Latest news with #OracleCloudInfrastructure
Yahoo
20 hours ago
- Business
- Yahoo
Oracle taps partners to feed AI and cloud into defense
Oracle (NYSE:ORCL) has launched its Defense Ecosystem to help smaller firms sell emerging AI and cloud technologies into the defense sector, leveraging Oracle Cloud Infrastructure's compliance pedigree and partner network. The Oracle Defense Ecosystem addresses hurdles that national security teams facecomplex procurement, strict qualifications and the need for entrenched relationshipsby bundling Oracle's defense-trusted cloud platform with go-to-market support. Warning! GuruFocus has detected 9 Warning Signs with ORCL. Participating vendors tap Oracle's expertise in navigating defense procurement, secure office space and joint sales efforts, plus access to Palantir's (NASDAQ:PLTR) cloud-AI stack and discounted NetSuite. Initial members span quantum encryption (Arqit Quantum), geospatial AI ( biotech interfaces (Koniku), secure comms (Mattermost), maritime analytics (Metron), and more, each poised to both sell to and run on Oracle Cloud. Defense customers often lag commercial tech adoption due to red tape and security demands. By lowering those barriers, Oracle not only accelerates cutting-edge AI and cloud deployment for governments and allies but also locks in new workloads on OCI, bolstering its position against Amazon (NASDAQ:AMZN) AWS and Microsoft's (NASDAQ:MSFT) Azure in a high-value vertical. Watch for firewall-grade AI and cloud contracts awarded via this ecosystem over the next yeareach win will validate Oracle's strategy to harness partner innovation and grow its defense footprint. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
Rancher Government Solutions and Oracle to Deliver Secure Edge-to-Cloud Capabilities for Federal Agencies
Joint solution enables mission-critical workloads and secure Kubernetes operations at the tactical edge WASHINGTON, June 17, 2025--(BUSINESS WIRE)--Rancher Government Solutions (RGS), a leader in secure Kubernetes and container infrastructure for the U.S. Government and a member of Oracle PartnerNetwork, today announced that it will use Oracle Cloud Infrastructure (OCI) to deliver a fully integrated, edge-to-cloud computing solution tailored to address the mission requirements of federal agencies. This collaboration will empower government entities with robust, secure, and highly performant solutions at the tactical edge and across distributed environments, leveraging OCI's advanced infrastructure and Oracle OCI Roving Edge Infrastructure products. "Government customers face complex challenges, from securing sensitive data to deploying applications in austere environments," said Ben Zifrony, Vice President of Ecosystems at Rancher Government Solutions. "Our government-grade Kubernetes running on OCI Roving Edge is a powerful solution for defense and intelligence agencies that need the most agile, secure, and advanced capabilities." Oracle's Roving Edge Infrastructure (REI) is a cloud-integrated service that extends Oracle Cloud Infrastructure (OCI) capabilities to remote and disconnected environments. It enables organizations to process, store, and analyze data at the edge—closer to where it's generated—enabling low-latency performance even without consistent internet connectivity. "Oracle is committed to supporting the critical missions of government agencies with the most secure, performant, and distributed cloud solutions available," said Pat Mungovan, Senior Vice President, Oracle Government, Defense and Intelligence. "Our partnership with Rancher Government Solutions, combined with the power of OCI's edge computing and OCI Roving Edge capabilities, will provide these customers with the tools they need to innovate faster, secure their data more effectively, and operate wherever their missions take them." The joint solution includes: RGS Manager – A hardened Kubernetes management stack designed for high-compliance environments, enabling consistent operations across cloud and edge workloads with integrated lifecycle and policy management. RKE2 – A hardened Kubernetes distribution explicitly built for sensitive workloads, providing automated deployment, scaling, and self-healing capabilities, offering mission critical application resilience even in environments with intermittent connectivity or limited resources. OCI Roving Edge Infrastructure – A portable, ruggedized cloud platform that delivers OCI services and AI/ML capabilities in disconnected or intermittent connectivity environments. End-to-End Security and Compliance – Alignment with federal cybersecurity mandates, including STIG, FIPS 140-2/3, and Zero Trust frameworks, so that mission applications remain protected from development to deployment. AI/ML Optimization at the Edge – Built-in support for OCI Roving Edge capabilities enables fast, local data inference and processing without reliance on centralized cloud resources. For more information about Rancher Government Solutions and this joint offering, visit and About Rancher Government Solutions Rancher Government Solutions (RGS) is dedicated to delivering secure, enterprise open source Linux, Kubernetes and container solutions