Oracle may be next in EU software licensing hot seat following SAP deal

EU Regulators Probe Oracle Software Licensing Over Cloud Competition Concerns

European Union regulators are scrutinizing Oracle's software licensing practices, following SAP's €200 million settlement earlier in 2026 for restrictive terms that limited cloud competition. Concerns focus on aggressive audits, opaque cloud migration pricing, and contracts that may abuse dominance and hinder customer choice. The outcome could reshape enterprise software markets across Europe.

Oracle may be next in EU software licensing hot seat following SAP deal

Commission reportedly seeks third-party views, although no formal investigation is underway

EU regulators send early warning to Oracle ahead of earnings

has enough on its plate heading into earnings week. Now Brussels wants a word. European antitrust regulators are quietly examining how Oracle licenses its software, and the timing could hardly be more inconvenient for shareholders. The stock trades near $158.78, down about 19% so far in 2026 and…