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

Oracle stock is having its best year since 1999. But its earnings report Monday will test that rally.

Oracle Earnings Due Soon. Can Tech Giant Keep Its Huge Rally Rolling?

Oracle Corp (NYSE:ORCL) stock was last seen trading at $187.25, shrugging off two price-target hikes to $220 from Jefferies and Guggenheim, respectively.

Red-Hot Oracle Stock Ready for Earnings

Oracle's stock appears overvalued by about 20%, based on a DCF model and comparisons with 5-year averages and Microsoft, its closest peer. Oracle's economic moat is strong in DBMS, ERP, and Cerner, but weaker in other segments like IaaS and hardware. Oracle's growth is projected to accelerate to ~12% in 2026, driven by CapEx in IaaS Cloud, though sustainability without margin impact is doubtful.

Oracle: Why This Is A Good Moment For A Simple Covered Call

Oracle (ORCL 0.82%) was founded in 1977, and it has participated in almost every technology revolution since. It initially rose to prominence on the back of its database management software, but it then helped its business customers prepare for the dawn of the internet, cloud computing, and now, artificial intelligence (AI).

Every Oracle Stock Investor Should Watch This Key Number in December

Adobe

Salesforce

Software companies with strong enterprise relationships and scale could get ahead and gain market share, D.A. Davidson analyst Gil Luria says.

Adobe Stock Is a Better AI Play Than Oracle, Salesforce. The Case to Buy.

In the latest trading session, Oracle (ORCL) closed at $181.41, marking a -1.86% move from the previous day.

Oracle (ORCL) Stock Sinks As Market Gains: Here's Why

Earnings Results to be released on December 9, 2024, After the Close of the Market AUSTIN, Texas , Dec. 2, 2024 /PRNewswire/ -- Oracle Corporation today announced that its second quarter fiscal year 2025 results will be released on Monday, December 9th, after the close of the market.  Oracle will host a conference call and live webcast at 4:00 p.m.

Oracle Sets the Date for its Second Quarter Fiscal Year 2025 Earnings Announcement

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Brokers Suggest Investing in Oracle (ORCL): Read This Before Placing a Bet

Oracle (ORCL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Investors Heavily Search Oracle Corporation (ORCL): Here is What You Need to Know

Oracle shares are set for their best year since 1999 after a 75% surge. The enterprise-computing stock has benefited from strong demand for cloud and AI infrastructure.

Oracle stock is set for its best year since the dot-com boom after a 75% surge

Multisource signaling across proprietary and public safety databases, including JADER, enables sophisticated data mining and GVP-compliant signal tracking globally AUSTIN, Texas , Dec. 2, 2024 /PRNewswire/ -- Oracle today announced new updates to Oracle Life Sciences Empirica Signal and Topics. The latest release of Oracle's market-leading signal detection and management solution extends out-of-the-box database choices for global safety monitoring and enhances the signal review process with versioned case-level annotation that enables users to drill into single-case assessments.

New Updates in Oracle Life Sciences Empirica Streamline Safety Signal Management Compliance in the Cloud

Select customers can begin using Oracle Exadata Database Service on Oracle Database@AWS to simplify the migration and deployment of enterprise workloads to the cloud AUSTIN, Texas , Dec. 2, 2024 /PRNewswire/ -- Oracle today announced the limited preview of Oracle Database@AWS. Customers will now be able to run Oracle Exadata Database Service on Oracle Cloud Infrastructure (OCI) in Amazon Web Services (AWS), starting with the AWS US East Region.

Oracle Database@AWS Available in Limited Preview

Oracle (ORCL 1.17%) is an underappreciated AI stock that investors should not ignore.

How Much Is Oracle Stock Really Worth?

Oracle, Amazon, Microsoft and Alphabet are included in this Analyst Blog.

The Zacks Analyst Blog Oracle, Amazon, Microsoft and Alphabet

ORCL's 8.61X P/S looks rich. Slowing cloud growth and heavy CapEx plans dim outlook.

