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

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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

The AI data center market is currently dominated by Nvidia and Advanced Micro Devices. A number of smaller players are emerging on the scene, and Oracle, in particular, is witnessing staggering demand.

A Once-in-a-Generation Investment Opportunity: 1 Data Center Stock That Could Go Parabolic (Hint: not Nvidia)

Taiwan Semiconductor Manufacturing

Identifying the best undervalued stocks to buy can be difficult in 2024 as investors navigate a tough macroeconomic environment. However, if you're willing to look in the right places you can be on your mighty way.

Have $500? 3 Undervalued Stocks to Pave Your Way to Profits in 2024

Amazon

NVIDIA

The artificial intelligence (AI) market is high growth, and analysts expect it to surpass $1 trillion by the end of the decade. That's why it's important to get in on potential winners today.

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ARM Holdings PLC

Alphabet

Arm Holdings announced it would make its own AI accelerator in a break with its current licensing model. Google unveiled its new generation of TPUs and associated Google-branded AI services.

Huge Artificial Intelligence (AI) News for 3 Tech Companies This Week -- None of Which Are Named Nvidia

Oracle's (ORCL) NetSuite introduces new innovations to help Mexican businesses optimize finance processes, expand insights and enhance efficiency.

Oracle (ORCL) NetSuite's Innovations to Help Mexican Businesses

Oracle (ORCL) Hospitality signs an agreement with Choice Hotels to extend its AI-powered merchandising solution, Oracle Nor1, to the latter's portfolio of upscale hotels.

Oracle (ORCL) Signs Deal With Choice Hotels to Offer Solution

Oracle (ORCL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Oracle (ORCL) Surges 3.9%: Is This an Indication of Further Gains?

Oracle Corp. (NYSE:ORCL) saw its shares rise by as much as 5.3% following a report from The Information that the company is nearing a $10 billion cloud contract with Elon Musk's artificial intelligence startup, xAI. This development marks a significant step for Oracle in the competitive cloud infrastructure market.

Oracle shares jump over 5% on potential $10 billion cloud deal with Elon Musk's xAI

Oracle (NYSE: ORCL ) stock was actually down slightly on the day just before noon, but surged 3% almost in a straight line higher on news that Elon Musk's xAI is in talks to rent Oracle servers in what could be a $10 billion deal. This deal between Elon Musk's artificial intelligence startup and the cloud services provider appears to center around additional proposed capacity.

Elon Musk Boosts Oracle (ORCL) Stock with Potential $10 Billion Deal

Elon Musk's startup xAI is in talks with Oracle on a $10 billion cloud-computing deal, according to The Information.

Oracle Stock Jumps On Report of $10 Billion Cloud Deal With Musk's AI Startup

Elon Musk's artificial intelligence startup xAI has been talking to executives from Oracle about spending $10 billion to rent cloud servers from the company over a period of years, The Information reported on Tuesday.

Elon Musk's xAI nears $10 bln deal to rent Oracle's AI servers, The Information reports

Oracle recognized based on its Ability to Execute and Completeness of Vision AUSTIN, Texas , May 14, 2024 /PRNewswire/ -- Oracle has been named a Leader in the 2024 Gartner® Magic Quadrant™ for Warehouse Management Systems for the ninth consecutive year. Oracle was recognized based on its Ability to Execute and Completeness of Vision.

Oracle Named a Leader in 2024 Gartner® Magic Quadrant™ for Warehouse Management Systems

Choice Hotels Int.

With the Oracle Nor 1 AI-powered upselling tool, properties can help increase revenue while providing tailored experiences to guests Properties using Nor1 eStandby Upgrade averaged a 17% uptick in upsell revenue per transaction over booked rates AUSTIN, Texas , May 14, 2024 /PRNewswire/ -- Oracle Hospitality today announced that it has signed an agreement with Choice Hotels International, one of the largest lodging franchisors in the world, to extend its AI-powered merchandising solution Oracle Nor1, to its portfolio of upscale hotels to help them capitalize on incremental revenue opportunities. With applied AI built into to the system, each hotel can present targeted offers via its mobile app or digital marketing channels with relevant and targeted options to have the highest probability of conversion.

