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

SAN FRANCISCO--(BUSINESS WIRE)-- #5G--The IoT Community Announces Oracle as a Diamond-level Corporate Member in its Elite IoT Ecosystem

The IoT Community Announces Oracle as a Diamond-level Corporate Member in its Elite IoT Ecosystem

AUSTIN, Texas, Sept. 28, 2021 /PRNewswire/ -- Oracle today announced a new payroll solution that will help organizations, starting with Intragovernmental and Nongovernmental organizations (IGOs and NGOs), navigate complex pay rules and policies to efficiently pay any employee, anywhere, in any currency.

Oracle Launches SaaS Payroll Service for IGOs and NGOs

AUSTIN, Texas, Sept. 28, 2021 /PRNewswire/ -- Oracle today announced the availability of the Oracle Exadata X9M platforms, the latest version of the industry's fastest and most affordable systems for running Oracle Database.

Oracle Introduces Next-Generation Exadata X9M Platforms

MADRID and AUSTIN, Texas, Sept. 27, 2021 /PRNewswire/ -- Oracle and Telefonica España today announced a multi-year collaboration to accelerate the telecoms company's cloud adoption and the development of new communication services for consumers and businesses.

Telefonica España and Oracle Announce Collaboration to Accelerate Cloud Adoption

Telefonica SA

Spain's Telefonica signed a multi-year deal with cloud-service provider Oracle to migrate most of its database systems to the cloud, the firms said on Monday, in preparation for the use of 5G and the Internet of Things.

Telefonica to migrate systems onto cloud in deal with Oracle

After rallying earlier in the year, shares of Oracle have stalled after a recent lukewarm reception to the company's fiscal Q1 results. Revenue growth lagged slightly behind expectations, though Oracle beat on the bottom line (which is largely how its stock price is getting judged anyway).

Oracle: The Large-Cap Tech Stock That Is Safe To Invest In

Adobe

Cintas Corp

FedEx

JPMorgan Chase & Co

McKesson

Micron Technology

NIKE

Recent updates on the revisions trends have been somewhat disconcerting, as you can see in the chart below that tracks the evolution of Q3 earnings growth expectations.

Making Sense of the Q3 Earnings Picture and Beyond

Information technology and cloud computing have traditionally been sectors with companies trading at phenomenal valuations owing to their relatively strong level of resilience as compared to broader markets. However, there is a common trend of contraction of valuation multiples among older IT companies which are relatively slow in innovating.

Oracle: Multiples Expansion Is Long Overdue

TORONTO--(BUSINESS WIRE)--StackAdapt (www.stackadapt.com), the leading self-serve programmatic advertising platform, today announced it is the first demand-side platform (DSP) to integrate Oracle Moat Measurement's new Moat Outcomes API into its offering for retail and consumer packaged goods (CPG) advertisers. The API integration allows StackAdapt to provide its mid-market retail and CPG customers with access to real-time measurement and attribution metrics that were formerly unavailable to th

StackAdapt's New Oracle Moat Integration Allows Mid-Market Retail and CPG Brands and Their Agencies to Easily Access Enterprise-Grade, Real-Time Attribution and Measurement Metrics for the First Time

LONDON and AUSTIN, Texas, Sept. 23, 2021 /PRNewswire/ -- BT Group—the UK's largest mobile and broadband provider—has selected Oracle Communications Cloud Native Converged Policy Management to optimize its network resources and bring new 5G offerings to market faster.

BT and Oracle to accelerate delivery of new 5G services in the UK

Lennar

We know that the earnings picture remains strong, even though the growth pace is expected to decelerate significantly in Q3 and beyond. What we don't know at this stage is.

What Will Q3 Earnings Season Show?

Oracle has outperformed the market over the past 90 days by 10.52%, generating a 12.99% return for its investors over the time period. Now, given this information, it may seem like price appreciation alone is the best way to have made money on this stock, that's not actually the case.

Here's How Much You Would Have Made Owning Oracle Stock In The Last 15 Years

Kaltura

AUSTIN, Texas, Sept. 22, 2021 /PRNewswire/ -- Oracle today announced that Kaltura (Nasdaq: KLTR), the Video Experience Cloud with millions of active users, selected Oracle Cloud Infrastructure (OCI) to support its growth and accelerate its global expansion.

Kaltura Selects Oracle as a Strategic Cloud Infrastructure Provider and the Companies Extend their OEM Partnership in Push to Expand Video Services

Oracle's (ORCL) Fusion Marketing forms a part of the company's broader Advertising and Customer Experience (CX) solution platform.

Oracle (ORCL) Rolls Out AI-Powered Fusion Marketing Solution

Oracle Corporation Japan (OCLCF) Management on Q1 2022 Results - Earnings Call Transcript

Oracle (ORCL) will also make an investment of ??150 million in Oxford Nanopore.

Oracle (ORCL) Partners With Oxford Nanopore to Boost Research

Cisco Systems

Microsoft

SAP SE

SAP's latest carbon footprint management offering will help companies to enhance transparency and measurement functionality across the supply chain operations to lower greenhouse gas emissions.

SAP Rolls Out New Product Footprint Management Solution

NICOSIA, Cyprus and AUSTIN, Texas, Sept. 20, 2021 /PRNewswire/ -- Cablenet Communication Systems Ltd, a Cyprus-based communications service provider, leverages Oracle Communications converged charging, policy and billing solutions to quickly monetize new and existing products and deliver a better customer experience.

Cablenet Monetizes Fast Growing Mobile Business with Oracle

Which mature tech stock is the better long-term investment?

Better Blue-Chip Tech Stock: Cisco Systems vs. Oracle

Oracle Corp (NYSE: ORCL) launched Oracle Fusion Marketing to help marketers execute campaigns that generate sales opportunities and accelerate deal cycles. Fusion Marketing uses artificial intelligence (AI) to automatically score leads at the account level, predict when consumers are ready to talk to a salesperson, and generate a qualified sales opportunity in any CRM system.

Oracle Launches Fusion Marketing For Automatic Lead Generation

Oracle's stock has fallen 11% since the end of FY 2021 (ended May 2021). As per Trefis' Oracle's valuation of $95, the stock currently looks to be below its near term potential.

Where Is Oracle's Stock Headed?

AUSTIN, Texas, Sept. 20, 2021 /PRNewswire/ -- To help marketers execute campaigns that generate highly qualified sales opportunities and accelerate deal cycles, Oracle today announced Oracle Fusion Marketing.

Oracle Announces Fusion Marketing, the First Solution to Fully Automate Lead Generation and Qualification

Oracle Corp announced on Monday a new system that it says will use artificial intelligence to automate key parts of digital marketing campaigns.

Oracle uses AI to automate parts of digital marketing

OXFORD, England and AUSTIN, Texas, Sept. 20, 2021 /PRNewswire/ -- The fast spread of the highly infectious Delta variant underscores the need for faster identification of COVID-19 mutations.

University of Oxford and Oracle Cloud System Helping Researchers Identify COVID-19 Variants Faster

Costco

Unlike Q3 GDP growth estimates, earnings expectations for the period have not been revised lower, but the revisions trend has nevertheless lost its earlier momentum.

News for Oracle Stock (ORCL)