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

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Earnings data Q4 2022

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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.

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Cost of revenue

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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

Micron Technology

Pure Storage

Dell Technologies (NYSE: DELL ) COO Jeff Clarke recently said that graphics processing units are artificial intelligence's brain, while networking is its heart and data storage allows it to breathe. In other words, the proliferation of AI, enabled by Nvidia's (NASDAQ: NVDA ) GPUs, is leading to tremendous demand for data storage software.

Nvidia's Midas Touch: 3 Data Storage Stocks Basking in NVDA's Glow

Oracle reported their fiscal Q4 '24 financial results after the bell last Tuesday, June 11th, 2024, and while the numbers weren't great, the stock price reaction was notable. On a P/E basis, the stock looks fairly valued, with the other metrics indicating ORCL trading at 7x revenue, 20x and 32x cash flow and free cash flow (ex-cash), and with a 3% free cash flow yield. The ultimate question is can Oracle change its stripes from an on-premise database provider (the legacy business) to a cloud and now AI leader, which it has been transforming to for the last 15 years?

Oracle Earnings Summary: Missed Estimates, But RPO And Demand Look Robust

Oracle (NYSE: ORCL ) is among the top AI and cloud computing companies that's seeing incredible momentum of late. Now, it's not Nvidia (NASDAQ: NVDA ) like momentum.

Oracle Stock Outlook: Is ORCL a Buy After Q4 Earnings?

Datadog

Oracle impressed investors with its cloud and AI plans. Datadog disappointed the market with its slowing sales growth.

Better Cloud AI Stock: Oracle vs. Datadog

Oracle's focus on cloud infrastructure is bearing fruit, with contracts and revenue on the rise. The company signed about 30 artificial intelligence (AI) contracts worth more than $12 billion in the recent quarter.

Massive News for Oracle Stock Investors

Advanced Micro Devices

Alphabet

Microsoft

NVIDIA

Palantir Technologies

The tech sector is hot, hot, hot. The Nasdaq and S&P 500 are hitting new highs driven by technology companies.

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Oracle's Q4 earnings report showed missed revenue and EPS estimates, but strong growth in cloud infrastructure and operating margins. Company's RPOs surged to $98 billion, with major AI-related deals signed with OpenAI and Google driving optimism. Despite high Capex spending projections for FY25, Oracle's strong free cash flow generation and AI partnerships position it well for future growth.

Oracle: AI Bingo Nearly Complete Thanks To OCI

Adobe

The 'doom & gloom' view of corporate profitability that a noisy market segment appeared to subscribe to last year has largely moved to the fringes thanks to the U.S. economy's resilient performance in the face of the Fed's extraordinary tightening.

The Q2 Earnings Season Gets Underway

Super Micro Computer

One can barely go far today without seeing or hearing the term AI. Artificial intelligence, or AI, has grown exponentially.

3 AI Stocks that Wall Street Loves Almost as Much as Nvidia

Oracle's (ORCL) Exadata win with Panasonic IT affirms its enterprise appeal, signaling strength in mission-critical migrations and potential for revenue growth.

Oracle (ORCL) Cloud Fuels Panasonic's Digital Transformation

Oracle's latest quarterly results indicate that its growth could accelerate. That's thanks to the growing adoption of its cloud AI infrastructure offerings.

Where Will Oracle Stock Be in 1 Year?

Oracle's stock (NYSE: ORCL) price jumped approximately 13% on 12th June, as compared to the 1% rise in the S&P500 index. In sharp contrast, Oracle's peer Adobe (NASDAQ: ADBE) was down 1% over the same period.

Oracle Stock Jumped 13% In One Day, What's Next?

ConocoPhillips

DuPont de Nemours

Many companies are taking risks in the current market and being rewarded for them. Whether striking unconventional partnerships, acquiring a competitor, or breaking up their business, many companies are surprising analysts and investors with bold moves aimed at revitalizing their business and securing their future.

