noodle.ai vs Oracle SCM Cloud
Side-by-side comparison of AI visibility scores, market position, and capabilities
San Francisco CPG supply chain AI (rebranded Daybreak) at $35M ARR May 2025; $107M total (Dell/TPG/ServiceNow/In-Q-Tel) focusing on Fill-Rate/OTIF for Estée Lauder/Kellogg's competing with o9 Solutions for AI demand planning.
About
Noodle.ai (rebranded as Daybreak) is a San Francisco, California-based enterprise AI supply chain planning platform — backed with $107 million in total funding including a $10 million Series C-II in January 2024 from Dell Technologies Capital, TPG, ServiceNow Ventures, Honeywell Ventures, Nexus Venture Partners, and In-Q-Tel — providing CPG (consumer packaged goods) and manufacturing companies including Estée Lauder and Kellogg's with AI-powered inventory planning, demand forecasting, and fill-rate optimization that targets Fill-Rate, Inventory, and OTIF (On-Time-In-Full) outcomes as the primary business metrics. As of May 2025, Noodle.ai/Daybreak reports $35 million in annual recurring revenue with approximately 105 employees across 6 continents. In January 2024, Stephen R. Collins was appointed CEO (founder Stephen Pratt transitioning to Senior Strategic Advisor) and Jerome Holbus joined as Chief Product Officer. Founded in 2016 in San Francisco.
Oracle (NYSE: ORCL) cloud supply chain platform with demand planning, manufacturing, procurement, and logistics; competing with SAP IBP and Kinaxis for enterprise SCM integrated with Oracle Fusion ERP.
About
Oracle SCM Cloud is Oracle's (NYSE: ORCL) cloud-native supply chain management platform providing end-to-end supply chain capabilities — demand planning, inventory optimization, procurement, manufacturing execution, order management, logistics, and product lifecycle management — integrated within Oracle's Fusion Cloud ERP suite. Part of Oracle Fusion Cloud Applications (alongside Oracle ERP Cloud, HCM, and CX), Oracle SCM Cloud serves manufacturers, distributors, high-tech companies, and industrial enterprises seeking to replace legacy on-premises SCM systems (Oracle E-Business Suite, JD Edwards, SAP) with AI-powered cloud infrastructure providing real-time supply chain visibility.
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