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

German start-up bags Oracle merchandise and financials to disrupt the grocery market with pure online model AUSTIN, Texas and BERLIN , Sept. 26, 2023 /PRNewswire/ -- Online supermarket Flink burst on the scene in 2021 offering consumers in Germany, the Netherlands, and France grocery deliveries in just minutes.

Flink Gets Groceries to Customers in Minutes with Oracle Cloud

Oracle shares fell noticeably in the wake of a poorly received quarterly earnings report. My view is that the earnings report actually highlighted the potential for a significant revenue growth inflection in the near future. Oracle's cloud infrastructure, the transformation of its Cerner acquisition, and market share gains within its cloud apps business are key drivers for future growth.

Oracle: A Growth Inflection Is Coming Into View

Amazon

NIKE

ARM Holdings PLC

Instacart (Maplebear Inc.)

Charles River Laboratories

DoorDash

Dell Technologies

Darden Restaurants

FedEx

Ralph Lauren

T-Mobile US

Uber

Exxon Mobil

Here are some of the tickers on my radar for Friday, Sept. 22, taken directly from my reporter's notebook.

Here are the 13 stocks Jim Cramer is watching, including Amazon, Oracle and Nike

Oracle Corporation (NYSE:ORCL) has reiterated that it expects to generate about $65 billion in annual revenue by the 2026 fiscal year, a target first shared with investors a year ago. The assertion comes after the company last week reported disappointing quarterly earnings, with declining cloud licensing sales sending its share price tumbling.

Oracle reiterates $65B revenue target for 2026

Oracle Corp. ORCL reiterated its fiscal 2026 revenue goals at a meeting with financial analysts in Las Vegas on Thursday. The company affirmed its targets of $65 billion in revenue by fiscal 2026, less than two weeks after its forecast for the current quarter came in lower than Wall Street consensus at the time.

Oracle recommits to $65 billion in revenue by fiscal 2026

Oracle (ORCL) announces the availability of Oracle Database@Azure, MySQL HeatWave Lakehouse on AWS & Oracle Alloy as part of its expanded distributed cloud offerings to meet growing OCI services demand.

Oracle (ORCL) OCI Services Expand Distributed Cloud Offerings

Oracle (ORCL) is set to collaborate with Applied Invention and other key industry players to establish a universal framework for network and data security across on-premises and distributed cloud settings.

Oracle (ORCL) to Restructure Network and Data Security

Oracle (ORCL) is expanding its cloud infrastructure capabilities by incorporating next-generation NVIDIA GPUs and Ampere CPUs into its OCI Compute instances.

Oracle (ORCL) Bets on NVIDIA, Ampere for OCI Compute Instances

Oracle Database@Azure, MySQL HeatWave Lakehouse on AWS, and Oracle Alloy provide organizations with more flexibility to deploy cloud services anywhere LAS VEGAS , Sept. 20, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle continues to expand its distributed cloud offerings to meet organizations' diverse needs and the growing worldwide demand for Oracle Cloud Infrastructure (OCI) services.

Oracle Expands Distributed Cloud Offerings to Help Organizations Innovate Anywhere

MySQL HeatWave increases ease-of-use for customers with vector store, AutoML and Lakehouse enhancements, JSON, and JavaScript support  LAS VEGAS , Sept. 20, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced significant enhancements to MySQL HeatWave, including support for vector store, generative AI, new in-database machine learning features, MySQL Autopilot enhancements, new HeatWave Lakehouse capabilities, support for JavaScript, acceleration of JSON queries, and support for new analytic operators.

Oracle Continues MySQL HeatWave Innovation with Vector Store and New Generative AI Capabilities

Capabilities enable cloud native and Java developers to cost-efficiently build highly responsive applications LAS VEGAS , Sept. 20, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced new application development capabilities to enable developers to rapidly build and deploy applications on Oracle Cloud Infrastructure (OCI).

Oracle Announces New Application Development Capabilities for Oracle Cloud Infrastructure

New features help customers efficiently manage user access, better protect sensitive information, and address regulatory requirements City and County of San Francisco meets user access goals with Oracle Access Governance LAS VEGAS , Sept. 20, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced updates to Oracle Access Governance to help IT teams better assign, monitor, and manage user access to applications and other tech resources.

