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 Q3 2021

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

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.

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

C3.ai

Palantir Technologies

Artificial Intelligence is a buzzword of the year and it is heard the most during the earnings season. Each earnings season sees companies talking about their AI investments, goals, and the future of this sector.

3 AI Stocks That Will Make You Even Happier Than Nvidia

The latest trading day saw Oracle (ORCL) settling at $137.51, representing a -1.39% change from its previous close.

Oracle (ORCL) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Advanced Info Service (AIS) Cloud will offer more than 100 Oracle Cloud Infrastructure services and help organizations address relevant regulatory and data sovereignty requirements AUSTIN, Texas and BANGKOK , Aug. 1, 2024 /PRNewswire/ -- Advanced Info Service (AIS), one of Thailand's largest mobile network operators, today announced plans to deploy Oracle Alloy and launch AIS Cloud, the country's first locally owned and operated hyperscale cloud. Oracle Alloy will provide AIS' customers and all enterprises in Thailand, including the public sector, access to more than 100 Oracle Cloud Infrastructure (OCI) services, including the latest artificial intelligence (AI) capabilities.

Advanced Info Service Selects Oracle Alloy to Build Thailand's First Locally Owned and Operated Hyperscale Cloud

NVIDIA

Oracle expands its AI offerings with new Nvidia GPU options on OCI, challenging major cloud providers and catering to businesses of all sizes in the evolving AI landscape.

Oracle challenges cloud giants with new Nvidia AI hardware offerings

Cuts time to access critical patient information in half and significantly reduces time spent on administrative tasks AUSTIN, Texas , July 31, 2024 /PRNewswire/ -- King's College Hospital London, in Dubai (KCH Dubai ), has become one of the first UAE-based health systems to migrate its Oracle Health Electronic Health Record (EHR) to Oracle Cloud Infrastructure (OCI). With OCI, KCH Dubai is improving the security, performance, and usability of the EHR resulting in a better experience for its patients and providers.

King's College Hospital London Improves EHR Performance and Security with Oracle Cloud Infrastructure

Advanced Micro Devices

Salesforce

In recent months, tech stocks have consistently captured investors' attention as a result of explosive advancements in Artificial Intelligence (AI) and an ever-evolving semiconductor industry. These developments have ignited fierce growth and innovation across the sector, bringing numerous tech companies into the spotlight.

What Are the Hottest Tech Stocks Right Now? 3 Top Picks.

Apple

Amazon

CrowdStrike

Cisco Systems

CyberArk Software

Dell Technologies

Alphabet

Intel

MongoDB

Microsoft

Netflix

ServiceNow

Palo Alto Networks

UiPath

QUALCOMM

Dan Ives predicts a tech bull market lasting 2-3 years, driven by Generative AI and investments in enterprise space. Qualcomm's Dr. Vinesh Sukumar on its partnerships and AI ambitions.

Tech Bull Market Just Getting Started - Dan Ives

Arista Networks

Pure Storage

The artificial intelligence era is proving to be quite lucrative for big data companies. In addition to providers of data storage services, firms that specialize in analyzing huge amounts of unstructured data are getting a big boost from the proliferation of AI.

3 Large Data Stocks to Buy for the Booming AI Era

Oracle has existing relationships with 98% of Fortune 500 companies, giving it a significant opportunity to upsell its AI solutions, thanks to its cloud, database, and enterprise software expertise. The company has experienced accelerating growth, powered by strong demand for generative AI.

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

In the most recent trading session, Oracle (ORCL) closed at $137.82, indicating a -0.68% shift from the previous trading day.

Why Oracle (ORCL) Dipped More Than Broader Market Today

Before investing in Oracle (NYSE: ORCL ) stock, it is essential to analyze varying viewpoints in order to soundly decide. Oracle is one of the major companies in the cloud computing and software for enterprise markets.

Is Oracle Stock a Buy Amid Cloud Wars and Valuation Concerns?

Oracle has signed an accord with Rai Way to install its systems for artificial intelligence applications at the Italian infrastructure firm's data centres, the two companies said on Thursday.

