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

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Earnings data Q3 2022

Earnings data Q4 2022

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Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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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

Amazon

Nvidia stock delivered a ninefold return over the last 18 months, and investors who missed the run might be feeling disappointed. Some of Wall Street's billionaire investors are piling into other artificial intelligence (AI) stocks beyond Nvidia.

Missed Out on Nvidia? Billionaires Are Buying These 2 Artificial Intelligence (AI) Stocks Hand Over Fist.

Oracle has surged nearly 40% year to date, and yet there's still plenty of upside remaining for this stock. The company is expecting revenue growth to accelerate to the double digits in FY25 (versus just 3% growth in its most recent quarter), driven by a volley of AI deals. The company signed 30 AI deals in its most recent quarter, including one with OpenAI itself.

Oracle: Undervalued For Its AI Growth Potential

Oracle (ORCL) announces that its Retail Merchandise Financial Planning Cloud Service has been adopted by Ackermans, a leading value retailer.

Oracle (ORCL) Cloud Enhances Ackermans' Retail Planning System

Oracle was reportedly in negotiations for a $10 billion data center deal with Elon Musk's startup, xAI. While the talks have ended, investors should not sour on Oracle.

Should Oracle Investors Be Worried After Elon Musk's Latest Blow?

Palantir Technologies

Investors looking for top growth stocks to buy are increasingly looking at AI and other hyper growth catalysts as key reasons to enter positions in top names.

Best AI Growth Stocks to Buy: Palantir Technologies vs Oracle

CrowdStrike

Snowflake

Machine learning stocks are experiencing illustrious growth due to the increasing application of advanced data analytics for commercial purposes. In fact, the machine learning industry is anticipated to grow by an annual rate of 34.8% until 2030, illustrating its systematic potential.

3 Machine Learning Stocks That Could Grow Your Wealth

Advanced Micro Devices

Chevron

Eli Lilly

Netflix

Taiwan Semiconductor Manufacturing

Visa

Billion-dollar companies are some of the most valuable companies. They lead the stock market and have become an integral part of the economy.

7 Billion-Dollar Stocks That Deserve a Spot in Your Portfolio

ASML Hld

Broadcom

It was inevitable that tech stocks with massive potential and reach would be the titans of the digital age. Six out of seven trillion-dollar companies are in tech, as are some of the closest stocks to that trillion-dollar mark.

3 Tech Stocks With the Potential to Pave Your Path to Riches

Oracle's market cap is nearly $400 billion, making it one of America's largest companies. It is building enormous data centers to help meet the demand for more cloud-based and AI-powered applications.

Will Oracle Be a Trillion-Dollar Stock by 2030?

Apple

Alphabet

Microsoft

NVIDIA

‘Big Short' investor Steve Eisman has said “there's no fundamental case to be massively short” in the current stock market and said it would be “insanity” to start shorting stocks like Nvidia.

‘Big Short' investor Steve Eisman says shorting current market would be ‘insanity'

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

Why Is Oracle (ORCL) Up 1.2% Since Last Earnings Report?

With up to 95 percent reduction in infrastructure costs, organizations of any size can now benefit from using Oracle Exadata New service unites the best of Exadata's database intelligent architecture and cloud elasticity to deliver extreme performance for AI, analytics, and mission-critical workloads at any scale AUSTIN, Texas , July 11, 2024 /PRNewswire/ -- Oracle today announced the general availability of Exadata Exascale, an intelligent data architecture for the cloud that provides extreme performance for all Oracle Database workloads—including AI vector processing, analytics, and transactions—at any scale. Exadata Exascale dramatically reduces costs for organizations of any size to take advantage of Oracle Exadata's unique built-in performance, reliability, availability, and security capabilities.

Oracle Announces Exadata Exascale, World's Only Intelligent Data Architecture for the Cloud

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

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

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.

News for Oracle Stock (ORCL)