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

Academy Sports and Outdoors

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

Academy Sports, Oracle And Other Top Stocks To Watch This Tuesday

Microsoft

As investors triple down on the hottest AI stocks this June, more value-oriented investors should look to some of the neglected cloud companies, many of which have AI upside of their own. Of course, many investors seem to be getting incredibly impatient when it comes to cloud software firms, even as they consistently pull the curtain on new AI features, innovations, functionality, and copilots.

3 Ultra-Cheap Cloud Stocks Worth Watching in June

Adobe

Taiwan Semiconductor Manufacturing

Tech stocks have been on a remarkable rally lately, largely fueled by investors capitalizing on the artificial intelligence (AI) hype. To a rather large extent, this trend is being fueled by Nvidia (NASDAQ: NVDA ).

The 3 Best Tech Stocks to Buy in June 2024

Street consensus is expecting $1.65 in EPS in $14.56 billion in revenue for expected yoy growth of -1% and +5% respectively. Operating income is expected to come in at $6.65 billion for expected yoy growth of 8%. Oracle is not an expensive stock on a valuation basis, but as an enterprise software vendor trying to find a strategy for AI, the growth is better in Microsoft as you'd expect since Azure and the Intelligent Cloud were both better suited for the cloud than Oracle's offering.

Oracle Earnings Preview: Watch Operating Margin For 'Peak Oracle'

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

Oracle Likely To Report Lower Q4 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Last month, we were greeted with a +3.4% Inflation Rate and +3.6% on core CPI year over year.

Quiet Day Ahead of Fed, Inflation This Week

U.S. software giant Oracle is one of the last bigwigs to release its financial results this earnings season, but investors are hoping it'll prove worth the wait.

Oracle (ORCL) releases its Q4 earnings tomorrow: here are 4 things to expect

Oracle is capitalizing on the growing popularity of artificial intelligence.

Should You Buy Oracle Stock Before June 11?

Oracle's (ORCL) fourth-quarter results are likely to reflect its progress in driving cloud adoption, leveraging strategic partnerships and delivering innovative AI solutions amid stiff competition.

Assessing Oracle (ORCL) Stock Ahead of Q4 Earnings Release

Oracle stock surged on March 12 the last time the software giant reported earnings. Oracle bulls are hoping for a similar reaction Tuesday.

Oracle Stock, Broadcom Show Strength Ahead Of Earnings; Adobe Stuck In Downtrend

Oracle Corp (NYSE:ORCL, ETR:ORC) is expected to report higher sales but a modest decline in profits for the fiscal fourth quarter when it hands down its latest quarterly results after the stock market closes on Tuesday, June 11. The cloud services provider is expected to report a 5.2% increase in sales to $14.56 billion from $13.84 billion in the year-ago quarter.

Oracle seen delivering higher revenues on cloud strength for fiscal Q4

CrowdStrike

NVIDIA

QUALCOMM

Technology connects billions of people and has changed how we communicate and obtain information.  It's hard to think of a time when people had to trudge through the rain to get to their local library.

Unleashing the Power of Tech Stocks: 7 Must-Have Investments Now

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Oracle (ORCL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended May 2024.

Stay Ahead of the Game With Oracle (ORCL) Q4 Earnings: Wall Street's Insights on Key Metrics

Oracle (NYSE: ORCL) stock has gained 14% YTD as compared to the 11% rise in the S&P 500 index. Notable, its peer Salesforce (NYSE: CRM) stock was up 10% over the same period.

Up 14% YTD, How Will Oracle Stock Trend After Q4 Results?

Oracle's (ORCL) portfolio of offerings and increased adoption in the healthcare sector are expected to aid top-line growth in the near term.

Does Oracle's (ORCL) Healthcare Roster Suggest Bright Prospects?

UnitedHealth Group

As the month of June kicks off, there are several S&P 500 stocks to buy that showcase a promising future. With market sentiment shifting in response to global events, inflation data and Federal Reserve policies, investors remain keen to identify stocks with substantial growth potential.

3 S&P 500 Stocks to Buy in June Before They Ascend to New Heights

Semiconductor stocks are outperforming software companies amid an AI arms race, leaving some SaaS firms attractively priced. Ahead of earnings next week, I am upgrading shares of Oracle from a hold to a buy, but its SaaS figures and margins will be key to watch. ORCL sports solid free cash flow and low-20s earnings multiple while its chart continues to consolidate.

Oracle: Strong EPS Growth Expected In 2025 And 2026, Watching Q4 Margins (Rating Upgrade)

Earnings Results to be released on June 11, 2024, After the Close of the Market AUSTIN, Texas , June 4, 2024 /PRNewswire/ -- Oracle Corporation today announced that its fourth quarter and fiscal year 2024 results will be released on Tuesday, June 11th, after the close of the market.  Oracle will host a conference call and live webcast at 4:00 p.m.

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

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Brokers Suggest Investing in Oracle (ORCL): Read This Before Placing a Bet

Baidu

AT&T

Oracle's cloud business looks ready to continue expanding. AT&T's growth rates should finally stabilize after its recent spinoffs.

Have $3,000? These 3 Stocks Could Be Bargain Buys for 2024 and Beyond

Solution increases efficiency, transparency, and financial outcomes for Charleston-based medical network AUSTIN, Texas , June 4, 2024 /PRNewswire/ -- Charleston Area Medical Center, Inc. (CAMC) is using Oracle Health RevElate Patient Accounting to improve its billing accuracy, accelerate reimbursements, and strengthen its financial position. CAMC has implemented RevElate Patient Accounting, an electronic health record-agnostic solution, in its ambulatory clinics and four of its Charleston facilities.

Oracle Health RevElate Patient Accounting Drives Faster, More Accurate Reimbursements

Arista Networks

Arista Networks and Oracle are benefiting from the AI boom. Arista has emerged as the AI networking leader.

2 AI Stocks to Buy and Hold for the Next Decade

In the latest trading session, Oracle (ORCL) closed at $119.28, marking a +1.78% move from the previous day.

Oracle (ORCL) Exceeds Market Returns: Some Facts to Consider

Data software players that were hot picks as AI stocks last year are slumping this year. Can Oracle turn the tide?

'AI Nirvana' Fades For Data Software Stocks. Oracle Earnings To Offer Next Test.

Microsoft emerged as arguably the most resilient big tech stock. Taiwan Semiconductor dominates the contract-chip market and is getting a tailwind from AI.

News for Oracle Stock (ORCL)