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.

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Cost of revenue

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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

Enables organizations to extend the value of Oracle industry applications by seamlessly connecting to networks and IoT devices to reimagine how they do business AUSTIN, Texas , Feb. 20, 2024 /PRNewswire/ -- Bringing real-time communications to its suite of industry cloud applications, Oracle today announced the Enterprise Communications Platform (ECP). By seamlessly connecting Oracle industry applications to networks and IoT devices to extend their value, ECP enables organizations to reimagine how they do business.

New Oracle Enterprise Communications Platform Transforms How Industries Communicate

Alibaba

Booking Hlds

Citigroup

Crescent Energy

Euronav

HCA Healthcare

Hudson Pacific Properties

JD.com

Nexstar Media Group

Stellantis N.V. 

Michael Burry, the infamous investor known for being one of the first to bet against the housing market ahead of the 2008 financial crisis, made some big moves in Q4 2023. Indeed, Burry made hundreds of millions for his firm, Scion Asset Management, as subprime mortgage bonds started failing in the mid-2000s.

11 Stocks Michael Burry Was Buying and Selling in Q4

Amazon

Alphabet

NVIDIA

Given his generally bearish attitude and ability to see movements few others can, most dramatically demonstrated with ‘The Big Short' in the context of the 2008 crash, new 13-F filings by Michael Burry and Scion Asset Management are always exciting to see.

Here's Michael Burry's updated portfolio

ARK Innovation ETF

David Tepper's hedge fund Appaloosa Management shifted its holdings away from semiconductor stocks during the fourth quarter while boosting its positions in other tech stocks. Appaloosa established large new positions in computer giant Oracle Corp. (ORCL) and the ARK Innovation ETF (ARKK), as well as smaller positions in building materials and home improvement names, according to the firm's latest 13-F filing.

Tepper's Appaloosa Trimmed Semiconductor Holdings, Took Big New Positions in Oracle, ARKK

Oracle (ORCL) closed the most recent trading day at $114.26, moving +0.51% from the previous trading session.

Oracle (ORCL) Rises But Trails Market: What Investors Should Know

General Motors

Microsoft

David Tepper's Appaloosa hedge fund took new stakes in Oracle Corp. and General Motors Co., to name a few, and increased its holdings in Alibaba Group and Microsoft Corp., among other moves, according to a filing with the Securities and Exchange Commission late Wednesday.

Appaloosa takes new stakes in Oracle and GM, raises stakes in Alibaba and Microsoft

Government ERP solution enables regional utility to improve efficiency and spend more time servicing its 600,000 customers AUSTIN, Texas , Feb. 14, 2024 /PRNewswire/ -- Des Moines Water Works, a primary source of water supply in the city's metro and surrounding areas, has implemented Oracle NetSuite for Government to help ensure all of its customers obtain access to clean, high-quality water. With NetSuite for Government, Des Moines Water Works has been able to empower its staff to spend more time on higher-value initiatives that better serve the local community by customizing its reporting processes, streamlining workflows, and automating manual workloads.

Des Moines Water Works Adopts Oracle NetSuite for Government

C3.ai

Artificial intelligence (AI) could add anywhere from $7 trillion to $200 trillion to the global economy in the next decade. Nvidia is the poster child of the AI revolution, but its stock is quite expensive by traditional metrics.

Forget Nvidia. 2 Artificial Intelligence (AI) Stocks to Buy Instead.

CrowdStrike

Fortinet

Palo Alto Networks

SentinelOne

Tesla

There is much investors can learn by following the behavior of company insiders when it comes to how they handle positions in their own companies.

CrowdStrike CEO Sells Soaring Shares

New logistics capabilities in Oracle Cloud SCM help customers increase visibility, reduce costs, automate compliance, and improve decision-making MUMBAI, India , Feb. 13, 2024 /PRNewswire/ -- Oracle CloudWorld -- To help organizations increase the efficiency of global supply chains, Oracle is introducing new logistics capabilities within Oracle Fusion Cloud Supply Chain & Manufacturing (SCM). The updates to Oracle Transportation Management and Oracle Global Trade Management, part of Oracle Cloud SCM, will help customers optimize logistics operations by increasing visibility, reducing costs, automating regulatory compliance, and improving decision-making.

Oracle Helps Customers Drive Efficiency in Global Supply Chains

Tesla uses Nvidia's H100 to train its vast amount of driving data.

2 Phenomenal Artificial Intelligence (AI) Stocks Using Nvidia's Technologies That I Can't Stop Buying

North Carolina standardizes key finance processes for state agencies in the cloud with Oracle AUSTIN, Texas , Feb. 12, 2024 /PRNewswire/ -- The State of North Carolina  has implemented Oracle Fusion Cloud Enterprise Resource Planning (ERP) to support its mission to protect the financial integrity of the State and promote accountability in an objective and efficient manner. With Oracle Cloud ERP, North Carolina has standardized finance processes in the cloud, increased efficiency, improved controls, and enhanced its ability to serve constituents.

State of North Carolina Transforms Finance with Oracle Fusion Cloud ERP

Canadian Natural Resources

Deere & Company

Everest Group Ltd

Diamondback Energy

Global Payments

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

Intel

iShares Core Total USD Bond Market ETF

Oshkosh

RELX

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. Barron's interviews of eleven financial-industry Roundtable-pros over those two-weeks tapped 35 predictions along-with the BP-feature. Four funds were missed by YCharts screen of active-stocks. Seven-selections paid no-dividends, leaving 23 in-the-pool. The combined Barron's two-part list tracked-by YCharts as of 2/8/24 projected ten-top analyst-estimated net-gains from ORCL, INTC RTX, GPN, DE, OSK, WTFC, FANG, BP & topped-by EG ranging 6.0%-27.58%.

