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

Apple

The Nasdaq Composite sank 7.4% between August and September in a brutal sell-off. But a Wall Street veteran of more than 60 years thinks the market could bottom in October.

The Nasdaq Might Bottom in October, According to This Wall Street Veteran -- 2 Super Stocks to Buy Hand Over Fist

Oracle beat on profits but slightly missed on revenue in its first-quarter earnings release. Having surged earlier this year on AI enthusiasm, a pullback was perhaps overdue.

Why Oracle Stock Fell 12% in September

Oracle's recent results show that its cloud narrative is genuine and will work in its favor. The company's cloud infrastructure is gaining momentum and could position Oracle as the fourth-largest cloud vendor in the US. Oracle's transition of on-premise applications to the cloud, along with its collaborations, provides significant growth prospects for its cloud offerings.

Oracle's Bright Future Amidst AI Craze

Palantir Technologies

Aurora Innovation

Dynatrace Inc

General Electric

Rockwell Automation

SAP SE

Trade Desk

C3.ai

Upstart Holdings

Artificial intelligence (AI) investments have surged during the past year, with new research by Forex Suggest revealing the 10 largest market capitalization increases for AI stocks in 2023, and which AI-related company is on track to reach a trillion-dollar valuation quickest.  #1 Upstart Holdings Inc: 100% increase in market cap (from August 2022 to August 2023)  Upstart, which partners with banks to provide credit services, uses machine learning and AI to assess borrowers on a range of non-traditional data points, using this data to provide higher approval rates and lower interest loans.

Top 10 AI stocks with the biggest market cap increases in the past year

Oracle's technical solutions, such as its database products, are positioned to benefit from AI. Its latest quarterly revenue rose 9% year over year, showing continued solid growth.

Is Now the Time to Buy Oracle?

Oracle (ORCL) Marketplace expands its accessibility to leverage WhatsApp's potential in sales and marketing through Mitto's offerings.

Oracle (ORCL) Integrates Mitto for WhatsApp Sales & Marketing

Mitto's WhatsApp Business integration allows Oracle Responsys users to engage and support customers at scale. ZURICH , Sept.

Mitto Expands Access to the Power of WhatsApp for Sales and Marketing Through Oracle Marketplace

Oracle Fusion Cloud ERP positioned as highest in "Ability to Execute" and furthest right for "Completeness of Vision" AUSTIN, Texas , Sept. 28, 2023 /PRNewswire/ -- Oracle has been named a Leader in the 2023 Gartner® Magic Quadrant for Cloud ERP for Service-Centric Enterprises for Oracle Fusion Cloud Enterprise Resource Planning (ERP).

Oracle Fusion Cloud ERP Recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Cloud ERP for Service-Centric Enterprises

Oracle (ORCL) opens new region in Monterrey in partnership with TELMEX-Triara and continues expanding its global cloud region footprint.

Oracle (ORCL) Cloud Services Expand in Mexico With TELMEX-Triara

Alteryx

Netflix

The United States has been facing a confluence of threats that risk more turbulence. Currently, there are several potential challenges to contend with, including the prospect of extended autoworkers, strikes, the possibility of a prolonged government shutdown, the restart of student loan payments and the escalation of oil prices.

Don't Miss the Boom: 3 Machine Learning Stocks Set to Explode Higher

Oracle (ORCL) merchandise and financial solutions are set to revolutionize the grocery industry through a fully online approach.

Oracle (ORCL) Helps Flink to Achieve Rapid Grocery Deliveries

Palo Alto Networks

Wall Street analysts are split on the definition of when a new bull market officially begins. Investors should focus on buying quality stocks for the long term because history shows the market always rises to new highs eventually.

A Bull Market Is Coming: Don't Wait to Buy These 2 Unstoppable Stocks

Oracle Corp. Japan shares 4716, +9.38% rose sharply Wednesday morning after first-quarter net profit grew on the strength of the cloud business.

Oracle Corp. Japan shares rise sharply after quarterly profit climbs on cloud business

Oracle opens new region in Monterrey in partnership with Teléfonos de México (TELMEX-Triara) and continues expanding its global cloud region footprint with 46th region  Organizations benefit from Oracle Cloud Infrastructure's high performance and security, powerful data and analytics, and distributed cloud capabilities  TELMEX-Triara is the new region's host partner and will deliver Oracle Cloud Infrastructure services to organizations across Mexico AUSTIN, Texas and MEXICO CITY , Sept. 26, 2023 /PRNewswire/ -- Oracle today announced the opening of a second Oracle Cloud Region in Mexico in partnership with Teléfonos de México (TELMEX-Triara), becoming the first hyperscaler to have two cloud regions in the country to broaden access and provide greater resiliency.

