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

Alphabet

Oracle's stock has more than doubled over the past five years. Oracle's recent growth is largely driven by its cloud-based expansion.

Will Oracle Be Worth More Than Alphabet by 2030?

IBM just soared to 10-year highs after beating estimates in its Q4 report. The company also offered better-than-expected guidance, driven in part by AI demand.

Forget IBM, This Legacy Tech Giant Is a Better AI Stock to Buy

Oracle Hospitality OPERA Cloud selected as a property management platform to support Marriott International properties AUSTIN, Texas , Jan. 30, 2024 /PRNewswire/ -- Oracle today announced that Marriott International has selected Oracle Hospitality OPERA Cloud Property Management System (PMS) and Sales and Event Management as a hospitality cloud platform for Luxury, Premium, Select Service, and Midscale Properties. "Oracle OPERA Cloud provides an integrated hospitality platform that enables companies, like Marriott, to deliver exceptional guest experiences while supporting increased efficiency and revenue growth across their operations," said Alex Alt, executive vice president and general manager of Oracle Hospitality.

Oracle Cloud to Help Elevate Property Management for Marriott International

Ambev

Exxon Mobil

FANUC Corp

Prosus NV

What are big money managers worried about? “The problem is we're priced for a soft landing.

Five-star fund manager bets on cheap AI, beer and China plays

Amazon

Microsoft

Cloud computing stocks will continue to be prominent wealth generators for tech-oriented investors. With the emergence of generative AI, investors can continue to benefit from the tailwinds of cloud computing infrastructure.

The 3 Best Cloud Computing Stocks to Buy in January 2024

Adobe

Snowflake

Workday

There's a fair bit of love for software stocks on Wall Street, after the category has trounced the S&P 500 since the start of last year.

These 4 software stocks are ‘underloved.' Here's what could get them roaring.

Oracle (ORCL) makes OCI Generative AI service available in order to aid businesses.

Oracle (ORCL) Opens OCI Generative AI Service for Enterprises

Visa

Dividend-growth stocks have a well-earned reputation as top capital-appreciation plays. Visa and Oracle both sport top-tier dividend-growth rates, strong fundamentals, and a bright long-term outlook.

2 Supercharged Dividend-Growth Stocks to Buy and Hold Forever

OCI Generative AI service now generally available with choice of models from Cohere and Meta in the cloud and on-premises Oracle previews the first of a series of OCI Generative AI Agents to transform data-driven decision making Oracle eases the integration of AI into modern workloads DUBAI, UAE and AUSTIN, Texas , Jan. 23, 2024 /PRNewswire/ -- Oracle CloudWorld Tour -- Oracle today announced the general availability of the Oracle Cloud Infrastructure (OCI) Generative AI service along with new innovations that make it easier for enterprises to take advantage of the latest advancements in generative AI. OCI Generative AI service is a fully managed service that seamlessly integrates large language models (LLMs) from Cohere and Meta Llama 2 to address a wide range of business use cases.

Oracle Embeds Generative AI Across the Technology Stack to Enable Enterprise AI Adoption at Scale

Fortinet

Qualys

Tech stocks are undoubtedly one of the best paths to wealth in the stock market. With the emergence of artificial intelligence ( AI ), investors are on the hunt for companies that can deliver outsized returns.

Next Level Tech Wealth: 3 Stocks on the Path to 100% Returns

Airbnb

Advanced Micro Devices

Caterpillar

Coca-Cola

NextEra Energy

Starbucks

The S&P 500 has some of the best stocks and biggest names that are worth adding to your portfolio. 2024 has begun on an optimistic note and we could see several stocks hitting new highs this year.

The 7 Most Undervalued S&P 500 Stocks to Buy in January

Alibaba

Boston Properties

Chevron

Barrick Gold

Johnson & Johnson

JPMorgan Chase & Co

Kinder Morgan

NVIDIA

PepsiCo

Procter & Gamble

Unilever

Wintrust Financial

Barron's 10 favorite Stocks for 2024 came-out 1/17/24. Their New-Year Roundtable, published 1/11/24, listed 8 stocks of note for 2024 and mentioned 15 more. Fortune published their 13 inflation-proof list. Barron's interviews of eleven financial industry Roundtable pros tapped 8 predictions with 15 stocks mentioned. Three stocks made more than one list: Microsoft, Nvidia, Google.

2 Ideal Barron's/Fortune New-Year 2024 Dividend Buys

Peloton

The S&P 500 ended 2023 with a powerful rally, but it opened 2024 with a bit of volatility. Wall Street strategist Tom Lee (from Fundstrat) thinks the market could be on the cusp of a 7% decline in the short term.

S&P 500 Sell-Off? 1 Spectacular Stock to Buy Hand Over Fist and 1 to Sell

Oracle (ORCL) closed the most recent trading day at $109.67, moving +0.89% from the previous trading session.

Oracle (ORCL) Advances But Underperforms Market: Key Facts

Broadcom

Lockheed Martin

Raytheon Technologies

TransDigm

They're not the most glamorous or high-profile stocks, but in the past month, big defense companies like TransDigm Group Inc. NYSE: TDG, RTX Corp. NYSE: RTX, the company formerly known as Raytheon, and Lockheed Martin Corp. NYSE: LMT outperformed the S&P 500 as geopolitical worries heat up.

Growth for these defense stocks as global tensions rise

Salesforce

SAP SE

Shopify

Zoom Video

Microsoft and Oracle have room to grow, but the outlook is trickier for other software stocks, including Zoom and Adobe, an analyst says.

4 Software Stocks to Buy and 3 to Sell, According to an Analyst

Accenture Plc

Automatic Data Processing

ASML Hld

Booz Allen Hamilton Hld

Broadridge Financial

Cummins

Costco

Digital Realty Trust

Domino's Pizza

FedEx

Intuit

New Linde PLC

Eli Lilly

Mastercard

Moody's

I make trades at the start of the new tax year to lock in gains and strengthen my portfolio. I focus on dividend growth stocks and have compiled a list of 25 stocks that I expect to provide double-digit dividend raises in 2024. I emphasize the importance of fundamental growth, stable balance sheets, and management dedication to shareholder returns when selecting dividend growth stocks.

25 Stocks With Double Digit Dividend Growth Potential In 2024

News for Oracle Stock (ORCL)