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

AT&T

Critical IoT connectivity supports Oracle industry applications, enabling reliable, secure communications FirstNet®, Built with AT&T and ECP provide the connectivity foundation for Oracle's Public Safety Suite AUSTIN, Texas , Aug. 12, 2024 /PRNewswire/ -- In a crucial next step toward bringing real-time communications to its suite of cloud applications, Oracle today announced that it is incorporating AT&T IoT connectivity and network API's into its Enterprise Communications Platform (ECP). This integration will enable Oracle's industry cloud application customers to connect and manage their IoT devices on the AT&T network all in one platform.

AT&T Powers IoT Connectivity for the Oracle Enterprise Communications Platform

Confluent

Palantir Technologies

Palantir is leveraging its advanced AI and data mining capabilities to help enterprises analyze huge amounts of data. Oracle is helping build data center infrastructure for training and inferencing large language models.

3 Stocks to Keep High on Your Buy List

Microsoft

ServiceNow

This era of artificial intelligence and cloud computing has led to companies pouring billions into the segment. Cloud computing service providers have benefitted from the AI hype, where they provide the cloud infrastructure where AI systems can be used.

The Sky's the Limit for These 3 Cloud Computing Stocks in 2024

Enterprise software and cloud giant Oracle (NASDAQ: ORCL ) has witnessed impressive momentum in its stock price over the past nine months. Despite lagging behind the S&P 500 last year, it has more than made up for it with a 21.3% jump year-to-date (YTD).

Oracle Stock Outlook: Why ORCL Investors Can Expect More Upside

Amid the rising recession fears and global economic tensions, the past week has been rough for the stock market.

Forget NVIDIA, I Like These 3 AI Stocks

Salesforce

Snowflake

The technology sector continued to plunge on Monday following a surprising hawkish tilt by the Bank of Japan, which caused the Japanese stock market to crater by a double-digit percentage. Still, investors seeking AI-enabled growth at a double-digit percentage discount may finally have an opportunity to do some buying.

3 Cloud Computing Stocks That Could Lead Digital Transformation

Broadstone Net Lease

Bank of Nova Scotia

BRT Apartments

Cardinal Health

Canadian Imperial Bank of Commerce

Cisco Systems

Eastman Chemical

Gap Inc

GlaxoSmithKline

Iron Mountain

Illinois Tool Works

Coca-Cola

Leggett & Platt

Main Street Capital

Medtronic

Medical Properties Trust

National Grid

NetApp

Realty Income Corp

Orion Office REIT

Paramount Global

Philip Morris

Invesco S&P 500 High Dividend Low Volatility ETF

In July, we (my wife and I) received a dividend income total of $2,836.82. 2023 was up 24%. 7 months down in 2024 and the S&P 500 is still up almost 13%, despite the recent sell-offs. We have a high likelihood of a rate cut in September, but too much speculation is happening beyond that date. Time is ticking on that FOMC meeting.

Dividend Income: Lanny's July 2024 Summary

New public cloud region in Riyadh is Oracle's second cloud region in Saudi Arabia and part of Oracle's US $1.5 billion investment to boost the country's cloud capacity in line with Saudi Vision 2030 Saudi organizations can take advantage of Oracle Cloud Infrastructure's high performance and built-in security, powerful data, distributed cloud, and disaster recovery capabilities to help accelerate AI innovation and enhance business resilience Oracle's footprint expands to eight cloud regions in the Middle East and North Africa – one of the fastest expansions by any hyperscaler in the region AUSTIN, Texas and RIYADH, Kingdom of Saudi Arabia , Aug. 6, 2024 /PRNewswire/ -- To meet the rapidly growing demand for its AI and cloud services, Oracle today announced the opening of its second public cloud region in Saudi Arabia. The new Riyadh cloud region will help public and private sector organizations migrate all types of workloads to Oracle Cloud Infrastructure (OCI), giving them access to a wide range of cloud services to modernize their applications and innovate with data, analytics, and AI.

Oracle Strengthens Saudi Arabia's AI Economy with Opening of Second Public Cloud Region

Preconfigured business processes, reports, and dashboards speed implementation and time to value by up to 75% AUSTIN, Texas , Aug. 6, 2024 /PRNewswire/ -- A core part of the Oracle Smart Construction Platform, customers continue to rely on Primavera Unifier to digitize and automate capital planning, project execution, and facilities management, to help improve predictability and reliability. To speed execution and efficiency, Oracle has released the Primavera Unifier Accelerator base.