Oracle Hospitality Hotel Merchandising Solution to be Offered to Choice Hotels International's Portfolio of Upscale Hotels

Palantir Technologies

One of the hottest sectors in the U.S. economy is the tech sector and it has an impact on the overall market sentiment. When tech companies report strong earnings, we see the market rally and it takes several other stocks higher.

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Airbnb

General Motors

Johnson & Johnson

Coca-Cola

Morgan Stanley

One of the most important things stock investors should look at is the fundamentals of a company. Each earnings season shows us how a compare fares and we get this idea through the fundamentals.

The 7 Most Undervalued Stocks With Strong Fundamentals to Buy in May 2024

Oracle's cloud business is growing at high-double-digit rates and the company's backlog is at record levels. Oracle's valuation is at a steep discount compared to larger cloud stocks.

Prediction: This Artificial Intelligence (AI) Cloud Stock Will Join Microsoft, Alphabet, and Amazon in the $1 Trillion Club

Oracle (ORCL) is set to increase research and development investments in Morocco to develop cloud and artificial intelligence solutions for global export.

Oracle (ORCL) to Expand Its R&D Capabilities in Morocco

Oracle has reportedly encountered obstacles in its ambitious plans for electronic medical records company Cerner, which it acquired for $28 billion in December 2021.

Report: Oracle Health Facing Challenges Modernizing Outdated Systems

More than 1,000 new employees will develop cloud and AI solutions for global export AUSTIN, Texas , May 9, 2024 /PRNewswire/ -- Oracle will expand its research and development (R&D) capabilities in Morocco by growing its local workforce to 1,000 information technology (IT) professionals. This investment will accelerate the development of Oracle's cutting-edge technologies that help solve customer challenges worldwide.

Oracle Increases Research and Development Investments in Morocco

Dick's Sporting Goods

Paychex

The stock market is constantly buzzing with hype surrounding the latest trends and hottest tech companies. However, amidst the noise, a wealth of overlooked growth stocks with strong fundamentals can present lucrative investment opportunities.

Hidden Opportunities: 3 Overlooked Stocks Primed for Outsized Gains Through 2030

Oracle recognized for excellence in complex billing, commercial and industrial customer management, demand response, and innovative programs for limited-income consumers AUSTIN, Texas , May 9, 2024 /PRNewswire/ -- In the evolving energy landscape, energy and water providers have adapted by diversifying their service portfolios, embracing cloud technologies, and prioritizing customer experience. In recognition of its ability to help organizations meet the expanding needs of both residential and commercial and industrial customers, Oracle was named a Leader in the IDC MarketScape: Worldwide Customer Information System & Billing Solutions for Utilities 2024 Vendor Assessment.

Oracle Named a Leader in Utilities CIS and Billing IDC MarketScape

Founded back in 1977, Oracle (NYSE: ORCL ) has built itself into a diversified enterprise software business. The Oracle stock boasts a $318 billion market cap, and the software firm's extensions into cloud infrastructure could create tailwinds that could send its valuation even higher in the long term.

Shhh! Is Oracle Stock a Secret Moneymaker in the Making?

PayPal

Most investors are well aware that the S&P 500 was down 1.6% at the end of April. However, the ongoing earnings season and the promise of at least one rate cut later in the year have helped stocks keep momentum.

The 3 Most Undervalued S&P 500 Stocks to Buy in May 2024

New solution within Oracle Cloud HCM helps leadership teams maximize talent potential and align upskilling with business priorities AUSTIN, Texas , May 8, 2024 /PRNewswire/ -- Oracle today announced a new AI-powered upskilling solution within Oracle Grow, part of the Oracle ME employee experience platform within Oracle Fusion Cloud Human Capital Management (HCM). Oracle Grow for Business Leaders supports employee development and strengthens organizational agility by helping business leaders quickly develop, upskill, and empower their teams to better achieve business outcomes.

Oracle Introduces New AI-Powered Skills Solution to Help Organizations Drive Employee and Business Growth

American Express

Not every investor wants to buy index funds and ETFs. Some individuals prefer to search for undervalued growth stocks that can generate meaningful long-term returns.

News for Oracle Stock (ORCL)