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

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

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

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Bulls Look Optimistic About Oracle (ORCL): Should You Buy?

Palantir Technologies

Palantir Technologies' artificial intelligence software platform has already gained impressive traction. The reach of Oracle's cloud across the globe suggests that Palantir's growth could accelerate by leading to an improvement in the adoption of its AI software platform.

Here's Why Palantir Technologies' Deal With Oracle Could Give This Artificial Intelligence (AI) Stock a Solid Boost

Oracle (ORCL) announces that its OPERA Cloud Property Management System has been chosen by Pro-invest Group to standardize operations.

Oracle (ORCL) Cloud to Enhance Pro-invest Group's Operations

Oracle was positioned highest for its Ability to Execute AUSTIN, Texas , April 10, 2024 /PRNewswire/ -- Oracle has been named a Leader for the 17th time in the 2024 Gartner® Magic Quadrant™ for Transportation Management Systems. Oracle was positioned highest for its Ability to Execute.

Oracle Named a Leader in 2024 Gartner® Magic Quadrant™ for Transportation Management Systems for 17th Time

Oracle (ORCL) launches its Financial Services Compliance Agent, an AI-powered cloud service to help banks enhance their anti-money laundering and financial crime detection capabilities.

Oracle's (ORCL) Cloud Service to Help Combat Money Laundering

ServiceNow

One Stop Systems

At this point, everyone has heard an earful about the game-changing nature of artificial intelligence. But it's not just about the large language models and graphics processing units — the computing applications are lucrative too.

3 AI Computing Stocks to Buy for Massive Return Potential

Oracle and Palantir Technologies just announced a wide-ranging strategic partnership. The pair will combine their artificial intelligence (AI) and cloud expertise to accelerate the adoption of AI.

Is the Deal Between Palantir Technologies and Oracle a Game Changer?

Oracle Financial Services Compliance Agent identifies and remediates vulnerabilities to lessen banks AML threats and improve evidence-based decisions to mitigate model risk HOLLYWOOD, Fla. , April 8, 2024 /PRNewswire/ -- ACAMS The Assembly Hollywood -- With $5.05 trillion expected to be laundered this year alone, banks are struggling to keep up with the cost and complexity of compliance.

New Oracle AI-powered Cloud Service Helps Banks Mitigate Anti-Money-Laundering Risks

Oracle chairman Larry Ellison envisions a future of 'sovereign clouds' powered by AI running governments, and recent work he's done with Albania is a preview.

Oracle's Larry Ellison thinks every government will want to build a 'sovereign' AI cloud in the future

Rockwell Automation

Rockwell Automation, Oracle, and IBM are three stocks that can benefit from the rising popularity of artificial intelligence. All three stocks trade at forward price-to-earnings multiples of 23 or less.

Got $5,000? These 3 Artificial Intelligence (AI) Stocks Are Still Cheap Buys

Oracle (ORCL) collaborates with Palantir to deliver cloud and artificial intelligence solutions to businesses and governments around the world.

Oracle (ORCL) Partners With Palantir to Offer AI Solutions

NVIDIA

Super Micro Computer

Unless you live under a rock, you would be aware of the tremendous growth the tech industry has shown over the past year. Driven by artificial intelligence (AI), the industry is hitting new highs and has become a hot sector today.

3 Tech Stock Giants to Buy for Q2 2024

Palantir and Oracle have announced a strategic partnership to host and deploy Palantir's platforms across Oracle Cloud Infrastructure. Oracle's modular approach should reduce software costs and increase availability across regions with varying data privacy laws. This partnership may debottleneck Palantir's sales process and allow for faster and more seamless deployments.

Palantir-Oracle Partnership Brings Both Firms Tremendous Upside

Palantir Technologies (NYSE: PLTR ) stock is rising today on news of an important new partnership. The data analytics innovator has joined forces with tech sector leader Oracle (NYSE: ORCL ) to expand its mission-critical artificial intelligence (AI) solution offerings.

PLTR Stock Alert: Palantir Announces New Partnership With Oracle

The agreement pairs two companies making a big push to capture the growing appetite for artificial-intelligence software in large businesses.

Palantir Stock Rises on Cloud Software Deal With Oracle

Palantir and Oracle on Thursday said they will partner to offer artificial intelligence software and services hosted on Oracle's cloud computing platform.

Palantir, Oracle Partner For AI And Cloud Computing Services

Oracle Corp (NYSE: ORCL) just teamed up with Palantir Technologies Inc (NYSE: PLTR) on AI solutions. Its shares are up less than 1.0% at writing.

Oracle teams up with Palantir on AI solutions

Joint cloud, data, and AI solutions aim to accelerate decision-making from HQ to the tactical edge Palantir selects Oracle Cloud Infrastructure to enhance efficiency, performance and sovereignty for a wide range of organizations AUSTIN, Texas and DENVER , April 4, 2024 /PRNewswire/ -- Oracle and Palantir today announced a partnership to provide secure cloud and AI solutions aiming to power businesses and governments around the world. Oracle's distributed cloud and AI infrastructure, combined with Palantir's leading AI and decision acceleration platforms, will help organizations maximize the value of their data—which will contribute to increasing efficiency, addressing sovereignty requirements, and help them outpace adversaries.

Oracle and Palantir Join Forces to Deliver Mission Critical AI Solutions to Governments and Businesses

Oracle's cloud infrastructure business is booming as the company snags AI workloads. The rest of the business isn't performing nearly as well.

Why Oracle Stock Jumped 12.5% in March

Broadcom

Nvidia's meteoric rise over the past decade has been a boon for investors seeking exposure to the world or artificial intelligence. The company's dominance in graphics processing units (GPUs) has begged the question: what are the stocks that could be the next Nvidia?

3 Stocks That Could Be the Next Nvidia: April Edition

Oracle's (ORCL) NetSuite for Government boosts efficiency in the operations of North Greenbush town to support the growing community.

Oracle's (ORCL) Solution Boosts North Greenbush's Efficiency

Oracle (ORCL) rides on strong demand for cloud services and an expanding partner base, which is expected to boost top-line growth.

Oracle (ORCL) Rides on Expanding Partner Base, Strong Portfolio

Amazon

Salesforce

The best cloud computing stocks may have taken a backseat to some of the higher-flying artificial intelligence (AI) stocks, specifically those in the semiconductor scene. Still, many leading cloud players also stand to gain from continued interest and investment in AI-related things.

The 3 Best Cloud Computing Stocks to Buy in April 2024

ASML Hld

Intel

Microsoft

Micron Technology

Snowflake

Artificial intelligence (AI) has been the name of the game throughout 2023 and the boom persisted into the first quarter of 2024 with certain involved companies – Super Micro Computer (SMCI) – making stunning, 100%+ gains in mere months.

AI stocks to watch right now

Arista Networks

Dell Technologies

Artificial intelligence (AI) isn't just a buzzword. According to Goldman Sachs, this transformative technology will disrupt industries and boost global economic growth.

News for Oracle Stock (ORCL)