AAPL vs ORCL: AI Stock Comparison

Apple Inc. vs Oracle Corporation: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

Popular: NVDA VS AMDMSFT VS GOOGLMETA VS AMZNPLTR VS BBAIASTS VS OKLOOKLO VS SMRIREN VS CORZALAB VS CRDOSOUN VS BBAIAVGO VS MRVLCRWV VS NBISAMD VS INTC all matchups →
$ORCL scores higher on AI exposure (4/5 vs 2/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$AAPL
Apple Inc.
iPhone maker adding Apple Intelligence features.
$ORCL 🏆
Oracle Corporation
Database software with a fast-growing AI cloud (OCI).
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding14.53B
as of 2026-10-23 · 10-K cover page · SEC filing
3.02B
as of 2026-09-07 · 10-Q cover page · SEC filing
CategoryHyperscalers & platformsHyperscalers & platforms
Key metrics
Revenue (latest fiscal year) $478.83B
10-K period ended 2026-09-26; +15% y/y · SEC filing
Gross margin 48.8%
Gross profit / revenue, same fiscal year · SEC filing
Operating income $158.06B
Same fiscal year; 33% operating margin · SEC filing
Revenue (latest quarter) $19.34B
10-Q period ended 2026-08-31; +30% y/y · SEC filing
Operating income $6.73B
Same quarter; 35% operating margin · SEC filing
Net income $4.76B
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendar
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Upcoming catalystsNone tracked
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Most recent reported
Nov 2, 2026
Apple Inc. reports quarterly results · source
Apple Intelligence rollout and on-device AI commentary. Revenue (fiscal year): $478.83B (+15% y/y), per 10-K.
Not yet announced / not on our calendar
Key risks
  • “Issues related to artificial intelligence may result in reputational, competitive and financial harm to the Company, regulatory action, legal liability, and other adverse effects to the…” — 10-K risk factor (filed 2026-11-03) · source
  • “Global markets for the Company’s products and services are highly competitive and subject to rapid technological change, and the Company may be unable to compete effectively in these…” — 10-K risk factor (filed 2026-11-03) · source
  • “Our AI products may not operate as anticipated, which could adversely affect our reputation, revenues and profitability.” — 10-K risk factor (filed 2026-06-22) · source
  • “If we are unable to secure data center capacity at affordable rates or do not accurately plan for and manage our infrastructure capacity requirements, our profitability may decline.” — 10-K risk factor (filed 2026-06-22) · source
AI angle

Apple's AI angle is on-device and private-cloud AI features that may drive device upgrades; AI is not yet a separately reported revenue line.

Oracle Cloud Infrastructure has signed very large AI compute contracts; securing data-center capacity at the right cost is a risk its own 10-K names.

Full analysis: $AAPL →Full analysis: $ORCL →

The morning brief

Today's AI-stock catalysts in your inbox before the open. Free, 2-minute read.

Related matchups

ORCL VS MSFTAAPL VS AMZNAAPL VS GOOGLAAPL VS METAAAPL VS MSFTAAPL VS TSLAAMZN VS ORCLGOOGL VS ORCLMETA VS ORCLORCL VS TSLA

Deep dives: AAPL next earnings & catalysts · ORCL next earnings & catalysts · AI earnings this week