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

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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 (ORCL) announces a significant partnership with Hitachi Construction Machinery Co., Ltd., marking a substantial victory in the competitive cloud services market.

Oracle (ORCL) Secures Cloud Contract With Hitachi Construction

Cognizant Technology Solutions

Mercury Systems

With AI being all the rage, it's no surprise that investors want to get their hand into the “cookie jar” of AI-adjacent stocks. Big data companies are going to be one of the biggest winners from this surge — they provide the data through which models are trained.

3 Big Data Stocks to Sell in July Before They Crash & Burn

Oracle Cloud VMware Solution and Oracle Exadata Database Service help ensure fast and reliable cloud migration of mission-critical systems The company has reduced operating costs by 20 percent while improving performance in other key areas AUSTIN, Texas , July 1, 2024 /PRNewswire/ -- Oracle today announced that Hitachi Construction Machinery Co., Ltd. has selected Oracle Cloud Infrastructure (OCI) to migrate its large-scale, mission-critical business systems for accounting, development, production, design, sales, parts, export, human resources, and services.

Hitachi Construction Machinery Drives Digital Transformation by Moving Large-scale Systems to Oracle Cloud Infrastructure

Oracle (NYSE: ORCL ) usually isn't the first company that gets mentioned in discussions about artificial intelligence technology, but it's benefiting from demand for AI-compatible cloud-computing infrastructure. Even though Oracle stock is in rally mode, it's not too late to take a share position.

Don't Fight the Tape! Oracle Stock Will Break $200 This Year.

Amazon

CrowdStrike

Alphabet

Microsoft

ServiceNow

Cloud computing has made it easier and more cost effective for companies to store data online. Businesses no longer have to invest in physical servers and storage space to operate smoothly.

7 Compelling Cloud Stocks to Buy as the AI Boom Rages On

Airbnb

Chevron

Delta Air Lines

NVIDIA

Visa

Walmart

While the Nasdaq and S&P 500 hit new all-time highs and many individual stocks are trading at their 52-week highs, several others are marching fiercely upwards. Identifying a real winner in the stock market isn't easy but some stocks have stood the test of time and stood strong amidst market volatility.

7 Long-Term S&P 500 Stocks to Buy and Hold Now

Salesforce

The news of the U.S. government's allegations has shaken the financial sector. Adobe is at the center of a criticism storm from the Federal Trade Commission (FTC), which claims that the company concealed the cost of canceling its subscription plan.

3 Stocks that Might Benefit From the FTC-Adobe Lawsuit

Casey's General Stores

FedEx

Stock market trends come in many forms, but this article will focus on the price trend. A trend is a general direction in which something develops; in the case of investing, the upward price trend is essential.

3 Stocks to Watch: Oracle, Casey's, FedEx Signal Big Gains

Super Micro Computer

Vertiv Holdings Co

Over the past year, some of the top AI data center stocks have been about as hot as the GPU makers themselves. Booming demand for AI computing brings forth greater demand for AI chips, which, in turn, means more AI-ready data centers are going to need to be constructed.

3 AI Data Center Stocks With Room to Roar

Advanced Micro Devices

ASML Hld

Finding potential trillion-dollar companies is a calculated risk that may significantly improve an investor's portfolio. The encouraging development paths of three businesses are on track to accomplish this goal.

3 Future Trillion- Dollar Champs to Buy BEFORE They Get There

Oracle recently warned in a 10-K filing that the TikTok ban could hurt its revenue and profitability. The data has not been made public, but TikTok fees likely make up less than 1.5% of its revenue.

TikTok Ban Would Hurt Oracle. Is It Time to Sell the Stock?

Oracle is like two different companies under one roof. Fast growing cloud apps and infrastructure look to take over the operating statement in fiscal 2025-2026. But it has put a dent in the free-cash-flow machine that is their legacy software.

Oracle Shakes Off The Dust

Dell Technologies

Hewlett Packard

Lenovo Group Ltd

Snowflake

Simple, out-of-the box AI to run a business will be a moneymaker for software providers

Nvidia controls the AI universe now — but these tech giants will lead the next boom

Oracle's (ORCL) portfolio of healthcare offerings expands with the latest Oracle Health Insurance Data Exchange Cloud Service, which is expected to aid long-term growth.

