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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
$560B
P/E ratio
48×
Div yield
0.9%
EPS (TTM)
$4.35
Profit margin
21%
Rev. growth
+8%
Revenue
$57B
RPO backlog
$455B
In plain English
Oracle sells the database that runs the world's back offices — plus the Fusion and NetSuite apps on top and, increasingly, the cloud (OCI) underneath. It is turning a mature license business into an AI-infrastructure landlord, renting GPU superclusters to OpenAI and others behind a ~$455B contracted backlog.
In simple terms
What Oracle Corporation really sells
Oracle sells the database that runs the world's back offices — plus the Fusion and NetSuite apps on top and, increasingly, the cloud (OCI) underneath. It is turning a mature license business into an AI-infrastructure landlord, renting GPU superclusters to OpenAI and others behind a ~$455B contracted backlog.
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