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

Oracle Corp. reported strong growth in cloud services, with adjusted operating margin and aEBITDA margin expanding to 44% and 55%, respectively. Oracle executing exceptionally well in building out their large, modular, and scalable AI factories as they attempt to keep pace with customer demand. Oracle disclosed a deal with OpenAI to build 4 new data centers to cater to training neural networks. I believe that these will likely use Nvidia's new Blackwell GPUs.

Oracle Has A Long Growth Runway For OCI

With OpenAI and other AI deals providing a boost to future growth, the market looks largely willing to overlook the fact Oracle's earnings actually missed expectations.

Why Oracle's OpenAI Deal Is So Important for the Stock

Against a dim backdrop for software stocks this year, Oracle Corp. has beaten the pack, and many analysts say the company's latest results show why that trend could persist.

Oracle earnings show why the stock could keep beating the market this year

Oracle (ORCL) shares jumped in premarket trading Wednesday after the enterprise software giant announced cloud infrastructure deals with Microsoft (MSFT), Alphabet's Google (GOOGL) and Chat GPT owner Open AI that outweighed quarterly results that fell short of Wall Street expectations.

Watch Out for These Levels in Oracle's Stock Price

Goldman Sachs

Morgan Stanley

Thermo Fisher Scientific

Dividends are a leading reason to buy a stock because the stock pays you to own it. Growing dividend distributions are more valuable than those that aren't; by extension, distributions growing faster than average are even more valuable.

Top 4 Fastest Growing S&P 500 Dividends: Buy, Sell, or Hold?

Oracle shares jumped nearly 9% on Wednesday as investors cheered a boom in demand for the company's relatively low-cost cloud infrastructure services from artificial intelligence applications.

Oracle gains as cloud infrastructure business gets AI boost

Data Storage Corp

NICE Ltd

As the internet and the digital world continue driving economic growth, many industries will prosper. For example, cloud technology has seen massive growth in the past decade and could keep growing at a 21% compound annual growth rate (CAGR) into 2030.

The 3 Most Undervalued Cloud Stocks to Buy in June 2024

NVIDIA

Oracle CEO Larry Ellison said the company was using Nvidia chips in a deal to provide additional AI training capacity for ChatGPT-developer OpenAl.

Nvidia Stock Gains. What Oracle's Earnings Mean for the AI Chip Leader.

Broadcom

Mama's Creations Inc

Oxford Industries

Dave & Buster's

With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:

Oracle, Broadcom And Other 3 Key Stocks To Watch On Wednesday

Deals with rivals Microsoft, Google might be more of a short-term boost.

Oracle's cloud AI deals excite investors, but do they have long-term potential?

After Oracle (ORCL) reported fiscal fourth-quarter earnings that missed estimates and announced large cloud infrastructure deals with Microsoft (MSFT), OpenAI, and Alphabet's (GOOGL) Google Cloud, company executives joined the company's earnings call Tuesday to discuss the new partnerships, how artificial intelligence (AI) could drive growth for Oracle, and more.

4 Key Takeaways From Oracle's Earnings Call

Oracle Corporation (NYSE:ORCL ) Q4 2024 Earnings Conference Call June 11, 2024 5:00 PM ET Company Participants Ken Bond - SVP, IR Larry Ellison - Chairman and CTO Safra Catz - CEO Conference Call Participants Raimo Lenschow - Barclays Brad Zelnick - Deutsche Bank Siti Panigrahi - Mizuho Securities Alex Zukin - Wolfe Research Kirk Materne - Evercore ISI John DiFucci - Guggenheim Securities Operator Thank you. Good day, everyone, and welcome to Oracle's Fourth Quarter 2024 Earnings Call.

Oracle Corporation (ORCL) Q4 2024 Earnings Call Transcript

The headline numbers for Oracle (ORCL) give insight into how the company performed in the quarter ended May 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Oracle (ORCL) Q4 Earnings: A Look at Key Metrics

Oracle (ORCL) came out with quarterly earnings of $1.63 per share, missing the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $1.67 per share a year ago.

