| Stage | ORCL | % of rev | PLTR | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $19.3B | 100.00% | $1.9B | 100.00% | ORCL ×10.00 |
| Gross profit | $11.6B | 60.03% | $1.6B | 84.66% | PLTR +24.6pp |
| Operating income | $6.7B | 34.78% | $912M | 47.12% | PLTR +12.3pp |
| Pre-tax income | $5.6B | 28.98% | $1.1B | 55.87% | PLTR +26.9pp |
| Net income | $4.8B | 24.61% | $1.1B | 55.08% | PLTR +30.5pp |
| Stage | ORCL | PLTR | Gap · A − B |
|---|---|---|---|
| Revenue | $19.3B100.00% | $1.9B100.00% | ORCL ×10.00 |
| Gross profit | 60.03%$11.6B | 84.66%$1.6B | PLTR +24.6pp |
| Operating income | 34.78%$6.7B | 47.12%$912M | PLTR +12.3pp |
| Pre-tax income | 28.98%$5.6B | 55.87%$1.1B | PLTR +26.9pp |
| Net income |
| 24.61%$4.8B |
| 55.08%$1.1B |
| PLTR +30.5pp |
No shared counterparties.