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 Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q3 2023

Earnings data Q4 2023

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Earnings data Q3 2024

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Earnings data Q1 2025

Earnings data Q2 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.

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's (ORCL) Cloud VMware Solution is gaining traction among major global organizations as they seek to modernize their infrastructure and migrate critical applications to the cloud.

Oracle (ORCL) Cloud VMware Fuels Global Shift, Boosts Options

CACI

CRA International

Ensign Group

Hawkins

Mama's Creations Inc

QUALCOMM

Despite continued macro uncertainties in the global economy, growth stocks have continued to be on a tear. While it may be tempting to take profit with some of these winners, among them are stocks best considered to be growth stocks to hold.

7 Unstoppable Growth Stocks to Buy and Hold for the Long Haul

Amazon

Snowflake

As network connectivity improves worldwide, so does the ability to integrate wireless technologies like cloud computing. With these advancements, what were previously niche tech sectors have come to the forefront of the stock market.

3 Next-Gen Cloud Stocks to Supercharge Your Returns

Oracle may no longer score a big cloud contract from Musk's AI startup, but Oracle stock analysts are still bullish.

Oracle's AI Pipeline Still Strong Even Without Musk Startup Deal, Analysts Say

Apple

Microsoft

Taiwan Semiconductor Manufacturing

To gain an edge, this is what you need to know today.

TSMC Sales Jump 40% On AI Demand, Microsoft And Apple Give Up OpenAI Board Seats, Musk Ditches Oracle

Ahold Delhaize, Hitachi Construction Machinery, Lemtrans, and Mazda Motors Logistics Europe N.V. move their business-critical VMware environments to Oracle Cloud VMware Solution  Latest OCI Compute with AMD, Intel, and NVIDIA processors give Oracle Cloud VMware Solution customers greater scale, performance, and address new use cases like virtual desktops and AI and ML AUSTIN, Texas , July 10, 2024 /PRNewswire/ -- Global organizations across industries including Ahold Delhaize, Hitachi Construction Machinery, Lemtrans, and Mazda Motors Logistics Europe N.V.

Global Organizations Boost Growth with Oracle Cloud VMware Solution

Oracle (ORCL) announces a significant partnership with Palantir, certifying the latter's Foundry Platform and Artificial Intelligence Platform on Oracle Cloud Infrastructure.

Oracle (ORCL) Partners With Palantir to Accelerate AI Adoption

New Oracle Argus and Safety One Intake enhancements make it easier for pharmacovigilance teams to increase efficiency and address global regulatory compliance AUSTIN, Texas , July 10, 2024 /PRNewswire/ -- Oracle today announced new capabilities in its AI-supported Oracle Argus and Safety One Intake solutions to help life science organizations meet evolving regulatory requirements and the rising volume of adverse event case workloads. With new enhancements designed to increase productivity, improve data privacy, and enhance reporting, users can more efficiently address dynamic, country-specific regulations and requirements, and speed the reliability and transparency of safety case management from clinical trials through post-marketing surveillance.

Oracle Advances Safety Case Management for Life Science Organizations

Oracle (ORCL) shares shed 3% on Tuesday after a report from The Information said talks between the computing giant and Elon Musk's xAI over a potential $10 billion server deal had ended. Musk later posted on X that the xAI has opted to build its own system for greater control over the speed of its completion.

Watch These Oracle Stock Price Levels as Talks With Elon Musk's xAI End

Oracle is reportedly no longer in talks with Elon Musk's xAI startup for an expanded cloud-computing deal.

Oracle Stock Falls On Report That Talks Are Off For Cloud Deal With Elon Musk's AI Startup

Elon Musk's artificial intelligence startup xAI decided to bring some computing back in-house, hitting Oracle.

Oracle Stock Falls After xAI Goes It Alone.

A potential $10 billion deal between Oracle and xAI could not go through as Elon Musk announced he will be buying chips directly from Nvidia.

Oracle stock plunges as xAI talks fail

Billionaire Elon Musk's artificial intelligence startup xAI and tech giant Oracle have ended talks on a potential $10 billion server deal, the Information reported on Tuesday.

