IBM vs Oracle
Oracle is larger by market cap ($419.1B vs $224.6B). IBM reports higher tracked revenue ($67.5B vs $67.4B). Both are primarily Hyperscalers companies.
Shared segment: AI & Data Center.
Side-by-side
| IBM | Oracle | |
|---|---|---|
| Market cap | $224.6B | $419.1B |
| Revenue | $67.5B (FY2025) | $67.4B (FY2026) |
| Primary segment | Hyperscalers | Hyperscalers |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 6 | 70 |
| Tracked customers | 1 | 3 |
| Chokepoint / criticality | 68/100 | 3/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How IBM and Oracle compare
- Size: Oracle is the larger company by market cap.
- Revenue: IBM reports higher tracked revenue.
- Supply-chain criticality: IBM has the higher chokepoint score (68/100 vs 3/100).
- Footprint: IBM (United States) vs Oracle (United States).