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

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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.

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Cost of revenue

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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 on Thursday released an update to its database technology intended to make it more useful with artificial intelligence technology.

Oracle updates database technology for AI chatbots

TIM to integrate Oracle Cloud Infrastructure into its managed cloud services Agreement will enable public and private sector organizations to take advantage of OCI's high performance, built-in security, powerful data and AI, as well as distributed and sovereign cloud capabilities TIM to host Oracle's second cloud region in Italy in its network of datacenters MILAN and AUSTIN, Texas , May 2, 2024 /PRNewswire/ -- Oracle and TIM today announced a collaboration to support the increasing demand for cloud services in Italy from public and private sector organizations. As part of the agreement, TIM's business unit dedicated to businesses and the public sector, TIM Enterprise, will integrate Oracle Cloud Infrastructure (OCI) into its portfolio.

Oracle and TIM Collaborate to Accelerate Cloud Adoption in Italy

Latest updates to Oracle Clinical One RTSM cloud-based solution make it easier for sponsors and CROs to configure, scale, and automate to support complex and global clinical trial studies BOSTON , May 1, 2024 /PRNewswire/ -- 6th Clinical Trial Supply Forum -- Helping sponsors and CROs meet the challenges of complex and global clinical trial studies, Oracle today announced new capabilities in Oracle Clinical One Randomization and Trial Supply Management (RTSM). With new enhancements for use, access, and regionalization, Clinical One RTSM users can address dynamic, country-specific regulations and requirements, and gain speed, reliability, and transparency of trials from commencement to closeout.

Oracle Advances Global RTSM Capabilities to Help Sponsors

Exelon, JXN Water, and Portland General Electric win for their efforts to engage customers, execute meaningful grid management strategies, and drive business transformation AUSTIN, Texas , May 1, 2024 /PRNewswire/ -- Utilities are turning to modern digital technology as they face growing pressure to maintain grid reliability, improve customer service, and balance decarbonization goals. The annual Oracle Energy and Water Awards recognize some of the most progressive utilities in the world tackling these and other challenges.

Oracle Energy and Water Awards Recognize Utilities Leading in Industry Transformation and Innovation

Nation's largest community-owned provider of electric and natural gas services standardizes on Oracle's AI-supported technology to improve efficiency and customer service AUSTIN, Texas , April 30, 2024 /PRNewswire/ -- Oracle today announced that CPS Energy plans to standardize its mission critical technologies on a single, modern Oracle cloud platform. By integrating data and processes across the utility, CPS Energy can optimize its operations and enhance service for its 1.3M customers.

CPS Energy to Power its Operations with Oracle Cloud

Johnson & Johnson

Occidental Petroleum

When the biggest names on Wall Street make an investment decision, the world listens. As the first quarter of 2024 comes to a close, SEC 13-F filings are coming in hot, showing investors where some of the biggest fund managers are finding investing opportunities despite market indexes hovering near all-time highs.

3 Stocks Mega Investors Are Buying

Oracle in March announced new generative AI features embedded across applications in finance, supply chain, HR, sales, marketing, and service.

Oracle boosts its generative AI capabilities as cloud competition heats up

CrowdStrike

Palantir Technologies

The U.S. economy is poised for remarkable growth driven by advancements in machine learning. This transformative technology is set to revolutionize various industries like manufacturing, retail and healthcare.

The Top 3 Machine Learning Stocks to Buy in April 2024

The town known as Music City is striking a chord as a tech hub, and Oracle Corp. is about to join the chorus.

Why is Oracle moving to Nashville? Because this one industry is thriving there.

New AI capabilities in Oracle Cloud CX help marketers, sellers, and service agents, improve customer satisfaction, increase productivity, and accelerate deal cycles MEXICO CITY , April 25, 2024  /PRNewswire/ -- Oracle CloudWorld - Oracle today announced new artificial intelligence (AI) capabilities within Oracle Fusion Cloud Customer Experience (CX) to help marketers, sellers, and service agents accelerate deal cycles. The new AI capabilities will help organizations generate more sales faster by automating time-consuming tasks and enabling front office professionals to more precisely target, engage, and serve buyers.

Oracle Introduces New AI Capabilities to Help Organizations Boost Sales

NVIDIA AI Enterprise on Oracle Cloud Infrastructure Supercluster enables government organizations to quickly build and deploy scalable and secure deep learning workloads AUSTIN, Texas , April 25, 2024 /PRNewswire/ -- Oracle today announced that NVIDIA AI Enterprise  on Oracle Cloud Infrastructure Supercluster is now available in the Oracle U.S. Government Cloud region to help address sovereign AI. Building on the expansion of their partnership, Oracle and NVIDIA are helping U.S. government customers train and deploy AI solutions with access to Oracle Cloud Infrastructure's 100+ services, including its generative AI services running on high-performance accelerators, including NVIDIA H100 and NVIDIA A100 Tensor Core GPUs, as well as ultra-low-latency networking, and secure storage.

