Oracle Issues Force Majeure Notice to Blue Owl Unit, Delaying Payments

Industry Pulse News Desk · 2026-09-25

Shares of Oracle Corporation fell over 3 percent after the software giant issued a force majeure notice allowing it to delay payments to a Blue Owl Capital division.

Oracle Corp. shares dropped more than 3 percent in trading after the enterprise software company issued a force majeure notice to an affiliate of Blue Owl Capital Inc., according to corporate disclosures. The legal filing permits Oracle to temporarily suspend or delay certain payment obligations tied to ongoing infrastructure projects.

The notice directly affects financing arrangements involving Blue Owl Capital's investment unit, which has been backing large-scale data center expansions for Oracle. Force majeure clauses typically allow contracting parties to alter payment terms or delivery timelines due to unforeseen and uncontrollable circumstances.

Oracle has been expanding its cloud and artificial intelligence infrastructure footprint aggressively to compete with major cloud computing providers. The delays linked to the force majeure declaration focus on financial commitments supporting these capital-intensive data center facilities.

Following the disclosure, market participants responded by selling off shares of Oracle, driving the stock down by more than 3 percent during regular market hours. Representatives from Blue Owl Capital and Oracle have not publicly detailed the specific operational or logistical events that triggered the invocation of the clause.

Investors and market participants continue to monitor how the payment delay will affect Oracle's broader capital expenditure plans and its data center construction schedules moving into the upcoming fiscal quarter.