Meta Platforms vs Oracle
Meta Platforms is larger by market cap ($1.53T vs $419.1B). Meta Platforms reports higher tracked revenue ($201.0B vs $67.4B). Meta Platforms's primary segment is Custom Silicon Designers; Oracle's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Meta Platforms | Oracle | |
|---|---|---|
| Market cap | $1.53T | $419.1B |
| Revenue | $201.0B (FY2025) | $67.4B (FY2026) |
| Primary segment | Custom Silicon Designers | Hyperscalers |
| Market position | niche | major |
| Country | United States | United States |
| Tracked suppliers | 77 | 70 |
| Tracked customers | 0 | 3 |
| Chokepoint / criticality | 0/100 | 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 Meta Platforms and Oracle compare
- Size: Meta Platforms is the larger company by market cap.
- Revenue: Meta Platforms reports higher tracked revenue.
- Supply-chain criticality: Oracle has the higher chokepoint score (3/100 vs 0/100).
- Footprint: Meta Platforms (United States) vs Oracle (United States).