What Happened

Oracle filed new WARN notices dated Sept. 14 covering about 800 layoffs in Washington and California, with separations scheduled for Nov. 13. This brings the publicly documented 2026 U.S. total to at least 2,578.

The first round, beginning in late March, affected 1,778 workers across California, Missouri, Washington, and New York. Oracle also recorded $1.8 billion in restructuring costs in fiscal 2026.

Who Is Affected

The new notices impact 359 workers in Washington (including Seattle and remote employees) and 441 in California. The earlier round hit technical roles including software developers, software development directors, product managers, and program managers.

Oracle's workforce has dropped from roughly 162,000 to 141,000 year-over-year, though this includes attrition and other changes, not just layoffs.

Market Impact

Oracle is cutting jobs while making one of the largest infrastructure investments in its history. Q1 capex reached $28.5 billion, with $90–95 billion planned for FY2027.

• Cloud infrastructure revenue jumped 121% to $7.4 billion in Q1.
• Remaining performance obligations hit $664 billion after $30 billion in new AI cloud contracts.
• Negative free cash flow of ~$5 billion in Q1, offset partly by customer prepayments.

What to Watch

Watch for additional WARN filings—Business Insider reported Oracle asked managers to prepare lists for potential double-digit percentage reductions. Also monitor how Oracle finances its $

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