Oracle and Musk's xAI's $10 bln server deal talks lapse, the Information reports

Palantir Technologies

Today, Oracle (NYSE: ORCL ) announced that the Foundry Platform and Artificial Intelligence Platform (AIP) made by Palantir (NYSE: PLTR ) are available across all its distributed cloud deployment options. That includes its popular Oracle Cloud Infrastructure (OCI).

PLTR Stock: Palantir and Oracle Double Down on Cloud, AI Innovations

Palantir's Foundry and Artificial Intelligence Platform are certified on OCI and now generally available AUSTIN, Texas , July 9, 2024 /PRNewswire/ -- Oracle today announced that Palantir's Foundry Platform and Artificial Intelligence Platform (AIP) are certified on Oracle Cloud Infrastructure (OCI) and generally available across all of Oracle's distributed cloud deployment options. Oracle's distributed cloud, AI infrastructure, and sovereign AI capabilities, combined with Palantir's leading AI and decision acceleration platforms, help businesses and governments accelerate their AI initiatives.

Oracle and Palantir Unlock New Innovation in Cloud and AI to Power Businesses and Governments Around the World

At the end of last month, concerns about a possible U.S. ban of ByteDance's TikTok led to a small slide for Oracle (NASDAQ: ORCL ) stock. This month, however, Oracle stock has bounced back.

Why Oracle Stock Could Surge 25% by 2025

Alphabet

Microsoft, Apple, and Nvidia are the largest companies in the world, with each worth more than $3 trillion. AI is poised to add trillions of dollars to the global economy in the coming decade.

Prediction: These Will Be 2 of the Most Valuable Artificial Intelligence (AI) Stocks by 2034

Intel

Nvidia has been the star of the AI boom, soaring 150% in the first half of the year. The stock still makes a great long-term bet, but other players may represent better bargains today.

Forget Nvidia: These 2 AI Stocks Are Better Bargain Buys Right Now.

Oracle Corp. (ORCL, Financial), a global leader in enterprise software and cloud computing solutions, was founded in 1977. The company excels in developing and marketing database software and technology, cloud-engineered systems and enterprise software products, particularly its own brands of database management systems.

Oracle Is Navigating the AI Revolution With Cloud Momentum

Oracle's stock rose 20.5% in June 2024 because of strong earnings and an important AI deal. The Oracle Cloud Infrastructure platform will support OpenAI's training of the ChatGPT system.

Why Oracle Stock Gained 20.5% in June

NVIDIA

Since the start of the year, artificial intelligence (AI) has been abuzz. As the year progressed, the market continued to soar higher, and Wall Street firms raised their targets for several tech stocks.

3 AI Stocks That Also Pay Dividends

Oracle (NASDAQ: ORCL ) stock faces competition from Google Cloud, Adobe Experience Cloud, and Amazon Web Services in the cloud computing sector. It's among the cloud AI stocks competing for a growing market.

Oracle's Cloud Revolution: Why Wall Street Can't Stop Buzzing About ORCL

Super Micro Computer

The AI sector has significantly boosted the tech industry, attracting investors with innovative technology advancements promising substantial returns. Stocks linked to generative AI have surged, potentially marking the start of a significant industry uptrend.

Stock Split Watch: 3 AI Stocks That Could Be Next

Adobe

Adobe Inc ADBE and Oracle Corp ORCL were named top technology picks for July by Mizuho on Wednesday. Cerity Partners' Jim Lebenthal maintains positions in both stocks as he believes both will continue to benefit from the AI boom.

Adobe, Oracle Named Top Tech Picks For July: Why This Investor Expects The AI Momentum To Continue

Abercrombie & Fitch

Broadcom

Even with a slight early-summer correction on the books, Nvidia (NASDAQ: NVDA ) stock still finished the first half of 2024 as one of the biggest and brightest winners, with a gain of around 152%. That's an amazing return in a six-year timespan, let alone a six-month one.

News for Oracle Stock (ORCL)