Oracle America, Inc.

Oracle America, Inc., a subsidiary of Oracle Corporation based in Redwood City, California, is a large for-profit federal prime contractor delivering cloud infrastructure, enterprise software, database systems, and IT modernization services across defense and civilian agencies—predominantly on full-and-open competition without small business set-asides. The company operates as a prime on 75% of recent awards and maintains active subcontractor relationships with systems integrators and program management firms across DoD and federal civilian work.

Oracle America's federal footprint is heavily concentrated in defense cloud infrastructure and IT modernization. The company holds a $9.04 billion Joint Warfighting Cloud Capability (JWCC) multiple-award IDIQ with the Defense Information Systems Agency, awarded December 8, 2022, through December 7, 2027, which anchors the majority of its DoD work. Oracle also recently won a $395.8 million single-award indefinite-delivery contract from the Office of Personnel Management on June 10, 2026, to deliver a governmentwide Core Human Capital Management (HCM) platform for approximately 2 million federal employees, replacing fragmented HR systems across civilian agencies with a FedRAMP-certified, cloud-based solution. The HCM contract includes firm-fixed-price line items covering core implementation, agency transition services, licensing, sustainment, and transition-out services, with OPM targeting full-agency migration by July 4, 2027. Oracle also holds a $151 billion multiple-award IDIQ from the Missile Defense Agency for the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program, awarded December 29, 2025, supporting research, development, prototyping, systems engineering, weapon design, production, and modernization across multi-domain defense capabilities (air, missile, space, cyber, hybrid). Additionally, Oracle maintains a $900 million Space System Command Data Services IDIQ with the Air Force Space Command, awarded April 1, 2023, through March 31, 2028, and a $249 million Basic Ordering Agreement with the Department of Defense's Joint Artificial Intelligence Center for data readiness, data engineering, and synthetic data generation services.

Customer concentration is dominated by defense and defense-related civilian IT. The top five funding agencies account for 93% of combined potential value: the Defense Information Systems Agency (29 awards, $18.98 billion), the Department of the Air Force (4 awards, $1.9 billion), the United States Marine Corps (24 awards, $333.2 million), the Office of the Secretary of Defense (4 awards, $249 million), and the Naval Information Warfare Systems Command (13 awards, $152.6 million). DISA's concentration reflects both the JWCC vehicle and the Integrated Platform for Cloud Services-Strategic Contract (IPCS-SC) delivery orders supporting defense IT infrastructure modernization. Representative prime delivery orders include a $155.1 million Integrated Personnel and Pay System-Army (IPPS-A) order awarded September 5, 2024, supporting cloud-based Army human resources modernization; a $74.6 million Air Force Cloud One Office delivery order (January 30, 2026) for unclassified and classified Oracle Cloud Infrastructure services under JWCC; a $49.3 million Defense Manpower Data Center fit-for-purpose cloud environment (May 29, 2024) for unclassified cloud infrastructure through May 28, 2028; a $28.6 million Component Enterprise Data Center Cloud delivery order for Air Force operations (May 22, 2025); and a $25.2 million Defense Logistics Agency Security Stack order (January 24, 2025) for cloud-based security tooling. Outside defense, Oracle holds smaller but strategically significant civilian work: a $1.38 million delivery order with the Office of Personnel Management for core HCM system implementation (June 11, 2026), a $1.49 million Indian Health Service contract for Oracle support services under its NSSC ERP system (September 15, 2025), and a $1.49 million definitive contract with Indian Health Service for Oracle support services.

Oracle America operates across five primary vehicle families beyond direct delivery orders. The Joint Warfighting Cloud Capability (JWCC) hosts 20 task orders worth $398.6 million combined potential value, positioning Oracle as a top cloud provider for DoD. Three Marine Corps IDIQs (N6523613D2157, HC102813D0004, HC108419D0005) collectively carry 29 task orders totaling approximately $495.5 million for Navy and Marine Corps systems support, database administration, and IT operations. The Space System Command Data Services IDIQ funds Air Force space and missile program data software services. The AI Center's BOA drives data-readiness and AI-enablement work across DoD. Activity has accelerated: 13 awards in 2022, 21 in 2023, 42 in 2024, 33 in 2025, and 7 so far in 2026 (through June), indicating sustained pipeline momentum. Awards completing inside the next twenty-four months total 14 (combined potential value $146.5 million), creating recompete exposure for the Army's IPPS-A, Cloud One, and Defense Manpower Data Center orders, among others.

Oracle America subcontracts extensively to other large defense primes. Lockheed Martin is the largest prime partner, with Oracle delivering Oracle Java SE and Embedded binaries, Solaris maintenance, and database technical support across THAAD missile sustainment, Navy vessel combat systems (AEGIS), advanced technology support, and land-based test sites. General Dynamics Information Technology uses Oracle for the Cloud Products and Tools contract delivering Azure and AWS infrastructure, and for Healthcare Integrated General Ledger Accounting System (HIGLAS) hosting. Accenture Federal Services engages Oracle for financial management modernization (ITRAK) and logical follow-on development (FENCES). Booz Allen Hamilton subcontracts Oracle for enterprise application modernization and cloud migration consulting. Cognosante, Knight Point Systems, Science Applications International Corporation (SAIC), Peraton, and Kratos Unmanned Aerial Systems round out the sub footprint, primarily for IT operations, database maintenance, and systems integration support. Across SCI-reportable contracts (a partial federal services view excluding goods and classified work), Oracle America shows minimal invoiced revenue in the FY2022–FY2024 period ($0 reported as prime) but delivered approximately 5.6 to 22 FTEs across prime and sub contracts. The zero subcontractor-hours share on SCI prime contracts indicates Oracle builds its own delivery teams on visible service contracts rather than relying on deep subcontracting benches for labor.

The capability portfolio spans enterprise database systems (Oracle Database, Oracle Exadata), cloud infrastructure (Oracle Cloud Infrastructure for unclassified, classified, and hybrid environments), middleware and integration platforms, enterprise resource planning and human capital management systems (PeopleSoft, Fusion), analytics and business intelligence (Oracle Analytics Cloud, Hyperion), Java runtime and embedded systems, and technical support and consulting services. NAICS distribution reflects this breadth: Computer Systems Design Services (53 awards), Other Computer Related Services (51), Computing Infrastructure Providers and Data Processing (40), Software Publishers (23), and Custom Computer Programming (14). PSC distribution clusters around Information Technology Software (28 awards), IT and Telecommunications-Other (26), IT and Telecommunications-Systems Development (24), IT and Telecommunications-Compute as a Service (21), and Annual Software Maintenance Service Plans (11).

Oracle America's federal posture is that of a large, non-minority-owned technology incumbent competing on unrestricted vehicles and delivering mission-critical infrastructure across DoD and select civilian agencies. The company does not rely on set-aside categories and faces significant recompete activity in 2026–2027 on large, high-visibility modernization programs anchoring its DoD presence.