| Stage | ORCL | % of rev | AMZN | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $19.3B | 100.00% | $202B | 100.00% | AMZN ×10.44 |
| Gross profit | $11.6B | 60.03% | $77.4B | 38.31% | ORCL +21.7pp |
| Operating income | $6.7B | 34.78% | $28.1B | 13.90% | ORCL +20.9pp |
| Pre-tax income | $5.6B | 28.98% | $26.9B | 13.31% | ORCL +15.7pp |
| Net income | $4.8B | 24.61% | $20.7B | 10.24% | ORCL +14.4pp |
| Stage | ORCL | AMZN | Gap · A − B |
|---|---|---|---|
| Revenue | $19.3B100.00% | $202B100.00% | AMZN ×10.44 |
| Gross profit | 60.03%$11.6B | 38.31%$77.4B | ORCL +21.7pp |
| Operating income | 34.78%$6.7B | 13.90%$28.1B | ORCL +20.9pp |
| Pre-tax income | 28.98%$5.6B | 13.31%$26.9B | ORCL +15.7pp |
| Net income |
| 24.61%$4.8B |
| 10.24%$20.7B |
| ORCL +14.4pp |
ORCL · P 10-KMar 25 '26
“Our technology partners include application partners such as VMware, RedHat, Nutanix, Microsoft, Oracle and SAP, cloud partners such as Microsoft Azure, AWS, Google, and IBM, data protection partners such as Commvault, Rubrik and Veeam, and infrastructure partners such as Cisco and NVIDIA.”
AMZN · P 10-KMar 25 '26
“Our technology partners include application partners such as VMware, RedHat, Nutanix, Microsoft, Oracle and SAP, cloud partners such as Microsoft Azure, AWS, Google, and IBM, data protection partners such as Commvault, Rubrik and Veeam, and infrastructure partners such as Cisco and NVIDIA.”
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.”
AMZN · 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 · LRN 10-KAug 6 '25
“We operate a complex Company-wide, Oracle-hosted, integrated ERP system to handle various business, operating and financial processes, which handles a variety of important functions, such as order entry, invoicing, accounts receivable, accounts payable, financial consolidation and internal and external financial and management reporting matters.”
AMZN · LRN 10-KAug 6 '25
“Our platform, along with our back-office support systems, runs on cloud infrastructure from Amazon Web Services ("AWS") and Microsoft Azure.”
ORCL · BILL 10-KAug 20 '26
“To deliver a comprehensive solution, our platform integrates with popular software solutions including Intuit QuickBooks, Oracle NetSuite, Sage Intacct, Xero, and Microsoft Dynamics 365 Business Central, through APIs made available by these software providers.”
AMZN · BILL 10-KAug 20 '26
“We also use public cloud hosting with Amazon Web Services (AWS).”
ORCL · PLUS 10-KMay 22 '25
“Our solutions are comprised of world class leading technologies from partners such as Amazon Web Services ("AWS"), Arista Networks, Check Point, Cisco Systems, Citrix, Commvault, Crowdstrike, Deepwatch, Dell EMC, F5 Networks, Foresite, Fortinet, Gigamon, HPE, Juniper Networks, Lenovo, Microsoft, NetApp, Nutanix, NVIDIA, Oracle, Palo Alto Networks, Proficio, Pure Storage, Rubrik, Splunk, Varonis, and VMware by Broadcom, among many others.”
AMZN · PLUS 10-KMay 22 '25
“Our solutions are comprised of world class leading technologies from partners such as Amazon Web Services ("AWS"), Arista Networks, Check Point, Cisco Systems, Citrix, Commvault, Crowdstrike, Deepwatch, Dell EMC, F5 Networks, Foresite, Fortinet, Gigamon, HPE, Juniper Networks, Lenovo, Microsoft, NetApp, Nutanix, NVIDIA, Oracle, Palo Alto Networks, Proficio, Pure Storage, Rubrik, Splunk, Varonis, and VMware by Broadcom, among many others.”
ORCL · PAGS 20-FApr 29 '26
“Specifically, our IT infrastructure managed services and cloud computing environment are supported by solutions from Scala Data Centers S.A., or Scala, Amazon Web Services, Inc., and Oracle do Brasil Sistemas Ltda .”
AMZN · PAGS 20-FApr 29 '26
“Specifically, our IT infrastructure managed services and cloud computing environment are supported by solutions from Scala Data Centers S.A., or Scala, Amazon Web Services, Inc., and Oracle do Brasil Sistemas Ltda .”
ORCL · GTM 10-KFeb 12 '26
“Many of our customers use our integrations to access our data from within, or send data to, CRM, marketing automation, applicant tracking, sales enablement, and other systems, including Salesforce, Marketo, HubSpot, Microsoft Dynamics, Oracle Sales Cloud, and a variety of other commonly used tools.”
AMZN · GTM 10-KFeb 12 '26
“These risks may be increased with respect to operations housed at facilities outside of our direct control, and the majority of the communications, network, and computer hardware used to operate the cloud for our platform are located at facilities maintained by Google or Amazon, which we do not own or control.”
ORCL · OTEX 10-KAug 6 '26
“Our development of our software products and services depends on the stability, functionality and scalability of underlying third-party infrastructure software, such as operating systems, databases and middleware produced by Oracle, Microsoft and others.”
AMZN · OTEX 10-KAug 6 '26
“We work with AWS to deploy our cloud solutions on AWS infrastructure to meet client demand.”