Oracle's core business is healthy as fuck. It can't default. It could get into a long period of low R&D since all profits would be directed to serve their debt and that could hurt their product line, but they'd definitely can't just vanish into thin air.

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bluedevil2k an hour ago | parent | next [-]

Oh they certainly could default. They make $70B a year in revenue and $17B in profit. Their current interest payments are $5.7B a year!! Their debt is only 1 grade above junk.

But the truest measure of their potential to default, their credit default swaps, are pricing in a 20-22% chance to default before 2031.

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justin66 3 hours ago | parent | prev | next [-]

What is their core business today? I remember when it was the enterprise database server product, but I can't imagine that is true anymore.

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cowlevel 4 minutes ago | parent | next [-]

Government contracting. It doesn't matter what the government wants to do, if it involves computers then Oracle is trying to be the supplier.

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giancarlostoro 2 hours ago | parent | prev [-]

They're basically trying to make themselves into the likes of Azure, GCP and AWS. Now you might think that there's no way Oracle will ever be that big, but half of their revenue for the 2026 fiscal year is from their cloud infrastructure, which, trust me, surprised even me.

Oracle is the last company I'd setup shop with.

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tempest_ 7 minutes ago | parent | next [-]

Is it actually from the cloud section or are they doing like IBM where the marching orders came down that cloud was the way and every mid level manager saw which way the wind was blowing and then worked real hard to get their calculator app moved into the cloud silo.

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Shorel 37 minutes ago | parent | prev [-]

I dislike Oracle as much as anyone, but Google is the last company I would use as a cloud provider.

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imglorp 28 minutes ago | parent [-]

Both companies are awful to customers. But the Oracle cloud product is truly terrible.

	▲	plantain 9 minutes ago \| parent \| next [-]
		I had significant free credits for their cloud product. It was not even useful at a 0 pricepoint. I had to escalate repeatedly until I was doing screenshares with very high level engineers, to show them that their VM's, the more core offering, literally would not start.
	▲	tempest_ 6 minutes ago \| parent \| prev [-]
		They did have those Ampere arm chips which we mildly interesting for a hot minute a few years ago but seem to have disappeared somewhere.

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CamperBob2 2 hours ago | parent | prev [-]

Claude, build me a copy of Oracle RDBMS. Make no mistakes

	▲	tracerbulletx an hour ago \| parent \| next [-]
		Claude, sue anyone who isn't paying me until they are paying me.
	▲	chorsestudios an hour ago \| parent \| prev [-]
		ChatGPT, check Claude's work. Once verified, focus on identifying elegant solutions to the shockingly large list of expensive pain points that we encountered with Oracle RDBMS. Run benchmarks using production data. Work on improvements until all database benchmark metrics are equal or better. Make no mistakes