Stratrix
Competitors · Oracle

Who are Oracle’s competitors?

Oracle names 17 companies as competitors in its latest annual report, on 2 fronts. 25 companies name Oracle back.

Skip to the field, head to head ↓Oracle company profile

Competitors it names1710-K for fiscal 2026
Companies that name it25in their own annual reports
Revenue, FY to May 2026$67.4B+17% on a year
Net margin25%Amazon 11% · Alphabet (Google) 33%
Stratrix’s Take

Oracle shows up as a rival in more markets than its own list suggests

Oracle's own competitor list is a short tour of big technology names plus a handful of healthcare IT vendors. Read the lists written by others and the picture widens. Open Text, Autodesk, MongoDB, SailPoint, Veeva Systems and Workday all name Oracle. Each one does it in a different market: content, design software, databases, identity, life sciences, enterprise applications.

MongoDB puts Oracle among "established legacy database software providers". Workday puts it among large enterprise software vendors. Oracle does not look like a company that picked one fight. It looks like a company that other companies keep running into. And it is not small or slow. It reported $67.4 billion in revenue, 17% growth and a 25% net margin. IBM's revenue is nearly the same at $67.5 billion, but it grew 8% with a 16% margin.

Here is the idea to repeat: the rivals Oracle names are the ones it chose to describe, and the ones that name Oracle are the ones it has reached. Breadth like that is hard to map from any single company's point of view. If you are placing Oracle in your market, check every corner of it before you decide where Oracle belongs.

The fronts

Where Oracle says it competes

Large competing enterprise technology firms
“Our enterprise cloud, software and hardware offerings compete directly with certain offerings from some of the largest and most competitive companies in the world”
In its own words · 10-K for fiscal 2026
Large healthcare IT competitors
Allscripts Healthcare SolutionsArcadia Solutions, athenahealthEpic SystemsInterSystems
“we also face competition from large healthcare IT providers such as Allscripts Healthcare Solutions, Inc., Arcadia Solutions, athenahealth, Inc., Epic Systems Corporation and InterSystems Corporation, among others.”
In its own words · 10-K for fiscal 2026
Also named
Arcadia Solutionsathenahealth
Named back

Who names Oracle as a competitor

“We compete with large enterprise technology providers, including International Business Machines Corporation (IBM), Microsoft Corporation (Microsoft), Oracle Corporation (Oracle) and ServiceNow, Inc. (ServiceNow), as well as with specialized software vendors such as Box, Inc., Hyland Software, Inc., Atlassian Corpor…”

10-K for 2026

“Our primary global competitors include Adobe Systems Incorporated, Bentley Systems, Inc., Dassault Systèmes S.A. and its subsidiary Dassault Systèmes SolidWorks Corp., Intergraph Corporation, a wholly owned subsidiary of Hexagon AB, MSC Software Corporation, Nemetschek AG, Oracle Corporation, Procore Technologies, I…”

10-K for 2026

“We primarily compete with established legacy database software providers such as IBM, Microsoft, Oracle and other similar companies.”

10-K for 2026

“Our competitors include large public companies, such as IBM, Microsoft, and Oracle that offer identity solutions within their product portfolios, and identity centric solution providers, including Palo Alto Networks (CyberArk), Okta, and One Identity.”

10-K for 2026

“No single vendor offers products that compete with all of our Veeva Development Cloud or Quality Cloud applications, but IQVIA, Dassault Systèmes, OpenText Corporation, Oracle Corporation, Honeywell International Inc., and other smaller application providers offer applications that compete with certain of our Veeva …”

10-K for 2026

“We currently compete with large, well-established, enterprise software vendors, such as Oracle Corporation (“ Oracle ”) and SAP SE (“SAP”).”

10-K for 2026
IBM2022, 2023, 2024, 2025

“The principal competitors in this segment include: Alphabet (Google), Amazon, BMC, Broadcom, Microsoft, Oracle, Salesforce, SAP and Splunk, a CISCO Company.”

10-K for 2025

“Our competition includes 365Labs, Coreforce, FileOnQ, FotoWare, Genetec, Guardify, i-PRO, Motorola Solutions, NiCE, Omnigo, OpenText Corporation, Oracle, Revir Technologies, Safe Fleet, Veritone, and Vidizmo.”

