ORCL vs MSFT: AI Stock Comparison

Oracle Corporation vs Microsoft 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: $MSFT has the earlier next catalyst (Nov 17, 2026).
$ORCL
Oracle Corporation
Database software with a fast-growing AI cloud (OCI).
$MSFT
Microsoft Corporation
Azure cloud, Copilot and a deep OpenAI partnership.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding3.02B
as of 2026-09-07 · 10-Q cover page · SEC filing
7.43B
as of 2026-10-22 · 10-Q cover page · SEC filing
CategoryHyperscalers & platformsHyperscalers & platforms
Key metrics
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
Revenue (latest quarter) $92.28B
10-Q period ended 2026-09-30; +19% y/y · SEC filing
Gross margin 67.8%
Gross profit / revenue, same quarter · SEC filing
Operating income $45.91B
Same quarter; 50% operating margin · SEC filing
Next earnings
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Nov 17, 2026 – Nov 20, 2026
Microsoft Ignite 2026 (San Francisco) · source
Upcoming catalysts
Dec 9, 2026 expected
Oracle Corporation quarterly earnings · source
Nov 17, 2026 – Nov 20, 2026
Microsoft Ignite 2026 (San Francisco) · source
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Dec 9, 2026
FOMC rate decision + projections · source
Most recent reportedNot yet announced / not on our calendar
Oct 28, 2026
Microsoft Corporation reports quarterly results · source
Azure growth and AI capex guidance set the tone for the whole AI trade. Revenue: $92.28B (+19% y/y), per 10-Q.
Key risks
  • “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
  • “Our cloud and AI strategy requires substantial investments and depends on evolving customer demand, technological developments, competitive dynamics, and regulatory conditions, any of which…” — 10-K risk factor (filed 2026-07-29) · source
  • “We face intense competition across all markets for our products and services, which could adversely affect our results of operations.” — 10-K risk factor (filed 2026-07-29) · source
AI angle

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.

Microsoft monetizes AI through Azure AI infrastructure, Copilot subscriptions and model partnerships. Its 10-K calls its cloud and AI strategy a substantial investment that depends on customer demand.

Full analysis: $ORCL →Full analysis: $MSFT →

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