AMZN vs ORCL: AI Stock Comparison

Amazon.com, 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 3/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $AMZN has the earlier next catalyst (Nov 30, 2026).
$AMZN
Amazon.com, Inc.
E-commerce giant whose AWS cloud sells AI compute.
$ORCL 🏆
Oracle Corporation
Database software with a fast-growing AI cloud (OCI).
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding10.81B
as of 2026-10-21 · 10-Q cover page · SEC filing
3.02B
as of 2026-09-07 · 10-Q cover page · SEC filing
CategoryHyperscalers & platformsHyperscalers & platforms
Key metrics
Revenue (latest quarter) $201.94B
10-Q period ended 2026-09-30; +12% y/y · SEC filing
Operating income $28.08B
Same quarter; 14% operating margin · SEC filing
Net income $20.68B
Same quarter · 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 catalyst
Nov 30, 2026 – Dec 4, 2026
AWS re:Invent 2026 (Las Vegas) · source
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Upcoming catalysts
Nov 30, 2026 – Dec 4, 2026
AWS re:Invent 2026 (Las Vegas) · source
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Most recent reported
Oct 29, 2026
Amazon.com, Inc. reports quarterly results · source
AWS growth, Trainium and capex guidance. Revenue: $201.94B (+12% y/y), per 10-Q.
Not yet announced / not on our calendar
Key risks
  • “We Face Risks Related to Successfully Optimizing and Operating Our Fulfillment Network and Data Centers” — 10-K risk factor (filed 2026-02-06) · source
  • “Government Regulation Is Evolving and Unfavorable Changes Could Harm Our Business” — 10-K risk factor (filed 2026-02-06) · 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

AWS rents GPUs and its own Trainium chips and offers Bedrock model hosting; retail and ads are larger by revenue, so AI is concentrated in the AWS segment.

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: $AMZN →Full analysis: $ORCL →

The morning brief

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

Related matchups

META VS AMZNORCL VS MSFTAAPL VS AMZNAAPL VS ORCLAMZN VS GOOGLAMZN VS MSFTAMZN VS TSLAGOOGL VS ORCLMETA VS ORCLORCL VS TSLA

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