Oracle’s workforce shrank by about 13% as it bankrolls its AI buildout


Oracle ended its 2026 fiscal year with about 21,000 fewer employees than it started with, a reduction of roughly 13% that ranks among the deepest in the company’s history.

The figure, disclosed in the company’s annual filing, puts a number on a process staff had been living through since the spring, when termination emails began landing in inboxes across the US, India, Canada, and Mexico before the working day had properly started.

Oracle’s headcount stood at 141,000 as of 31 May 2026, down from about 162,000 a year earlier. The company framed the cuts, as it had through the year, as a reallocation rather than a retreat: money pulled out of legacy operations and pushed into cloud and artificial-intelligence infrastructure.

That infrastructure is expensive, and the scale of the spending is the real story behind the headcount. Oracle’s capital expenditure for the fiscal year ran to roughly $50bn, and its remaining performance obligations, the backlog of contracted-but-unbilled revenue, swelled past half a trillion dollars, driven almost entirely by large AI contracts. Building the data centres to service those contracts requires cash the balance sheet does not generate on its own.

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So the payroll became one of the levers. Analysts at TD Cowen estimated the reductions would free up something in the order of $8bn to $10bn a year in cash flow, money that flows more or less directly into the data-centre construction Oracle has staked its next decade on.

The arithmetic is blunt: fewer salaried staff in older divisions, more concrete and silicon for the AI estate.

The cuts did not fall evenly. Employees posting on Reddit and the professional network Blind described whole teams thinned out at units including Revenue and Health Sciences and the SaaS and Virtual Operations Services group, with some reporting reductions of at least 30% in their corners of the company.

The timing, with notifications arriving by early-morning email, left many to discover their status before a manager could reach them.

The financing arrangements behind the buildout have drawn their own scrutiny. A $16.3bn data-centre financing earlier in the year required the bond manager PIMCO to anchor roughly $10bn of the deal after US banks stepped back, a sign of how much capital the programme is consuming and how carefully lenders are pricing the risk.

Oracle is not alone in converting headcount into AI capacity. The pattern has repeated across the sector through 2026, as payroll is turned into capital expenditure at one large technology company after another, each making a version of the same bet that compute will matter more than the staff it is replacing.

For Oracle, the wager is now firmly on the record. The company has told investors the spending will pay off as the contracted backlog converts into billed revenue over the coming years.

If 141,000 people is the floor or a waypoint will become clearer at the next set of results, when the cost of the buildout and the revenue it is meant to produce sit on the same page.



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Ghost CMS flaw abused to push ClickFix attacks on hundreds of sites

Pierluigi Paganini
May 25, 2026

Threat actors are actively exploiting a security flaw, tracked as CVE-2026-26980, in Ghost CMS that was fixed months ago in real attacks against unpatched websites. According to Qianxin, the campaign has already affected more than 700 sites, including well-known organizations and universities.

The vulnerability is an SQL injection issue in Ghost’s Content API that can let an attacker read data from the database without logging in. In the worst case, this can expose the Admin API key, which can allow attackers to take over the site.

That key matters because it can be used to change published content. In this campaign, attackers used it to edit articles on compromised Ghost sites and insert malicious JavaScript at the end of pages. The goal was not just defacement, but to turn trusted websites into launch points for further malware delivery.

“After an in-depth investigation and analysis, we determined that this was not a targeted intrusion against the customer, but rather a large-scale poisoning campaign by an in-the-wild attack group targeting Ghost CMS. Although CVE-2026-26980 was publicly disclosed as early as February 19, a large number of users did not patch and upgrade in time, providing an opportunity for attackers.” reads the advisory published by Qianxin. “At least two groups are currently actively conducting such poisoning operations, and some sites have even become the target of competition between the two parties, with different malicious code being implanted one after another within a single day.”

The inserted code led visitors through a two-step chain. First, the page loaded a remote script that checked the browser and decided what the visitor should see. Then real victims were redirected to a fake verification page that looked like a normal “I’m human” check.

This is where the ClickFix part began. The page told users to press Windows+R, paste a command, and hit Enter. In practice, that command downloaded and started a malware payload on the victim’s machine. It was a classic social engineering trick: make the user do the dangerous part themselves.

Qianxin says the first signs of this activity appeared in early May. The malicious code found in the campaign had a compilation date of February 16, the same day Ghost announced the fix for CVE-2026-26980. That suggests the attackers moved quickly once they saw how many sites had not been updated.

The affected websites cover a wide range of sectors. Roughly half are personal blogs or independent sites, but the list also includes technology blogs, AI sites, media outlets, crypto projects, and educational institutions. Qianxin researchers say victims include sites linked to Harvard, Oxford, and DuckDuckGo.

The attack chain was also designed to be flexible. The loaders could fetch different payloads depending on the target, and the operators changed infrastructure several times.

“entire attack process has obvious five-stage characteristics of “CMS Takeover → Page Poisoning → Two-stage Loading → Social Engineering Lure (FakeCaptcha/ClickFix) → Malware Delivery”, and the entire process is highly automated: bulk vulnerability scanning → automatic key extraction → bulk injection → dynamic C2 distribution.” states the report.

In some cases, they switched domains after detection, keeping the campaign alive even when part of the chain was blocked.

“Through feature scanning of publicly accessible pages, we have cumulatively identified more than 700 poisoned victim domains, and have proactively contacted the sites for which contact information could be obtained, notifying them of the poisoning.” continues the report.

Qianxin also believes at least two different groups are involved. In some cases, the same site was hit more than once, with one attacker replacing the code left by another. That makes the campaign harder to clean up and shows how attractive compromised Ghost sites have become for abuse.

For site owners, the advice is straightforward. Ghost should be updated immediately, all credentials should be rotated, and site logs should be reviewed for suspicious admin API activity. Any injected scripts should be removed from the database itself, not just from the visual editor. Visitors who may have reached a poisoned site should also be warned.

The report includes Indicators of Compromise (IoCs) for the attacks observed by the researchers.

Follow me on Twitter: @securityaffairs and Facebook and Mastodon

Pierluigi Paganini

(SecurityAffairs – hacking, Ghost CMS)







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