| Stage | ORCL | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $19.3B | 100.00% | $92.3B | 100.00% | MSFT ×4.77 |
| Gross profit | $11.6B | 60.03% | $62.6B | 67.79% | MSFT +7.8pp |
| Operating income | $6.7B | 34.78% | $45.9B | 49.76% | MSFT +15.0pp |
| Pre-tax income | $5.6B | 28.98% | $46.0B | 49.80% | MSFT +20.8pp |
| Net income | $4.8B | 24.61% | $36.6B | 39.69% | MSFT +15.1pp |
| Stage | ORCL | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $19.3B100.00% | $92.3B100.00% | MSFT ×4.77 |
| Gross profit | 60.03%$11.6B | 67.79%$62.6B | MSFT +7.8pp |
| Operating income | 34.78%$6.7B | 49.76%$45.9B | MSFT +15.0pp |
| Pre-tax income | 28.98%$5.6B | 49.80%$46.0B | MSFT +20.8pp |
| Net income |
| 24.61%$4.8B |
| 39.69%$36.6B |
| MSFT +15.1pp |
ORCL · ULS 10-KFeb 19 '26
“Our employees benefit from globally aligned processes and decision-support capabilities enabled by leading commercial off-the-shelf technologies, including Oracle, Microsoft and Salesforce.”
MSFT · ULS 10-KFeb 19 '26
“Our employees benefit from globally aligned processes and decision-support capabilities enabled by leading commercial off-the-shelf technologies, including Oracle, Microsoft and Salesforce.”
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.”
MSFT · 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.”
MSFT · 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.”
MSFT · 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.”
ORCL · CRDO 10-KJun 15 '26
“We partnered with Oracle to develop our ZeroFlap Optics that helps address the reliability issues known as Link Flap which plague commodity options in AI data centers enabling faster AI cluster turn on and time to first revenue.”
MSFT · CRDO 10-KJun 15 '26
“Created switch cable and open-sourced implementation with Microsoft to realize their vision for a highly reliable network-managed dual-ToR architecture”
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.”
MSFT · 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.”
ORCL · AAOI 10-KFeb 28 '25
“In 2024 , Microsoft represented 43.7% of our revenue, Digicomm represented 35.1% of our revenue and Oracle represented 12.4% of our revenue.”
MSFT · AAOI 10-KFeb 28 '25
“In 2024 , Microsoft represented 43.7% of our revenue, Digicomm represented 35.1% of our revenue and Oracle represented 12.4% of our revenue.”
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.”
MSFT · 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.”