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

The company's shares were tanking after its results disappointed. But analysts at Global Equities Research see an opportunity.

Oracle Stock Suffers. The Case to Buy into Its AI Potential.

Oracle Corporation (NYSE:ORCL ) Q1 2024 Earnings Call Transcript September 11, 2023 5:00 PM ET Company Participants Ken Bond - SVP, IR Safra Catz - CEO Larry Ellison - Chairman and CTO Conference Call Participants Brad Zelnick - Deutsche Bank Mark Murphy - JPMorgan Raimo Lenschow - Barclays Capital Mark Moerdler - Bernstein Keith Weiss - Morgan Stanley John DiFucci - Guggenheim Operator Good day, everyone, and welcome to Oracle's First Quarter 2024 Earnings Call. Today's call is being recorded.

Oracle Corporation (ORCL) Q1 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Oracle (ORCL) give a sense of how the business performed in the quarter ended August 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Oracle (ORCL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Oracle (ORCL) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.14 per share. This compares to earnings of $1.03 per share a year ago.

Oracle (ORCL) Q1 Earnings Top Estimates

Oracle Corp (NYSE: ORCL) lost nearly 10% in extended hours after reporting revenue for its first financial quarter that came in slightly shy of Street estimates.

Oracle Q1 earnings: ‘their valuation is favourable'

Oracle shares fell more than 5% in extended trading Monday after the company reported earnings nearly in-line with expectations but declining cloud licensing revenue. The company posted adjusted earnings of $1.19 per share on revenue of $12.45 billion, up from $1.03 per share on revenue of $11.45 billion a year earlier.

Oracle stock slides after 1Q results fail to top expectations; CTO Larry Ellison touts generative AI capabilities

Oracle stock fell after the company reported adjusted earnings of $1.19 a share for its first quarter, just ahead of views.

Oracle Stock Falls After Database Software Firm Posts Lackluster Results

Oracle Corp. shares fell in the extended session Monday after the software company reported in-line revenue for the quarter, and earnings were slightly higher than expected.

Oracle stock falls after in-line revenue report

Larry Ellison pointed to a doubling in the amount of money that artificial-intelligence development companies have agreed to spend on Oracle cloud services

Oracle comes up short on revenue but touts AI cloud contracts

Q1 GAAP Earnings per Share $0.86, Non-GAAP Earnings per Share $1.19 Q1 Total Revenue $12.5 billion, up 9% in USD, up 8% in constant currency Q1 Cloud Revenue (IaaS plus SaaS) $4.6 billion, up 30% in USD, up 29% in constant currency Q1 Cloud Infrastructure (IaaS) Revenue $1.5 billion, up 66% in USD, up 64% in constant currency Q1 Cloud Application (SaaS) Revenue $3.1 billion, up 17% in USD, up 17% in constant currency Q1 Fusion Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD, up 20% in constant currency Q1 NetSuite Cloud ERP (SaaS) Revenue $0.7 billion, up 21% in USD, up 21% in constant currency AUSTIN, Texas , Sept. 11, 2023 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced fiscal 2024 Q1 results.

Oracle Announces Fiscal 2024 First Quarter Financial Results

Oracle Corporation (NYSE:ORCL) is slated to report fiscal first-quarter results after the bell Monday, but analysts at Deutsche Bank aren't expecting any surprise beats.  The company has a $135 price target on the stock, which traded at $126.69 early Monday afternoon.

Oracle investors 'more bullish' than analysts ahead of fiscal 1Q results

Cloud concern Oracle Corporation (NYSE:ORCL) will report fiscal first-quarter earnings after the close today.

Oracle Stock Set to Open at Record High Before Earnings

Tesla

Hostess Brands

Kenvue

J. M. Smucker

Shares of Hostess Brands Inc. TWNK, +0.86% jumped more than 10% after The Wall Street Journal reported late Sunday that J.M. Smucker Co. SJM, +0.88% is close to a roughly $4 billion deal to acquire the snack maker.

Hostess Brands shares rally on deal news and Tesla stock is up on an upgrade, and more moving stocks

Oracle Corporation (NYSE:ORCL) is expected to report a year-over-year increase in its sales and profits when it hands down its first quarter fiscal 2024 earnings on Monday, September 11 after the market close. Wall Street analysts expect the cloud technology company to report a 10.7% increase in earnings per share, up from $1.03 for the same period last year to $1.14.

Oracle on track to meet ‘difficult but achievable' 1Q organic growth expectations

After U.S. markets closed on Wednesday, DocuSign beat the consensus earnings per share (EPS) estimate by 9.1% and the revenue estimated by about 1.5%.

Earnings Preview: Oracle

Adobe

Lennar

Investors should be girding themselves for next Thursday's results for the August-ended quarter after the close.

Adobe Stock, Already At Year's Highs, Faces Earnings Test; Oracle, Lennar Also On Earnings Calendar

GitLab

MongoDB

NVIDIA

The AI industry is in high gear, and the money flows fast into all segments. Among the most promising segments are AI apps and services, which will be the largest portion of the market over time.

This is How to Get the Best Exposure to AI App Development

Roku

AeroVironment

Salesforce

CrowdStrike

First Solar

Southwest Airlines

Microsoft

ServiceNow

Block

Thermo Fisher Scientific

Toast

Zscaler

Here are some of the tickers on my radar for Wednesday, Sept. 6, taken directly from my reporter's notebook.

Here are the 14 stocks Jim Cramer is watching, including Oracle, Roku and Southwest

The tech industry stalwart scores a recommendation upgrade from an analyst. To him, the shares are now a buy.

Why Oracle Stock Blasted Higher on Tuesday

Oracle rose Tuesday after it earned a new upgrade from Barclays on the tech giant's potential to be a leader in artificial intelligence.

Oracle Stock Boosted By New Upgrade Citing AI Potential

Barclays upgraded Oracle stock to Overweight from Equal Weight, and raised its price target to $150 from $126. The software giant offers a "multiyear opportunity for solid growth at high margins.

Oracle Stock Is Rising. Bullish AI Cloud Outlook Prompts Another Upgrade.

C3.ai

Dynatrace Inc

monday.com

Palantir Technologies

Snowflake

Workday

Software growth stocks outperformed in the first half of 2023. But will the artificial intelligence-driven rally be sustainable for software stocks?

Software Stocks To Watch Amid Artificial Intelligence-Generated Rally

Oracle Corp (NYSE:ORCL) is up 2.1% before the bell, after Barclays upgraded the software stock to "overweight" from "equal weight.

Orcale Stock Upgraded on AI Tailwinds

Earnings Results to be released on September 11, 2023, After the Close of the Market AUSTIN, Texas , Sept. 5, 2023 /PRNewswire/ -- Oracle Corporation today announced that its first quarter fiscal year 2024 results will be released on Monday, September 11th, after the close of the market.

Oracle Sets the Date for its First Quarter Fiscal Year 2024 Earnings Announcement

After bottoming out from the post-pandemic sell-off last October, momentum has only swung one way, and it's up 100%. Along the way, the company has tagged numerous all-time highs, and while shares have been noticeably cool throughout the summer, they're ready to rocket once again.

News for Oracle Stock (ORCL)