Oracle Access Governance Helps Organizations Simplify the Security of Critical Digital Resources

New Oracle Cloud HCM employee recognition and rewards capabilities help HR leaders cultivate a strong company culture and drive employee engagement  LAS VEGAS , Sept. 20, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle has added new employee recognition and rewards capabilities to Oracle ME, the employee experience platform within Oracle Fusion Cloud Human Capital Management (HCM).

Oracle Helps Organizations Boost Employee Engagement and Retention

New platform combines business data, analytics, AI models, and intelligent applications to enable customers to achieve better outcomes Oracle Fusion Cloud Applications customers will benefit from deeper insights and faster time-to-action LAS VEGAS , Sept, 20, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced the Fusion Data Intelligence Platform, a next-generation data, analytics, and AI platform that will help Oracle Fusion Cloud Applications customers achieve better business outcomes by combining data-driven insights with intelligent decisions and actions. This new platform, an evolution of the Oracle Fusion Analytics Warehouse product, will deliver business data-as-a-service with automated data pipelines, 360-degree data models for key business entities, rich interactive analytics, AI/ML models, and intelligent applications.

Oracle Announces Next-Generation Fusion Data Intelligence Platform

New self-service AI capabilities, including generative-AI assistants and augmented analytics help organizations improve how data impacts decision making LAS VEGAS , Sept. 20, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today showcased new AI-powered capabilities within Oracle Analytics Cloud.

Oracle Adds AI Capabilities to Oracle Analytics Cloud

The company is growing revenue and profits but that doesn't always guarantee a buy recommendation.

Oracle Stock: Buy, Sell, or Hold?

Oracle CTO Larry Ellison name-dropped Berkshire Hathaway on a recent earnings call when referencing Oracle Cloud growth. There are still a lot of big businesses that have yet to fully unleash the power of the cloud.

Buffett's New Bet on Cloud Computing -- What Investors Need to Know

New enterprise generative AI service helps organizations automate business processes, improve decision-making, and enhance customer experiences LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced the limited availability of Oracle Cloud Infrastructure (OCI) Generative AI service.

Oracle Cloud Infrastructure Delivers Enterprise Generative AI Service

New AI vector similarity search in Oracle Database 23c allows the combination of search on semantic and business data resulting in highly accurate answers quickly and securely  LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced its plans to add semantic search capabilities using AI vectors to Oracle Database 23c.

Oracle Introduces Integrated Vector Database to Augment Generative AI and Dramatically Increase Developer Productivity

New OCI Compute instances with next-generation processors from NVIDIA and Ampere Computing help increase performance and efficiency for GPU- and CPU-based workloads  LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced upcoming availability for new Oracle Cloud Infrastructure (OCI) Compute instances powered by NVIDIA H100 Tensor Core GPUs, NVIDIA L40S GPUs, and Ampere AmpereOne™ CPUs.

Oracle Delivers More Choices for AI Infrastructure and General-Purpose Compute

Oracle collaborates with Applied Invention and other industry leaders to create an open standard for network and data security across on-premises and distributed cloud environments LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced it is participating in an industry-wide initiative to design a new open standard for network and data security that will help organizations better protect their data in distributed IT environments.

Oracle Poised to Revolutionize Network and Data Security

Oracle is ready to cater to Canadian banks for their open banking needs and provide tools as needed when the country make its available, a financial services executive with the cloud computing giant said.

Oracle says it is open banking ready to cater to Canadian banks

Apple

QUALCOMM

Tech stocks have not always been a good source of dividend stocks. In the past, income investors typically avoided the tech sector.

3 Tech Stocks for Dividend Growth Investors

Suncor Energy

Tesla

Coming out of second quarter earnings season, Wall Street analysts have downgraded several notable stocks. These deductions are due to everything from overvaluation and profitability concerns to overheated share prices and rising competition.

Analyst Downgrades: 3 Stocks That Wall Street Is Having Second Thoughts About

Oracle (ORCL) Cloud Infrastructure partners with the Red Bull Ford Powertrains to develop a hybrid engine entirely from scratch.

News for Oracle Stock (ORCL)