Revenue segments as reported by the company.

Cloud services and license support

Cloud license and on-premise license

Hardware

Services

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Amortization of intangible assets

Acquisition & other

Restructuring

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Oracle

Moat is a digital measurement cloud company which uses data and analytics to enhance media for leading marketers and publishers.

Moat

PeopleSoft is a company that provides human resource management systems, Financial Management Solutions, supply chain management, customer relationship management, and enterprise performance management software, as well as software for manufacturing, and student administration to large corporations, governments, and organizations.

PeopleSoft

NetSuite is a cloud computing company that provides software services to help manage business finances, operations, and customer relations and consolidates ERP, CRM and e-commerce features.

NetSuite

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Oracle reports strong Q1 cloud revenue growth and Gen2 Cloud appeal

Oracle's Q1 performance reflects robust growth in cloud infrastructure services and total cloud revenues. The company's strengths lie in the unique features of its Gen2 Cloud, cost advantages, and appeal to highly technical industries. While challenges exist in capturing AI opportunities and managing CapEx, Oracle sees opportunities in customer migration to SaaS applications and diversified usage across industries.

Oracle reports strong Q1 results and focuses on AI innovation

Oracle's Q1 performance was strong, with total revenue reaching $12.4 billion and cloud revenue growing at 29%. The company's financial momentum and positive Q2 guidance indicate a favorable outlook. However, challenges related to addressing analyst questions about AI and cloud architecture were discussed. Despite challenges, Oracle has opportunities to capitalize on the growing demand for cloud services and AI capabilities, supported by its upcoming events and partnerships.

Oracle reports robust Q3 earnings, eyes cloud growth opportunities

Oracle's Q3 showcased strong financial performance, driven by cloud revenue growth and operational efficiency, with a focus on expanding AI capabilities and market presence.
While facing challenges in accelerating cloud growth and managing pay-as-you-go deals, Oracle's strengths in SaaS applications and strategic partnerships position it well for future opportunities.
The company's solid cash position, guidance for Q4 revenue growth, and customer enthusiasm for new offerings indicate a positive outlook for Oracle's continued success.

Oracle reports robust Q4 earnings, eyes global cloud expansion

Oracle delivered a strong Q4 performance with notable revenue growth across cloud services and license support, driven by strategic back-office SaaS and Gen 2 Cloud Infrastructure.
The company's focus on efficiency, innovation, and global expansion positions it well to capitalize on opportunities in the cloud services market.
While challenges like managing capacity constraints and sustaining growth persist, Oracle's financial strength and commitment to shareholder value offer a solid foundation for future success.
By leveraging its strengths in cloud offerings and customer adoption, Oracle can navigate challenges and seize opportunities to drive continued growth and profitability.

Oracle reports robust Q1 earnings, eyes cloud expansion and AI

Oracle's Q1 2024 earnings call showcased strong financial performance, with notable revenue growth and profitability metrics, reflecting the company's resilience and strategic focus.
While facing challenges in a competitive market, Oracle's emphasis on innovation, cloud expansion, and AI integration positions it well to seize opportunities for growth and value creation.
By leveraging its strengths in cloud services and technology, Oracle has the potential to navigate challenges, capitalize on opportunities, and sustain its momentum in the evolving cloud landscape.

Oracle reports strong Q2 earnings, eyes AI expansion and cloud growth

Oracle's Q2 earnings call highlighted robust performance in Cloud revenue and total revenue growth, driven by OCI's leadership in the market.
The company's strengths lie in the success of its Cloud Services, profitability of cloud offerings, and unique capabilities of the autonomous database.
Challenges include addressing questions on various fronts and scaling up GPU capacity to meet customer demands.
Opportunities abound in AI implementation, cloud expansion, strategic decision-making, and partnerships for growth and innovation.

Oracle reports robust Q3 earnings, eyes AI for growth

Oracle's Q3 performance reflects a strong financial position, driven by cloud revenue growth and operational efficiency. The company's strategic focus on AI and industry-specific applications signals a forward-looking approach to innovation and market expansion. While challenges in sustaining growth persist, Oracle's solid financial foundation and technological advancements position it well for future opportunities.

Oracle reports record Q4 earnings driven by cloud services growth

Oracle's Q4 earnings call highlighted a strong performance driven by cloud services, record revenue, and strategic partnerships. The company's focus on innovation and growth opportunities in AI and multi-cloud solutions positions it well for future success. Challenges lie in sustaining momentum and staying competitive in a rapidly evolving market landscape.

