AI features embedded in supply chain, financial services, construction, and healthcare products.
Company updates also address logistics offerings such as Oracle Fusion Cloud Warehouse Management and Oracle Fusion Cloud Transportation Management, Oracle Health interoperability initiatives, data center infrastructure projects, partner integrations, product recognition, and operating and financial results.
Oracle (ORCL) set a fiscal 2030 revenue target of $225 billion or more at its Investor Day in Las Vegas. Oracle expects revenue growth of more than 35% compounded annually from FY26 through FY30, with FY30 non-GAAP operating margin of 40%+ and non-GAAP earnings per share of $21+.
The company targets positive free cash flow during the second half of FY28 and $30 billion+ in FY29, with growth self-funded beginning in FY29. Capital spending is expected to peak in FY27-FY28 and step down in FY29. Additional capital-market funding through FY30 is capped at $20 billion, excluding refinancing, currently expected to comprise $10 billion in equity and $10 billion in gross debt. This follows a completed $20 billion equity raise in the first quarter of FY27.
Oracle reaffirmed FY27 revenue guidance of at least $90 billion and non-GAAP earnings per share of $8.10, and targets net debt below 3.5 times adjusted EBITDA in FY29.
Oracle (NYSE: ORCL) plans to obtain FedRAMP Class D certification for its multicloud AI database services supporting government and public sector workloads. The planned certification, formerly called FedRAMP High, covers Oracle AI Database@AWS, Oracle AI Database@Azure, and Oracle AI Database@Google Cloud.
Oracle expects certification to enable regulated workloads on Dedicated Exadata Infrastructure in AWS GovCloud (US), Microsoft Azure Government, and Google Cloud Assured Workloads. Customers serving government and public sector organizations would be able to use the certification packages in their own authorization and risk management processes. Certification remains a planned step, not a completed approval.
Oracle (ORCL) plans to deploy SambaNova SN50 inference chips in Oracle Cloud Infrastructure data centers through a collaboration with SambaNova. Oracle plans to host the systems and offer capacity to AI model builders. The deployment would expand OCI’s hardware options for inference, the process of running AI models to generate responses.
Oracle (ORCL) announced an expanded collaboration with OpenAI to connect its applications, enterprise data and cloud infrastructure with OpenAI tools.
The planned product suite combines OpenAI models, ChatGPT and Codex with Oracle services. Oracle AI Workspace is designed to connect business systems through ChatGPT; Oracle AI Security Mesh supports vulnerability testing; and Oracle App Composer supports application development and deployment on Oracle Cloud Infrastructure. The new Oracle AI SMB Bundle is free to start and provides $12,000 in Oracle cloud credits each year, with terms, conditions and restrictions. It also includes NetSuite QuickStart for core business operations.
Oracle (ORCL) and Google announced plans to make Google's Tensor Processing Units available through Oracle Cloud Infrastructure in 2027. These specialized AI processors will expand the computing options available to OCI customers for model training and inference, the process of running trained models. Availability is planned for calendar year 2027, with deployment ramping over a multi-year period to meet customer needs.
Oracle (ORCL) and Snowflake announced plans to make Snowflake AI Data Cloud available as a native service on Oracle Cloud Infrastructure.
Customers will be able to purchase, provision and consume the offering directly through Oracle and apply Oracle Universal Credits toward usage. Supported data sources will include Oracle Fusion Cloud Applications, NetSuite, Oracle Autonomous AI Database, MySQL HeatWave and Oracle NoSQL Database. Oracle says the offering is designed to support analytics and AI workloads closer to customers' enterprise data, reduce custom data pipelines and lower cross-cloud data movement costs.
Oracle (NYSE: ORCL) announced Oracle AI Security Mesh, powered by OpenAI, to help enterprises identify and address security vulnerabilities. The offering combines OpenAI's cyber models with Oracle testing tools and customer-provided context for systems running on-premises, in OCI or in other clouds.
Within customer-approved testing boundaries, it evaluates proposed fixes and their effects on application behavior. Customers approve remediation changes before they are applied. The offering complements OCI Identity Assurance, which uses biometric identity verification, and OCI Zero Trust Packet Routing, which enforces network access policies beneath applications and AI agents.
Oracle (ORCL) introduced Oracle Media Fabric, a planned platform combining AI-powered content production and video delivery for media companies, streaming providers, and brands.
Oracle plans availability within the next 12 months and says the platform is designed to reduce production time and cost while supporting personalized viewing experiences. It combines Oracle Creative Studio, Oracle AI Media Models, and Oracle Video Edge, with the Oracle Adaptive Media Platform connecting creation and delivery. Planned capabilities include video and image generation, model selection, streaming delivery coordination, and audience-specific advertising, alongside intellectual-property safeguards.
Oracle (ORCL) announced new Oracle Acceleron networking capabilities designed to support artificial intelligence workloads on Oracle Cloud Infrastructure. The additions cover data movement, storage connections and communication across distributed computing systems. Oracle says the capabilities help redirect traffic around failed network paths and improve resilience. Expanded storage attachment options support both bare-metal servers and virtual machines.
Oracle (ORCL) is expanding its AI deployment at ADT through database migration and cloud-based human resources applications. ADT moved billing, tax and order management applications to Oracle AI Database@Google Cloud. ADT estimates the migration can save more than $3 million over four years and improve application performance by 25 percent, while bringing data closer to its analytics tools and planned AI projects.
ADT also uses Oracle Cloud HCM, its human capital management platform, to automate responses to 90 percent of basic HR inquiries. The platform has reduced HR support tickets by 26 percent, and its AI-assisted tools save managers two to three hours per direct report during performance review cycles.