Oracle (ORCL) Q4 Earnings and Revenues Lag Estimates

Oracle (ORCL) reported fourth-quarter revenue and earnings that missed analysts' estimates, but announced large cloud infrastructure deals with Microsoft (MSFT), OpenAI, and Alphabet's (GOOGL) Google Cloud for artificial intelligence (AI) data centers, sending Oracle shares up over 9% in extended trading Tuesday.

Oracle Stock Surges on Deals With Microsoft, OpenAI, and Google, Despite Earnings Miss

Oracle stock jumped late Tuesday on upbeat guidance and new cloud partnerships with OpenAI and Google. (IBD Live Coverage)

Oracle Stock Jumps 9% On Results, AI News (Live Coverage)

Alphabet

Microsoft

Oracle Corp (NYSE:ORCL, ETR:ORC) shares flew higher afterhours Tuesday as the company disclosed new partnerships with Google, Microsoft and OpenAI. Despite a fiscal 4Q earnings miss, Oracle's shares surged following the announcement, buoyed by significant deals with the tech giants.

Oracle surges on mega-partnerships with Google, Microsoft, and OpenAI despite 4Q miss

Oracle Corp. shares were shooting more than 9% higher in Tuesday's extended session after the company delivered upbeat guidance that seemed to overshadow an earnings miss for the latest quarter.

Oracle's stock soars as upbeat guidance, Google deal outweigh earnings miss

Oracle's results came in a bit light, but it pointed to new business from Microsoft-backed OpenAI. The company will issue guidance on a conference call.

Oracle shares jump on Google and OpenAI deals despite earnings miss

Oracle Inc is up 10% in extended hours even though it came in below revenue estimates for its fiscal fourth quarter. Why is Oracle stock up in after-hours?

Oracle Q4 earnings: ‘continued strong AI demand to push $ORCL sales'

Oracle missed Wall Street expectations for fourth-quarter revenue on Tuesday, hurt by weaker client spending on its cloud services amid stiff competition and an uncertain economy.

Oracle misses quarterly revenue estimates

Q4 Total Remaining Performance Obligations up 44% to $98 billion Q4 GAAP Earnings per Share $1.11 , Non-GAAP Earnings per Share $1.63 Q4 Total Revenue $ 14.3 billion, up 3% in USD, up 4% in constant currency Q4 Cloud Revenue (IaaS plus SaaS) $ 5.3 billion, up 20% in USD and constant currency Q4 Cloud Infrastructure (IaaS) Revenue $2.0 billion, up 42% in USD and constant currency Q4 Cloud Application (SaaS) Revenue $ 3.3 billion, up 10% in USD and constant currency Q4 Fusion Cloud ERP (SaaS) Revenue $ 0.8 billion, up 14% in USD and constant currency Q4 NetSuite Cloud ERP (SaaS) Revenue $ 0.8 billion, up 19% in USD and constant currency FY 2024 Total Revenue $53.0 billion, up 6% in USD and constant currency AUSTIN, Texas , June 11, 2024 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced fiscal 2024 Q4 and full-year 2024 results. Total quarterly revenues were up 3% year-over-year in USD and up 4% in constant currency to $14.3 billion.

Oracle Announces Fiscal 2024 Fourth Quarter and Fiscal Full Year Financial Results

Google Cloud will offer Oracle Cloud Infrastructure database services and high-speed network interconnect with Oracle     Partnership helps customers simplify cloud migration, multicloud deployment, and management     AUSTIN, Texas and SUNNYVALE, Calif. , June 11, 2024 /PRNewswire/ -- Oracle and Google Cloud today announced a partnership that gives customers the choice to combine Oracle Cloud Infrastructure (OCI) and Google Cloud technologies to help accelerate their application migrations and modernization.

Oracle and Google Cloud Announce a Groundbreaking Multicloud Partnership

AUSTIN, Texas , June 11, 2024 /PRNewswire/ -- Oracle, Microsoft, and OpenAl are partnering to extend the Microsoft Azure Al platform to Oracle Cloud Infrastructure (OCI) to provide additional capacity for OpenAl. OpenAI is the AI research and development company behind ChatGPT, which provides generative AI services to more than 100 million users every month.

OpenAI Selects Oracle Cloud Infrastructure to Extend Microsoft Azure AI Platform

Oracle Corporation ORCL will release earnings results for its fourth quarter, after the closing bell on Tuesday.

News for Oracle Stock (ORCL)