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

NVIDIA

CrowdStrike

Nvidia stock continues to dominate thanks to its massive lead in the artificial intelligence market.

My Top 3 AI Stocks for 2024: Yes, Nvidia Made the List, but Can You Guess the Other 2?

Snowflake

Growing demand for AI systems could create powerful tailwinds for Snowflake, and the stock has big upside potential.  Oracle is seeing soaring demand for its cloud infrastructure services.

A Bull Market Is Coming: 2 AI Stocks Down 19% and 54% to Buy Right Now

Amazon

Alphabet

JPMorgan Chase & Co

Microsoft

Tesla

Visa

In an era where the market shifts at breakneck speed, millionaire-maker stocks can pop at any minute. Identifying potential investment avenues is critical to navigating a constantly changing landscape.

Millionaire Roadmap: 7 Must-Own Stocks to Ride the Wealth Wave

Broadcom

Cisco Systems

Digital Realty Trust

STAG Industrial

Dividend reinvesting allows you to receive higher distributions in subsequent quarters and increase your compounding returns. Many investors continue to reinvest their dividend payments until they are ready to live off their dividends and wish to retire.

7 Dividend Reinvestment Plans (DRIPs) to Supercharge Your Growth in 2024

Artificial intelligence has the potential to drive a productivity boom in the global economy. Businesses in all industries are racing to integrate AI into their operations.

2 Artificial Intelligence (AI) Stocks That Will Change the World (and Make Many Millionaires)

Oracle's Q2 results were impacted by supply constraints, but the company expects revenue to grow by 6-8% YoY in Q3. Oracle's role in the emerging AI ecosystem and its optimized cloud infrastructure position it for future growth. The success of Oracle Cloud Infrastructure could drive the adoption of the company's autonomous database, especially with recent partnerships like Microsoft.

Oracle: Mixed Quarter But I Remain Positive

Oracle stock has been up-and-down in the back half of 2023, as investors debate how much AI can boost its cloud-computing business.

Can Oracle Cash-In On The AI Cloud 'Gold Rush'?

DigitalOcean Holdings

The S&P 500 soared in 2023, recovering from all of its brutal losses in 2022. Historical data shows a year like 2023 is always followed by another positive year, which bodes well for 2024.

2 Spectacular Artificial Intelligence (AI) Stocks Primed to Beat the S&P 500 in 2024

Oracle (ORCL) Fusion Cloud Applications is adopted by North Memorial Health to unify and streamline finance, supply chain and HR processes.

Oracle (ORCL) Fusion Cloud Offering Aids North Memorial Health

Leading health system and services provider consolidates finance, supply chain, and HR processes in the cloud to help reduce costs and enhance the employee and patient experience AUSTIN, Texas , Dec. 19, 2023 /PRNewswire/ -- North Memorial Health has selected Oracle Fusion Cloud Applications Suite to support its mission of helping patients achieve their best health. With Oracle Fusion Applications, North Memorial Health will be able to unify and streamline finance, supply chain, and HR processes to help improve operational efficiency, reduce costs, and enhance the employee and patient experience.

North Memorial Health Selects Oracle Fusion Cloud Applications to Boost Efficiency

Deere & Company

McDonald's

As we enter a new year, investors seek blue-chip stocks that will outperform the market. However, identifying these stocks won't be an easy task at hand.

3 Blue-Chip Stocks Set to Outperform the Market Through 2030

Oracle's revenue growth and guidance disappointed the market in its recent earnings report. The company described demand for its cloud infrastructure services as "astronomical.

1 Incredible AI Stock You'll Regret Not Buying on the Dip

Oracle has outperformed Snowflake by a wide margin over the past three years. Snowflake is growing rapidly, but its high valuation is capping its gains.

Better Cloud Stock: Snowflake vs. Oracle

Adobe

Enghouse Systems Limited (TSX:ESL) reported a jump in fourth-quarter and full-year revenue driven by the expansion of its recurring Software-as-a-Service (SaaS) revenue base.

AI efforts in focus for Oracle and Adobe's quarterly reports: earnings roundup

Coca-Cola

UnitedHealth Group

UnitedHealth provides investors with a great mix of stability, growth, and dividends. Coca-Cola's evolving business and strong dividend growth make it ideal for investors.

3 Industry Stalwarts You Can Buy and Forget About

Oracle stock has been falling for most of the second half of 2023. Blame a slowdown in parts of the company's cloud software business.

Oracle Stock Falls Again -- Is It a Top AI Stock Buy for 2024?

Oracle (ORCL) announces that the Oracle Database@Azure service is now generally available in the Microsoft Azure East U.S. region.

Oracle (ORCL) Service Boosts East U.S. Azure Datacenters

Wall Street is split on whether stocks are in a bull or bear market right now, but the debate will soon be over. With a new bull market potentially around the corner, now is a great time to buy high-quality stocks.

A Bull Market Is Coming: 1 Super Artificial Intelligence (AI) Stock to Buy Hand Over Fist and Hold Forever

Oracle's overall cloud business slowed in the fiscal second quarter, contributing to a revenue miss. Demand for cloud infrastructure remains strong, and Oracle plans to meet that demand by greatly expanding its data center footprint.

What Investors Need to Know About Oracle's Cloud Slowdown

Oracle posted a mixed second-quarter earnings report. Its margins are still improving, and its free cash flow is rising.

3 Reasons to Buy Oracle Stock, and 3 Reasons to Sell

BlackBerry

Looking ahead to 2024, conditions appear to favor a continued rally in the stock market. Inflation keeps falling, the economy remains strong, bond yields are in decline, and the U.S. Federal Reserve could begin lowering interest rates as soon as March.

3 Stocks to Buy on Any 2023 Pullback to Ride Into a 2024 Rally

Oracle (ORCL) achieves the milestone of being the first hyperscale to establish two cloud regions in Chile.

Oracle (ORCL) Makes History With Two Cloud Regions in Chile

Oracle database services running on Oracle Cloud Infrastructure are deployed directly in Microsoft Azure datacenters AUSTIN, Texas , Dec. 13, 2023 /PRNewswire/ -- The first Oracle Database@Azure service is now generally available in the Microsoft Azure East US region. Oracle will operate and manage Oracle Exadata Database Service, the first of several planned Oracle database services to run on Oracle Cloud Infrastructure (OCI) in Azure datacenters.

Oracle Announces the General Availability of Oracle Database@Azure

Oracle NYSE: ORCL had a weaker-than-expected FQ2 relative to analysts' expectations, but the outlook is as robust as ever. The biggest takeaway from the report is that weakness was caused by insufficient capacity, and capacity is ramping.

Oracle's "weak" results amplifies the outlook for AI accelerators

Oracle Cloud Infrastructure (OCI) continues to expand its global cloud region footprint with 48th public cloud region New region in Valparaíso extends Oracle's commitment to helping organizations across one of South America's largest economies move to the cloud More Chilean organizations across all industries can now benefit from OCI's high performance and security, powerful data and analytics, and distributed cloud capabilities AUSTIN, Texas , Dec. 12, 2023 /PRNewswire/ -- Oracle today announced the opening of a second Oracle Cloud Region in Chile, making it the first hyperscaler to have two regions in the country. With the new Oracle Cloud Valparaíso Region and the existing region in Santiago, Oracle will help organizations across all industries in Chile strengthen business continuity while addressing data residency and sovereignty requirements.

News for Oracle Stock (ORCL)