Oracle

Software - Infrastructure • Technology • Austin, TX, United States • ORCL (NYQ)

(737) 867-1000 2300 Oracle Way, Austin, TX 78741, United States

Quarter: Q4 2025 Reported: November 21, 2025 Sentiment: Positive

Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and Oracle license support services. In addition, it provides cloud and license business' infrastructure technologies, such as the Oracle Database and MySQL Database; Java, a software development language; and middleware, including development tools and others. The company's cloud and license business' infrastructure technologies also comprise cloud-based compute, storage, and networking capabilities; and Oracle autonomous database, as well as AI, Internet-of-Things, machine learning, digital assistant, and blockchain. Further, it provides hardware products and other hardware-related software offerings, including Oracle engineered systems, enterprise servers, storage solutions, industry-specific hardware, virtualization software, operating systems, management software, and related hardware support services, and consulting and advanced customer services. It markets and sells its cloud, license, hardware, support, and services offerings directly to businesses in various industries, government agencies, and educational institutions, as well as through indirect channels. Oracle Corporation has a strategic alliance with Metron, Inc. The company was founded in 1977 and is headquartered in Austin, Texas.

Analysis Summary

Oracle's Q4 2025 corporate governance update, as detailed in its Form 8-K filing, provides insights into the outcomes of its 2025 Annual Meeting of Stockholders held on November 18, 2025, and a new board appointment. This document is a corporate governance report and does not contain financial performance data or an earnings call transcript.

**Detailed Corporate Governance Performance:**
* **Board of Directors Election:** All thirteen director nominees were successfully re-elected to hold office until the 2026 Annual Meeting. This included key executives and long-standing board members such as Safra A. Catz (2,287,398,391 votes For) and Lawrence J. Ellison (2,271,537,382 votes For), indicating strong shareholder approval of the existing board's composition and direction.
* **New Director Appointment:** Stephen Rusckowski was unanimously elected to serve as a new director, effective immediately. He will be compensated with restricted stock units (RSUs) and standard cash compensation for non-employee directors, with RSUs vesting on the first anniversary of the grant date.
* **Executive Compensation Advisory Vote:** Stockholders approved the compensation of Oracle's named executive officers in an advisory vote, with 1,922,942,188 shares in favor against 423,773,929 shares opposed, reflecting general shareholder alignment with the company's executive compensation practices.
* **Auditor Ratification:** The appointment of Ernst & Young LLP as Oracle's independent registered public accounting firm for the fiscal year ending May 31, 2026, was ratified with overwhelming support (2,549,762,065 shares in favor).

**Management Commentary and Forward Guidance:** The document does not contain direct management commentary on operational performance, strategic initiatives, or forward-looking financial guidance. The successful passage of all proposals implies management's satisfaction with shareholder support for its governance framework.

**Competitive Positioning and Market Trends:** This filing is limited to corporate governance and does not provide information regarding Oracle's competitive positioning, market trends, or business segment analysis. Therefore, an assessment of these areas cannot be made from this document.

**Analyst Q&A Highlights:** As this is a Form 8-K filing and not an earnings call transcript, there are no analyst Q&A highlights included.

Key Highlights

• Stephen Rusckowski was unanimously elected to Oracle's Board of Directors, effective immediately.
• All thirteen director nominees were successfully re-elected by stockholders at the 2025 Annual Meeting.
• Stockholders approved the advisory vote on the compensation of Oracle's named executive officers with a significant majority.
• Ernst & Young LLP was ratified as the independent registered public accounting firm for fiscal year ending May 31, 2026.
• The 2025 Annual Meeting of Stockholders was held on November 18, 2025, with all proposals passing.

Financial Metrics

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revenue

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guidance

net income

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Stock Performance (90 Days)

Data through Dec 26, 2025

Layoff Events

Earnings Calls

Positive Signals

• Unanimous election of new director, Stephen Rusckowski, indicating board alignment.
• All director nominees successfully re-elected, reflecting strong shareholder confidence in current leadership.
• Overwhelming shareholder approval of named executive officers' compensation, suggesting alignment on executive incentives.
• Strong ratification of Ernst & Young LLP as independent auditor for FY2026, signaling operational stability.

Risks & Concerns

— This corporate governance filing does not contain information regarding operational or financial risk factors.
— No specific concerns or risks related to business performance or market conditions were raised in the document.