COMPANY ECONOMICS / PUBLISHED EVIDENCE
Oracle
Current source-traced rankings and public observations for Oracle.
Company financial matrix
Missing periods remain blank; estimates never replace filings.Reported + attributed values
| Metric | Value | Period | Status | Confidence | As of | Primary evidence |
|---|---|---|---|---|---|---|
| Reported CapEx | $55.7B | FY 2026 | reported | 99% | Jun 22, 2026 | SEC EDGAR CompanyFacts ↗ |
| Revenue | $67.4B | FY 2026 | reported | 99% | Jun 22, 2026 | SEC EDGAR CompanyFacts ↗ |
| AI / cloud revenue | $18.1B | OCI IaaS · FY 2026 | reported | 95% | Jun 10, 2026 | Verified Company Investor Relations ↗ |
| Balance sheet | $31.3B | Jun 2026 | reported | 99% | Jun 22, 2026 | SEC EDGAR CompanyFacts ↗ |
Operating map
Reviewed classifications with source-level detail.What Oracle does
designs Silicon
Integrates partner silicon after divesting Ampere
fabricates Silicon
Does not operate leading-edge foundries
frontier Models
Hosts and integrates partner models
gpu Cloud
OCI superclusters and bare-metal GPU cloud
data Centers
Global OCI regions and AI data centers
consumer Distribution
Primarily enterprise distribution
open Weights
No first-party frontier open-weight model
Ranking footprint
Each board links to its complete table and methodology.Every published position
| Board | Rank | Score | Movement | Confidence | As of | Method |
|---|---|---|---|---|---|---|
| AI Company Financials | #6 | 78.1874 | — | 98% | Aug 13, 2026 | 1 → |
| Reported Capital Expenditure | #5 | 91.6809 | — | 99% | Aug 13, 2026 | 1 → |
| AI Infrastructure Capital Intensity | #2 | 0.8264 | — | 99% | Aug 13, 2026 | 2-single-concept-quarter-chain-2026-07-27 → |
| AI Stack Control | #7 | 35.7143 | — | 85% | Aug 13, 2026 | 1 → |
| AI Compute Ownership by Company | #5 | 1,204,217 | — | 55% | May 12, 2026 | 1.1.0 → |
Company data matrix
94 public observations · source links open the underlying record.Financials, capital + operating signals
| Metric | Published value | Category | Data kind | Period / observed | Confidence | Source |
|---|---|---|---|---|---|---|
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 16,493,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 55,663,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 82.64% | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 67,358,000,000 USD | company_financials | derived | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Cashcash-usd | USD 31,289,000,000 USD | Company financials | reported | May 31, 2026 | 99%instant_fact | SEC EDGAR CompanyFacts ↗A |
| Capital expenditurecapex-usd | USD 55,663,000,000 USD | Company financials | reported | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Total assetstotal-assets-usd | USD 261,759,000,000 USD | Company financials | reported | May 31, 2026 | 99%instant_fact | SEC EDGAR CompanyFacts ↗A |
| Revenuerevenue-usd | USD 67,357,000,000 USD | Company financials | reported | May 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Fabricates siliconcapability-fabricates-silicon | no | Company capabilities | reported | Jun 10, 2026 | 85% | Verified Company Investor Relations ↗B |
| Publishes open model weightscapability-open-weights | no | Company capabilities | reported | Jun 10, 2026 | 85% | Verified Company Investor Relations ↗B |
| AI or cloud infrastructure revenueai-cloud-revenue-usd | USD 18,100,000,000 USD | Company financials | reported | May 31, 2026 | 95% | Verified Company Investor Relations ↗B |
| Designs siliconcapability-designs-silicon | partial | Company capabilities | reported | Jun 10, 2026 | 85% | Verified Company Investor Relations ↗B |
| Produces frontier modelscapability-frontier-models | no | Company capabilities | reported | Jun 10, 2026 | 85%provenance_locator_missing | Verified Company Investor Relations ↗B |
| Operates data centerscapability-data-centers | yes | Company capabilities | reported | Jun 10, 2026 | 85% | Verified Company Investor Relations ↗B |
| Operates a public GPU cloudcapability-gpu-cloud | yes | Company capabilities | reported | Jun 10, 2026 | 85% | Verified Company Investor Relations ↗B |
| Has consumer distributioncapability-consumer-distribution | no | Company capabilities | reported | Jun 10, 2026 | 85% | Verified Company Investor Relations ↗B |
| Estimated owned accelerator units (5th percentile)epoch-ai-compute-ownership-units-p5 | 497,422 accelerators | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Linked source countepoch-ai-compute-ownership-source-link-count | 0 sources | ai_compute_ownership | derived | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned compute (5th percentile)epoch-ai-compute-ownership-h100e-p5 | 864,189 H100e | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned accelerator power (5th percentile)epoch-ai-compute-ownership-power-mw-p5 | 486.3228 MW | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned compute (median)epoch-ai-compute-ownership-h100e-median | 1,204,217 H100e | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned compute (95th percentile)epoch-ai-compute-ownership-h100e-p95 | 1,686,674 H100e | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned accelerator units (median)epoch-ai-compute-ownership-units-median | 703,801 accelerators | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned accelerator power (95th percentile)epoch-ai-compute-ownership-power-mw-p95 | 959.051 MW | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned accelerator units (95th percentile)epoch-ai-compute-ownership-units-p95 | 1,000,389 accelerators | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned accelerator power (median)epoch-ai-compute-ownership-power-mw-median | 681.1422 MW | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
Continue the investigation