Oracle signs deal to use Italy's Rai Way data centres

Oracle Communications managed services to support reliable service delivery and performance for critical IT systems   RIYADH, Saudi Arabia and AUSTIN, Texas , July 25, 2024 /PRNewswire/ -- Salam, a leading Saudi telecom provider, has awarded Oracle a managed services agreement to support its ongoing digital transformation. The collaboration will help Salam expedite operational excellence and enhance the experience it provides customers.

Salam Taps Oracle to Optimize Business Operations and Innovate with New Service Offerings

Intuit

Here is why investing in American software stocks can be a smart move. Technology, and especially software is likely to prosper in the event of a Trump administration.

3 American Software Stocks to Buy if You're Betting on Trump 2024

Oracle (ORCL) announces new user experience capabilities to boost employee productivity and drive success.

Oracle (ORCL) Announces New User Experience Capabilities in HCM

Utah-based mental health organization integrates EHR and behavioral health solutions to help deliver a better care experience for patients and providers Automated revenue cycle processes to drive efficiency and speed reimbursement AUSTIN, Texas , July 24, 2024 /PRNewswire/ -- Odyssey House, a community-based mental health and substance abuse treatment provider in Utah, has gone live with Oracle Health's electronic health record (EHR) and behavioral health solutions at its Martindale Clinic. By replacing its previous health records system with Oracle Health, Odyssey House will be able to further automate billing processes and give clinicians an all-encompassing view of patient data to help make more informed care decisions.

Odyssey House Implements Oracle Health to Help Enhance Patient Care, Improve Revenue Management

New user experience within Oracle Cloud HCM helps employees, managers, recruiters, and specialists increase productivity and accelerate organizational success AUSTIN, Texas , July 23, 2024 /PRNewswire/ -- Oracle today announced new user experience capabilities within Oracle Fusion Cloud Human Capital Management (HCM). Built with Oracle's award-winning consumer-grade Redwood user experience and designed specifically for employees, managers, and specialists, the new Oracle Activity Centers enable users to increase productivity and accelerate progress towards organizational goals.

Oracle Helps HR Teams Boost Employee Productivity and Drive Success

Oracle's (ORCL) growth faces challenges from fierce competition and high valuation, but its strong legacy business and progress in AI-based cloud services offer potential for future expansion.

Oracle (ORCL) Rises 31.4% YTD: Can AI Push Drive It Higher?

BlackBerry

Super Micro Computer

The Internet of Things (IoT) refers to connected technology and devices that can communication between themselves and the cloud. An example is a smart home device communicating to a home's thermostat to adjust the temperature.

3 IoT Stocks That Could Grow Your Wealth

Oracle's new Exascale service enhances flexibility and cost efficiency in cloud computing. The service targets both small businesses and large enterprises, potentially stretching Oracle's market reach in both directions.

Database Rivals on High Alert: Oracle's New Exascale Service Could Change the Game

Oracle labeled as a high conviction idea in enterprise software by Piper Sandler despite the AI industry slowdown. Partnerships, especially with OpenAI, set Oracle up for future AI collaborations and revenue growth. Oracle's financial metrics show a promising outlook with strong revenue and EPS growth projections, indicating high upside potential.

Oracle: Beating AI Slowdown With OpenAI

The tech industry has taken the market by storm. The biggest mover and a hot property today, tech stocks have helped the S&P 500 and Nasdaq hit new highs, making several investors rich.

7 Long-Term Tech Stocks to Buy and Hold for the Next Decade: July Edition

Oracle agreed to pay $115 million to settle a lawsuit accusing the database software and cloud computing company of invading people's privacy by collecting their personal information and selling it to third parties.

Oracle reaches $115 mln consumer privacy settlement

Oracle stock NYSE: ORCL has pulled back nearly 6% from its recent 52-week highs following reports that the company is no longer in talks with Elon Musk's xAI startup for an expanded cloud-computing deal to train large language models. Despite this setback, Oracle has still outperformed the overall market and its sector, with the stock up over 30% year-to-date compared to the benchmark's 16.27% YTD performance.

Oracle Pulls Back After Musk Deal Falls Through, Time to Buy?

HubSpot

Trade Desk

The tech sector has been a reliable place to find stock ideas that outperform the market. This sector is heavily weighted in the S&P 500 and the Nasdaq Composite.

News for Oracle Stock (ORCL)