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AUSTIN - Oracle (NYSE: ORCL), a prominent player in the software industry with annual revenue of $59.02 billion, and Duality Technologies announced Monday that Duality’s secure data collaboration platform is now available on Oracle Cloud Marketplace and deployable on Oracle Cloud Infrastructure (OCI). According to InvestingPro data, Oracle’s strong market position is reflected in its substantial $877.62 billion market capitalization.
The partnership aims to provide government, defense, and intelligence customers with tools for secure data collaboration across networks while maintaining confidentiality. The platform allows organizations to issue encrypted queries and receive results without compromising sensitive information.
Duality’s solution will be available across Oracle’s specialized government cloud environments, including Oracle Cloud Isolated Regions, which are designed for classified and sovereign workloads.
"Government and defense organizations need to balance innovation with absolute confidentiality," said Dr. Alon Kaufman, CEO of Duality Technologies, in the press release.
The platform incorporates several privacy-enhancing technologies, including homomorphic encryption, which enables computation on encrypted data without decryption, and secure multiparty computation, allowing multiple agencies to analyze sensitive data jointly without revealing individual inputs.
Other features include quantum-safe cross-domain solutions, federated learning for AI model training across decentralized data sources, built-in governance controls, and infrastructure optimized for analytics on encrypted data.
"Our commitment to national security and defense organizations goes beyond providing a secure cloud," said Rand Waldron, vice president at Oracle, adding that the partnership enables customers to "collaborate securely and leverage advanced AI tools."
The solution is designed to help agencies meet regulatory requirements while conducting secure investigations without exposing the subject or results of their queries.
According to the announcement, the platform leverages OCI’s high-bandwidth, low-latency architecture to handle compute-intensive analytics and AI workloads, with the ability to scale as mission demands evolve. For investors interested in Oracle’s growth trajectory and detailed financial analysis, InvestingPro offers comprehensive research reports and real-time metrics, with over 16 additional key insights available for subscribers. Current analysis suggests Oracle is trading above its Fair Value, making it an interesting watch for value-focused investors.
In other recent news, Oracle announced the expansion of its Defense Ecosystem by adding ten new technology partners. This initiative, initially launched in June 2025, aims to accelerate innovation in defense and national security, with new partners specializing in areas such as secure communications and AI-powered situational awareness. Additionally, Duality Technologies’ secure data collaboration platform is now available on Oracle Cloud, enhancing data security for government and defense operations. Analyst firms have also been active in their evaluations of Oracle. BMO Capital raised its price target for Oracle to $355, maintaining an Outperform rating, citing the upcoming FA event as a potential catalyst. Bernstein SocGen reiterated an Outperform rating with a $364 price target, emphasizing Oracle’s ongoing business model transition and growth in Oracle Cloud Infrastructure. Furthermore, Citi increased its price target to $415, viewing the recent stock pullback as a buying opportunity, despite concerns about backlog quality and profitability issues. These developments highlight Oracle’s strategic moves and the varied analyst perspectives on its future prospects.
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