Overview

• Davidson is leaving as part of a recent reshuffle, according to a person familiar with the matter, and neither Oracle nor Davidson has offered on-the-record comment.
• A June company filing says Senior Vice President Robert Duhart, formerly Walmart’s chief information security officer, now oversees daily cybersecurity operations.
• The leadership change coincides with job cuts intended to rein in expenses as Oracle increases spending on AI infrastructure.
• Recent reporting highlights Oracle’s AI push, including OpenAI’s GPT-5 embedded across key products and expanded Google Cloud Gemini integrations.
• Security peers expressed surprise at the move given Davidson’s nearly 40-year tenure, her role as Oracle’s first CSO, and her close advisory work with Larry Ellison.