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

People on the short-form video app bust out their happy dance.

TikTok users rejoice over Oracle deal, but saga with Trump isn't over

As news spread that Oracle had reached an agreement to become TikTok's partner in the United States, in a deal that could keep the app alive in the country, some TikTokers started posting celebratory videos calling the enterprise software giant the platform's "savior."

'Oracle just completely saved the day': TikTok users react to looming deal

The Chinese-owned app designed a compromise to satisfy U.S. security concerns.

TikTok’s Proposed Deal Seeks to Mollify U.S. and China

TikTok has found a dance partner to keep it going in the US — but it has to convince the feds not to let the deal flop. American software firm Oracle said it would become the “trusted technology provider” for ByteDance — the Chinese tech giant behind the popular app known for its viral dance.

TikTok, Oracle face several hurdles to keep deal alive

I believe the new Chinese IP export restrictions frightened away other bidders granting Oracle the TikTok offer

Oracle (ORCL): Last Man Standing In TikTok Bid

DraftKings

Nikola

Citigroup

DraftKings, Nikola, Oracle and Citigroup were our top stock trades for Tuesday. That said, let's look at the charts to see what's going on.

4 Top Stock Trades for Tuesday: DKNG, ORCL, NKLA, C

TikTok is banking on Trump moving off public comments about a full sale to avoid a ban with its Oracle proposal.

TikTok relying on Trump to back off original demand to sell U.S. business and approve Oracle deal

We narrow down to ETFs with the maximum allocation to Oracle, which are likely to be the top gainers as this software giant has been chosen by ByteDance as its U.S. technology partner.

Oracle Partners With TikTok : ETFs to Gain

Oracle's stock has risen sharply in recent weeks.

Oracle's Stock May Have Even Further To Climb

Oracle (ORCL) is moving forward with plans to buy Chinese social media app TikTok and we have a few things to know about the deal.
The post Oracle-TikTok Deal: 11 Things for ORCL Stock Investors to Know appeared first on InvestorPlace.

Oracle-TikTok Deal: 11 Things for ORCL Stock Investors to Know

Microsoft

The saga over control of TikTok in the U.S. became both clearer yet equally confusing Monday, as Oracle said it struck a deal with ByteDance for the wildly popular video-sharing app.

Confusion Over TikTok Deal As Microsoft Pushed Out, Oracle In Lead

Software giant Oracle confirmed Monday that it has reached a deal with TikTok parent ByteDance to become the Chinese firm’s “trusted technology provider” in the US. The California-based company said Beijing-based ByteDance had submitted the proposed deal to the US Treasury Department over the weekend as it faced a Sept.

Oracle confirms deal to become TikTok’s ‘technology provider’ in US

A recent study reveals just how quickly TikTok is growing against its social media peers.

TikTok Is Still Growing Faster than Facebook and Snapchat

TikTok's US partnership with Oracle comes days before the Trump administration is expected to ban the popular short-form video app from the United States. But despite the two companies reaching a deal before Trump's Sept. 20 deadline, it's far from clear whether the agreement can successfully stave off the ban. Here's why.

Will TikTok's deal with Oracle avert a US ban? Not necessarily

Optimism about a potential end to the COVID-19 pandemic helped lift markets.

Stock Markets Climb as Oracle Beats Microsoft in TikTok Fight

Oracle Corp. ORCL, +6.21% confirmed Monday that its name was submitted by TikTok parent ByteDance to serve as the "trusted technology provider" for TikTok, in a proposal given to the Treasury Department.

Oracle confirms it's part of TikTok bid proposal submitted to Treasury Department

The deal could make Oracle a bigger force in advertising and make it more relevant to young consumers.

Oracle confirms deal with TikTok-owner ByteDance to become 'trusted technology provider'

Oracle Corp confirmed on Monday that it was part of a proposal made by TikTok-parent ByteDance to the U.S. government to become a technology partner for the Chinese firm.

Oracle confirms it is part of proposal for TikTok

ByteDance’s founder has long urged his employees to think beyond the world’s No. 2 economy, where growth is easing and competition is rising.

ByteDance's Need for a TikTok-Oracle Deal: China is Slowing

The deal on the table is said to be more of a partnership than an outright sale, however.

Oracle Apparent TikTok Winner After Microsoft's Bid Rejected

Sources confirmed on Monday that ByteDance had picked Oracle Corporation (NYSE: ORCL) over Microsoft as a partner to save the U.S. arm of its Chinese video-sharing social networking service, TikTok, amidst the rising tensions between the two largest economies of the world.

ByteDance chooses Oracle over Microsoft as a partner for the U.S. arm of TikTok

TikTok’s Chinese parent company reportedly doesn’t want to sell its signature algorithm — meaning Oracle’s deal to take over parts of the app may not include its secret sauce. The American software giant has struck a deal to become TikTok’s so-called technology partner ahead of the Trump administration’s looming deadline for Beijing-based ByteDance to sell.

TikTok’s deal with Oracle may not include app’s key algorithm

U.S. Treasury Secretary Steven Mnuchin said on Monday the Trump administration received a proposal from Oracle Corp over the weekend to make Chinese-owned short video app TikTok a U.S.-headquartered company and will review the plan this week.

Mnuchin says Trump administration will review Oracle's TikTok proposal this week

The Trump administration will this week review a deal between Oracle Corp. ORCL, -0.57% and TikTok, Treasury Secretary Steven Mnuchin said in an interview Monday.

Trump administration to review Oracle-TikTok deal this week, Mnuchin says

In a world where control of technology is a growing geopolitical concern, two big deals are causing a stir.

News for Oracle Stock (ORCL)