Dell Technologies vs Oracle
Oracle is larger by market cap ($419.1B vs $284.9B). Dell Technologies reports higher tracked revenue ($113.5B vs $67.4B). Dell Technologies's primary segment is Networking & Systems; Oracle's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Dell Technologies | Oracle | |
|---|---|---|
| Market cap | $284.9B | $419.1B |
| Revenue | $113.5B (FY2026) | $67.4B (FY2026) |
| Primary segment | Networking & Systems | Hyperscalers |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 38 | 70 |
| Tracked customers | 18 | 3 |
| Chokepoint / criticality | 81/100 | 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 Dell Technologies and Oracle compare
- Size: Oracle is the larger company by market cap.
- Revenue: Dell Technologies reports higher tracked revenue.
- Supply-chain criticality: Dell Technologies has the higher chokepoint score (81/100 vs 3/100).
- Footprint: Dell Technologies (United States) vs Oracle (United States).