here's a link to an actual source for people who also don't trust ai generated stuff
https://www.macrotrends.net/stocks/charts/ORCL/oracle/number...
edit: this source also includes data/graphs on stock price and bunch of other metrics, rather than just one number over time.
with an adblocker ... there is one ad on the page just above the graph about "Unlock Macrotrends Premium" which takes up 1.5/2cm of the page, while the graph underneath it takes up like 15cm. Then there's a bunch of other information on the page, none of which are ads. yes, there's a "you only get 5 page visits free" whole page pop-up thing, but there's an easy and well-known way round that for individuals who understand basic internet browser usage.
maybe start using an ad-blocker? pretty much everyone else does these days.
> the data was most likely parsed out of Oracle's earning reports by some janky regexp.
which is probably what the ai would do... or more likely it's just stealing it from the source i linked, since the numbers are exactly the same...
also, probably not because see (1b) below.
> I don’t know why you would trust this more than AI.
because (1a)
> Fundamental data from Zacks Investment Research, Inc.
> Built on Zacks Investment Research — trusted by institutional investors, academics, and financial professionals for over 45 years. [0]
I'd take people who have been doing this stuff for 45 years over some new-fangled toy that's well known to hallucinate and get things wrong in ways that appear authoritative.
also, on that (1b)
> Zacks employs a rigorous quality control process to make sure all data points are recorded accurately. For each company, a trained analyst enters the data from SEC filings, which is then double checked by a senior analyst. Once the data is entered, a senior analyst signs off on final completion after reviewing all the data. In addition, the data is subjected to a battery of automated checks to verify balancing relationships and correct errors. All data items are reviewed by multiple sets of trained eyes as well as automated computer checks. [1]
and (2) because that site provides other contextual information that is helpful, like the fact that Oracle's stock price has been trending downwards, which is possibly a reason why they felt the need to make cuts now. [2]
ai gives you the answer you want -- not the answers you might actually need.
[1]: https://zacksdata.com/static/docs/Zacks_Fundamental_Data_Ove...
[2]: https://www.macrotrends.net/stocks/charts/ORCL/oracle/stock-...
edit1: apparently you're not using an adblocker, wtf dude, it's 2026. use an adblocker.
edit2: added (1b)
---
> Yes — the universal fallback is `full-time employees`. That phrase appears in the employee-count disclosure across Oracle's filings in this run. ([Securities and Exchange Commission][1]) > > If you want the exact string to paste into `Cmd-F`, use these: > > * FY2010: `As of May 31, 2010, we employed approximately 105,000 full-time employees` ([Securities and Exchange Commission][1]) > * FY2011: `As of May 31, 2011, we employed approximately 108,000 full-time employees` ([Securities and Exchange Commission][2]) > * FY2012: `As of May 31, 2012, we employed approximately 115,000 full-time employees` ([Securities and Exchange Commission][3]) > * FY2013: `As of May 31, 2013, we employed approximately 120,000 full-time employees` ([Securities and Exchange Commission][4]) > * FY2014: `As of May 31, 2014, we employed approximately 122,000 full-time employees` ([Securities and Exchange Commission][5]) > * FY2015: `As of May 31, 2015, we employed approximately 132,000 full-time employees` ([Securities and Exchange Commission][6]) > * FY2016: `As of May 31, 2016, we employed approximately 136,000 full-time employees` ([Securities and Exchange Commission][7]) > * FY2017: `As of May 31, 2017, we employed approximately 138,000 full-time employees` ([Securities and Exchange Commission][8]) > * FY2018: `As of May 31, 2018, we employed approximately 137,000 full-time employees` ([Securities and Exchange Commission][9]) > * FY2019: `As of May 31, 2019, we employed approximately 136,000 full-time employees` ([Securities and Exchange Commission][10]) > * FY2020: `As of May 31, 2020, we employed approximately 135,000 full-time employees` ([Securities and Exchange Commission][11]) > * FY2021: `As of May 31, 2021, we employed approximately 132,000 full-time employees` ([Securities and Exchange Commission][12]) > * FY2022: `As of May 31, 2022, we employed approximately 143,000 full-time employees` ([Securities and Exchange Commission][13]) > * FY2023: `As of May 31, 2023, we employed approximately 164,000 full-time employees` ([Securities and Exchange Commission][14]) > * FY2024: `As of May 31, 2024, we employed approximately 159,000 full-time employees` ([Securities and Exchange Commission][15]) > * FY2025: `As of May 31, 2025, we employed approximately 162,000 full-time employees` ([Securities and Exchange Commission][16]) > > If the browser/PDF viewer is annoying, use this order: `full-time employees` → `As of May 31, 20XX` → `Employees`. The first one is usually the fastest. > > [1]: https://www.sec.gov/Archives/edgar/data/1341439/000119312510... > [2]: https://www.sec.gov/Archives/edgar/data/1341439/000119312511... > [3]: https://www.sec.gov/Archives/edgar/data/1341439/000119312512... > [4]: https://www.sec.gov/Archives/edgar/data/1341439/000119312513... > [5]: https://www.sec.gov/Archives/edgar/data/1341439/000119312514... > [6]: https://www.sec.gov/Archives/edgar/data/1341439/000119312515... > [7]: https://www.sec.gov/Archives/edgar/data/1341439/000119312516... > [8]: https://www.sec.gov/Archives/edgar/data/1341439/000119312517... > [9]: https://www.sec.gov/Archives/edgar/data/1341439/000119312518... > [10]: https://www.sec.gov/Archives/edgar/data/1341439/000156459019... > [11]: https://www.sec.gov/Archives/edgar/data/1341439/000156459020... > [12]: https://www.sec.gov/Archives/edgar/data/1341439/000156459021... > [13]: https://www.sec.gov/Archives/edgar/data/1341439/000156459022... > [14]: https://www.sec.gov/Archives/edgar/data/1341439/000095017023... > [15]: https://www.sec.gov/Archives/edgar/data/1341439/000095017024... > [16]: https://www.sec.gov/Archives/edgar/data/1341439/000095017025... ```
After the layoffs, they'll apparently now have grown by 1.0% annually since 2020.
