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

Advanced Micro Devices

Intel

The future is artificial intelligence ( AI ) and any industry you name has AI working for it. Whether it is the autonomous driving industry, gaming industry, tech industry or robotics industry, AI is everywhere.

3 AI Stocks That Every Forward-Thinking Investor Should Own Now

On the back of strong AI tailwinds in its Cloud business, Oracle's stock has experienced a sharp rise in 2023. The company's Q4 FY2023 results showed strong revenue growth, driven by its Cloud [IaaS + SaaS] businesses, along with robust free cash flow generation. Despite Oracle proving itself as a real AI winner in recent quarters, its stock is currently overvalued and does not meet my required investment hurdle rate of 15%.

Oracle Is Not An AI Wannabe, But Is ORCL Stock A Buy?

Costco

CrowdStrike

Freeport-McMoRan

Fiserv Inc

Hilton Worldwide Holdings

Lam Research

ServiceNow

NXP Semiconductors

PPG Industries

Tesla

Trade Desk

Vipshop Hlds

A couple weeks ago, I wrote about using moving averages to find optimal entry points  for buying call options on the SPDR S&P 500 ETF Trust (SPY).

16 Struggling Stocks to Buy on the Dip

An analyst upgraded his recommendation on the storied database software developer. He believes it has great potential as a play on the future of artificial intelligence (AI).

Why Oracle Stock Trounced the Market Today

Oracle is the IBD Stock Of The Day as it was markedly higher following an upgrade from UBS that focused on the company's AI advantages.

Oracle Stock Rising On Upgrade: AI Story Still Has Plenty Of Room To Play Out

Oracle Corp.'s stock is already seen as an artificial-intelligence beneficiary, but UBS analyst Karl Keirstead thinks that Wall Street may be underestimating the company's opportunity there.

Oracle's stock wins an upgrade, as Wall Street may be underestimating its AI advantage

Oracle Corp (NYSE:ORCL) is up 2.2% at $119.36 at last glance, after UBS upgraded the software stock to "buy" from "neutral," with a price-target hike to $140 from $120.

Oracle Stock Upgraded on AI Tailwinds

Oracle Corporation (NYSE:ORCL) shares rose on Tuesday after UBS analysts upgraded their rating on the stock to Buy, citing the software company's “underappreciated edge” with its GPU capacity. Analsyts wrote that they were “increasingly confident” about its GPU capacity as well as its OCI architecture, which will be enough to attract new customers and drive OCI usage, according to UBS.

Oracle shares rise on UBS's bullish AI outlook; analysts upgrade to Buy

Oracle (NYSE: ORCL ) stock is in the news Tuesday as UBS analyst Karl Keirstead makes a bull case for the information technology company's shares. Starting off this coverage of ORCL stock is a price target increase from $120 per share to $140 per share.

ORCL Stock Alert: Can AI Hype Really Boost Oracle 20%?

Apple

AbbVie

Microsoft

Netflix

NVIDIA

The NASDAQ index, which lost one-third of its value last year, has rebounded with vigor in the first half of 2023. It climbed a staggering 32% during the period, channeling the spirit of 1983 when the tech-heavy index shot up 37% in value.

7 Stocks to Buy for the Rest of 2023

Middletown, Delaware--(Newsfile Corp. - August 28, 2023) - TheDeep, LLC is an artificial intelligence (AI) product development company that is announcing the release of its first major product called "Dr. Oracle" (https://www.DrOracle.ai) which is now live for use by the general public. Dr. Oracle To view an enhanced version of this graphic, please visit: https://images.newsfilecorp.com/files/8509/178528_e2c4a412f49a5b49_001full.jpg Dr. Oracle is the first ever medical AI designed to assist both researchers and medical professionals (medical students, residents, nurses, PAs, NPs, & physicians) in their field.

TheDeep, LLC, an Artificial Intelligence (AI) Product Development Company Announcing Its First Major Product Release Called, Dr. Oracle

Oracle (ORCL) enables the Royal Flying Doctor Service to unveil a fresh digital health record solution, leveraging the capabilities of Oracle Autonomous Database.

Oracle (ORCL) Enables Royal Flying Doctor Service's Record

Airbnb

First Solar

Li Auto Inc.

SoFi Technologies

Ulta Beauty

If you want to become a millionaire, invest wisely. One way to potentially do that is by investing in solid stocks, especially those with a solid history of growth.

Want to Be a Millionaire? 7 Stocks to Buy Now for Skyrocketing Returns

Oracle (ORCL) announces that it has been selected by MosaicML as the preferred cloud infrastructure partner to accelerate AI model training.

Oracle (ORCL) Helps MosaicML to Accelerate AI Model Training

During a shakeout, weaker and more speculative investors tend to panic and sell their holdings. However, Strategist Andrew Rocco explains why this process can clear out the market of these unstable participants, leaving behind a more resilient investor base.

2 Stocks With Bullish "Shakeout" Patterns

MosaicML adds Oracle Cloud Infrastructure to its managed platform, accelerating training of AI models for businesses AUSTIN, Texas , Aug. 24, 2023 /PRNewswire/ -- MosaicML, a software development provider that offers infrastructure and tools for building large-scale machine learning models, selected  Oracle Cloud Infrastructure  (OCI) as its preferred cloud infrastructure to help enterprises extract more value from their data. With OCI's high-performance AI infrastructure, MosaicML states that it has seen up to 50 percent faster performance and cost savings of up to 80 percent compared to other cloud providers.

MosaicML Trains Generative AI Models Faster with Oracle

U.S. companies have a long history of creating more value than any others in the world. Five American technology companies currently have valuations of more than $1 trillion.

Prediction: 3 Unstoppable Stocks Set to Join Apple, Microsoft, Amazon, Alphabet, and Nvidia in the $1 Trillion Club by 2030

Stanley Druckenmiller (Trades, Portfolio) is a billionaire investor and the founder of Duquesne Capital Management. He is a macroeconomic specialist who uses both bottom-up fundamental analysis and technical charts to make investing decisions.

Stanley Druckenmiller Loads Up on Oracle in the 2nd Quarter

Oracle (ORCL) Cloud Infrastructure receives authorization to host classified TS/SCI missions by the U.S. Intelligence Community.

Oracle (ORCL) Achieves Authorization for Top-Secret Cloud Data

Adobe

Automatic Data Processing

American Electric Power Company

Applied Materials

Broadcom

Cisco Systems

Dominion Energy

Duke Energy

Eversource Energy

General Motors

Alphabet

Intuit

A summer swoon that has been chipping away at stocks since early July was egged on Tuesday with news that Americans have hardly curbed their spending.

Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies

IonQ

ChatGPT took the world by storm in late 2022. Moving forward, investors looking to cash in on the AI revolution have two choices: bet on a company they think can win the AI race, or bet on the companies necessary to run AI.

AI "Gold Rush": Focus on 3 Stocks Selling the "Picks"

Tractor Supply

Allstate

American Tower

Best Buy

Home Depot

Invitation Homes

Kroger

Eli Lilly

In the comment section of a recent MarketWatch article listing stocks with high dividend yields that were expected to be well supported by the companies' cash flow, a reader suggested that it would have been useful to look at the stocks' performance as well. After all, if you begin with a high dividend yield but watch share price decline over the years, your overall return might be lousy.

News for Oracle Stock (ORCL)