purpose-built for U.S. government missions. RGS supports programs across the Department of Defense, the Intelligence Community, and civilian agencies. Learn more at About Oracle's Partner Program Oracle's partner program helps Oracle and its partners drive joint customer success and business momentum. The newly enhanced program provides partners with choice and flexibility, offering several program pathways and a robust range of foundational benefits spanning training and enablement, go-to-market collaboration, technical accelerators, and success support. To learn more, visit Trademark Oracle, Java, MySQL and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing. View source version on Contacts For Press Inquiries ContactDon PooleVP of Corporate CommunicationsRancher Government SolutionsPhone: 914.260.9717Email: Sign in to access your portfolio
Business Wire
a day ago
- Business
- Business Wire
Rancher Government Solutions and Oracle to Deliver Secure Edge-to-Cloud Capabilities for Federal Agencies
WASHINGTON--(BUSINESS WIRE)-- Rancher Government Solutions (RGS), a leader in secure Kubernetes and container infrastructure for the U.S. Government and a member of Oracle PartnerNetwork, today announced that it will use Oracle Cloud Infrastructure (OCI) to deliver a fully integrated, edge-to-cloud computing solution tailored to address the mission requirements of federal agencies. 'Our government-grade Kubernetes running on OCI Roving Edge is a powerful solution for defense and intelligence agencies that need the most agile, secure, and advanced capabilities." Ben Zifrony, VP Ecosystems, Rancher Government Solutions. This collaboration will empower government entities with robust, secure, and highly performant solutions at the tactical edge and across distributed environments, leveraging OCI's advanced infrastructure and Oracle OCI Roving Edge Infrastructure products. 'Government customers face complex challenges, from securing sensitive data to deploying applications in austere environments,' said Ben Zifrony, Vice President of Ecosystems at Rancher Government Solutions. 'Our government-grade Kubernetes running on OCI Roving Edge is a powerful solution for defense and intelligence agencies that need the most agile, secure, and advanced capabilities.' Oracle's Roving Edge Infrastructure (REI) is a cloud-integrated service that extends Oracle Cloud Infrastructure (OCI) capabilities to remote and disconnected environments. It enables organizations to process, store, and analyze data at the edge—closer to where it's generated—enabling low-latency performance even without consistent internet connectivity. 'Oracle is committed to supporting the critical missions of government agencies with the most secure, performant, and distributed cloud solutions available,' said Pat Mungovan, Senior Vice President, Oracle Government, Defense and Intelligence. 'Our partnership with Rancher Government Solutions, combined with the power of OCI's edge computing and OCI Roving Edge capabilities, will provide these customers with the tools they need to innovate faster, secure their data more effectively, and operate wherever their missions take them.' The joint solution includes: RGS Manager – A hardened Kubernetes management stack designed for high-compliance environments, enabling consistent operations across cloud and edge workloads with integrated lifecycle and policy management. RKE2 – A hardened Kubernetes distribution explicitly built for sensitive workloads, providing automated deployment, scaling, and self-healing capabilities, offering mission critical application resilience even in environments with intermittent connectivity or limited resources. OCI Roving Edge Infrastructure – A portable, ruggedized cloud platform that delivers OCI services and AI/ML capabilities in disconnected or intermittent connectivity environments. End-to-End Security and Compliance – Alignment with federal cybersecurity mandates, including STIG, FIPS 140-2/3, and Zero Trust frameworks, so that mission applications remain protected from development to deployment. AI/ML Optimization at the Edge – Built-in support for OCI Roving Edge capabilities enables fast, local data inference and processing without reliance on centralized cloud resources. For more information about Rancher Government Solutions and this joint offering, visit and About Rancher Government Solutions Rancher Government Solutions (RGS) is dedicated to delivering secure, enterprise open source Linux, Kubernetes and container solutions purpose-built for U.S. government missions. RGS supports programs across the Department of Defense, the Intelligence Community, and civilian agencies. Learn more at About Oracle's Partner Program Oracle's partner program helps Oracle and its partners drive joint customer success and business momentum. The newly enhanced program provides partners with choice and flexibility, offering several program pathways and a robust range of foundational benefits spanning training and enablement, go-to-market collaboration, technical accelerators, and success support. To learn more, visit Trademark Oracle, Java, MySQL and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.
