Enterprise software and cloud infrastructure
Enterprise software and cloud infrastructure company where Sawse tracks filings, cloud transition, margins, capital allocation, and Oracle Cloud GPU capacity tied to AI training demand and NVIDIA partnership disclosures.
Signal summary
Scores summarize filing, market, ownership, and exposure records for research prioritization.
Regulatory filing quality and event signal from SEC disclosures
Measures the intensity of SEC filing patterns.
Active signal. Useful for prioritizing research.
Recent leadership disclosure (driver weight: 8) · Recent Form 4 insider transactions - Form 4 insider transaction (driver weight: 4)
Net insider buying/selling pattern and cluster activity
Measures unusual Form 4 activity patterns.
Active signal. Useful for prioritizing research.
5 insider transaction clusters · 11 Form 4 transactions
Directional signal from recent SEC event categorizations
Measures recent material disclosure activity.
High signal. Review the underlying source records before interpreting.
7 recent SEC filings · 8 fresh source updates
Delayed quote
Session timestamp: May 18, 2026, 9:30 PM
| Metric | Value | Period |
|---|---|---|
| Revenue | 57.4B USD | May 31, 2025 |
| Net income | 12.78B USD | Feb 28, 2026 |
| Operating income | 14.47B USD | Feb 28, 2026 |
Risk Factor Watch
Risk-factor comparison has not run for this ticker yet.
| Insider | Role | Direction | Shares | Dollar value | Date |
|---|---|---|---|---|---|
| Maxson Hilary B | Chief Financial Officer, officer | Buy | 56,111 | — | May 5, 2026 |
| Maxson Hilary B | Chief Financial Officer, officer | Buy | 224,441 | $41.6M | May 5, 2026 |
| Levey Stuart | EVP, Chief Legal Officer, officer | Buy | 346 | $60.01K | Apr 24, 2026 |
| Levey Stuart | EVP, Chief Legal Officer, officer | Sell | 15,000 | $2.64M | Apr 16, 2026 |
| HENLEY JEFFREY | Vice Chairman, director, officer | Sell | 745,000 | $0 | Apr 16, 2026 |
| HENLEY JEFFREY | Vice Chairman, director, officer | Buy | 745,000 | $0 | Apr 16, 2026 |
| HENLEY JEFFREY | Vice Chairman, director, officer | Sell | 16,810 | $0 | Mar 30, 2026 |
| HENLEY JEFFREY | Vice Chairman, director, officer | Sell | 128,304 | $0 | Mar 30, 2026 |
| HENLEY JEFFREY | Vice Chairman, director, officer | Buy | 128,304 | $0 | Mar 30, 2026 |
| Magouyrk Clayton M. | Chief Executive Officer, officer | Sell | 10,000 | $1.55M | Feb 9, 2026 |
| Levey Stuart | EVP, Chief Legal Officer, officer | Buy | 338 | $59.84K | Jan 23, 2026 |
| KEHRING DOUGLAS A | EVP, Principal Financial Offcr, officer | Sell | 35,000 | $6.82M | Jan 15, 2026 |
No 13F institutional holding records yet. SEC reporting lag: up to 45 days after quarter end.
Enterprise software
Extracted values are tied to SEC filings and licensed source inputs. Where source disclosures are incomplete, fields remain blank rather than estimated from unrelated inputs.
No related Sawse research is attached to ORCL yet.
| Ticker | Category | Revenue | Filing | Insider | Event |
|---|---|---|---|---|---|
| ORCLOracle | Enterprise software and cloud infrastructure | 57.4B | 68 | 58 | 100 |
| MSFTMicrosoft | Mega-cap software and cloud platform | 36.15B | 64 | 49 | 100 |
| NOWServiceNow | Enterprise workflow software | 1.22B | 52 | 50 | 100 |
| GOOGAlphabet | Search, cloud, and digital advertising platform | 109.9B | 64 | 39 | 100 |
Market cap, YTD return, and P/E appear once quote and historical pricing records are available for public display.