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calcalistech.comSEP 262 min read$ORCL

Oracle’s co-CEOs got $350 million in equity awards. A year later, the stock had lost half its value

Oracle's co-CEOs, Clayton Magouyrk and Michael Sicilia, received equity awards worth $250M and $100M respectively in 2025. Oracle's stock fell 56% by fiscal 2026. The company reported $67.4B in revenue, up 17%, with cloud revenue increasing 39%. Oracle cut 21,000 jobs and increased capital spending to $28.5B in the latest quarter. The stock's decline was attributed to broader sector concerns.

Original reporting
calcalistech.com
Published Sep 26, 2026, 6:13 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 26, 2026, 6:34 PM UTC. Informational, not investment advice.
How this was made
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Oracle’s co-CEOs got $350 million in equity awards. A year later, the stock had lost half its value — source image
Source · calcalistech.com
Decision brief

The 30-second read

$ORCLBearishLow
01

Why it matters

The disclosure may trigger investor scrutiny of executive compensation versus recent stock performance, potentially pressuring the stock.

02

Market read

Newly disclosed executive compensation could affect Oracle's stock valuation and set a precedent for peer companies in the sector.

03

What to watch

Rapid revenue growth and massive capex spending may justify the awards if long‑term performance improves.

Relevance 7/10Novelty 8/10Timing: today

Background

Oracle announced a $350M equity award for its new co-CEOs, detailed performance targets, and noted a 56% share price drop since their appointment.

Company-level read

Ticker impact

$ORCLBearishMedium confidence
Context

Oracle's proxy filing disclosed $350M equity awards for new co-CEOs and highlighted a 56% share price decline since their appointment.

Expected impact

potential downside as investors question the justification for the awards amid a falling share price

Evidence & confidence

Compensation size is material and newly disclosed; market reaction to executive pay often turns negative when stock performance lags.

Market effects

Sector

Highlights compensation pressures in the cloud/AI software sector and may influence peer executive pay benchmarks.

Regional

U.S. equity market, particularly technology stocks.

Global

Limited to investors tracking large-cap US tech firms.

Counterpoint

What could challenge this read

The high pay could attract top AI talent and accelerate growth, offsetting short-term price concerns.

Key entities

  • company
    Oracle

    U.S. cloud and AI software provider (ticker ORCL).

  • executive
    Clayton Magouyrk

    Co-CEO of Oracle receiving a $250M equity award.

  • executive
    Michael Sicilia

    Co-CEO of Oracle receiving a $100M equity award.

Read at source← All news

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