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

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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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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.

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Cost of revenue

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SG&A

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EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

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Non-current assets

Net PPE

Intangibles

Total liabilities

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Non-current liabilities

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Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

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Cash from investing

Capital expenditure

Purchase/sale of investments

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Other sources

Cash from financing

Change in stock

Change in debt

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Cash from other sources

Net change in cash

Free cash flow

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

Palantir Technologies

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.

Microsoft and Oracle top picks for TikTok takeover says analysts

Adds Oracle Health RevElate to help boost operational efficiency and streamline billing processes across the hospital AUSTIN, Texas , April 22, 2024 /PRNewswire/ -- Auxilio Mutuo Hospital, an academic, private non-profit hospital in San Juan, Puerto Rico, has selected Oracle Health's electronic health record (EHR) to provide clinicians and staff with a comprehensive, simplified view of a patient's health information. The new system is designed to help Auxilio Mutuo create a better patient experience by increasing coordination across care teams and improving communications between clinicians and patients.

Auxilio Mutuo Hospital Selects Oracle Health's EHR to Improve Patient Experience

With new Oracle Climate Change Analytics Cloud Service banks can calculate and assess the impact of emissions in their operations and those of the businesses they finance AUSTIN, Texas , April 22, 2024 /PRNewswire/ -- Earth Day -- Financial institutions are under increased pressure from regulatory bodies to understand their environmental footprint and that of the companies they finance or invest in, otherwise known as financed emissions. To help banks better assess climate risk Oracle today announced Oracle Climate Change Analytics Cloud Service.

Oracle Cloud Service Enables Banks to Manage Climate Change Risk Across Portfolios

Oracle's high-performance, cost-effective cloud for classified defense workloads AUSTIN, Texas , April 22, 2024 /PRNewswire/ -- Oracle today announced the accreditation of three cloud regions for the U.S. Department of Defense (DoD) with Defense Information Systems Agency (DISA) Impact Level 6 (IL6) authorization to host Secret classified workloads. Oracle Cloud Infrastructure is now available at all DoD classification levels, providing defense customers support for their full technology portfolio and more capability to fulfill their mission.

Oracle Cloud Secret Impact Level 6 Regions for U.S. Department of Defense

Oracle's strong positioning in the AI database market and partnership with Palantir allows them to leverage the rapid expansion of the AI sector. Oracle's recent earnings show continued growth and beat expectations, making the stock an attractive buy. The Palantir partnership is expected to accelerate growth for both companies and solidify Oracle's position in the AI cloud database market.

Oracle: I Like The Palantir Partnership

Uber

The old adage "sell in May and go away" is a little misleading. The six-month period between May and October is weaker than the period between November and April, but it usually delivers positive returns.

Sell in May and Go Away? Absolutely Not -- 2 Stocks You'll Want to Buy Instead

Comcast

Cisco Systems

Dollar General

Johnson Controls

Xcel Energy

Welcome to your quick hit of the biggest players on the block paying out dividends in the coming week.

The Largest Companies Paying Dividends This Week

Oracle (ORCL) announces that its OCI has been chosen by Reka, an AI research and product company, to propel the development of pioneering generative AI models.

Oracle (ORCL) Helps Reka Power Generative AI Innovation

In an era where artificial intelligence is rapidly transforming industries, Oracle stock (NYSE: ORCL ) is poised to emerge as a dominant player. Oracle, a legacy software company, has been aggressively positioning itself to capitalize on the AI revolution.

Why Oracle Stock Is a Must-Buy AI Juggernaut in 2024

DraftKings

Walmart

Having started the year on a highly optimistic note, the market has now turned into an uncertain zone. The inflation report and the pushback of Fed rate cuts have left investors worried.

Put $5,000 in These 3 Growth Stocks by 2025

Micron Technology

Favorable developments in the memory market could help Micron Technology deliver stronger revenue and earnings growth. Oracle can tap a multibillion-dollar opportunity in the AI cloud space.

2 Top Artificial Intelligence (AI) Stocks to Buy in April

Amazon

Alibaba

Citigroup

Alphabet

JD.com

Star Bulk Carriers

While you should never invest based on any one metric or person's guidance, a possible exception can be made for Michael Burry stocks. Granted, you still need to conduct your own due diligence.

7 Michael Burry Stocks to Buy if You're Looking for Deep Value

Oracle (ORCL) plans to invest more than $8 billion in order to meet the growing demand for cloud computing and artificial intelligence infrastructure in Japan.

Oracle (ORCL) to Invest More Than $8B in Cloud Computing & AI

Reka's multimodal and multilingual language models will be available on the Oracle Cloud Marketplace Enterprise customers can now deploy production-ready AI models that blend inputs from text, images, and videos AUSTIN, Texas , April 18, 2024 /PRNewswire/ -- Reka , an AI research and product company, has selected Oracle Cloud Infrastructure (OCI) to support its mission to advance science and build generative AI models for the benefit of humanity and enterprises. Working in collaboration with Oracle, Reka will also make its multimodal models, supporting over 20 languages and trained on OCI AI Infrastructure powered by NVIDIA GPUs, available in the Oracle Cloud Marketplace.

Oracle and Reka Collaborate to Advance AI Innovation

Oracle is a large-cap, value-oriented tech stock that offers upside potential while maintaining a margin of safety in a volatile market. The company has a broad product portfolio, including front-end applications and back-end infrastructure, and is making advancements in AI and healthcare. ORCL has a well-oiled sales machine, strong margins, and a track record of capital returns, making it an attractive investment option.

Oracle: Safe Tech Bet In A Volatile Market

Oracle's Cloud Services segment grew 25% YoY in Q3 FY24 led by OCI. At the same time, its RPO grew 29% YoY, as Oracle wins larger customer deals. I believe it should meet its FY26 revenue projection of $65B as it continues its investment in AI and data centers, while forging a strategic relationship with Nvidia. While competition from larger hyperscalers in the cloud infrastructure market remains a concern, I believe the stock is well positioned to drive a sizable upside of 38%.

News for Oracle Stock (ORCL)