Yahoo
4 days ago
- Business
- Yahoo
Oracle Stock (ORCL) Delivers Strong Quarter as Cloud and AI Strategy Pays Off
Oracle (ORCL) has just wrapped up its quarterly reporting period with impressive results. Revenue rose 11% year-over-year to $15.9 billion, beating expectations with ease. Non-GAAP earnings per share came in at $1.70, topping the consensus estimate of around $1.65. In my view, Oracle's bold investments in Cloud services—particularly Oracle Cloud Infrastructure (OCI)—are clearly bearing fruit. I'm bullish on the stock, as Oracle continues to demonstrate resilience and leadership in both Cloud and AI. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Oracle's Cloud segments were the clear standouts in Q4. Total Cloud revenue—which includes both Infrastructure as a Service (IaaS) and Software as a Service (SaaS)—jumped 27% year-over-year to roughly $6.7 billion. The real highlight was Oracle Cloud Infrastructure (OCI), which surged 52% to reach $3 billion, underscoring Oracle's aggressive push to capture AI-heavy workloads in the Cloud Infrastructure space. A key driver behind Oracle's Cloud momentum is its smartly executed multi-cloud strategy. On the earnings call, Larry Ellison revealed that Oracle's MultiCloud database services—used by customers on Amazon (AMZN), Microsoft Azure (MSFT), and Google Cloud (GOOGL)—soared 115% quarter-over-quarter. This approach is savvy, as it turns would-be rivals into collaborators. With enterprise demand rising for hybrid and multi-cloud solutions, Oracle is carving out a distinct competitive edge among the major cloud providers. One of the key reasons I'm bullish on Oracle's long-term growth is its record-high backlog of contracts, formally known as Remaining Performance Obligations (RPO). This quarter, RPO surged 41% year-over-year to an all-time high of $138 billion. That's a strong signal of sustained demand, providing a significant level of revenue visibility and stability for shareholders over the coming years. Management attributed much of this backlog growth to major contracts with companies like OpenAI, Meta (META), Nvidia (NVDA), and AMD (AMD). CEO Safra Catz expressed evident enthusiasm, projecting that Oracle's Cloud business will grow by more than 40% in Fiscal 2026, with OCI continuing to expand at a rate above 70%. Oracle deserves real credit here—its momentum is undeniable, and Larry Ellison remains the quintessential relentless tech visionary, pushing the company to the forefront of the Cloud and AI revolution. Scaling Oracle's Cloud business comes with a hefty price tag. In FY2025, the company invested roughly $21.2 billion in capital expenditures, reflecting its aggressive buildout of GPU clusters and data centers. While these substantial investments did put some pressure on margins—non-GAAP operating margin dipped slightly to about 44%, down from 47% last year—I view this as a reasonable and strategically sound tradeoff. Crucially, Oracle remains solidly profitable and financially strong. Operating cash flow for the year reached an impressive $20.8 billion, providing the company with ample capacity to reinvest in future growth. Management made it clear on the earnings call that these upfront investments are designed to drive high-margin, recurring revenue over time, essentially laying the groundwork for long-term profitability. With around $18 billion in cash and short-term investments, Oracle appears to have the financial flexibility to fund its expansion without overburdening its balance sheet. While I'm optimistic about Oracle's growth potential, it's essential to acknowledge the risks. Management's aggressive expansion strategy hinges on flawless execution and sustained demand. If enterprise IT spending slows, if overall demand for public Cloud services weakens, or if customers shift more quickly toward AWS or Azure, Oracle's growth trajectory could face headwinds. Additionally, Oracle is making significant capital investments while also aiming to deliver strong returns to shareholders. This high-stakes approach means that any misstep or shortfall in demand