Oracle beats Q1 expectations with strong cloud revenue growth

Oracle delivered a strong Q1 performance, surpassing revenue and EPS expectations.
The company demonstrated growth in cloud revenue and maintained a solid cash position.
While facing challenges in a competitive market, Oracle has opportunities for further expansion.
Strategic guidance for Q2 indicates a positive outlook for continued growth.

Oracle surpasses Q2 expectations with strong cloud revenue growth

Oracle's Q2 performance exceeded expectations, driven by strong cloud revenue and solid financial metrics.
While facing challenges in specific revenue segments, Oracle has opportunities for growth in cloud services and revenue.
Overall, Oracle's financial stability, growth prospects, and strategic focus on cloud services position it well for the future.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Palantir Technologies

Businesses and governments are generating more data than ever, and software companies like Palantir (PLTR 0.17%) and Oracle (ORCL -0.31%) can help them make the most of it. But effective data utilization today relies on a key ingredient -- artificial intelligence -- and both companies stand to gain from the increasing demand for AI services.

Palantir Stock vs. Oracle Stock: Wall Street Says Only 1 Will Head Higher in 2025

An analyst downgraded the stock to sell, citing "gen AI hype" and recent uninspiring" results. The post Oracle Downgraded To Sell On 'Surprisingly Uninspiring' Results After AI-Fueled Rally appeared first on Investor's Business Daily.

Oracle Downgraded To Sell On 'Surprisingly Uninspiring' Results After AI-Fueled Rally

Selects Oracle Health Data Intelligence to improve population health and operational efficiencies  Will use Oracle Clinical Trial Management System to better manage and align patients with clinical trials AUSTIN, Texas , Dec. 18, 2024 /PRNewswire/ -- Nashville General Hospital (NGH), Middle Tennessee's public safety-net hospital serving Davidson County and Nashville, Tennessee, is using Oracle Health CommunityWorks to better support its clinical, financial, and operational needs. Unifying its clinical operations with the new centralized and integrated electronic health records (EHR) across the 150-bed hospital and more than 20 outpatient and clinic settings enables NGH to automate several manual processes and replace disparate legacy systems and devices, simplifying the clinician and patient experience.

Nashville General Hospital Implements Oracle Health CommunityWorks to Simplify Clinician Experience, Enhance Patient Care

Evaluate Oracle's (ORCL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Oracle (ORCL) Reliance on International Sales: What Investors Need to Know

Oracle's Q2 results missed top- and bottom-line estimates, but strong growth in OCI and SaaS segments suggests the miss is an outlier. The Meta deal and partnerships with major AI players indicate sustained demand for Oracle's Cloud Infrastructure, bolstering long-term growth prospects. Despite recent stock decline, Oracle's valuation is attractive with a forward P/E of 31.94x and a projected FY25 EPS of $6.18, suggesting a 13.6% upside.

Oracle Q2 Earnings: The Dip Is An Early Christmas Present For Investors (Rating Upgrade)

MongoDB

The U.S. stock market posted a stellar performance in 2024, with the benchmark S&P 500 index reaching an all-time high closing value of 6,090.27 on Dec. 6.

History Says the S&P 500 Will Surge in 2025. 2 Top Stocks to Buy Before It Does.

The U.S. economy has an incredible track record of producing the world's most valuable companies. United States Steel became the first-ever $1 billion company in 1901, and 117 years later in 2018, Apple became the first company in the world to reach a valuation of $1 trillion.

1 Unstoppable Stock That Could Join Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta, and Tesla in the $1 Trillion Club

Oracle (ORCL -1.10%) share prices have had a strong year on the back of renewed interest due to strength in its cloud infrastructure business. However, the stock was falling following its fiscal 2025 second-quarter results after the company missed analyst estimates and offered tempered guidance.

Oracle Shares Tumble on Lackluster Guidance. Is It Time to Buy the Stock on the Dip or Stay Away?

Oracle (ORCL -1.10%) has been a solid performer on the stock market so far this year with impressive gains of 80% as of this writing. But its impressive rally has come to a halt following the release of the company's fiscal 2025 second-quarter results (for the three months ended Nov. 30) on Dec. 9 as its numbers fell shy of Wall Street's expectations.

Artificial Intelligence (AI) Cloud Spending Is Set to Surge Once Again in 2025. Here's 1 Stock to Buy Before That Happens.

Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

Oracle Corporation (ORCL) Is a Trending Stock: Facts to Know Before Betting on It

Oracle (ORCL -1.83%) reported quarterly financial results that disappointed stock market investors.

Should You Buy Oracle Stock on the Dip?

ORCL's Q2 shows weak margins, heavy AI spending and negative cash flow. Despite cloud growth claims, rising costs and tepid guidance signal it's time to exit.

Oracle Slips on Q2 Earnings & Sales Miss: Time to Sell the Stock?