10-K for 2025

“• General business software vendors , such as Microsoft, Oracle and Salesforce.com, compete with us in certain areas of our business.”

10-K for 2025

“On premise, there are a number of vendors with legacy products that have pivoted into this space including TIBCO Streaming, Cloudera Dataflow, Red Hat (IBM) AMQ Streams, and Oracle Cloud Infrastructure Streaming.”

10-K for 2025

“Key competitors that offer general purpose cloud computing services as part of a broader, diversified product portfolio include Amazon (AWS), Google (Google Cloud Platform), Microsoft (Azure), and Oracle, a number of which are also our current customers.”

10-K for 2025

“The Company competes with NCR Voyix plus other technology firms such as Toshiba Corporation, Fujitsu Ltd., Elo Touch Solutions Inc., Glory Ltd., and specialized software players such as Oracle Corporation, Aptos, LLC and GK Software SE.”

10-K for 2025

“In certain areas, including governance, risk and compliance (GRC), Matrix competes with large global corporations such as IBM, Accenture and Oracle, as well as the consulting divisions of the Big-4 accounting firms and system vendors that provide implementation and support services for their own products.”

20-F for 2025

“Existing competitors include: • Corporate information technology departments of current or potential customers capable of internally developing solutions; • ERP vendors, including: Oracle, SAP and Infor, among others; • Supply chain execution and planning vendors, including Blue Yonder/Panasonic (formerly JDA), E2Op…”

10-K for 2025

“Key competitors include Aptos, Inc., Block Inc., Diebold Nixdorf, Inc., Fiserv Inc., Flooid, Fujitsu Limited, GK Software SE, Global Payments Inc., HP Inc., Lightspeed, Olo Inc., Oracle Corporation, PAR Technology Corporation, Toast, Inc., Toshiba Tec Corporation and Qu, among others.”

10-K for 2025

“We also compete with general purpose cloud computing providers including Amazon (AWS), Google (Google Cloud Platform), Microsoft (Azure), and Oracle.”

20-F for 2025
Nice2025

“In the Anti-Money Laundering market we compete against vendors such as SAS, Oracle and Quantexa.”

20-F for 2025

“We compete with companies such as Automatic Data Processing, Inc., Dayforce, Inc., Intuit, Inc., Oracle Corporation, Paychex, Inc., Paylocity Holding Corporation, SAP SE, ServiceNow, Inc., Ultimate Kronos Group, Workday, Inc., and other international, national, regional, and local providers.”

10-K for 2025

“Competitors vary in size, scope, and breadth of the products and services they offer and include some of the world’s largest companies, including International Business Machines Corporation (“IBM”), Microsoft Corporation, Oracle Corporation, Salesforce, SAP SE, and ServiceNow.”

10-K for 2025

“Principal competitors include Optum, Microsoft (Nuance), Epic, Oracle (Cerner), Waystar, Athena, and a host of start-up technologies actively working to disrupt the areas of revenue cycle management and clinician productivity.”

10-K for 2025

“We also compete with national firms, some of which have greater financial and technical resources than we do, including Oracle Corporation, Infor, SAP AG, Workday, Inc., CentralSquare Technologies, Thomson Reuters Corporation, Motorola Solutions, Inc., Axon Enterprise, Inc., and Constellation Software, Inc.”

10-K for 2025

“Technology companies, including those that operate in related industries, such as CRM, business software, or advertising, including Salesforce, Oracle, Google, or Microsoft/LinkedIn, may choose to compete with us in the B2B sales and marketing intelligence space, and in such an event, would have access to greater re…”

10-K for 2025
Amdocs2025

“providers of BSS/OSS and CRM/digital systems, including CSG International, Netcracker (an NEC subsidiary), Oracle, Pegasystems, Salesforce, SAP and ServiceNow;”

20-F for 2025
PTC2025

“For our SLM products, we compete with enterprise software companies such as Oracle, SAP, IFS AB, Microsoft, and Salesforce, and with companies that offer point solutions.”

10-K for 2025
Microsoft2023, 2024

“Dynamics competes with cloud-based and on-premises business solution providers such as Oracle, Salesforce, SAP, Service Now, UI Path, and WorkDay.”

10-K for 2024
How the list changed

Who joined, who left

Against its annual report for fiscal 2023, Oracle’s latest list adds no one.

