Reddit Analysis: Microsoft AI Sales Slowdown Claim vs. Oracle Hiring Trends

On December 8, 2025, a Reddit post asserted that Microsoft’s AI sales slowdown is company-specific rather than sector-wide. The post cited a ~24% drop in active AI sales listings for Microsoft on JobStocks.ai in the last week, contrasting this with a claimed 13.6% increase in hiring (472 more jobs) for Oracle over 30 days on the same platform [0].

Independent reports from Reuters, CNBC, and The Information partially support the Reddit post’s claim of a Microsoft AI sales slowdown. On December 3, these outlets reported Microsoft lowered growth targets for Azure Foundry, an enterprise AI platform, after sales teams missed aggressive goals [1][2][3]. Microsoft initially refuted the reports, distinguishing between growth targets and overall sales quotas, but its stock declined over 2% that day due to investor concerns [3].

For Oracle, the JobStocks.ai hiring data could not be independently verified. Oracle’s recent stock performance shows a 40% decline since September peaks, driven by concerns over debt levels and customer concentration risks related to its $300 billion OpenAI deal [5]. However, the company previously reported strong AI-related growth, with cloud revenue up 55% year-over-year and GPU consumption revenue surging 336% [4]. On December 8, Oracle’s stock closed at $217.95, down 1.53% for the day, while Microsoft’s stock closed at $489.84, up 1.02% [0].

1. Microsoft’s AI Slowdown Context
   : Major news outlets confirm Microsoft adjusted growth targets for specific AI products, though the company disputes the characterization of overall sales quotas being lowered. This partial confirmation lends some credibility to the Reddit post’s core claim about Microsoft’s challenges [1][2][3].
2. Oracle’s Unverified Hiring Data
   : The 13.6% hiring increase claim for Oracle remains unvalidated due to the unknown reliability of JobStocks.ai and the lack of independent sources. Without further data, it is premature to conclude Oracle is experiencing an AI hiring surge [0].
3. Earnings Impact
   : Oracle’s Q2 FY2026 earnings report, scheduled for December 10, will be critical for assessing the company’s AI-related performance, hiring trends, and ability to contrast with Microsoft’s reported slowdown.

• Microsoft
  : Continued investor scrutiny over AI sales execution, particularly for Azure Foundry, could lead to stock volatility.
• Oracle
  : Debt and customer concentration risks from the OpenAI deal may overshadow potential AI growth unless earnings confirm strong performance.
• Data Reliability
  : If JobStocks.ai data is later debunked, the Reddit post’s claims about both companies could be undermined.

• Oracle could gain AI market share if Microsoft’s slowdown is indeed company-specific rather than sector-wide.
• Clarity from Oracle’s upcoming earnings may resolve uncertainties around its hiring trends and AI growth.

• Confirmed Data
  : Microsoft lowered growth targets for Azure Foundry; the company’s stock declined 2% on December 3 following these reports [1][2][3].
• Unconfirmed Data
  : JobStocks.ai metrics on Microsoft’s AI sales listings drop and Oracle’s hiring increase.
• Upcoming Event
  : Oracle’s Q2 FY2026 earnings report on December 10 will provide insights into its AI performance and hiring trends.
• Stock Performance (December 8)
  : ORCL closed at $217.95 (-1.53%); Microsoft closed at $489.84 (+1.02%) [0].