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

Tesla

U.S. companies have a long history of creating more value than any others in the world. Five American technology companies currently have valuations of more than $1 trillion.

Prediction: 3 Unstoppable Stocks Set to Join Apple, Microsoft, Amazon, Alphabet, and Nvidia in the $1 Trillion Club by 2030

Stanley Druckenmiller (Trades, Portfolio) is a billionaire investor and the founder of Duquesne Capital Management. He is a macroeconomic specialist who uses both bottom-up fundamental analysis and technical charts to make investing decisions.

Stanley Druckenmiller Loads Up on Oracle in the 2nd Quarter

Oracle (ORCL) Cloud Infrastructure receives authorization to host classified TS/SCI missions by the U.S. Intelligence Community.

Oracle (ORCL) Achieves Authorization for Top-Secret Cloud Data

Apple

AbbVie

Adobe

Automatic Data Processing

American Electric Power Company

Applied Materials

Advanced Micro Devices

Broadcom

Cisco Systems

Dominion Energy

Duke Energy

Eversource Energy

General Motors

Alphabet

Intuit

A summer swoon that has been chipping away at stocks since early July was egged on Tuesday with news that Americans have hardly curbed their spending.

Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies

IonQ

NVIDIA

ChatGPT took the world by storm in late 2022. Moving forward, investors looking to cash in on the AI revolution have two choices: bet on a company they think can win the AI race, or bet on the companies necessary to run AI.

AI "Gold Rush": Focus on 3 Stocks Selling the "Picks"

Tractor Supply

Allstate

American Tower

Best Buy

Home Depot

Invitation Homes

Kroger

Eli Lilly

Lowe's

Microchip Technology

Morgan Stanley

Newmont Mining

Parker-Hannifin

Snap-on

Steel Dynamics

Texas Instruments

Vici Properties

In the comment section of a recent MarketWatch article listing stocks with high dividend yields that were expected to be well supported by the companies' cash flow, a reader suggested that it would have been useful to look at the stocks' performance as well. After all, if you begin with a high dividend yield but watch share price decline over the years, your overall return might be lousy.

These 20 dividend stocks have been the best income growers in the S&P 500

Oracle expands support for the U.S. Intelligence Community and  Department of Defense  AUSTIN, Texas , Aug. 15, 2023 /PRNewswire/ -- Oracle today announced the U.S. Intelligence Community has authorized Oracle Cloud Infrastructure (OCI) to host Top Secret/Sensitive Compartmented Information (TS/SCI) missions. With fully redundant and geographically dispersed data centers, Oracle National Security Regions (ONSRs) are secured to the highest U.S. government classification levels for Top Secret/SCI workloads and are supported by government-cleared U.S. citizens, and only connected to U.S. government classified networks.

Oracle Achieves Top Secret Cloud Authorization

Autodesk

CrowdStrike

When it comes to innovation and machine learning, these 3 top machine learning stocks are undoubtedly leading the industry. It is amazing to see how much technology has advanced in recent years and how each of them has benefited from this development.

3 Machine Learning Stocks to Buy Before the Breakout

The American technology sector has created more value than any other in history. Artificial intelligence (AI) could be the technology that propels Oracle and Advanced Micro Devices into that exclusive club.

These 2 Incredible Growth Stocks May Seem Small Now but Could Cross a $1 Trillion Market Cap by 2033

Airbnb

Chevron

Disney

New Linde PLC

Oracle, Chevron, Linde, The Walt Disney, and Airbnb are part of the Zacks top Analyst Blog.

The Zacks Analyst Blog Oracle, Chevron, Linde, The Walt Disney, and Airbnb

C3.ai

AI stocks have already had such a stellar run in 2023 that it's fair to ask if there's anything left. The answer, of course, is yes.

The 3 Best AI Stocks to Buy in August

Latest addition to industry's first distributed cloud portfolio now available as a single rack in customer data centers AUSTIN, Texas , Aug. 9, 2023 /PRNewswire/ -- Oracle today announced Oracle Compute Cloud@Customer, a rack-scale cloud infrastructure that enables organizations to use Oracle Cloud Infrastructure (OCI) compute services anywhere. With Compute Cloud@Customer, customers can develop, deploy, secure, and manage workloads using the same software stack as OCI in deployments as small as a single rack.

Oracle Delivers OCI Compute Services Anywhere with Compute Cloud@Customer

Amazon

The cloud consists of data centers loaded with servers and data storage systems. All of those data centers, of course, contain huge amounts of data.

The 3 Best Cloud Computing Stocks to Buy in August

With Oracle Communications, fast-growing Saudi telco will optimize operations and expedite delivery of new 5G services RIYADH, Saudi Arabia and AUSTIN, Texas , Aug. 8, 2023 /PRNewswire/ -- Salam (previously known as Integrated Telecom Company) has selected Oracle to drive 5G innovation across the Middle East. Recently recognized as Saudi Arabia's fastest growing and most innovative telecom brand, and part of the Mawarid Media & Communications Group (MMCG) and Mawarid Holding Company, Salam will utilize Oracle Communications' monetization and unified operations solutions to help quickly deliver differentiated services to its consumer and enterprise customers.

Salam Collaborates with Oracle to Accelerate Digital Transformation

Broadstone Net Lease

Bank of Nova Scotia

BRT Apartments

Cardinal Health

Chimera Investment

Canadian Imperial Bank of Commerce

Eastman Chemical

Gap Inc

GlaxoSmithKline

Iron Mountain

Illinois Tool Works

Coca-Cola

Leggett & Platt

Medtronic

In July, we received a dividend income total of $1,421.13. The $200 dividend from Canada Imperial was reinvested and acquired almost 5 more shares, adding more income. July was probably one of the lowest number of stocks increasing their dividend for me.

Dividend Income Summary: Lanny's July 2023 Summary

News for Oracle Stock (ORCL)