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

Apple

AudioCodes

Intel

NVIDIA

Vipshop Hlds

Investors have been mistakenly told by Wall Street that simply index investing is the best way to make money. This couldn't be more wrong.

Investor Alert: Don't Let Wall Street Fleece You

AbbVie

Aspen Technology Inc

Alibaba

Bristol-Myers

British American Tobacco

Cboe Global Markets

Cisco Systems

eBay

McKesson

Altria

Polaris

Philip Morris

SEI Investments

T. Rowe Price Group

Optimism about effective vaccines coming soon have sent the market back to record highs, ending the pullback. For the rest of the year, the pandemic is expected to continue getting worse. JPMorgan estimates a 20% to 25% probability of a double-dip recession and a 22% bear market.

The 15 Highest Quality Blue Chips To Buy With Market At All-Time Highs

Larry Ellison, the billionaire who co-founded software giant Oracle in the late 1970s, has a long history of kooky but wicked-smart ideas. Long before cloud computing was a thing, for instance, Ellison proselytized the premature notion of a network computer. Later he picked up a disgraced ex-computer hardware CEO, the late Mark Hurd, and made him an Oracle selling machine. Then there was the time a few years ago when Ellison seriously considered swapping a giant chunk of Oracle stock for SoftBank's stake in Chinese e-commerce giant Alibaba. This never-before-reported gambit didn't see the light of the day because Oracle's board of directors squashed it. Given how much Alibaba's stock has outperformed Oracle's, it would have been a hell of a trade. But that's another story.

Larry Ellison's wacky TikTok plan exposes Oracle's glaring problem

Walmart

ByteDance has filed a petition in the D.C. Circuit Court of Appeals to extend the Nov. 12 deadline of a forced sale to Walmart Inc (NYSE: WMT) and Oracle Corporation  (NYSE: ORCL), the Wall Street Journal reports.

TikTok Seeks Extension Of US Deadline On Forced Sale To Oracle, Walmart

Oracle has been among the most secretive of the Silicon Valley tech giants when it comes to sharing information about the makeup of its workforce, and had been facing some shareholder pressure on diversity.

Oracle finally releases detailed diversity numbers, and they aren't great

Intuit

ORCL vs. INTU: Which Stock Is the Better Value Option?

We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Peltz's recent General Electric losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let's examine the smart money sentiment towards Oracle Corporation (NASDAQ:ORCL).

Was The Smart Money Right About Oracle Corporation (ORCL)?

SAN FRANCISCO--(BUSINESS WIRE)-- #ChainLink--JustLink is a decentralized oracle project developed by JUST Foundation. JustLink is the first decentralized blockchain oracle on the TRON network.

JustLink Launches, TRON's First Blockchain Oracle Goes Live

In the cloud services space, profitability does not seem to matter anymore, while higher expected growth means everything. Oracle has taken a very different and more long-term oriented approach, which could easily make the company a superior investment.

Oracle: High Quality Businesses Are Not Necessarily Expensive

Enterprise IT solutions platform Oracle is introducing new cloud services to provide smaller banks with the ammunition to fight large-scale money laundering schemes, Oracle said in a statement on Wednesday (Oct. 28). The Oracle Financial Crime and Compliance Management Cloud Service delivers extensive cybersecurity capabilities to financial institutions (FIs) of all sizes.

Oracle Launches New Cybersecurity Apps To Help Small Banks

REDWOOD SHORES, Calif., Oct. 28, 2020 /PRNewswire/ -- Oracle today announced new cloud services to help mid-sized banks combat money laundering and outsmart financial crime. Oracle Financial Crime and Compliance Management Cloud Service brings two decades of experience in fighting big...

Oracle Brings Big Bank Anti-Money Laundering Protection to Smaller Institutions

Salesforce

SAP SE

Having large amounts of revenue exposed to traditional customer relationship management (CRM) software historically has been more of a company-by-company trend than it used to be.

Are SAP Woes Bad for Oracle and Salesforce?

The US government makes its case in court.

TikTok-Oracle deal and a potential US ban: Everything you need to know

Simulations Plus

ORCL vs. SLP: Which Stock Is the Better Value Option?

ORCL vs. SLP: Which Stock Should Value Investors Buy Now?

Oracle, on the other hand, was mostly unaffected. However, it has also failed to gain momentum, as some other technology company managed to do.

Big databases and annoyed clients

Oracle Is Becoming Prominent Again

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock?

Why Is Oracle (ORCL) Up 6.7% Since Last Earnings Report?

The U.S. government said in a court filing on Thursday it was appealing a judge's ruling that prevented it from prohibiting new downloads of the Chinese-owned short video-sharing app TikTok.

U.S. appeals judge's ruling that blocked U.S. ban on TikTok downloads

Alphabet

In a case with major implications, the justices wrestled with a high-tech dispute over computer code using low-tech analogies.

Supreme Court Hears Copyright Battle Between Google and Oracle

A historic, multibillion-dollar lawsuit between Oracle and Google may come down to the jumbled attempts on Wednesday by eight Supreme Court justices to find an appropriate analogy to describe common computer code.

Supreme Court puzzles over the nature of software in landmark Google v. Oracle case

Alphabet Inc.’s Google and Oracle Corp. took their decadelong, multibillion-dollar copyright case to the U.S. Supreme Court on Wednesday, each arguing the future of innovation hinges on its outcome.

Google, Oracle face off in Supreme Court in largest software development case ever

The legal battle is a decade in the making.

Google and Oracle clash in software copyright case before Supreme Court

The Supreme Court heard arguments in Google v. Oracle on Wednesday, a blockbuster case concerning copyright law's applications to computer code.

Justices wary of upending tech industry in Google v. Oracle Supreme Court fight

Increased spending by restaurateurs on digitally transforming their business processes, is expected to bolster the adoption of Oracle's (ORCL) restaurant POS solutions.

Oracle's POS Chosen by Paytronix to Boost Digital Experience

The U.S. Supreme Court will hear arguments Wednesday in a copyright infringement suit charging Google, now Alphabet Inc.

News for Oracle Stock (ORCL)