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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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

Oracle stock has been falling for most of the second half of 2023. Blame a slowdown in parts of the company's cloud software business.

Oracle Stock Falls Again -- Is It a Top AI Stock Buy for 2024?

Oracle (ORCL) announces that the Oracle Database@Azure service is now generally available in the Microsoft Azure East U.S. region.

Oracle (ORCL) Service Boosts East U.S. Azure Datacenters

Wall Street is split on whether stocks are in a bull or bear market right now, but the debate will soon be over. With a new bull market potentially around the corner, now is a great time to buy high-quality stocks.

A Bull Market Is Coming: 1 Super Artificial Intelligence (AI) Stock to Buy Hand Over Fist and Hold Forever

Oracle's overall cloud business slowed in the fiscal second quarter, contributing to a revenue miss. Demand for cloud infrastructure remains strong, and Oracle plans to meet that demand by greatly expanding its data center footprint.

What Investors Need to Know About Oracle's Cloud Slowdown

Oracle posted a mixed second-quarter earnings report. Its margins are still improving, and its free cash flow is rising.

3 Reasons to Buy Oracle Stock, and 3 Reasons to Sell

BlackBerry

Looking ahead to 2024, conditions appear to favor a continued rally in the stock market. Inflation keeps falling, the economy remains strong, bond yields are in decline, and the U.S. Federal Reserve could begin lowering interest rates as soon as March.

3 Stocks to Buy on Any 2023 Pullback to Ride Into a 2024 Rally

Oracle (ORCL) achieves the milestone of being the first hyperscale to establish two cloud regions in Chile.

Oracle (ORCL) Makes History With Two Cloud Regions in Chile

Oracle database services running on Oracle Cloud Infrastructure are deployed directly in Microsoft Azure datacenters AUSTIN, Texas , Dec. 13, 2023 /PRNewswire/ -- The first Oracle Database@Azure service is now generally available in the Microsoft Azure East US region. Oracle will operate and manage Oracle Exadata Database Service, the first of several planned Oracle database services to run on Oracle Cloud Infrastructure (OCI) in Azure datacenters.

Oracle Announces the General Availability of Oracle Database@Azure

Oracle NYSE: ORCL had a weaker-than-expected FQ2 relative to analysts' expectations, but the outlook is as robust as ever. The biggest takeaway from the report is that weakness was caused by insufficient capacity, and capacity is ramping.

Oracle's "weak" results amplifies the outlook for AI accelerators

Oracle Cloud Infrastructure (OCI) continues to expand its global cloud region footprint with 48th public cloud region New region in Valparaíso extends Oracle's commitment to helping organizations across one of South America's largest economies move to the cloud More Chilean organizations across all industries can now benefit from OCI's high performance and security, powerful data and analytics, and distributed cloud capabilities AUSTIN, Texas , Dec. 12, 2023 /PRNewswire/ -- Oracle today announced the opening of a second Oracle Cloud Region in Chile, making it the first hyperscaler to have two regions in the country. With the new Oracle Cloud Valparaíso Region and the existing region in Santiago, Oracle will help organizations across all industries in Chile strengthen business continuity while addressing data residency and sovereignty requirements.

Oracle Becomes the First Hyperscaler with Two Cloud Regions in Chile

Oracle Corporation (NYSE:ORCL) and its Software-as-a-Service unit is too reliant on existing customer migrations, according to Jefferies analysts. Despite expectations for a rebound in the second quarter following a seasonally weak first quarter, Oracle reported disappointing results with revenue coming in at $12.9 billion, a 4% year-over-year increase but falling short of the Street's estimate of $13.1 billion.

Oracle faces headwinds as analysts concerned over cloud growth

Shares of software giant Oracle registered one of their worst days ever Tuesday after delivering subpar quarterly results, taking down the fortune of the firm's billionaire chairman Larry Ellison in the process.

Larry Ellison's Net Worth Plummets $16 Billion As Oracle Stock Tanks 12%

Oracle Corp. (ORCL) shares plunged on Tuesday after the tech giant reported fiscal second-quarter earnings that missed on revenue and cloud growth expectations.

Oracle Stock Plunges After Revenue Miss, Slower Cloud Growth

Oracle beat earnings expectations in fiscal Q2, but sales came in weaker than anticipated. Growth for Oracle's cloud business looks underwhelming.

Why Oracle Stock Is Plummeting Today

Centene

U.S. equities were slightly higher at midday as the latest report on consumer prices showed headline inflation easing ahead of tomorrow's decision from the Federal Reserve on interest rates in the policymakers' final meeting of 2023.

Midday Movers: Centene Rises as Costs Fall, Oracle Tumbles on Cloud Sales Miss

Defiance Next Gen Connectivity ETF

iShares North American Tech-Software ETF

First Trust NASDAQ Technology Dividend Index Fund

FMC Excelsior Focus Equity ETF

FT Cboe Vest Technology Dividend Target Income ETF

Oracle (ORCL) provided downbeat revenue guidance, citing strong competition in the cloud-computing industry. However, it beat earnings estimates.

ETFs in Focus Post Oracle's Fiscal Q2 Earnings

The shares of Oracle Corp (NYSE:ORCL) are plummeting today, down 11.6% to trade at $101.84, one of the worst stocks on the Nasdaq Composite (IXIC).

Oracle Stock Slides on Revenue Miss, Weak Forecast

As Oracle Corp. shares headed for their second sharp post-earnings selloff in as many quarters, some bulls saw a silver lining.

Oracle earnings disappoint again — but is the glass half full?

Oracle shares fell more than 10% at market open Tuesday after coming up short on revenue for its fiscal second quarter in its Monday earnings report.

Oracle shares fall more than 10% on light cloud revenue

Oracle's (ORCL) fiscal second-quarter performance benefits from a steady adoption of Gen 2 Cloud, Fusion and Autonomous Database despite slow cloud revenue growth.

Oracle (ORCL) Q2 Earnings Beat Estimates, Revenues Miss

Markets had a minimal response to mixed inflation data. Oracle shares fell after the software giant's most recent financial report.

Oracle's Falling, but You Won't Want to Miss This Soaring Biotech Stock

Oracle Cloud EPM positioned as a Leader based on "Completeness of Vision" and "Ability to Execute" AUSTIN, Texas , Dec. 12, 2023 /PRNewswire/ -- Oracle has been named a Leader in the 2023 Gartner® Magic Quadrant™ for Financial Planning Software and the 2023 Gartner® Magic Quadrant™ for Cloud Financial Close and Consolidation Solutions. In both reports, Oracle was recognized as a Leader for its Ability to Execute and Completeness of Vision for Oracle Fusion Cloud Enterprise Performance Management (EPM).

Oracle Named a Leader in 2023 Gartner® Magic Quadrant™ Reports for Financial Planning Software and Financial Close and Consolidation Solutions

Having delivered a strong six weeks of trading to investors, with a 15% gain since the end of October, shares of Oracle Corp NYSE: ORCL were being closely watched last night. The tech titan was due to release their Q2 earnings after the bell rang to end Monday's session, and when it came to grabbing headlines, it didn't disappoint.

Oracle's stock just went on sale

Wall Street analysts are skeptical as to whether the software company's attempts to compete in data-center infrastructure with bigger rivals will pay off.

Oracle Falls Short. Why Analysts Are Worried About Data-Center Competition.

Oracle Corp.'s cloud-services revenue slowed for the second consecutive quarter, hitting a sharper speed bump Monday, just as it plans to embark on a potentially risky move of adding a large number of data centers.

News for Oracle Stock (ORCL)