Compare · ORCL vs TWLO
ORCL vs TWLO
Side-by-side comparison of Oracle Corporation (ORCL) and Twilio Inc. (TWLO): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both ORCL and TWLO operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- ORCL is the larger of the two at $614.55B, about 17.9x TWLO ($34.30B).
- Over the past year, ORCL is up 20.6% and TWLO is up 86.1% - TWLO leads by 65.5 points.
- ORCL has been more active in the news (12 items in the past 4 weeks vs 7 for TWLO).
- Both have 25 recent analyst ratings on file.
- Company
- Oracle Corporation
- Twilio Inc.
- Price
- $212.31-10.16%
- $226.11-4.44%
- Market cap
- $614.55B
- $34.30B
- 1M return
- +10.14%
- +18.13%
- 1Y return
- +20.61%
- +86.14%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NYSE
- IPO
- 1986
- 2016
- News (4w)
- 12
- 7
- Recent ratings
- 25
- 25
Oracle Corporation
Oracle Corporation provides products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Fusion cloud advertising and customer experience, and NetSuite applications suite. The company also offers cloud-based industry solutions for various industries; Oracle application licenses; and Oracle license support services. In addition, it provides cloud and license business' infrastructure technologies, such as the Oracle Database, an enterprise database; Java, a software development language; and middleware, including development tools and others. The company's cloud and license business' infrastructure technologies also comprise cloud-based compute, storage, and networking capabilities through its Oracle cloud infrastructure as a service offerings. Further, it offers infrastructure offerings comprising Oracle autonomous data warehouse cloud service, Oracle autonomous transaction processing cloud service, Internet-of-Things, digital assistant, and blockchain. Additionally, the company provides hardware products and other hardware-related software offerings, including Oracle engineered systems, enterprise servers, storage solutions, industry-specific hardware, virtualization software, operating systems, management software, and related hardware services; and consulting services. The company markets and sells its cloud, license, hardware, support, and services offerings directly to businesses in various industries, government agencies, and educational institutions, as well as through indirect channels. Oracle Corporation was founded in 1977 and is headquartered in Austin, Texas.
Twilio Inc.
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
Latest ORCL
- SEC Form 4 filed by Director Rusckowski Stephen H
- Director Moorman Charles W converted options into 2,114 shares, increasing direct ownership by 5% to 40,689 units (SEC Form 4)
- SEC Form 4 filed by Director Mihaljevic Tomislav
- Director Fairhead Rona Alison converted options into 2,114 shares and covered exercise/tax liability with 58 shares, increasing direct ownership by 9% to 24,166 units (SEC Form 4)
- Director Chizen Bruce R converted options into 2,114 shares, increasing direct ownership by 3% to 71,056 units (SEC Form 4)
- Director Boskin Michael J converted options into 2,114 shares, increasing direct ownership by 2% to 97,558 units (SEC Form 4)
- Director Berg Jeffrey converted options into 2,114 shares (SEC Form 4)
- Director Ablo Awo converted options into 2,114 shares and covered exercise/tax liability with 80 shares, increasing direct ownership by 18% to 13,487 units (SEC Form 4)
- Oracle Sets the Date for its Fourth Quarter Fiscal Year 2026 Earnings Announcement
- SEC Form SD filed by Oracle Corporation
Latest TWLO
- Director Rottenberg Erika sold $398,015 worth of shares (2,000 units at $199.01) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Twilio Inc.
- Chief Executive Officer Shipchandler Khozema exercised 32,158 shares at a strike of $76.63 and sold $5,971,688 worth of shares (32,158 units at $185.70) as part of a pre-agreed trading plan (SEC Form 4)
- Director Stafman Andrew sold $184,140,000 worth of shares (1,000,000 units at $184.14) (SEC Form 4)
- Chief Financial Officer Viggiano Aidan sold $365,600 worth of shares (1,828 units at $200.00) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 127,345 units (SEC Form 4)
- Twilio Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CPaaS for the Fourth Consecutive Year
- Chief Financial Officer Viggiano Aidan sold $271,676 worth of shares (1,376 units at $197.44), decreasing direct ownership by 0.90% to 129,173 units (SEC Form 4) to satisfy withholding tax
- Twilio to Participate in Upcoming Investor Events
- Director Stafman Andrew sold $130,639,500 worth of shares (675,000 units at $193.54) (SEC Form 4)
- Monness Crespi & Hardt reiterated coverage on Twilio with a new price target