GOOGL vs ORCL: AI Stock Comparison

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

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Tie: both score 4/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $GOOGL has the earlier next catalyst (Dec 8, 2026).
$GOOGL
Alphabet Inc.
Search, YouTube, Google Cloud and Gemini models.
$ORCL
Oracle Corporation
Database software with a fast-growing AI cloud (OCI).
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 4/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)3.02B
as of 2026-09-07 · 10-Q cover page · SEC filing
CategoryHyperscalers & platformsHyperscalers & platforms
Key metrics
Revenue (latest quarter) $127.58B
10-Q period ended 2026-09-30; +25% y/y · SEC filing
Operating income $40.58B
Same quarter; 32% operating margin · SEC filing
Net income $26.47B
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
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Upcoming catalysts
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Most recent reported
Oct 28, 2026
Google announces Gemini 4 Carbon frontier model · source
Google's strongest model, launched first to cyber defenders; keeps Alphabet in the frontier-model race.
Not yet announced / not on our calendar
Key risks
  • “We face intense competition. If we do not continue to innovate and provide products and services that are useful to users, customers, and other partners, we may not remain competitive…” — 10-K risk factor (filed 2026-02-05) · source
  • “Issues in the development and use of AI may result in reputational harm and increased liability exposure.” — 10-K risk factor (filed 2026-02-05) · 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

Alphabet builds frontier Gemini models and TPU chips and sells AI through Google Cloud, while AI search changes are both an opportunity and a risk for its ad business.

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: $GOOGL →Full analysis: $ORCL →

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