Oracle layoffs hit 10% of its workforce in India

Oracle has begun trimming its workforce even as it stakes a bigger claim in AI infrastructure. WARN filings show 143 jobs eliminated in Redwood City and 45 in Pleasanton, California, totaling nearly 300 in the Bay Area, with departures slated for October 13, 2025.

The company has also removed 101 positions in Santa Clara, creating a broader regional impact.

More layoffs have occurred in Seattle and Washington state’s OCI operations; 161 staffers were affected alongside similar reductions in India, where nearly ten percent of Oracle’s workforce has been let go.

The company is reportedly concentrating cuts in its Oracle Cloud Infrastructure, Fusion ERP, media services, and sovereign cloud teams.

A longtime Oracle insider observed:

“It feels like that happened here too, the reported numbers don't quite match up with what my network is saying. My estimate would be low thousands worldwide... Supposedly this is just the start, too”.

Support from employees on forum platforms reinforces that perception of broader layoffs than official counts suggest.

Oracle continues to post solid financial performance as its valuation hovers near $697 billion, profits exceeded $12 billion in its last fiscal year, and it projects cloud infrastructure growth to exceed 70 percent in fiscal 2026.

Still, the stock dropped more than 4 percent after reports about Cloud division layoffs and the exit of long-time Chief Security Officer Mary Ann Davidson surfaced.

Davidson’s departure after nearly four decades raised eyebrows. Bloomberg sources linked it to the broader restructuring, though Oracle has released no public rationale.

On paper, she joined in 1988 and remained a key architect of Oracle’s security posture ever since.

These moves illustrate Oracle’s aggressive reallocation of resources to divert capital from staffing to expand AI-focused infrastructure. It echoes patterns at other tech firms that are balancing headcount reductions with massive investments in data center capacity.

Oracle’s near-term cloud outlook, meanwhile, remains robust. Its CEO, Safra Catz, anticipates overall cloud revenue growing more than 40 percent in fiscal 2026.

This phase appears less about downsizing for weakness and more about reorienting toward AI-fuelled scalability, even if that means accepting turbulence for staff.

For insiders and observers, Oracle’s trajectory signals that the future it’s investing in doesn’t come without disruption.