Oracle Defense Ecosystem expands with 10 defense tech firms focused on AI and cybersecurity

Oracle adds 10 defense tech firms to ecosystem program By Investing.com

BRUSSELS - Oracle (NYSE:ORCL) announced today the addition of 10 defense technology companies to its Oracle Defense Ecosystem, the program's third cohort focused on AI, cybersecurity, and operational capabilities for the U.S. and allied nations. The announcement was made at the Oracle Defence Tech Summit 2026, according to a press release statement.The defense ecosystem expansion comes as Oracle, with a market capitalization of $453.76 billion, continues to grow its cloud infrastructure business. Revenue increased 17.35% over the last twelve months, though the stock has declined 24.49% over the past year. The new members include Chariot Defense, which builds power systems for tactical edge missions; Legion Intelligence, developing AI tools for defense teams; Marlin Intelligence, creating underwater robotics technology; and Quori, offering AI-powered operational intelligence systems. Other additions are HPO Technologies, Resaro, Revobeam, Tactiql, Two Delta, and Unplugged, which provides secure mobile communications technology. The Oracle Defense Ecosystem connects the company's cloud and AI infrastructure with defense technology firms. Rand Waldron, senior vice president at Oracle, said the program "gives emerging defense and dual-use companies a faster path to build with Oracle, deploy on sovereign cloud and AI infrastructure, and reach customers operating in some of the world's most demanding environments." Oracle cited a recent deployment by existing ecosystem member Whitespace, which used Oracle Roving Edge Devices to support classified workloads for the Royal Navy during Operation HIGHMAST.According to InvestingPro analysis, Oracle currently trades below its Fair Value, with 19 analysts recently revising earnings upwards. The platform identifies Oracle as a prominent player in the Software industry with additional insights available through its comprehensive Pro Research Report. The company has expanded member benefits through a partnership with Defence Holdings, offering an accelerator initiative for early-stage companies. Oracle Defense Ecosystem members will receive priority access to the accelerator application process. Oracle also announced an enablement program with Shield Reply and Red Reply to help members build and deploy solutions on Oracle Cloud Infrastructure. The program offers cloud readiness assessments, sandbox environments, and implementation support at preferred rates. The Oracle Defense Ecosystem is accepting applications from prospective companies interested in joining the program. In other recent news, Oracle has reported significant developments impacting its financial and operational landscape. The company's fiscal 2026 Form 10-K filing revealed a current remaining performance obligation of $77 billion, which is 86% of Evercore ISI's next-twelve-month revenue estimate, indicating strong revenue visibility. This news was complemented by Evercore ISI maintaining an Outperform rating with a $245 price target on Oracle. Additionally, KeyBanc reiterated an Overweight rating with a $300 price target, citing improved clarity on Oracle's expense outlook and raising earnings per share estimates for fiscal years 2028 through 2030. In terms of partnerships, Oracle Health has announced collaborations with Theator to offer AI-powered surgical intelligence solutions to U.S. customers, aiming to streamline surgical documentation processes. Baystate Health has also expanded its partnership with Oracle Health to implement AI-powered healthcare technologies across its network in western Massachusetts. Furthermore, Oracle has introduced the Oracle OPERA Cloud Assistant, a suite of AI capabilities for its hotel management software, enhancing operational efficiency with features like automated guest room assignments and natural-language assistance for staff. These developments underscore Oracle's ongoing efforts to integrate AI technology across various sectors. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Oracle Announces the Third Cohort of the Oracle Defense Ecosystem

Oracle announced the third cohort of the Oracle Defense Ecosystem, adding 10 defense technology companies delivering mission-critical AI, cyber, secure communications, operational intelligence, autonomous systems, and mission support capabilities for the US and allied nations. The Oracle Defense Ecosystem connects Oracle Corporation's distributed cloud and AI infrastructure with a growing network of emerging defense technology companies, helping national security organizations accelerate innovation by moving from prototype to mission impact faster and more securely. Building on the early momentum of existing cohorts, ecosystem member Whitespace recently deployed Saga, its operational learning capability, on Oracle Corporation Roving Edge Devices to support classified workloads for the Royal Navy during Operation HIGHMAST. Oracle Corporation has also expanded the benefits available to Oracle Defense Ecosystem members through the recently launched Defence Holdings accelerator initiative. Through this partnership, Oracle Corporation will help mission-focused technology companies explore deployment paths across Oracle Corporation's distributed cloud portfolio, including public cloud, sovereign cloud, government cloud, hybrid cloud, and edge environments. The Defence Holdings accelerator program is designed to help early-stage companies accelerate customer engagement, strategic partnerships, and growth through an outcome-focused approach centered on operational and commercial success. Oracle Corporation is further expanding ecosystem member benefits through a dedicated enablement and innovation program with Shield Reply and Red Reply, which will help members build, modernize, secure, and operationalize solutions on Oracle Corporation Cloud Infrastructure and Oracle Corporation Roving Edge Infrastructure. Red Reply offers ecosystem members access to a range of Reply's fast-start packages, cloud and edge readiness assessments, sandbox and proof-of-concept environments, architecture and migration services, DevSecOps enablement, and mission-focused implementation support - all at a preferred rate. Shield Reply and Red Reply can help ecosystem members deploy secure cloud solutions in mission-sensitive environments, including disconnected edge and tactical environments. This support can help accelerate time-to-mission while reducing operational and delivery risk across global defense markets.