META vs ORCL: AI Stock Comparison

Meta Platforms, 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: $META has the earlier next catalyst (Dec 8, 2026).
$META
Meta Platforms, Inc.
Social apps funding one of the biggest AI capex budgets.
$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) $64.60B
10-Q period ended 2026-09-30; +26% y/y · SEC filing
Operating income $12.99B
Same quarter; 20% operating margin · SEC filing
Net income $9.86B
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 21, 2026
Meta Platforms, Inc. reports quarterly results · source
Q3 revenue $64.6B (+26% y/y); capex $34.9B in the quarter; 2026 capex guided to $135–145B.
Not yet announced / not on our calendar
Key risks
  • “We may not be successful in our artificial intelligence initiatives, which could adversely affect our business, reputation, or financial results.” — 10-K risk factor (filed 2026-01-29) · source
  • “We have been and remain subject to regulatory and other government investigations, enforcement actions, and settlements, and we expect to continue to be subject to such proceedings and…” — 10-K risk factor (filed 2026-01-29) · 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

Meta uses AI for ad targeting and content ranking and is building frontier models and assistants. Its spending on AI data centers is among the largest of any company.

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: $META →Full analysis: $ORCL →

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