JefferiesTechnologyConference

KenBondSeniorVicePresidentMay3,2017

StatementsinthispresentationrelatingtoOracle’sfutureplans,expectations,beliefs,intentionsandprospects,are“forward-lookingstatements”andaresubjecttomaterialrisksanduncertainties.Manyfactorscouldaffectourcurrentexpectationsandouractualresults,andcouldcauseactualresultstodiffermaterially.AdetaileddiscussionofthesefactorsandotherrisksthataffectourbusinessiscontainedinourU.S.SecuritiesandExchangeCommission(SEC)filings,includingourmostrecentreportsonForm10-KandForm10-Q,particularlyundertheheading“RiskFactors.”CopiesofthesefilingsareavailableonlinefromtheSECorbycontactingOracle’sInvestorRelations(IR)Departmentat(650)506-4073orbyclickingonSECFilingsonOracle’sIRwebsiteathttp://www.oracle.com/investor.AllinformationsetforthinthispresentationiscurrentasofMay9,2017.Oracleundertakesnodutytoupdateanystatementinlightofnewinformationorfutureevents.

SafeHarborStatement

TosupplementourfinancialresultspresentedonaGAAPbasis,weusenon-GAAPmeasures,whichexcludecertainbusinesscombinationaccountingentriesandexpensesrelatedtoacquisitionsandothersignificantexpensesincludingstockbasedcompensation,thatwebelievearehelpfulinunderstandingourpastfinancialperformanceandourfutureresults.Ournon-GAAPfinancialmeasuresarenotmeanttobeconsideredinisolationorasasubstituteforcomparableGAAPmeasures,andshouldbereadonlyinconjunctionwithourconsolidatedfinancialstatementspreparedinaccordancewithGAAP.Today’sdiscussionincludescertainnon-GAAPfinancialmeasures,whichwereincludedinourearningsreleases.APDFcopyofthesepressreleasesandfinancialtables,whichincludeaGAAPtonon-GAAPreconciliation,canbeviewedanddownloadedontheOracleInvestorRelationswebsiteatwww.oracle.com/investor.

Non-GAAPFinancialMeasures

RevenueOpportunity

4

Software

Labor

Hardware

RevenueOpportunity

5

OracleCloud

6

OracleCloud

Enterprise(5,000+)

Software

Labor

Hardware

Mid-Market(1,000- 5,000)

Software

Labor

Hardware

SmallBusiness(100- 1,000)

Software

Labor

Hardware

MicroBusiness(<100)

RevenueOpportunity

7

OracleCloud

Enterprise(5,000+)

OracleCloud

Mid-Market(1,000- 5,000)

SmallBusiness(100- 1,000)

Software

Labor

Hardware

MicroBusiness(<100)

RevenueOpportunity

Software

Labor

Hardware

8

OracleCloud

Enterprise(5,000+)

OracleCloud

Mid-Market(1,000- 5,000)

NetSuiteCloud

SmallBusiness(100- 1,000)

Software

Labor

Hardware

MicroBusiness(<100)

RevenueOpportunity

RevenueModel:CumulativeRevenue- On-Premise

9

-250

0

250

500

750

1000

Year0 Year1 Year2 Year3 Year4 Year5 Year6 Year7 Year8 Year9 Year10

On-Premise

AssumesNSLof$100andsupportof$20/yearthereafter.

RevenueModel:CumulativeRevenue- CloudSubscription

10

-250

0

250

500

750

1000

-250

0

250

500

750

1000

Year0 Year1 Year2 Year3 Year4 Year5 Year6 Year7 Year8 Year9 Year10

Cloud On-Premise

2.7X

1.3X

AssumesthatSaaSorPaaSspendis~2Xto~4Xsoftwaresupportspend.

RevenueModel:CumulativeRevenue- Comparison

11

-250

0

250

500

750

1000

-250

0

250

500

750

1000

Year0 Year1 Year2 Year3 Year4 Year5 Year6 Year7 Year8 Year9 Year10

Cloud On-Premise

2.7X

1.3X

AssumesthatSaaSorPaaSspendis~2Xto~4Xsoftwaresupportspend.

RevenueModel:CumulativeRevenue- Difference

12

-250

0

250

500

750

1000

-250

0

250

500

750

1000

Year0 Year1 Year2 Year3 Year4 Year5 Year6 Year7 Year8 Year9 Year10

DifferenceinCumulativeRevenue

CustomerAdoptionCurve

13

-5

22.5

50

77.5

105

-250

0

250

500

750

1000

-250

0

250

500

750

1000

Year0 Year1 Year2 Year3 Year4 Year5 Year6 Year7 Year8 Year9 Year10

-5

22.5

50

77.5

105

WhathappenswhentheCustomerAdoptionCurvemeetstheBusinessModelChange?

14

15Trailing12MonthNon-GAAPresultsinUSD.

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

Feb12 May12 Aug12 Nov12 Feb13 May13 Aug13 Nov13 Feb14 May14 Aug14 Nov14 Feb15 May15 Aug15 Nov15 Feb16 May16 Aug16 Nov16 Feb17SoftwareSupport NewSoftwareLicense SaaS-PaaS

On-Premise&CloudRevenue– TrailingTwelveMonths

16Trailing12MonthNon-GAAPresultsinUSD.

