What Oracle Corporation told the SEC could break it.

Oracle relies on third-party manufacturing partners located outside the U.S. to produce and distribute most of its hardware products; their production problems, delays, or trade-control impacts could cause lost sales and higher costs affecting cloud and license margins.

“located outside the U.S. From time to time, these partners experience production problems or delays or cannot meet our demand for products on a timely or cost-effective basis, including as a result of changes to trade laws or regulations, tariffs, sanctions and export or import controls.”

Oracle's supply-chain operations are affected by component constraints, political unrest such as China–Taiwan tensions, tariffs/customs controls, and shipping disruptions in the countries where its single-source component vendors are located or products are shipped.

“Our supply chain operations are affected by industry consolidation and component constraints or shortages, natural disasters, political unrest (such as the tensions between China and Taiwan), public health crises, changes to trade laws or regulations, tariffs and customs controls, port stoppages, shipping interrupti”

Oracle relies on sole sources for certain hardware components, and some technologies/components for its cloud infrastructure can only be purchased from a single vendor due to price, quality, technology or availability constraints.

“However, we do rely on sole sources for certain hardware components.”