could result in the company having costly, underutilized infrastructure. However, given Oracle's recent track record, management's demonstrated competence, and the sheer scale of its secured backlog, I believe these risks are manageable and well within the company's capacity to navigate. On Wall Street, Oracle has a consensus Moderate Buy rating based on 15 Buys, 12 Holds, and zero Sells. The average ORCL price target of $192.91 indicates a 3.5% downside potential over the next 12 months. This means that, despite the company's current operational and financial strengths, the market has likely priced Oracle stock too high in the short term. It's probably best to wait for a pullback before buying shares. Oracle's quarterly results strengthen my confidence in the sustained upward trajectory of Oracle's operating model. What was once a bold and uncertain Cloud transformation is now clearly delivering results. Oracle's heavy investment in OCI, its strategic focus on multi-cloud architecture and partnerships, and its sizable backlog of signed contracts all point to long-term, market-leading growth that appears both durable and well-earned. Disclaimer & DisclosureReport an Issue Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
TakeUp's AI platform available on Oracle Cloud Marketplace for revenue optimisation
TakeUp, a provider of AI-powered revenue optimisation platforms for independent hotels, has announced its availability on Oracle Cloud Marketplace. The platform can be deployed on Oracle Cloud Infrastructure (OCI) and integrates with Opera Cloud via the Oracle Hospitality Integration Platform (OHIP). This integration aims to enhance hotel revenue management strategies through AI-driven solutions. TakeUp CEO Bobby Marhamat said: 'Making TakeUp available on the Oracle Cloud Marketplace is a game-changer for independent properties looking to level up their revenue strategy beyond traditional yield management. 'TakeUp's participation in Oracle Cloud Marketplace further extends our commitment to the Oracle community and enables customers to reap the benefits of TakeUp's AI-powered revenue management platform. We look forward to leveraging the power of Oracle Cloud Infrastructure to help us achieve our business goals.' The TakeUp hotel revenue management platform combines AI-powered learning models with personalised guidance from revenue strategists to optimise room rates in real-time. This approach ensures that shifting demand, market conditions, and guest behaviour are analysed through machine learning and refined with human expertise to maximise revenue impact. Revenue managers face an overwhelming number of pricing decisions daily. TakeUp claims to streamline this process by automating complex, time-consuming tasks. The platform runs real-time simulations across countless scenarios, dynamically adjusting rates to match shifting market conditions. TakeUp acts as a partner, allowing revenue managers to focus on high-level decision-making while continuously optimising their pricing strategies. Through this integration, revenue managers can access near real-time price sensitivity analysis, enabling them to fine-tune rates with data-backed precision. A continuous feedback loop refines future strategies for revenue and profitability. Intelligent automation saves time by automatically running simulations and adjusting rates based on market conditions, reducing manual guesswork. Oracle Cloud Marketplace serves as a centralised repository for enterprise applications offered by Oracle and its partners. It provides Oracle customers with trusted business applications and services that offer unique solutions. Designed to run any application faster and more securely, OCI offers more than 150 AI and cloud services. It is claimed to address data privacy, sovereign AI, and low-latency requirements, providing consistent performance and global pricing. "TakeUp's AI platform available on Oracle Cloud Marketplace for revenue optimisation" was originally created and published by Hotel Management Network, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