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

Feb12 May12 Aug12 Nov12 Feb13 May13 Aug13 Nov13 Feb14 May14 Aug14 Nov14 Feb15 May15 Aug15 Nov15 Feb16 May16 Aug16 Nov16 Feb17SoftwareSupport NewSoftwareLicense SaaS-PaaS

On-Premise&CloudRevenue– TrailingTwelveMonths

17Trailing12MonthNon-GAAPresultsinUSD.Columnsrepresenty/ydollargrowthofTTMresults,whilelinerepresentstotalofcolumns.

-2,000

-1,500

-1,000

-500

0

500

1,000

1,500

2,000

2,500

Feb13 May13 Aug13 Nov13 Feb14 May14 Aug14 Nov14 Feb15 May15 Aug15 Nov15 Feb16 May16 Aug16 Nov16 Feb17

SoftwareSupport NewSoftwareLicense SaaS-PaaS Total

Revenue$Growth– TrailingTwelveMonth

18

-2,000

-1,500

-1,000

-500

0

500

1,000

1,500

2,000

2,500

Feb13 May13 Aug13 Nov13 Feb14 May14 Aug14 Nov14 Feb15 May15 Aug15 Nov15 Feb16 May16 Aug16 Nov16 Feb17

Software Hardware Services Total

Trailing12MonthNon-GAAPresultsinUSD.Columnsrepresenty/ydollargrowthofTTMresults,whilelinerepresentstotalofcolumns.

GrossProfit$Growth– TrailingTwelveMonth

Cloud:Software-as-a-Service

HumanCapitalManagement

SupplyChainManagement

EnterpriseResourcePlanning

EnterprisePerformanceMgmt

VerticalIndustryApplications

GovernanceRisk&Compliance

B2CCustomerExperience

B2BCustomerExperience

Cloud:Software-as-a-Service

HumanCapitalManagement

SupplyChainManagement

EnterpriseResourcePlanning

EnterprisePerformanceMgmt

VerticalIndustryApplications

GovernanceRisk&Compliance

B2CCustomerExperience

B2BCustomerExperience

ERP/EPM

21*DoesNOTinclude~12,000NetSuitecustomersContentwaspresentedat2016FinancialAnalystMeeting,September2016..

2,800ERP/EPMSaaScustomerswith

$300KARRavg

NumberofCustomers

AverageDe

alSize

ERP/EPM...addingnewcustomers&growingARR

22

2,800ERP/EPMSaaScustomerswith

$300KARRavg

NumberofCustomers

AverageDe

alSize

>15KOn-PremCustomers

>8KCustomersinPipeline

MarketShareGain

SCM

MFG

Up-Sell

CloseBiggerDeals

*DoesNOTinclude~12,000NetSuitecustomersContentwaspresentedat2016FinancialAnalystMeeting,September2016..

ERP/EPM...addingnewcustomers&growingARR

23

2,800ERP/EPMSaaScustomerswith$300KARRaverage

NumberofCustomers

AverageDe

alSize

>15KOn-PremCustomers

>8KCustomersinPipeline

MarketShareGain

SCM

MFG

Up-Sell

CloseBiggerDeals

GainShareOrganicallyand

GrowtheARR

3,700+ERP/EPMCustomersasofQ3FY17

*DoesNOTinclude~12,000NetSuitecustomersContentwaspresentedat2016FinancialAnalystMeeting,September2016..

ShareofM

arket

Applications/SaaSMarketSize&Players

24

SAP

Other

Intuit

Oracle

MicrosoftSage

SAP

Other

Oracle

ADP

Workday

Kronos

Salesforce

Other

IBM

Oracle

AdobeGoogle

ERP HCM Marketing

SizeofMarket

Source:AnnualizeddatafromIDC20161HSoftwareTracker,includingpure-playcloudcompanies.

Salesforce

Other

SAP

Oracle

MicrosoftVeeva

Sales

Salesforce

Other

SAP

Oracle

ZendeskAmdocs

Service

SAP

Other

Oracle

InforJDA

Microsoft

SCM

SAP

Other

Oracle

IBM

Anaplan

Infor

EPM

Adobe

$31B $16B $5B $8B $6B$13B $4B

ShareofM

arket

Applications/SaaSMarketSize&Players

25

SAP

Other

Intuit

Oracle

MicrosoftSage

SAP

Other

Oracle

ADP

Workday

Kronos

Salesforce

Other

IBM

Oracle

AdobeGoogle

ERP HCM Marketing

SizeofMarket

Source:AnnualizeddatafromIDC20161HSoftwareTracker,includingpure-playcloudcompanies.

Salesforce

Other

SAP

Oracle

MicrosoftVeeva

Sales

Salesforce

Other

SAP

Oracle

ZendeskAmdocs

Service

SAP

Other

Oracle

InforJDA

Microsoft

SCM

SAP

Other

Oracle

IBM

Anaplan

Infor

EPM

Adobe

$31B $16B $5B $8B $6B$13B $4B

ShareofM

arket

Applications/SaaSMarketSize&Players

26

SAP

Other

Intuit

Oracle

MicrosoftSage

SAP

Other

Oracle

ADP

Workday

Kronos

Salesforce

Other

IBM

Oracle

AdobeGoogle

ERP HCM Marketing

SizeofMarket

Source:AnnualizeddatafromIDC20161HSoftwareTracker,includingpure-playcloudcompanies.

Salesforce

Other

SAP

Oracle

MicrosoftVeeva

Sales

Salesforce

Other

SAP

Oracle

ZendeskAmdocs

Service

SAP

Other

Oracle

InforJDA

Microsoft

SCM

SAP

Other

Oracle

IBM

Anaplan

Infor

EPM

Adobe

$31B $16B $5B $8B $6B$13B $4B