Oracle's (ORCL) Healthcare Expansion to Aid Long-Term Growth

Customers can build generative AI applications without AI expertise, data movement, or additional cost HeatWave GenAI is 30X faster than Snowflake, 18X faster than Google BigQuery, and 15X faster than Databricks for vector processing AUSTIN, Texas , June 26, 2024 /PRNewswire/ -- Oracle today announced the general availability of HeatWave GenAI, which includes the industry's first in-database large language models (LLMs), an automated in-database vector store, scale-out vector processing, and the ability to have contextual conversations in natural language informed by unstructured content. These new capabilities enable customers to bring the power of generative AI to their enterprise data—without requiring AI expertise or having to move data to a separate vector database.

Oracle Announces Industry First In-Database LLMs and an Automated In-Database Vector Store with HeatWave GenAI

Oracle's massive revenue pipeline suggests that it will capitalize on the fast-growing cloud AI market. Dell Technologies can benefit from two AI-related markets.

Better Artificial Intelligence (AI) Stock: Oracle vs. Dell Technologies

Across the United States, many people are still wondering whether TikTok will be banned in the country. Indeed, the popular content-creation app is facing an uncertain future after President Joe Biden signed a bill decreeing that ByteDance — the platform's Chinese parent company — will have to either sell the platform or face a U.S. ban.

ORCL Stock Alert: Is a TikTok Ban Enough to Kill Oracle?

The law “will make it unlawful to provide internet hosting services to TikTok,” an annual report published Monday read.

Oracle says US ban of TikTok would hurt its profits

Oracle (ORCL) announces the general availability of its Clinical Digital Assistant, an AI-powered tool designed to improve patient care in ambulatory clinics across the United States.

Oracle (ORCL) Launches AI Assistant for Healthcare Providers

New Oracle Health Insurance Data Exchange Cloud Service simplifies and secures data exchange with CMS and employer groups AUSTIN, Texas , June 25, 2024 /PRNewswire/ -- Oracle introduced the Oracle Health Insurance Data Exchange Cloud Service, a new solution their complex data exchange needs. With the ability to create custom data mapping and designed to help healthcare insurers more easily onboard evolving data formats and simplify validation rules, insurers can speed the processing of new and proprietary data formats, streamline integration with partners such as the Centers for Medicare and Medicaid Services (CMS), and reduce costly and time-consuming IT projects with a modern, secure data exchange solution.

Oracle Cloud Helps Health Insurers Reduce Data Complexity and IT Costs

A potential U.S. ban on TikTok may significantly impact Oracle's revenue, as the software giant acknowledged in its annual report released on Monday. This development follows President Joe Biden's April bill requiring ByteDance, TikTok's Chinese owner, to sell the platform within nine months to avoid a ban in the U.S.

TikTok's U.S. ban could cost Oracle up to $800 million

Oracle said a ban on TikTok in the U.S. could hurt revenue and profit. In April, President Joe Biden signed a bill demanding that ByteDance sell TikTok in nine months, or one year if an extension is approved, if the short-video company wants to avoid a ban in the U.S.

Oracle warns that a TikTok ban would hurt business

Oracle recognized based on its Ability to Execute and Completeness of Vision AUSTIN, Texas , June 24, 2024 /PRNewswire/ -- Oracle has been named a Leader in the 2024 Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms. Oracle was recognized based on its Ability to Execute and Completeness of Vision.

Oracle Named a Leader in the 2024 Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms

Oracle is one of the lesser-known companies benefiting from the boom in artificial intelligence facilitated by Nvidia and the advent of large language models.

Should You Buy Nvidia Stock Instead of Oracle Stock?

Generally available in the US for ambulatory clinics, the solution combines voice with generative AI to help eliminate EHR clicks, reduce provider burnout, and improve quality of care Early adopters report "game-changing" results, saving 20-40% in documentation time AUSTIN, Texas , June 24, 2024 /PRNewswire/ -- Oracle today announced general availability of the Oracle Clinical Digital Assistant for ambulatory clinics in the US. The mobile offering combines generative AI, clinical intelligence, multimodal voice and screen driven assistance, and simplified workflows into a single, unified solution that enables providers to give their full attention to the needs of their patients.

News for Oracle Stock (ORCL)