CompanyFY2023FY2024FY2025FY2026
Adobe Systems●●●●
Allscripts Healthcare Solutions●●●●
Alphabet●●●●
Amazon.com●●●●
Arcadia Solutions●●●●
athenahealth●●●●
Cisco Systems●●●●
Epic Systems●●●●
Hewlett-Packard Enterprise●●●●
Intel●●●●
International Business Machines●●●●
InterSystems●●●●
Microsoft●●●●
Salesforce●●●●
SAP●●●●
Workday●●●●

● named in that year’s annual report, for the fiscal years shown.

Head to head

The field, from the filings

CompanyFiscal yearRevenueGrowthNet marginEmployees
OracleFY to May 2026$67.4B+17%25%141,000
Amazon2025$716.9B+12%11%1,576,000
Alphabet (Google)2025$402.8B+15%33%190,820
MicrosoftFY to Jun 2026$331.8B+18%40%223,000
IBM2025$67.5B+8%16%–
CiscoFY to Jul 2026$63.3B+12%21%82,400
Intel2025$52.9B0%−1%–
SalesforceFY to Jan 2026$41.5B+10%18%83,334
Hewlett Packard EnterpriseFY to Oct 2025$34.3B+14%0%–
WorkdayFY to Jan 2026$9.6B+13%7%21,000
Solventum2025$8.3B+1%19%–

Each company’s latest fiscal year as reported to the SEC, in US dollars; fiscal years end in different months. Rivals that report outside the US or in other currencies are not shown.

The moves

What the rivals have done lately

AmazonCut 16,000 jobs (2026-01)

The full layoff history

MicrosoftCut 4,800 jobs (2026-07)

The full layoff history

CiscoAcquired Splunk

“As described in Note 4 to the consolidated financial statements, on March 18, 2024, the Company completed the acquisition of Splunk for total consideration of approximately $27 billion.” filing

CiscoCut about 4,000 jobs (2026-05)

The full layoff history

IntelCut 15,000 jobs (2024-08)

The full layoff history

Decisions that shaped the field

Oracle Holds Customers With Three Layers: Architectural Debt, Licensing Fog, and the Audit2023Never undone
'Audit, Bargain, Close': Oracle's Playbook for Turning a Compliance Bill Into a Cloud Deal2023Never undone
Ellison Called Cloud 'Complete Gibberish'; Oracle Then Bought NetSuite for $9.3B and Cerner for $28.5B2016Never undone
Amazon Tried to Build Healthcare Twice. Then It Started Writing Checks.2022Never undone
Sony Won the Console War. Microsoft Decided to Stop Playing It.2024Too early to tell
IBM Cut Kyndryl Loose So the $34B Red Hat Bet Could Define the Company That Remained2020Never undone
Questions

Asked about Oracle’s competitors

Who are Oracle's competitors?

In its annual report for fiscal 2026, Oracle names 17 competitors across 2 fronts: large competing enterprise technology firms and large healthcare it competitors. 10-K for fiscal 2026

Which companies name Oracle as a competitor?

25 companies in our coverage name it in their own annual reports: Open Text, Autodesk, MongoDB, SailPoint, Veeva Systems, Workday, IBM, Axon Enterprise, Blackbaud, Confluent, CoreWeave, Diebold Nixdorf, Formula Systems, Manhattan Associates, NCR Voyix, Nebius Group, Nice, Paycom Software, Pegasystems, Solventum, Tyler Technologies, ZoomInfo Technologies, Amdocs, PTC and Microsoft.

How does Oracle compare with its rivals?

Oracle reported $67.4B in revenue in its latest fiscal year, +17% on a year, with a 25% net margin. Amazon: $716.9B, 11% net margin; Alphabet (Google): $402.8B, 33% net margin.

What are the alternatives to Oracle?

The companies Oracle itself names as competitors are listed above, front by front, each in its own report’s words. Which matters for a given buyer depends on the job, not the list.

What would it cost a challenger to take your customer?

What would it actually cost a challenger to take your customer?

See the pack →

Sources: Oracle’s annual report for fiscal 2026 and earlier years (2023, 2024, 2025); the annual reports of the companies that name it; each company’s financial data as reported to the SEC; Stratrix Decision Records. Analysis and data, not advice.

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