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Here's Why Oracle (ORCL) is a Strong Growth Stock

City of Nashville, Davidson County, and Nashville Public Schools are turning to Oracle to increase efficiency, improve decision-making, and enhance service delivery AUSTIN, Texas , Dec. 12, 2024 /PRNewswire/ -- The Nashville Metro Government is implementing Oracle Fusion Cloud Applications for finance and HR to support its mission of delivering exceptional services to its growing population. With Oracle Fusion Applications, Nashville Metro Government will transform operational efficiency to better meet the current and future needs of its workforce and constituents.

Nashville Metro Government Selects Oracle Fusion Cloud Applications to Support Growing Population and Fiscal Responsibility

Oracle's recent Q2 miss on EPS and revenue sparked a sell-off, but the declines were minimal, with EPS missing by just $0.01 and revenue missing by $63.95 million. Oracle remains pivotal to AI development, with cloud infrastructure revenue up 52% and GPU consumption surging 336%, driven by record AI demand and AGI database needs. Oracle's forward revenue and EPS growth outpace the sector median, yet shares trade at only a slight premium, offering strong growth at a reasonable valuation.

Oracle: Q2 Earnings, Still Essential For AGI

Apple

Advanced Micro Devices

Missed out on the Magnificent Seven surge, or just looking for me? Oracle, Teradyne, and AMD offer meaningful upside.

Missed Nvidia? Buy Oracle and 2 Other Beaten-Down AI Stocks Now.

Oracle Cloud Infrastructure's robust growth and market share gains have propelled the stock's recent outperformance. However, a near-term double miss disappointed investors at Oracle's recent FQ2 earnings release. Investors shouldn't be unduly concerned about the pullback, as Oracle is well-poised to gain market share over time.

Oracle: The Market Has Given Us An Early Christmas Present (Rating Upgrade)

Leading design-build company deploys Oracle Textura to improve collaboration with subcontractors and better manage lien waivers AUSTIN, Texas , Dec. 11, 2024 /PRNewswire/ -- ARCO, a leading national design-build construction firm, has implemented Oracle Textura Payment Management to streamline and automate its construction payment processes. With Textura, ARCO has transformed the speed and efficiency of its invoicing, improved the secure management of lien waivers and compliance, and enhanced its collaboration with subcontractors.

ARCO Streamlines Construction Payments with Oracle Textura

Alaska Air Group

NVIDIA

US equity averages were little changed on Tuesday as investors waited for the release of inflation data and further economic cues later this week.  At the time of writing, the Dow Jones Industrial Average was steady at 44,427.70 points, while the S&P 500 was at 6,053.44 points.

Dow and S&P 500 flat as markets await US inflation data; Alaska Air Group shares jump, while NVIDIA and Oracle slip

Alphabet

Merck

Alphabet, Oracle, Merck & Co, Canterbury Park and CompX International are included in this Analyst Blog.

The Zacks Analyst Blog Alphabet, Oracle, Merck & Co, Canterbury Park and CompX International

C3.ai

CNBC's Jim Cramer on Tuesday compared Oracle and C3.ai, enterprise software companies in the spotlight as Wall Street continues to flock to many stocks involved with artificial intelligence. "I'd be a buyer of Oracle after this pullback, because the most important parts of the business are still doing great," he said.

Jim Cramer suggests Oracle can be bought on weakness and C3.ai sold into strength

I reiterate a “Sell” rating for Oracle Corporation stock, citing overvaluation with a fair value of $155 per share despite strong cloud growth. Oracle's cloud services, particularly Oracle Cloud Infrastructure, saw robust growth, but high CAPEX spending will challenge free cash flow generation. Oracle forecasts 9%-11% revenue growth and 7%-9% EPS growth for Q3, with significant CAPEX increases anticipated for FY25.

Oracle Q2: Doubling CAPEX In FY 2025, Stock Remains A 'Sell'

Enterprise-software stalwart Oracle Corp ORCL suffered significant volatility during Monday's after-hours session following the release of disappointing financial results.

Oracle's Earnings Fallout Offers Hidden Contrarian Opportunity

Oracle Corp (NYSE:ORCL, ETR:ORC) shares are down around 7.8% following the release of its fiscal second quarter 2025 earnings, as investors reacted to results that fell short of expectations and a cautious outlook for the coming quarter. The company reported earnings per share of $1.47, slightly below the anticipated $1.48, and revenue of $14.06 billion, missing the $14.12 billion forecast by analysts.

Oracle's growth story still intact despite 2Q misses: analysts

Oracle Corp ORCL shares tanked in early trading on Tuesday after the company reported downbeat fiscal second-quarter results.

News for Oracle Stock (ORCL)