Customers Unify Critical Data and Processes with New Oracle Primavera Unifier Capabilities

Cloud computing infrastructure plays a big role in data processing, which is important for AI development. Companies are increasingly investing in off-premise cloud solutions, which is already a big catalyst for Oracle.

A Magnificent Investment Opportunity: 1 Artificial Intelligence (AI) Stock to Buy Hand Over Fist Right Now and Hold for Decades

Oracle (NASDAQ: ORCL ) is clearly benefiting tremendously from the proliferation of artificial intelligence and the continued transition of many companies to the cloud. Many on the Street are very pleased with the company.

Oracle Stock Outlook: These 2 Positive Catalysts Will Give ORCL Shares a Lift

C3.ai

Artificial Intelligence is a buzzword of the year and it is heard the most during the earnings season. Each earnings season sees companies talking about their AI investments, goals, and the future of this sector.

3 AI Stocks That Will Make You Even Happier Than Nvidia

The latest trading day saw Oracle (ORCL) settling at $137.51, representing a -1.39% change from its previous close.

Oracle (ORCL) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Advanced Info Service (AIS) Cloud will offer more than 100 Oracle Cloud Infrastructure services and help organizations address relevant regulatory and data sovereignty requirements AUSTIN, Texas and BANGKOK , Aug. 1, 2024 /PRNewswire/ -- Advanced Info Service (AIS), one of Thailand's largest mobile network operators, today announced plans to deploy Oracle Alloy and launch AIS Cloud, the country's first locally owned and operated hyperscale cloud. Oracle Alloy will provide AIS' customers and all enterprises in Thailand, including the public sector, access to more than 100 Oracle Cloud Infrastructure (OCI) services, including the latest artificial intelligence (AI) capabilities.

Advanced Info Service Selects Oracle Alloy to Build Thailand's First Locally Owned and Operated Hyperscale Cloud

NVIDIA

Oracle expands its AI offerings with new Nvidia GPU options on OCI, challenging major cloud providers and catering to businesses of all sizes in the evolving AI landscape.

Oracle challenges cloud giants with new Nvidia AI hardware offerings

Cuts time to access critical patient information in half and significantly reduces time spent on administrative tasks AUSTIN, Texas , July 31, 2024 /PRNewswire/ -- King's College Hospital London, in Dubai (KCH Dubai ), has become one of the first UAE-based health systems to migrate its Oracle Health Electronic Health Record (EHR) to Oracle Cloud Infrastructure (OCI). With OCI, KCH Dubai is improving the security, performance, and usability of the EHR resulting in a better experience for its patients and providers.

King's College Hospital London Improves EHR Performance and Security with Oracle Cloud Infrastructure

Advanced Micro Devices

In recent months, tech stocks have consistently captured investors' attention as a result of explosive advancements in Artificial Intelligence (AI) and an ever-evolving semiconductor industry. These developments have ignited fierce growth and innovation across the sector, bringing numerous tech companies into the spotlight.

What Are the Hottest Tech Stocks Right Now? 3 Top Picks.

Apple

Amazon

CrowdStrike

CyberArk Software

Dell Technologies

Alphabet

Intel

MongoDB

Netflix

Palo Alto Networks

UiPath

QUALCOMM

Dan Ives predicts a tech bull market lasting 2-3 years, driven by Generative AI and investments in enterprise space. Qualcomm's Dr. Vinesh Sukumar on its partnerships and AI ambitions.

Tech Bull Market Just Getting Started - Dan Ives

Arista Networks

Pure Storage

The artificial intelligence era is proving to be quite lucrative for big data companies. In addition to providers of data storage services, firms that specialize in analyzing huge amounts of unstructured data are getting a big boost from the proliferation of AI.

3 Large Data Stocks to Buy for the Booming AI Era

Oracle has existing relationships with 98% of Fortune 500 companies, giving it a significant opportunity to upsell its AI solutions, thanks to its cloud, database, and enterprise software expertise. The company has experienced accelerating growth, powered by strong demand for generative AI.

1 Phenomenal Stock That Could Join Microsoft, Apple, Nvidia, Alphabet, Amazon, and Meta in the $1 Trillion Club

News for Oracle Stock (ORCL)