So yes, from 2021 to 2023, they had a huge spike, but overall, it's a net slowdown in growth relative to the 2010-2020 period.
If this was about reversion to the old pattern they'd have done a smaller set of layoffs or simply wait for a few years of zero growth.
It's tricky to pick an end-of-decade year also - recessions tend to happen +/- 2 years of the end of each decade in the USA, or at least have done since records began in the 19th century. For example 2010 was recovery over 2008/2009's bust. It's not like comparing March to Ma4ch for a crude seasonal adjustment.
You can see linear growth from 2010-2017. Then slow decline or at best a flatline from 2018-2021. Then they went crazy in 2022-2025.
Now if we just do 162k - 30k we are back to 132k, basically same ballpark as pre-COVID.
They acquired Cerner, which had ~30k employees.
Saw someone had a license plate say MPAGES ha
2. They're the primary maintainer of one of the largest programming languages.
3. They do tons of HR/ERP type software.
4. They have a supply chain division (my company is a direct competitor, and we have 2000 employees--it's a drop in the bucket, but a few thousand here, a few thousand there and it starts to add up. Afaik, their supply chain org is bigger than ours).
5. Other things I probably don't know about.
Many of these things come with swarms of consultants who implement the software for companies that don't have any internal technical competency, which swells the number of workers by a lot.
Don't get me wrong, I'm not remotely a fan, I like to quote Bryan Cantrill's rant. However, they do a lot of things.
I have some anecdotal evidence for this. I worked at a medium sized family owned business. They were going through a massive ERP upgrade/replacement. One of the bids was from Oracle. The company was able to essentially test drive each company they were reviewing to see if the software was going to be a good fit.
Oracle's sales team was like a having a football on site. They sent over no less than about 20 people to swarm our pretty small office, barge into the dev spaces and generally annoy the fuck out of everybody for several months. The other vendors? They sent one, maybe two people to work alongside us as we test drove their software.
It was funny being in those meetings listening to people talk about the Oracle people. Nobody even remembered how good or bad their software was. Every single comment was about how overbearing and pushy their sales people were.
Needless to say, we went with a different company.
They mis-aligned but for someone like Boeing or United, they'd go gaga over the footy-crowd.
And all the supporting legal team of course.
So I suspect the answer is: they need _at least_ 10x as many engineers to get things done as you would expect. Maybe more like 50x
And the last comment by 'oraguy' - I hope he just picked up another id because "never work for Oracle again" ...
Clearly shows that either no one understands the whole picture anymore or that it became so diverse custom, that this is the only way of handling this now.
I think though that these companies are more business companies than tech companies and move themselves into this nightmare.
Sure, 100,000 people is a lot, but Oracle also does a lot.
In the real world, there are a lot of things you need to run a business: HR, ERP, Financing, Cloud, Compliance, CRM, etc. There is really only one company who can sell them all to you on one piece of paper, and that's Oracle.
Last F50 I was at did a PeopleSoft migration. We probably had 400 Oracle employees pass through the doors over 2 years helping to get it off the ground.
Most Enterprises don't just buy software and that's it. They buy software + support to implement it for their business.
This is extremely customizable software that is designed to pretty much run your entire business and touched by over 40k employees. It requires a ton of care and feeding. There is plenty of people who dedicate themselves to PeopleSoft. Zip Recruiter is showing 5 jobs near me for "PeopleSoft Administrator"
Soon, it will be table stakes to put scattered internal communications, notes, documents into an AI’s knowledge base, where the information can no longer hide.
When that fails, the AI can read the code itself, so that the settings and how to change them are easily explained in simple terms. Actually, this is possibly even better than letting the scattered internal information serve as an intermediate layer.
If they do cut back to their size before the acquisition, while continuing to try and support the EMR, they will be doing a lot more with fewer employees.
The acquisition has already had a lot of bad consequences: https://www.businessinsider.com/oracle-cerner-health-larry-e...
If you want to use AI to find information like this, tell it to grab you a source and post that.
(EDIT: or 2021)
I have friends there who have described how bare-bones things were. This is only going to make it worse.
I would not patronize a hospital system that intended on staying on Cerner Millennium EMRs for the foreseeable future. If things were bad before, they'll only be worse now.
I only wanted to point out that number of jobs in context of the company growth. I found 160k already a huge/gigantic number though.