By Faizan Farooque
Publication Date: 2026-01-26 19:04:00
This article first appeared on GuruFocus.
oracle (ORCL, Finance) expands beyond the traditional corporate focus through partial ownership Analysts say this move in TikTok’s US operations could change the company’s growth profile. According to Seeking Alpha analyst Gary Alexander, the investment represents Oracle’s first real foray into a consumer business.
The partnership will give Oracle access to a rapidly growing digital platform that expands its existing cloud and data analytics capabilities. Oracle and ByteDance (BDNCE) are backing TikTok’s US venture, strengthening Oracle’s position in consumer data infrastructure and content delivery.
As competition in enterprise cloud services heats up, Oracle is working to diversify its revenue streams. This plan fits that goal. Investors liked the news, with Oracle shares rising over 4% on Monday.
Analysts expect Oracle’s next quarterly report to provide more information about the structure and financial impact of…
