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

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Earnings data Q3 2023

Earnings data Q4 2023

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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.

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's (ORCL) Netsuite launches the Connector for MICROS Simphony, offering seamless integration between the two platforms.

Oracle's (ORCL) NetSuite Unveils Connector for MICROS Simphony

Amazon

CrowdStrike

Alphabet

Microsoft

Adobe

While every investor likes to see their portfolios go up, corrections can be even more lucrative than strong rallies. Dips present good opportunities for long-term investors and allow them to reduce their cost basis.

7 Tech Stocks to Buy on the Dip: April 2024

7 Tech Stocks to Buy on the Dip: March 2024

Datadog

MongoDB

Analysts estimate that the big data sector will expand at a CAGR of 13.5% between 2022 and 2030. By the latter year, the sector's sales will come in at a huge $745 billion.

3 Strong Buy Big Data Stocks to Add to Your Q2 Must-Watch List

Dell Technologies

It's been a remarkably strong quarter for artificial intelligence (AI) stocks as investors continue to flock to firms that have the best chances of monetizing the new technology. Going into the second quarter, the price of admission to numerous AI stocks has undoubtedly risen.

3 Strong Buy AI Stocks to Add to Your Q2 Must-Watch List

Oracle's cloud-based transformation enabled it to grow again. The growth of the AI market is driving more customers to its data centers.

Could Oracle Become the Next Microsoft?

Instacart (Maplebear Inc.)

Micron Technology

The S&P 500 has shown remarkable strength in 2024, largely driven by the tech sector's robust performance, especially companies benefiting from the surging demand in artificial intelligence (AI). Despite ongoing concerns about inflation and the possibility of high interest rates, the index is up 10% year-to-date.

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Cloud computing is the storing and accessing of data and programs over the internet rather than on a computer's hard drive. With today's wired world creating data at an exponential rate, cloud computing is one of the fastest growing areas of technology.

3 Strong Buy Cloud Computing Stocks to Add to Your Q2 Must-Watch List

Alibaba

Tepper initiated a big new position in Oracle during the fourth quarter of 2023. He boosted his hedge fund's stake in Alibaba by nearly 21% in Q4.

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Marriott

Paychex

The stock market continues to hit new record highs, with investors eagerly seeking out unstoppable growth stocks to buy in March. These stocks can present a first-class ticket to wealth, even for the less experienced participants.

First Class Ticket to Wealth: 3 Unstoppable Growth Stocks to Buy in March

Constellation Brands

This year's ongoing stock market strength is sending growth stocks surging again, but don't discard defensive stock selections. The music may stop soon, and you don't want to be the one left holding the bag.

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Synopsys

The tech sector has been a solid industry for outperforming the market. The S&P 500 and the Nasdaq 100 both have most of their assets allocated toward the information technology sector.

The 3 Best Tech Stocks to Buy in Q2 2024

Braze

Chegg

Intuit

UiPath

Palantir Technologies

Software stocks permeate today's market, and the trend is here to stay. Democratized, no-code platforms make software startups a breeze, and many of these founders (and investors) have their sights on liquidity events that end with the company listed on public exchanges.

7 No-Brainer Software Stocks to Own Now

ServiceNow

AI stocks Oracle and ServiceNow, along with Target stock, are among mutual fund favorites in today's stock market action.

AI Stocks Oracle, ServiceNow, Retail Giant Target Are Mutual Fund Favorites

The "Magnificent Seven" stocks delivered an average gain of 112% in 2023 and led the S&P 500 index higher. Tesla's place in the Magnificent Seven might be at risk given the 31% plunge in its stock in 2024 already.

Forget Tesla: 1 Unstoppable Artificial Intelligence (AI) Stock Belongs in the "Magnificent Seven" Instead

Artificial Intelligence (AI) has taken the stock market to heights never before seen in its rich history. Moreover, with its disruptive long-term impact, AI will continue to be a major needle-mover for financial markets for years to come.

The 3 Best AI Stocks to Buy in Q2 2024

Snowflake

Teradata

The continued popularity of big tech and big data companies capitalizing on the mountain of growth potential from AI, creates high expectations for their stocks. However, not all are performing at market standard, and despite lingering high valuations from the AI wave, some slowdowns and consequent decreases in returns could be expected.

3 Sorry Big Data Stocks to Sell in March While You Still Can

Advanced Micro Devices

Nvidia might be the king of AI investments, but this growing sector has much more to offer investors than just one hot stock. Nvidia's top rival AMD is hoping to grow its share of the lucrative AI chip market with its MI300X chip.

Forget Nvidia: Here Are 3 Other Artificial Intelligence (AI) Stocks to Buy Instead

Largest Southeastern natural gas retailer collaborates with Oracle to automate services, reduce costs, and boost efficiency AUSTIN, Texas , March 25, 2024 /PRNewswire/ -- Oracle Energy and Water Customer Edge – To better serve nearly half a million customers across 14 states, Gas South relies on Oracle Utilities Customer Cloud Service. By embracing the combined power of the SaaS solutions and Oracle managed services, the utility has automated key processes to enhance customer care, reduce costs, and improve regulatory compliance.

Gas South Fuels Customer Experience with Oracle Cloud

Oracle Co. NYSE: ORCL is a giant in the computer and technology sector that originally got its start as the leader in relational databases in the 1980s. The company has evolved into an enterprise software behemoth and a major cloud computing services provider.

Oracle Stock is Ready to Stage its Next Leg Higher

Johnson & Johnson

Coca-Cola

McDonald's

PepsiCo

Rio Tinto plc Sponsored

Exxon Mobil

Dividend investing is one of the prominent ways to build wealth. Whether you are building a retirement portfolio, want to leave a legacy, or are looking to use the dividend income to cover your expenses, the right dividend stocks can make it possible.

7 Dividend Darlings to Scoop Up Every Time the Market Dips

Oracle stock just hit fresh new highs thanks to its cloud infrastructure growth. Even better than revenue growth, though, Oracle's earnings keep rising at an even faster pace.

Is Oracle a Top Cloud Stock for 2024?

Oracle (ORCL) announces that its Public Safety Suite has been deployed by the Round Rock Independent School District Police Department to strengthen the latter's capabilities.

Oracle (ORCL) Suite Adopted by Round Rock School District Police

Check Point Software Technologies

Are you looking to jump into the stock market with a limited budget? Don't worry; you can still discover the best growth stocks to buy for $500.

$500 Starter Kit: 3 Growth Stocks to Buy Now for Explosive Returns

Oracle's cloud business grew at an impressive pace last quarter thanks to AI. The company is adding new generative AI features to its cloud platform.

News for Oracle Stock (ORCL)