Is Oracle Stock a Buy, Sell or Hold at a P/S Multiple of 8.61X?

Oracle (ORCL) closed at $190.37 in the latest trading session, marking a +1.27% move from the prior day.

Oracle (ORCL) Laps the Stock Market: Here's Why

Palantir Technologies

The rally in software stocks, led by Palantir stock, will continue in 2025, says a Jefferies analyst, amid improved earnings estimates. The post Why Software Stock Rally Will Extend Into 2025 appeared first on Investor's Business Daily.

Why Software Stock Rally Will Extend Into 2025

Oracle Corporation's shares have risen 21.27%, driven by its pivotal role in AI and healthcare database solutions, making it a strong buy. Oracle Health aims to unify fragmented US healthcare databases, leveraging AI to enhance EHR systems and streamline patient care. Despite competition from Epic Systems, Oracle's versatile AI-driven database architecture positions it favorably in the healthcare market.

Oracle: Disrupting The Healthcare Industry With AI

Oracle stock has rallied 80% this year, with the enterprise tech giant emerging as an AI favorite for Wall Street. The post How Oracle Got Its Mojo Back.

How Oracle Got Its Mojo Back. What's Behind The AI Cloud Push Powering Its 80% Stock Gain.

1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before 2024 Ends

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Zacks.com users have recently been watching Oracle (ORCL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here is What to Know Beyond Why Oracle Corporation (ORCL) is a Trending Stock

Global organizations including The Craneware Group and Vodafone select Oracle Database@Azure to accelerate cloud journeys Oracle Database@Azure is available for the first time in South America and is now generally available in nine Microsoft Azure regions New services and capabilities will help customers meet data governance and compliance requirements AUSTIN, Texas , Nov. 19, 2024 /PRNewswire/ -- The Craneware Group, Vodafone, and organizations from almost every major industry in the world are selecting Oracle Database@Azure to accelerate their cloud migrations and support their most demanding and sensitive workloads. To meet rapidly growing global demand, Oracle Database@Azure is being made available in new regions across the world and new services continue to be added.

Oracle Database@Azure Adds New Regions and Services to Meet Global Demand

One of Canada's largest municipalities enhances customer service and speeds billing with Oracle Energy and Water and Red Clay Consulting AUSTIN, Texas , Nov. 19, 2024 /PRNewswire/ -- Peel Region, a municipality west of Toronto, has implemented Oracle Utilities Customer Care and Billing Cloud Service to enhance service for its water billing account holders. By upgrading its on-premises solution to the cloud, Peel Region now has a modern customer platform that empowers better experiences, more stable and consistent billing and collections, and a solid foundation for future enhancements to water billing services.

Peel Region Innovates in Delivery of Water Billing Services with Oracle Cloud Technology

BlackRock Advantage Large Cap Income ETF

Invesco China Technology ETF

First Trust Long/Short Equity ETF

NEOS Enhanced Income Credit Select ETF

Xtrackers USD High Yield Corporate Bond ETF

iShares MSCI India ETF

Roundhill Magnificent Seven ETF

VanEck Vectors Uranium+Nuclear Energy ETF

Oklo Inc

Invesco S&P 500 Equal Weight Technology ETF

iShares MSCI USA Small-Cap Multifactor ETF

SPDR Portfolio High Yield Bond ETF

SPDR Portfolio S&P 500 ETF

Global X Uranium ETF

iShares Broad USD High Yield Corporate Bond ETF

BondBloxx CCC-Rated USD High Yield Corporate Bond ETF

Technology Select Sector SPDR Fund

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential investment opportunities and market trends. Global X Uranium ETF is seen as well-placed for a uranium bull market, driven by increasing demand for nuclear energy from major tech companies. iShares MSCI India ETF offers exposure to India's fast-growing economy, presenting perhaps a strong investment opportunity despite recent pullbacks due to shifts towards the Chinese market.

News for Oracle Stock (ORCL)