Oracle Partners with TELMEX-Triara to Become the Only Hyperscaler with Two Cloud Regions in Mexico

Features added to help improve patient safety, increase care coordination, and reduce administrative burdens. AUSTIN, Texas , Sept.

GBIN Launches eNautilus Project to Add New Oracle Health EHR Capabilities to Better Support Patient Care

German start-up bags Oracle merchandise and financials to disrupt the grocery market with pure online model AUSTIN, Texas and BERLIN , Sept. 26, 2023 /PRNewswire/ -- Online supermarket Flink burst on the scene in 2021 offering consumers in Germany, the Netherlands, and France grocery deliveries in just minutes.

Flink Gets Groceries to Customers in Minutes with Oracle Cloud

Oracle shares fell noticeably in the wake of a poorly received quarterly earnings report. My view is that the earnings report actually highlighted the potential for a significant revenue growth inflection in the near future. Oracle's cloud infrastructure, the transformation of its Cerner acquisition, and market share gains within its cloud apps business are key drivers for future growth.

Oracle: A Growth Inflection Is Coming Into View

Amazon

NIKE

ARM Holdings PLC

Instacart (Maplebear Inc.)

Charles River Laboratories

DoorDash

Dell Technologies

Darden Restaurants

FedEx

Ralph Lauren

T-Mobile US

Uber

Exxon Mobil

Here are some of the tickers on my radar for Friday, Sept. 22, taken directly from my reporter's notebook.

Here are the 13 stocks Jim Cramer is watching, including Amazon, Oracle and Nike

Oracle Corporation (NYSE:ORCL) has reiterated that it expects to generate about $65 billion in annual revenue by the 2026 fiscal year, a target first shared with investors a year ago. The assertion comes after the company last week reported disappointing quarterly earnings, with declining cloud licensing sales sending its share price tumbling.

Oracle reiterates $65B revenue target for 2026

Oracle Corp. ORCL reiterated its fiscal 2026 revenue goals at a meeting with financial analysts in Las Vegas on Thursday. The company affirmed its targets of $65 billion in revenue by fiscal 2026, less than two weeks after its forecast for the current quarter came in lower than Wall Street consensus at the time.

Oracle recommits to $65 billion in revenue by fiscal 2026

Oracle (ORCL) announces the availability of Oracle Database@Azure, MySQL HeatWave Lakehouse on AWS & Oracle Alloy as part of its expanded distributed cloud offerings to meet growing OCI services demand.

Oracle (ORCL) OCI Services Expand Distributed Cloud Offerings

Oracle (ORCL) is set to collaborate with Applied Invention and other key industry players to establish a universal framework for network and data security across on-premises and distributed cloud settings.

Oracle (ORCL) to Restructure Network and Data Security

Oracle (ORCL) is expanding its cloud infrastructure capabilities by incorporating next-generation NVIDIA GPUs and Ampere CPUs into its OCI Compute instances.

Oracle (ORCL) Bets on NVIDIA, Ampere for OCI Compute Instances

Oracle Database@Azure, MySQL HeatWave Lakehouse on AWS, and Oracle Alloy provide organizations with more flexibility to deploy cloud services anywhere LAS VEGAS , Sept. 20, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle continues to expand its distributed cloud offerings to meet organizations' diverse needs and the growing worldwide demand for Oracle Cloud Infrastructure (OCI) services.

Oracle Expands Distributed Cloud Offerings to Help Organizations Innovate Anywhere

MySQL HeatWave increases ease-of-use for customers with vector store, AutoML and Lakehouse enhancements, JSON, and JavaScript support  LAS VEGAS , Sept. 20, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced significant enhancements to MySQL HeatWave, including support for vector store, generative AI, new in-database machine learning features, MySQL Autopilot enhancements, new HeatWave Lakehouse capabilities, support for JavaScript, acceleration of JSON queries, and support for new analytic operators.

News for Oracle Stock (ORCL)