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

Oracle stock fell on an earnings miss but analysts highlighted continued momentum for it AI push. The post Oracle AI Push Lands Meta As Customer.

Oracle AI Push Lands Meta As Customer. But Stock Falls On Narrow Earnings Miss.

ETFs with the highest allocation to Oracle are in focus for the coming weeks following disappointing second-quarter results.

Oracle Misses Q2 Earnings Estimates, Shares Drop: ETFs in Focus

In today's video, I discuss recent updates affecting Oracle (ORCL -7.47%) and other semiconductor AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

Oracle Just Shared Some Amazing Insight With Artificial Intelligence (AI) Stock Investors

Oracle Corporation's Q2 results missed estimates slightly, leading to an 8% share slump; there is robust cloud demand, but valuation seems stretched, prompting a downgrade to hold. Revenues were $14.1B (+9% y/y), with cloud infrastructure up 52% y/y; operating income and margins showed slight improvements. Oracle's AI and cloud infrastructure partnerships, as with Meta Platforms, indicate strong future growth potential, but market competition remains intense.

Oracle Q2: Great Cloud Performance, But Valuation Is A Little Stretched

Oracle (ORCL -7.58%) stock is sinking in Tuesday's trading following the company's recent quarterly report. The tech giant's share price was down 6.8% as of 10:45 a.m.

Why Oracle Stock Is Plunging Today

Larry Ellison, Oracle's billionaire co-founder, had his net worth cut by $15 billion Tuesday as the company's stock paced its worst loss in nearly a year, after a recent earnings report that fell short of estimates, though analysts remained optimistic about the database software firm.

Oracle Shares Tumble After Earnings Miss—Larry Ellison's Fortune Loses $15 Billion

Oracle (ORCL) shares tumbled after the cloud company's fiscal second-quarter revenue fell short of Wall Street's expectations, but analysts are mixed on what to make of its future.

What Analysts Are Saying After Oracle's Results Underwhelmed Investors

Wolfe Research analyst Alex Zukin recommends loading up on Oracle Corp (NYSE: ORCL) on the post-earnings weakness as it's effectively the fourth hyperscaler for new AI workloads. Oracle came in slightly below Street estimates for its fiscal second quarter last night.

Deeper dive: why Oracle's earnings weren't so bad

U.S. stocks traded mixed this morning, with the Dow Jones index falling around 150 points on Tuesday.

Dow Falls 150 Points; Oracle Posts Downbeat Results

Oracle stock is lower Tuesday after the tech giant fell short of earnings expectations for its fiscal second quarter. This is what you need to know.

Oracle Stock Is Sinking After Earnings. Here's Why

Oracle Corporation ORCL posted weaker-than-expected earnings and sales results for its second quarter on Monday.

Oracle Analysts Boost Their Forecasts After Q2 Results

Oracle's NYSE: ORCL FQ2 2025 earnings report proves why this company's stock price rally is far from over. The company has re-emerged as a leading tech innovator.

Oracle's Stock Price Rally is Far From Over

Oracle's stock falls after earnings, but even analysts who don't like the stock were upbeat about the results.

Oracle's earnings were liked by analysts, even by those who don't love the stock

Analysts are saying software firm Oracle's revenue and earnings miss in the latest quarter were largely due to currency headwinds.

Oracle Stock Is Dropping. Why Wall Street Is OK With an Earnings Miss.

ORCL's fiscal second-quarter results reflect cloud revenue growth and continued momentum from its OCI business.

Oracle Q2 Earnings Miss Estimates, Revenues Increase Y/Y

Yext

U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Tuesday.

Yext, Oracle, Huize Holding And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session

Oracle's shares sank over 8% on Tuesday in premarket trading after its quarterly revenue fell short of expectations, hindered by fierce competition among database and cloud services providers.

Oracle slides as it misses Wall Street revenue targets on tough cloud competition

Salesforce

Given its better valuation, we believe that Salesforce stock (NYSE: CRM) is currently a better pick over its peer, Oracle stock. CRM stock trades at 9.5x trailing revenues, versus 9.8x for ORCL.

Salesforce vs. Oracle Stock

Oracle (ORCL) shares slumped in extended trading on Monday after the company reported fiscal second quarter adjusted earnings below Wall Street expectations and issued weak guidance amid increasing competition among cloud services providers.

Watch These Oracle Price Levels as Stock Slumps After Earnings, Weak Guidance

Oracle Corporation (NYSE:ORCL ) Q2 2025 Earnings Conference Call December 9, 2024 5:00 PM ET Company Participants Ken Bond - Head, IR Safra Catz - CEO Lawrence Ellison - Chairman and CTO Conference Call Participants Mark Moerdler - Bernstein Siti Panigrahi - Mizuho Brad Zelnick - Deutsche Bank Raimo Lenschow - Barclays Kirk Materne - Evercore ISI John DiFucci - Guggenheim Securities Operator Thank you for standing by, and welcome to the Oracle Corporation Second Quarter Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Thank you.

Oracle Corporation (ORCL) Q2 2025 Earnings Call Transcript

C3.ai

Toll Brothers

The Dow, S&P 500, Nasdaq and Russell 2000 all cooled around -0.6% on the initial trading day of the week.

Markets Slide to Start New Trading Week; ORCL Misses, AI, TOL Beat

The headline numbers for Oracle (ORCL) give insight into how the company performed in the quarter ended November 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Oracle (ORCL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Oracle (ORCL) came out with quarterly earnings of $1.47 per share, missing the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.34 per share a year ago.

Oracle (ORCL) Q2 Earnings and Revenues Miss Estimates

Oracle (ORCL) reported fiscal second-quarter revenue that missed analysts' expectations, sending shares lower in extended trading Monday.

Oracle Stock Slides as Revenue Falls Short of Expectations

Given the big run-up in Oracle shares this year, roughly in-line results don't seem to be enough for Wall Street.

News for Oracle Stock (ORCL)