AIM Research · specialised in data and AIIndependent · Analyst-led · Vendor-neutral

    Vendor passport · Updated Oct 2026

    Oracle

    Data + AI Platform Providers

    Placed in 1 PeMa market and a Leader in 1 of them, with its strongest showing in Data + AI Platform Providers.

    1

    PeMa market

    1

    Leader placements

    1

    AIM reports

    1977

    Founded

    Austin, Texas, USA

    Headquarters

    Where it sits, market by market

    Each card shows its position against everyone else in that market's latest study.

    1Leader
    0Seasoned
    0Challenger
    0Growth

    Profile

    About Oracle

    Oracle, founded in 1977 and headquartered in Austin, Texas, provides database software, cloud infrastructure and enterprise applications to organizations worldwide.

    Its data and AI portfolio centres on Oracle AI Database 26ai, which builds vector search and AI features into the core database, along with Autonomous AI Database, an AI lakehouse and multicloud database services that run inside other hyperscaler clouds. Oracle Cloud Infrastructure has become a major supplier of GPU capacity for AI model builders. In September 2026 Oracle reported first quarter fiscal 2027 revenue growth of 30%, infrastructure revenue more than doubling and remaining performance obligations of $664 billion. It serves large enterprises and governments across industries, and its applications run on the same data platform. AIM Research places Oracle as a Leader in Data + AI Platform Providers, reflecting the depth of its database estate and its growing AI infrastructure business.

    Rising

    Website oracle.com

    Buyer signals

    What changed lately

    Oracle Q1 FY27 revenue rises 30% to $19.35bn as RPO reaches $664bn

    Oracle reported first quarter fiscal 2027 revenue of about $19.35 billion, up 30% year on year, with infrastructure revenue more than doubling to $7.4 billion and total cloud revenue up 62%. Remaining performance obligations reached $664 billion. The company guided to at least $90 billion in revenue for the full fiscal year and reported more than $30 billion in AI cloud bookings.

    Buyer takeawayThe scale of committed AI cloud demand suggests Oracle will keep investing heavily in infrastructure and database services, though buyers should watch capacity allocation and pricing as large AI contracts absorb supply.

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    Reports featuring Oracle

    1 AIM Research report

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    Analyst scorecard

    Scores, strengths and buyer signals

    Market names and placements are public. Scores and buyer signals are for signed-in buyers.

    MarketPlacementPenetrationMaturityBuyer signal
    Data + AI Platform ProvidersLeaders

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    Frequently asked

    Questions about Oracle

    Oracle, founded in 1977 and headquartered in Austin, Texas, provides database software, cloud infrastructure and enterprise applications to organizations worldwide. Its data and AI portfolio centres on Oracle AI Database 26ai, which builds vector search and AI features into the core database, along with Autonomous AI Database, an AI lakehouse and multicloud database services that run inside other hyperscaler clouds.