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

Q3 GAAP Earnings per Share $0.85, Non-GAAP Earnings per Share up 16% to $1.41 Q3 Total Revenue $13.3 billion, up 7% in both USD and constant currency Q3 Total Remaining Performance Obligations up 29% to $80 billion Q3 Cloud Revenue (IaaS plus SaaS) $5.1 billion, up 25% in USD, up 24% in constant currency Q3 Cloud Infrastructure (IaaS) Revenue $1.8 billion, up 49% in both USD and constant currency Q3 Cloud Application (SaaS) Revenue $3.3 billion, up 14% in both USD and constant currency Q3 Fusion Cloud ERP (SaaS) Revenue $0.8 billion, up 18% in both USD and constant currency Q3 NetSuite Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD, up 20% in constant currency AUSTIN, Texas , March 11, 2024 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced fiscal 20 24 Q3 results. Total quarterly revenues were up 7% year-over-year in both USD and constant currency to $13.3 billion.

Oracle Announces Fiscal 2024 Third Quarter Financial Results

Oracle (NYSE: ORCL) is scheduled to report its fiscal Q3 2024 results on Monday, March 11. We expect Oracle ORCL to edge past the consensus estimates of revenues and earnings.

Up 6% YTD, What To Expect From Oracle Stock In Q3?

Adobe

Dollar Tree

Ulta Beauty, Williams-Sonoma, and Casey's General Stores will also report quarterly results.

Dollar Tree, Adobe, Oracle, and More Stocks to Watch

NVIDIA

Autodesk

Salesforce

Dell Technologies

Microsoft

ServiceNow

Nutanix

SAP SE

Snowflake

Workday

Generative AI, hailed for more than a year now as tech's new frontier, is steadily scoring enterprise sales. And it isn't just Nvidia Corp. NVDA, -5.55% that is racking up stratospheric revenue and margins.

It's not just Nvidia: These companies are finally making real money from AI

AutoZone

Costco

2024 Q1 earnings are currently expected to be up +2.4% from the same period last year on +3.5% higher revenues, reflecting the third consecutive period of positive earnings growth. The Tech sector is poised to flex its power again, helping brighten the overall earnings picture in a big way.

Previewing the 2024 Q1 Earnings Season

Oracle (ORCL) is set to announce its third-quarter earnings for the 2024 fiscal year after the closing bell on Monday, March 11, which will show how the company's cloud revenue is faring and could offer insight into its data center expansion to meet demand amid the artificial intelligence (AI) boom.

What You Need To Know Ahead of Oracle's Earnings Report Monday

Amazon

Alibaba

Tepper's Appaloosa Management hedge fund sold nearly 23% of its stake in Nvidia in Q4. However, the billionaire bought four other AI stocks that could have strong growth prospects.

Billionaire David Tepper Slashed His Position in Nvidia. Here Are the Artificial Intelligence (AI) Stocks He Bought Instead.

Database software company Oracle reports quarterly earnings Monday. Can Oracle stock break out of a recent funk?

Oracle Earnings Watch: Can Database Giant Prove It's An AI Winner?

Deere & Company

Everest Group Ltd

Diamondback Energy

Global Payments

iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF

iShares Core Total USD Bond Market ETF

Oshkosh

Raytheon Technologies

Wintrust Financial

Barron's First New-Year Roundtable, published 1/11/24, listed 8 stocks of note for 2024. The follow-up article published 1/22/24 mentioned 27 more and included a buy-recommendation from Andrew Bary for BP.

How Barron's Pro-Picked 2024 Dividend Dogs Run In March

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Oracle (ORCL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended February 2024.

Oracle (ORCL) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

HCA Healthcare

The media is making a lot out of Scion Asset Management's latest filings, but don't read too much into the chatter. Mr. Burry was right to be worried about a market correction in 2023, and shifting to a bullish stance is suitable for 2024; it's not smart to fight the market.

Michael Burry's New Stock Picks That You Might Want To Buy

Oracle (ORCL) announces the general availability of its Globally Distributed Autonomous Database to help organizations easily distribute and manage their data.

Oracle (ORCL) Makes its Autonomous Database Generally Available

Earnings Results to be released on March 11, 2024, After the Close of the Market AUSTIN, Texas , March 4, 2024 /PRNewswire/ -- Oracle Corporation today announced that its third quarter fiscal year 2024 results will be released on Monday, March 11th, after the close of the market.  Oracle will host a conference call and live webcast at 4:00 p.m.

Oracle Sets the Date for its Third Quarter Fiscal Year 2024 Earnings Announcement

With Oracle Globally Distributed Autonomous Database powered by AI and ML, customers can cut operational complexity and costs AUSTIN, Texas , March 4, 2024 /PRNewswire/ -- Oracle today announced the general availability of Oracle Globally Distributed Autonomous Database. Built on Oracle's proven sharding technology, Globally Distributed Autonomous Database delivers the benefits of Oracle Autonomous Database while also giving customers control over data distribution and data placement policies.

Oracle Helps Organizations Achieve the Highest Levels of Scalability and Availability, and Address Data Sovereignty Requirements

American Express

Netflix

Wagering on tech stocks involves investing in the vanguard of AI innovation, a sector poised to redefine our digital future. As businesses globally harness the power of AI to push the boundaries of what's possible, tech stocks emerge as gateways to participate in the next revolution in tech.

The Only 7 Tech Stocks You Should Be Watching Now

Digital Realty Trust

Equinix

Jones Lang LaSalle

Super Micro Computer

Instead of snazzy hotels or glistening office towers, the new property darlings are power-hungry data centers, often in places like Northern Virginia; Columbus, Ohio; and Salt Lake City.

AI is fueling a gold rush in new data centers, the hottest buildings in real estate

Allstate

American Tower

Best Buy

Colgate-Palmolive

Cisco Systems

Dollar General

General Dynamics

Genuine Parts

Home Depot

Coca-Cola

Realty Income Corp

PepsiCo

Sherwin-Williams

T. Rowe Price Group

Walmart

Williams-Sonoma

Actual dividend increases in February 2024 compared to five-year average growth rates.

8 Dividend Increases Expected In March 2024

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Wall Street Analysts Think Oracle (ORCL) Is a Good Investment: Is It?

Advanced Micro Devices

Palantir Technologies

Artificial intelligence ( AI ) has become a buzzword today. As we can see, there is no stopping the growth of this industry.

3 AI Stocks Bound to Make it Big in 2024

News for Oracle Stock (ORCL)