Core Insights - Epic Systems achieved its largest net gain in hospital market share in 2024, surpassing Oracle [1] - Epic added 176 facilities and 29,399 beds, while Oracle lost 74 sites and 17,232 beds during the same period [2] - Oracle's failure to share new contract details with Klas Research marks a significant shift in its market strategy [2] Company Performance - Epic's reputation for customer partnership has positioned it favorably in the EHR market [2] - Oracle's recent technological advancements, including AI features, have generated cautious optimism among stakeholders [4] - Oracle's EHR software has faced challenges, including outages and deployment issues, impacting its market perception [6][7] Market Dynamics - The EHR market is heavily influenced by vendor partnerships and customer satisfaction, with Epic consistently chosen by large health systems [7] - Oracle's acquisition of Cerner for approximately $28 billion in 2022 positioned it as the second-largest EHR vendor [3] - Recent comments from Oracle's founder suggest the company believes it is in a favorable position despite current challenges [4][5]