What are the Oracle layoffs?
1. Scale & Timing
- Oracle initiated a major global layoff campaign beginning in August 2025, impacting over 3,000 employees across the U.S., India, Philippines, Canada, and Europe.
- In the Bay Area, specifically, the latest cuts include 187 jobs in Redwood City, 36 in Pleasanton, and 31 in Santa Clara.
- State filing data indicates over 500 positions are being eliminated in California and nearly 200 in the Seattle area, effective November 3, 2025.
2. Geographic Details
- Bay Area (CA): 187 in Redwood City, 36 in Pleasanton, 31 in Santa Clara.
- Seattle region (WA): Around 100‑101 roles affected.
- Across India: Nearly 3,000 employees (around 10% of the Oracle India workforce) laid off, especially in hubs like Bengaluru and Mumbai.
3. Affected Departments
- The Oracle Cloud Infrastructure (OCI) division is a major locus, including roles in enterprise engineering, Fusion ERP, AI/ML project management, cloud services, and customer support teams.
- Other impacted areas include Oracle Health, architecture teams, Advanced Customer Services (ACS), and NetSuite groups.
Why is Oracle cutting jobs?
- The company is aggressively investing in AI infrastructure—for example, it entered a landmark deal to provide 4.5 gigawatts of data center capacity to OpenAI as part of its "Stargate" initiative.
- To fund that expansion, older or overlapping roles—especially in traditional cloud operations—are being eliminated. These workforce changes are described as strategic restructuring.
- Despite layoffs, Oracle’s cloud revenue continues to grow robustly: up 27% overall, while OCI revenue soared 52% in its most recent fiscal quarter.
Summary Table
Aspect Details
- When Began in August 2025; continuing through early September.
- Scale Over 3,000 employees impacted globally.
- Key Regions U.S. (Bay Area, Seattle), India, Philippines, Canada, Europe.
- Main Departments Affected Cloud teams (OCI), AI/ML project roles, support functions, health, ACS, NetSuite.
- Reason Redirecting resources toward AI infrastructure and growth areas despite strong revenue.
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