This is a routine option exercise on a known contract vehicle — no new competitive win or scope expansion. Monitor for future option exercises and any new VA health IT awards that could signal competitive displacement or growth.
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Executive Summary
The Department of Veterans Affairs exercised Option Period Three on Oracle Health Government Services' FDSS contract, obligating $36.3M for the next year of services across five VISNs. This is a routine option exercise on an existing contract, confirming continued VA business for Oracle's health division.
Key Financial Metrics
Key Facts
- Modification P00009 to contract 36C10B23N0059EHRM exercises Option Period Three for FDSS services
- Obligation amount of $36,257,673.43 for the period 8/11/2026 through 8/10/2027
- Services cover VISNs 4, 16, 19, 21, and 22
- Awarding agency is the Department of Veterans Affairs
- Recipient is ORACLE HEALTH GOVERNMENT SERVICES, INC., a subsidiary of Oracle Corp
Financial Impact
$36.3M option exercise on an existing VA contract; revenue impact relative to Oracle's total revenue is immaterial
Risk Factors
- Government funding risk under continuing resolutions or budget cuts
- Execution risk on FDSS service delivery across multiple VISNs
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C10B23N0059EHRM |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | Institutional Cluster | $126.16 | awaiting T+5 | — | $130.53 (+3.46%) |
Oct 1, 2026 26d ago | Insider Cluster | $142.30 $141.40 | ▼ −0.63% | ▼ −1.79% | $130.53 (−8.27%) |
Sep 25, 2026 4w ago | DEFA14A | $132.60 $142.48 | ▲ +7.45% | ▲ +6.25% | $130.53 (−1.56%) |
Sep 25, 2026 4w ago | DEF 14A | $132.60 $142.48 | ▲ +7.45% | ▲ +6.25% | $130.53 (−1.56%) |
Sep 23, 2026 4w ago | Insider Cluster | $139.54 $138.07 | ▼ −1.05% | ▼ −0.64% | $130.53 (−6.46%) |
Sep 14, 2026 6w ago | 8-K | $144.79 $148.56 | ▲ +2.60% | ▲ +2.50% | $130.53 (−9.85%) |
Aug 25, 2026 9w ago | GOVT-CONTRACT | $148.87 $145.75 | ▼ −2.10% | ▼ −1.98% | $130.53 (−12.32%) |
Aug 11, 2026 11w ago | GOVT-CONTRACT | $153.28 $143.81 | ▼ −6.18% | ▼ −5.73% | $130.53 (−14.84%) |
Jul 20, 2026 14w ago | ANALYST-UPGRADE | $121.38 $114.99 | ▲ +5.26% | ▲ +4.84% | $130.53 (−7.54%) |
Jun 24, 2026 17w ago | 144 | $152.46 $142.50 | ▼ −6.53% | ▼ −8.09% | $130.53 (−14.38%) |
US Market Status
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