Moat Index
Companies· Software

OracleORCL

Moat score

The highest switching costs in enterprise software, monetized aggressively; now betting on cloud infrastructure for growth.

MOATE3.1Deep
3.1 Deep
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DimensionMOATECommunity
Switching costsweight 15Database migrations are multi-year, career-risking projects; audit practices make leaving even more expensive.10
Network effectsweight 15Limited. Value does not compound with additional customers.3
Scale & cost advantageweight 12OCI is growing quickly but remains far smaller than the leaders.6
Brand & pricing powerweight 12Pricing power comes from lock-in rather than preference; it is real either way.6
Cornered resourceweight 12The database itself, the installed base, healthcare records via Cerner, and marquee cloud contracts.7
Distribution controlweight 12Long-standing enterprise relationships and a broad application suite.6
Disruption resilienceweight 12New workloads increasingly start on Postgres and cloud-native databases rather than Oracle.5
Independenceweight 10OCI growth is concentrated in a handful of very large customers.6

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How strong is Oracle's moat?

Question 1 of 8

Switching costs

Switching costs · weight 15

How painful — in money, time, risk, retraining — is it for a customer to leave?

5