| Stage | ORCL | % of rev | WDAY | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $19.3B | 100.00% | $2.6B | 100.00% | ORCL ×7.30 |
| Gross profit | $11.6B | 60.03% | $2.0B | 75.39% | WDAY +15.4pp |
| Operating income | $6.7B | 34.78% | $313M | 11.82% | ORCL +23.0pp |
| Pre-tax income | $5.6B | 28.98% | $327M | 12.34% | ORCL +16.6pp |
| Net income | $4.8B | 24.61% | $632M | 23.86% | ORCL +0.7pp |
| Stage | ORCL | WDAY | Gap · A − B |
|---|---|---|---|
| Revenue | $19.3B100.00% | $2.6B100.00% | ORCL ×7.30 |
| Gross profit | 60.03%$11.6B | 75.39%$2.0B | WDAY +15.4pp |
| Operating income | 34.78%$6.7B | 11.82%$313M | ORCL +23.0pp |
| Pre-tax income | 28.98%$5.6B | 12.34%$327M | ORCL +16.6pp |
| Net income |
| 24.61%$4.8B |
| 23.86%$632M |
| ORCL +0.7pp |
ORCL · FIVE 10-KMar 19 '26
“We are continuing to expand, upgrade and develop our information technology capabilities, including, most recently, with the continued investment in our enterprise wide human capital management system, Workday, which was implemented in 2021, the implementation of a new core-enterprise resource planning system (or "ERP"), Oracle Fusion, in fiscal 2024 for use in fiscal 2025, the implementation of our Retail Merchandising System in fiscal 2020, and the launch of our e-commerce website in fiscal 2020.”
WDAY · FIVE 10-KMar 19 '26
“We are continuing to expand, upgrade and develop our information technology capabilities, including, most recently, with the continued investment in our enterprise wide human capital management system, Workday, which was implemented in 2021, the implementation of a new core-enterprise resource planning system (or "ERP"), Oracle Fusion, in fiscal 2024 for use in fiscal 2025, the implementation of our Retail Merchandising System in fiscal 2020, and the launch of our e-commerce website in fiscal 2020.”