Oracle (ORCL) Stock — TikTok Joint Venture Stake Revealed at $2 Billion

TLDR

• Oracle disclosed its stake in TikTok’s U.S. joint venture at roughly $2 billion in its Q3 quarterly filing
• Oracle holds 15% of TikTok USDS Joint Venture LLC, alongside Silver Lake and Abu Dhabi’s MGX, each also at 15%
• ByteDance retains a 19.9% stake in the U.S. venture; U.S. and global investors collectively hold 80.1%
• Oracle houses all TikTok U.S. user data and acts as the platform’s security provider
• The company also beat Q3 revenue estimates, reporting $17.19B vs. the $16.91B analyst consensus

Oracle’s stake in TikTok’s U.S. operations is worth roughly $2 billion, according to the company’s quarterly filing released Wednesday. The filing covers the period ended February 28.

Oracle recorded $2.2 billion in “non-marketable debt investments and equity securities and related instruments.” The company said the “substantial majority” of those investments sit inside TikTok USDS Joint Venture LLC.

The joint venture officially took control of TikTok’s U.S. operations in January, following years of legal battles and national security debates. It was formed after a 2024 law required ByteDance to sell its U.S. assets or face a ban.

Oracle Corporation, ORCL

President Trump signed an executive order in September approving the divestment. VP JD Vance put the value of the business at $14 billion at the time.

Oracle owns 15% of the venture and holds a board seat. Silver Lake and Abu Dhabi investment firm MGX each own 15% as well. ByteDance holds just under 20%.

Adam Presser was named CEO of TikTok USDS Joint Venture in January.

Oracle’s Role Beyond Ownership

Oracle isn’t just a passive investor. It houses all of TikTok’s U.S. user data and was designated by the White House as the platform’s security provider, tasked with independently monitoring all U.S. operations.

That role has come with some turbulence. In January, TikTok’s U.S. entity blamed a wave of glitches and content disruptions on a power outage at one of Oracle’s data centers. The platform pushed back against claims it was censoring political content at the time.

Strong Quarter for Oracle Overall

The TikTok disclosure came alongside Oracle’s Q3 earnings report, which beat Wall Street expectations. Total revenue came in at $17.19 billion, above the analyst consensus of $16.91 billion.

Oracle also told investors on its earnings call Tuesday that the AI data center boom is expected to push revenue above analyst estimates through at least 2027.

ORCL closed down 0.42% on Wednesday.

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