| Stage | IBM | % of rev | ORCL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $17.1B | 100.00% | $19.3B | 100.00% | ORCL ×1.13 |
| Gross profit | $9.7B | 56.80% | $11.6B | 60.03% | ORCL +3.2pp |
| Operating income | $3.0B | 17.48% | $6.7B | 34.78% | ORCL +17.3pp |
| Pre-tax income | $2.5B | 14.60% | $5.6B | 28.98% | ORCL +14.4pp |
| Net income | $2.2B | 12.80% | $4.8B | 24.61% | ORCL +11.8pp |
| Stage | IBM | ORCL | Gap · A − B |
|---|---|---|---|
| Revenue | $17.1B100.00% | $19.3B100.00% | ORCL ×1.13 |
| Gross profit | 56.80%$9.7B | 60.03%$11.6B | ORCL +3.2pp |
| Operating income | 17.48%$3.0B | 34.78%$6.7B | ORCL +17.3pp |
| Pre-tax income | 14.60%$2.5B | 28.98%$5.6B | ORCL +14.4pp |
| Net income |
| 12.80%$2.2B |
| 24.61%$4.8B |
| ORCL +11.8pp |
IBM · ACIW 10-KFeb 26 '26
“We have alliances with our technology partners Microsoft Corporation, Amazon, HPE, IBM, Red Hat, and Oracle, whose industry-leading hardware, software, and cloud-based infrastructure services are utilized by and in delivery of ACI's products.”
ORCL · ACIW 10-KFeb 26 '26
“We have alliances with our technology partners Microsoft Corporation, Amazon, HPE, IBM, Red Hat, and Oracle, whose industry-leading hardware, software, and cloud-based infrastructure services are utilized by and in delivery of ACI's products.”