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

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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

Tesla

Oracle co-founder Larry Ellison disclosed a $1 billion stake in Tesla in late December. It's now worth about $580 million.

Oracle's Larry Ellison has gotten crushed on his Tesla investment this year

Shares of IBD 50 stock Veeva Systems jumped Wednesday as an analyst suggested Veeva has secured a sizable chunk of the clinical data management market. Veeva stock rose in early trading.

How This IBD 50 Stock Is Taking On Medidata, Oracle — And Gaining

U.S. database and cloud computing company Oracle is planning to lay off more than 900 people from its China operations, local media reported, citing an internal announcement Tuesday morning.

Oracle is laying off more than 900 people in China, reports say

Amazon

GCP Applied Technologies

Alphabet

Microsoft

VMware

Masters of Cloud is a three-part series aimed at understanding the cloud market and identifying potentially high return stock(s).

Masters Of Cloud, Part 1: The Players

Amazon and Microsoft are said to be the finalists for a government contract that could be worth as much as $10 billion.

IBM and Oracle are reportedly out of the running for $10 billion government cloud contract

Oracle posted another in line quarter with revenue and EPS near what consensus expected.

Oracle: In Line Quarter But Upside In Sight

Oracle (ORCL) recently struck a deal with TruOptik with an aim to assist marketers to bring precision in targeting audience.

Oracle (ORCL) & TruOptik Team Up to Enhance Ad Platforms

The Oracle CEO's recent dismissal of the young database start-up could be worrisome for shareholders.

Should Oracle Investors Be Worried About MongoDB's Success?

Following the company’s Q3 FY ’19 results on March 14, Oracle stock initially dipped but recovered quickly thereafter.

Surface Cracks In Oracle's 2 Growth Pillars

You'll find a wide range of businesses paying more to their shareholders.

3 Stocks Delivering Big Dividend Hikes for 2019: Oracle

The tech giant posts another buyback-fueled earnings beat as its sales growth stagnates.

Oracle "Buys" Another Earnings Beat, and Wall Street Shrugs

Cisco Systems

One of these mature tech stocks is clearly a better investment than the other.

'Better Buy': Cisco Systems vs. Oracle

Oracle Corporation shares dropped Friday morning despite the company reporting a fiscal third-quarter earnings beat and providing fourth-quarter guidance that exceeded Wall Street’s expectations

Analysts Say Oracle's Outlook Is Uncertain Following Earnings Beat

Oracle benefits from strong adoption of its cloud-based solutions. Also, alliance with Accenture is helping the company to rapidly expand its cloud-base clientele.

Oracle (ORCL) Earnings & Revenues Surpass Estimates in Q3

Oracle Corporation (NYSE: ORCL) shares ticked incrementally higher in Thursday's after-hours session following a quarterly earnings beat.

Oracle Beats Q3 Earnings Estimates

Oracle reported its fiscal Q3 results on Thursday, March 14. The company beat expectations on revenue and EPS, driven by traction in cloud.

Oracle Q3: Cloud Continues To Surprise

Oracle Corporation (ORCL) CEO Safra Catz and Mark Hurd on Q3 2019 Results - Earnings Call Transcript

Looking for insight on the global economy? Oracle’s earnings later today could be something to consider watching.

Global Barometer: Oracle Earnings Could Provide Insight On Economy

Oracle Corp. is scheduled to release its fiscal third-quarter financial results after the markets close on Thursday.

What to Expect When Oracle (ORCL) Reports After the Close

Adobe

Salesforce

Intuit

This top software stock had a very difficult 2018, and it also will report after the close on Thursday.

Jefferies Out With 4 Must-Own Sizzling Software Stocks

Oracle will report its fiscal Q3 results on Thursday, March 14. If the company can continue to build on Larry Ellison’s Analyst Day narrative and again beat consensus expectations as it did in Q2, the stock’s valuation could have some upside.

Can Oracle Continue Surprising The Market In Q3?

Oracle Corporation's strategy of rewarding shareholders at the expense of investing in growth may not serve it well in the long run, according to Nomura Instinet.

Oracle Can't Keep Up $10B In Buybacks Per Quarter, Nomura Instinet Says In Double Downgrade

Oracle Corp.'s  frantic share repurchases can't last forever and a rude awakening could be coming for the stock, an analyst warned Monday morning in downgrading the stock.

News for Oracle Stock (ORCL)