Oracle U.S. Government Cloud Customers Accelerate Sovereign AI with NVIDIA AI Enterprise

Oracle Fusion Cloud ERP  solution helps U.S. federal agencies increase efficiency and provide better services to their constituents  AUSTIN, Texas , April 25, 2024 /PRNewswire/ -- Oracle today announced Oracle Cloud Federal Financials, a purpose-built solution in Oracle Fusion Cloud Enterprise Resource Planning (ERP) to help federal agencies increase efficiency, improve resource allocation, and achieve more with less. The industry-specific solution enables federal agencies to automate finance processes and leverage embedded AI and generative AI to help increase productivity, reduce costs, improve controls, and enhance the quality of services they provide to constituents.

Oracle Helps Federal Agencies Optimize Finance in the Cloud

Caterpillar

UnitedHealth Group

Market volatility is a constant reality for investors, and 2024 could bring its fair share of dips. These dips present opportunities for investors to buy high-quality companies at a discount.

The Blue-Chip Dip: 3 Safe Stocks to Scoop Up Before They Recover

Oracle Corp.'s planned campus in Nashville, Tennessee, will serve as the business software giant's world headquarters, placing it in a city that's a center for the U.S. health care industry, CEO Larry Ellison said.

Oracle's Larry Ellison says planned Nashville campus will be company's 'world headquarters'

Oracle Vs. IBM: Battle Of The Software And Services Giants

Oracle (NYSE: ORCL ) is a cloud-computing software specialist that has embedded artificial intelligence functionalities into its products. While Oracle usually isn't top-of-mind on Wall Street, Oracle stock can be your top-secret portfolio pick for 2024.

The Overlooked AI Powerhouse: Why Oracle Stock Is Your Undervalued Tech Pick

Back in 2022, Oracle acquired Cerner for $28 billion. The Kansas City, Missouri-based company provides software for managing electronic health records.

Oracle founder Larry Ellison announces plans to move world headquarters to Nashville

Oracle is moving its world headquarters to Nashville, according to Larry Ellison.

Oracle is moving its world headquarters to Nashville to be closer to health-care industry

Launches Autonomous Shield initiative to help customers migrate to a comprehensive EHR and Cloud Infrastructure solution that reduces risk and increases system performance More than 1,000 Oracle Health EHR customers already benefitting from Oracle Cloud Infrastructure's advanced automation and security NASHVILLE, Tenn., April 23, 2024 /PRNewswire/ -- Oracle Health Summit -- In the nearly two years since the Cerner acquisition, Oracle has invested tens of thousands of engineering hours and millions of dollars to enhance its core clinical applications and improve cybersecurity for its customers in the healthcare industry.

Oracle Protects Healthcare Customers Against Cyberattacks

Advanced Micro Devices

The artificial intelligence (AI) hype is fueling the market to new highs. As per a report from PwC, AI could contribute $15.7 trillion to the global economy by 2030.

3 AI Stocks That Could Be Multibaggers in the Making: April Edition

New healthcare-specific capabilities in Oracle Fusion Cloud Applications Suite help healthcare organizations drive operational efficiency, empower employees, and improve patient outcomes NASHVILLE, Tenn. , April 23, 2024 /PRNewswire/ -- Oracle Health Summit -- Oracle is introducing new capabilities to Oracle Fusion Cloud Applications Suite to help healthcare organizations drive operational efficiency, empower employees, and improve patient outcomes.

Oracle Helps Healthcare Organizations Solve Critical Supply Chain, HR, and Finance Challenges

Oracle is a major player in cloud computing, but the company trails big tech firms including Amazon, Alphabet, and Microsoft. Palantir is a big data specialist and offers a variety of AI-powered enterprise software solutions.

Are Palantir and Oracle a Match Made in Heaven?

Oracle and TikTok have a corporate partnership called Project Texas that allows U.S. user data to be stored on Oracle's cloud.

Oracle met with Senate aides about TikTok data storage after House ban passed

Oracle Corp (NYSE:ORCL, ETR:ORC), the tech giant, could suffer up to nine months of headwinds should TikTok be banned in the US, analysts believe. TikTok, which uses Oracle as its primary US cloud infrastructure provider, is facing being banned in the States should owner ByteDance refuse to divest its ownership of the app.

Oracle faces nine-month headwind from TikTok ban, says analysts

Microsoft

Microsoft Corp (NASDAQ:MSFT) and Oracle Corp (NYSE:ORCL, ETR:ORC) are the most likely buyers of TikTok should its owner be forced to sell it, analysts believe. It comes as the US government closes in on forcing owner ByteDance to divest the social media app or face a Stateside ban.

News for Oracle Stock (ORCL)