A regulatory filing made public on Wednesday put the value of Oracle’s ownership in TikTok’s U.S. operations at approximately $2 billion. The disclosure follows the Chinese parent ByteDance's completion, just over a month earlier, of a transaction to create a majority-owned American joint venture intended to address U.S. regulatory concerns.
According to the filing, U.S. and international investors combined now hold an 80.1% interest in TikTok USDS Joint Venture LLC, with ByteDance retaining a 19.9% stake. The joint venture’s governance designates three managing investors - Oracle, private equity firm Silver Lake, and Abu Dhabi-based investment firm MGX - each owning a 15% stake in the business.
Leadership for the new entity was finalized in January with the appointment of Adam Presser as chief executive officer. The documentation frames the transaction as a significant step for the social media platform after prolonged regulatory disputes that began in August 2020, when an effort to ban the app was initiated over national security concerns.
The filing also places the transaction in the context of subsequent U.S. actions: a law passed in April 2024 required ByteDance to divest its U.S. assets by January 2025 or face a prohibition. That statute was later upheld by the Supreme Court, but former President Donald Trump chose not to enforce the law.
Separately, Oracle provided financial commentary tied to its cloud and data center business. On Tuesday the company projected that demand from AI data centers will support revenue that exceeds Wall Street expectations well into 2027. For its fiscal third quarter ended Feb. 28, Oracle reported total revenue of $17.19 billion, topping analysts’ average estimate of $16.91 billion, based on data compiled by LSEG.
The filing and the accompanying corporate updates tie together regulatory maneuvering, investor structuring, and the commercial backdrop for a major cloud-computing supplier now positioned inside a high-profile social media venture.
Summary
The filing values Oracle’s stake in the U.S. TikTok joint venture at about $2 billion, details ownership splits that give outside investors an 80.1% majority, confirms three equal managing investors with 15% stakes each, names Adam Presser as CEO, and notes recent revenue and guidance signals from Oracle’s cloud business.