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

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

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

Oracle gave investors an optimistic update in its quarterly financial results.

Is It Too Late to Buy Oracle Stock?

Airbnb

Taiwan Semiconductor Manufacturing

Oracle's red-hot cloud services division grew revenue by 25% year over year in its most recent quarter. Taiwan Semiconductor Manufacturing should ride the semiconductor wave to massive growth.

3 Surprise AI Stocks Headed for a $1 Trillion Market Cap

Oracle posted another round of strong cloud infrastructure growth. Its backlog continues to expand, driven by AI demand.

This Artificial Intelligence (AI) Stock Is Soaring Again. 1 Must-See Quote That Shows It Can Keep Gaining

Adobe

Q1 earnings are expected to be up +2.1% from the same period last year on +3.4% higher revenues, with the Technology sector again playing a big role in keeping the overall earnings picture positive.

2024 Q1 Earnings Loom: What Can Investors Expect?

Oracle beat earnings estimates for its fiscal third quarter. The company is striving to keep up with demand for its Gen2 Cloud infrastructure business.

Why Oracle Stock Popped 12% This Week

Dollar Tree

Southwest Airlines

Here are some of the major companies whose stocks moved on the week's news.

The Score: Southwest Airlines, Oracle, Dollar Tree and More Stocks That Defined the Week

Oracle (ORCL) launches Cloud EPM for Sustainability, enhancing organizational capacity to measure and manage sustainability efforts efficiently.

Oracle (ORCL) Launches Cloud EPM for Sustainability Solution

Oracle stock won a pair of upgrades following a strong earnings report on Monday. The company's cloud push is gaining steam.

Oracle's Cloud, AI Momentum Is Winning Over Wall Street

Using Nvidia's chips, Oracle developed industry-leading data center infrastructure for artificial intelligence (AI) workloads. Oracle Cloud Infrastructure revenue soared 49% in the recent fiscal 2024 third quarter, far outpacing the rest of its business.

1 Unstoppable Stock That Could Join Nvidia, Apple, Microsoft, Amazon, Alphabet, and Meta in the $1 Trillion Club

Microsoft

Oracle (ORCL) announced new artificial intelligence (AI) features integrated into its cloud application systems and an expansion of the regions where it offers Oracle Database@Azure in partnership with Microsoft (MSFT) on Thursday.

Oracle Adds New GenAI Features to Cloud Applications and Expands Microsoft Partnership

Main Street Capital

Dividend stocks are optimal for investors who want cash flow and don't want to deal with real estate. These stocks pay dividends frequently, raise them each year, and can also generate long-term capital gains for investors.

The Dividend Dynasty: 3 Stocks for Income Hungry Investors

Oracle's stellar Q3 earnings report, fueled by surging AI cloud demand and strategic focus on profitability, drives stock surge and bullish analyst outlook.

Oracle's AI Cloud Demand Fuels Profitability Surge

Oracle has added new generative artificial intelligence (AI) capabilities to its Fusion Cloud Applications Suite. “The latest AI additions include new generative AI capabilities embedded in existing business workflows across finance, supply chain, HR, sales, marketing, and service,” the software company said in a Thursday (March 14) press release.

Oracle Unveils New AI Capabilities for Finance and Supply Chain

Oracle is sharpening its rivalry with Microsoft over AI-enabled software, but the two companies are also working together.

Oracle Takes on Microsoft with New AI Features, and Other Technology News Today

Oracle's stock (NYSE: ORCL) has gained approximately 21% YTD as compared to the 7% rise in the S&P500 index over the same period. Further, the stock rose by 11.7% yesterday vs 1% in the S&P500.

Up 11% In The Last Trading Session, What To Expect From Oracle Stock?

New AI capabilities in Oracle Fusion Data Intelligence help improve decision-making and quickly turn insights into action LONDON , March 14, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced new artificial intelligence (AI) capabilities in Oracle Fusion Data Intelligence that will help Oracle Fusion Cloud Applications customers improve decision making by combining data-driven insights with intelligent actions. Oracle Fusion Data Intelligence is a next-generation data, analytics, and AI solution powered by Oracle Cloud Infrastructure (OCI) services including Oracle Autonomous Database, OCI Data Lake, and Oracle Analytics Cloud.