Barron's Round Table New-Year 2024 Dividend Dogs

Oracle recognized for AI automation, value delivered, and data orchestration AUSTIN, Texas , Feb. 8, 2024 /PRNewswire/ -- Oracle has been recognized as a Leader in the IDC MarketScape: U.S. Electronic Health Record (EHR) 2023-2024 Vendor Assessment1. According to the report, healthcare organizations should "Consider Oracle if you are an acute or ambulatory care organization looking for an EHR with innovative and powerful AI automation backed by the technological prowess of Oracle's OCI and data management capabilities.

Oracle Named a Leader in the IDC MarketScape U.S. EHR Vendor Assessment

Oracle Fusion Cloud Customer Experience (CX) scores highest in current offering category in B2B Customer Data Platforms Analyst Report AUSTIN, Texas , Feb. 8, 2024 /PRNewswire/ -- Oracle has been recognized as the Leader in The Forrester Wave™: B2B Customer Data Platforms, Q4 2023. The report recognized Oracle Unity Customer Data Platform (CDP) , part of Oracle Fusion Cloud Marketing , as the Leader with the highest score in the current offering category.

Oracle Named the Leader in B2B Customer Data Platforms by Independent Research Firm

Baptist Health Care, Springfield Clinic, Stamford Health, and the University of Chicago Medicine move business applications to the cloud AUSTIN, Texas , Feb. 8, 2024 /PRNewswire/ -- Leading healthcare organizations are implementing Oracle Fusion Cloud Applications Suite to help increase productivity, reduce costs, and enhance the experience they deliver to employees and patients. Baptist Health Care, Springfield Clinic, Stamford Health, and the University of Chicago Medicine have recently moved to Oracle Fusion Applications for finance, supply chain, HR, and customer experience to streamline operations in the cloud.

Healthcare Organizations Improve Operational Efficiency with Oracle Fusion Cloud Applications

FedRAMP approves new Oracle cloud services, now available to U.S. government customers AUSTIN, Texas , Feb. 7, 2024 /PRNewswire/ -- More than 16 new Oracle Cloud Infrastructure (OCI) services and features have attained FedRAMP approval, bringing enhanced AI, DevOps, and security capabilities to federal agencies and partners. In total, customers can now benefit from 93 FedRAMP authorized services available in Oracle's U.S. government regions.

Oracle Cloud Infrastructure Attains Expanded FedRAMP Authorization

Realty Income Corp

PagSeguro Digital

Petroleo Brasileiro

Polaris

Qualys

ResMed

Roper Technologies

MoneyShow presents top investment ideas for 2024 from their contributors. This year's edition presents a broad mix of conservative income stocks, more speculative but potentially more rewarding growth stocks, as well as ETF recommendations that target commodities, cryptocurrencies, and fixed income. Part 7 of this series includes Oracle, Petrobras, Polaris, Realty Income and ResMed, among others.

MoneyShow's Best Investment Ideas For 2024: Part 7

Automatic Data Processing

Intuit

With interest rate cuts on the horizon, investors can turn to software stocks for growth in 2024. Global software spending is rising with AI being a fundamental driver to the rising demand of software and IT solutions for businesses.

3 Software Stocks to Double Your Money in the Next 24 Months

Vancouver, British Columbia--(Newsfile Corp. - February 1, 2024) - Oracle Commodity Holding Corp. ("Oracle" or the "Company") announces that pursuant to a change of directors of the Company announced on December 4, 2023, it has cancelled a prior grant of 300,000 incentive stock options that were exercisable at a price of per common share until December 4, 2028. The Company has concurrently made a new grant 300,000 incentive stock options exercisable at a price of $0.05 per common share for a term of five years expiring on February 1, 2029 and vesting at a rate of 12.5% per quarter over a period of two years following the date of grant, with vesting to start on May 1, 2024.

Oracle Commodity Holding Corp. Announces Stock Option Grant/Cancellation

Cleveland Research sees a pickup in new business signings, particularly for AI customers.

Oracle Gains on Bullish Analyst Outlook

Oracle Health and Children's National Hospital's annual Bear PACK competition helps advance pediatric digital health innovation, adoption, and access AUSTIN, Texas , Feb. 1, 2024 /PRNewswire/ -- Oracle Health and Children's National Hospital announced the winners of the third annual Bear Institute Pediatric Accelerator Challenge for Kids (Bear PACK), a start-up competition aimed at fostering digital health innovation for children. The winners – Bend Health Inc., Kismet Health, RareCareNow, and Thynk Inc. – were recognized across four innovation tracks for their efforts to improve child health outcomes, enhance the care experience for patients, families, and clinicians, and reduce the cost of care for patients and health systems.

The Bear Institute Pediatric Accelerator Challenge for Kids Winners Announced

HONG KONG and AUSTIN, Texas , Feb. 1, 2024 /PRNewswire/ -- SmarTone Telecommunications Holdings Limited ("SmarTone") has chosen Oracle to transform its Business Support Systems (BSS). By upgrading its legacy solutions to bring prepaid charging and postpaid billing onto one unified, cloud native platform, Oracle Cloud Scale Charging and Billing will enable SmarTone to efficiently launch and scale differentiated offerings.

News for Oracle Stock (ORCL)