Oracle Initiation 2026

Company Analysis

Oracle is best known for the database that runs much of the world’s enterprise data, but it is also the owner of NetSuite and Cerner, a serial acquirer that spent roughly US$93bn buying its way into new markets, and, most recently, the operator of a fast-growing second-generation cloud (OCI) that has become the fastest-growing thing it sells.

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Inside the report

A few of the charts inside the full interactive report.

Chapter 1 · Thesis & History Revenue by Reported Line, FY2015–FY2024
Chapter 2 · Applications Applications and Infrastructure, FY2021–FY2024
Chapter 3 · Infrastructure & Hardware OCI Capacity, 2016–2024
Chapter 4 · Business Model Revenue Growth Decomposition, FY2005–FY2024
Chapter 5 · Acquisitions M&A Spend by Fiscal Year, FY2002–FY2024
Chapter 7 · Markets & Competition Software Peers — 2023 Revenue and Long-Run Growth
Chapter 8 · Financial History Total Revenue and Growth, FY2002–FY2024
Chapter 9 · Valuation NTM Price / Normalised Earnings

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