AI-Powered Analytics Help Oracle Fusion Applications Customers Achieve Better Business Outcomes

New sustainability capabilities in Oracle Cloud EPM help business leaders efficiently plan, track, and report on initiatives and comply with new reporting standards LONDON , March 14, 2024 /PRNewswire/ --  Oracle CloudWorld -- Oracle today announced Oracle Cloud EPM for Sustainability, a new solution in Oracle Fusion Cloud Enterprise Performance Management (EPM) that helps organizations efficiently measure and effectively manage sustainability initiatives. The new solution will help business leaders gain the insights they need to make progress on sustainability goals by connecting data, plans, and targets across their organization, and by modeling multiple scenarios to optimize outcomes.

Oracle Helps Organizations Effectively Manage Sustainability Initiatives

Powerful cloud database service now in Germany and announcing five additional cloud regions for a total of 15 regions planned this year REDMOND, Wash., and AUSTIN, Texas , March 14, 2024 /PRNewswire/ -- Microsoft Corp. and Oracle are expanding our collaboration to meet growing customer demand for Oracle Database@Azure around the world.

Microsoft and Oracle expand partnership to satisfy global demand for Oracle Database@Azure

New capabilities for finance, supply chain, HR, customer experience, and beyond help organizations be more competitive, boost productivity, and reduce cost of doing business LONDON , March 14, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced new generative AI capabilities within the Oracle Fusion Cloud Applications Suite that will help customers improve decision making and enhance the employee and customer experience. The latest AI additions include new generative AI capabilities embedded in existing business workflows across finance, supply chain, HR, sales, marketing, and service, as well as an expansion of the Oracle Guided Journeys' extensibility framework to enable customers and partners to incorporate more generative AI capabilities to support their unique industry and competitive needs.

Oracle Adds New Generative AI Capabilities to Oracle Fusion Cloud Applications Suite

New Smart Operations capabilities in Oracle Cloud SCM help customers increase productivity, enhance quality, reduce downtime, expand production visibility, and improve factory output LONDON , March 14, 2024 /PRNewswire/ -- Oracle CloudWorld -- To help organizations increase the efficiency of global supply chain operations, Oracle today announced Oracle Smart Operations, new supply chain execution capabilities in Oracle Fusion Cloud Supply Chain & Manufacturing (SCM). Powered by advanced technologies like artificial intelligence (AI), the new capabilities within Oracle Fusion Cloud Manufacturing and Oracle Fusion Cloud Maintenance can help customers improve factory output by increasing productivity, enhancing quality, reducing unplanned downtime, and improving visibility across operations.

Oracle Helps Organizations Build Smart and Efficient Operations

Oracle on Thursday said it is adding generative artificial intelligence features across its corporate software lineup, intensifying competition with Microsoft and other technology firms to sell the technology to businesses customers.

Oracle adds generative AI features to finance, supply chain software

Oracle is experiencing significant top-line growth, driven by the adoption of its OCI platform and the expansion of regional data centers. Management is driving growth with $10b in capex in eFY25. The company is teaming up with Nvidia to position itself as a leading choice for hosting AI/ML applications for both corporate and sovereign government entities. Oracle takes a more modular approach to designing its data centers, automating nearly every operating process within the data center.

Oracle Has A Longer Runway Than One Would Think

PepsiCo

In today's ever evolving global economy, investors continue to search for strong buy blue-chip stocks. These well established companies exhibit a history of weathering economic storms while delivering consistent, stable returns.

Wall Street Favorites: 3 Blue-Chip Stocks With Strong Buy Ratings for March 2024

Blackrock Inc

The market rally is broadening beyond the so-called “Magnificent Seven” technology giants. This means that many stocks that had been flying under the radars of investors are now joining the rally and their share prices are marching higher.

Cash Cow Corral: 3 Stocks Generating Moolah Like No Udder

Themes Cloud Computing ETF

Fidelity Cloud Computing ETF

Defiance Next Gen Connectivity ETF

iShares North American Tech-Software ETF

Monarch Blue Chips Core ETF

NVIDIA

Oracle (ORCL) jumped more than 13% to a record high in yesterday trading session, following the robust third-quarter fiscal 2024 results. Investors seeking to tap the strength should consider ETFs having the largest exposure to this software giant.

News for Oracle Stock (ORCL)