Unconventional Upside: 3 Stocks Defying the Norm for Extraordinary Returns

Amazon

Broadcom

Growth investing has been incredibly rewarding for investors who punched their ticket well ahead of the artificial intelligence (AI) boom. AI hype is giving yet another shot in the arm to the tech sector.

3 Tech Titans Rewriting the Rules of Growth Investing

The artificial intelligence boom is reshaping the technology landscape as industry giants Broadcom, Oracle and Samsung make moves to capitalize on the demand for AI chips and cloud computing resources. From soaring stock prices to ambitious sales targets and chip technologies, these companies are positioning themselves to be key players in the evolving AI market.

AI Money: Broadcom, Oracle and Samsung Unveil Strategies to Dominate AI Market

Organizations reaffirm their commitment to deliver a modern commercial EHR solution to help improve care for our nation's veterans AUSTIN, Texas , June 13, 2024 /PRNewswire/ -- Oracle and the U.S. Department of Veterans Affairs (VA) will continue to work together to deliver a modern electronic healthcare record (EHR) solution that provides a secure and interoperable medical record for our nation's veterans. The contract extension is a testament to the progress Oracle and VA have made to fortify the EHR system over the past two years and deliver measurable improvements that help improve the lives of VA's dedicated practitioners and the veterans they serve.

U.S. Department of Veterans Affairs Extends Oracle EHR Modernization Contract

Is It Too Late to Buy Oracle Stock in 2024?

Panasonic Group's IT subsidiary completes migration of one of its largest internal systems, its sales data analytics system, to Exadata Database Service Successfully reduces database infrastructure cost by 50 percent in the first phase AUSTIN, Texas , June 13, 2024  /PRNewswire/ -- Panasonic Information Systems Co., Ltd. (Panasonic IS), the IT subsidiary of Panasonic Holdings Corporation, has selected Oracle Exadata Database Service on Oracle Cloud Infrastructure (OCI) as the cloud database platform to support the internal systems used by all companies within the Panasonic Group.

Panasonic Information Systems Selects Oracle Cloud Infrastructure to Drive Modernization of Internal Systems Across the Group

In its latest quarterly investor update, Oracle reported a surge in new customer orders.

Should You Buy Oracle Stock After Spectacular Earnings Results?

Six U.S. companies are currently worth $1 trillion or more. Oracle might be set to join that exclusive club as demand soars for its artificial intelligence (AI) data center infrastructure.

1 Unstoppable Stock That Could Join Nvidia, Microsoft, Apple, Amazon, Alphabet, and Meta in the $1 Trillion Club by 2030

Oracle's founder and largest shareholder, Larry Ellison, saw his net worth jump by $14 billion to $152 billion overnight following the company's positive year-end financial results. Oracle's shares surged by 13% on June 11, propelling Ellison up two spots on the Bloomberg Billionaires Index, surpassing former Microsoft CEO Steve Ballmer and Google co-founder Sergey Brin.

Oracle founder Larry Ellison's wealth surges by $14 billion, driven by AI boom

One of the hottest sectors in the economy right now, the tech sector has seen tremendous upside over the past few months. Driven by investments in Artificial intelligence (AI), tech companies have reported blowout quarterly results, which led to a stock rally.

Screaming Buys- 3 Tech Stocks That Are Just Begging to Be Bought

Amid multiple positive news for Oracle Corporation (NYSE: ORCL), including partnerships with major names in the field of artificial intelligence (AI), it is hardly a surprise that ORCL shares have reached a new all-time high (ATH) in price, and analysts are optimistic its gains will continue.

Wall Street predicts Oracle stock price for next 12 months

Major U.S. equities indexes were mixed on a noteworthy day for economic news.

S&P 500 Gains and Losses Today: Oracle Stock Surges Amid New AI Partnerships

Larry Ellison's 42% Oracle stake increased in valued by $18 billion on Wednesday after the software company called for faster revenue growth. Ellison owns about 1.15 million shares in the company he founded more than 45 years ago.

News for Oracle Stock (ORCL)