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Report 20 Apr 2026

Oracle - Vendor Profile - US

This Oracle vendor profile presents PAC’s analysis of Oracle’s US business.

Key highlights

  • Market positioning: Top‑5 US software & cloud platform provider; strong SaaS growth (~$11bn).
  • Strategic focus: Massive OCI investments, AI/GenAI services, Stargate partnership with OpenAI, and sovereign cloud offers.
  • Core strengths: Industry‑leading databases, Fusion applications, NetSuite, Exadata hardware, and multicloud database growth.
  • Vertical footprint: Particularly strong in public sector, banking, and utilities; major healthcare presence via Oracle Health (Cerner).
  • Top customers: Federal agencies, major banks, manufacturers, telecoms, utilities, and enterprise services (e.g., CMS, GSA, GE Aerospace, Mastercard, NVIDIA).
     

 

Recommended advisory: PAC Leadership Session – AI in Business Transformation

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Oliver Ojog

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