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

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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

Apple

Broadcom

NVIDIA

Tesla

The S&P 500 this year had its best May since the rip-roaring days of 2020, rising 4.8% over the month. However, much of that gain came at the beginning of the month as Wall Street cheered encouraging economic data and a slew of earnings reports showing the resilience of corporate earnings.

Top Stocks To Watch in June

Cisco Systems

Taiwan Semiconductor Manufacturing

The tech industry is a hot space right now. Investors are watching the segment with keen interest, and it is understandable why there is so much attention on the space.

Double Delight- 3 Tech Stocks Delivering Dividends and Growth

Oracle will be the first hyperscaler to open public cloud regions in North Africa New public cloud regions will help accelerate the implementation of Morocco's digital government initiatives Organizations across Africa will be able to drive innovation and accelerate digital transformation with Oracle Cloud Infrastructure's high performance and security, powerful data and AI, and distributed cloud capabilities AUSTIN, Texas and CASABLANCA, Morocco , May 30, 2024 /PRNewswire/ -- Oracle today announced plans to open two Oracle Cloud Regions in Morocco to offer enterprise cloud services to local and regional organizations across Africa. The upcoming new regions will enable Oracle customers and partners to migrate mission-critical workloads from their data centers to Oracle Cloud Infrastructure (OCI), while helping them comply with local regulations.

Oracle Plans to Open Two Public Cloud Regions in Morocco

Amazon

Microsoft

Generative AI is here and in a big way. The rise of generative AI already impacts our daily lives and will only grow as the infrastructure is built, models are trained, and applications are developed.

The 4 Horsemen of the Generative AI Revolution

Shopify

Zoom Video

The tech sector is well-known for innovation. Indeed, most investors who want growth focus on names in the software, subscriptions and services areas of the tech market.

3 Innovative Tech Stocks Ready for 100% Gains in 5 Years

Oracle (NYSE: ORCL ) has not exactly gone “to the moon,” but Oracle stock has certainly racked up some solid gains since the start of the year. Shares in the software giant are up by around 16.6% year-to-date.

Michael Burry Sold Oracle Stock But You Should Keep Buying

Oracle's AI cloud offerings have shown unprecedented rapid growth. The company offers customized cloud infrastructure deployments that differentiate it from the competition.

Oracle Making AI Cloud Strides

QUALCOMM

Investors traditionally favored mega-cap tech giants such as Nvidia (NASDAQ: NVDA ) for their artificial intelligence (AI) investments. That makes sense, just given the kind of run Nvidia has been on of late.

3 Overlooked AI Stocks That Could Make You a Fortune

Alibaba

Pinduoduo Inc - ADR

Tepper increased his hedge fund's stakes in three AI stocks by 74% to 171% in Q1. Two are Chinese tech stocks while another is a leading software and cloud-services provider.

Billionaire David Tepper Sold Amazon, Alphabet, Microsoft, Meta, and Nvidia in Q1. But Here Are 3 AI Stocks He Bought Hand Over Fist

Matterport

Amid rampant market hype, many high-profile companies with solid growth rates are seeing strong uptake from investors. But that's not to say all growth stocks are seeing the same sort of enthusiasm from investors.

The 50% Upside Club: 3 Overlooked Growth Stocks to Buy Now

Oracle Health and InVita Healthcare Technologies' iReferral℠ API enables a secure electronic hospital-to-OPO referral process. GULFPORT, Miss.

Memorial Health System first in the State of Mississippi to Digitize and Streamline Organ and Tissue Donor Referrals to Mississippi Organ Recovery Agency

The AI revolution is here. It's being implemented in business, everyday life and machines/electronics of all shapes and sizes.

3 AI Stocks That Could Be Millionaire-Makers: May Edition

Advanced Micro Devices

Palantir Technologies

Industry darling Nvidia (NASDAQ: NVDA ) is set to report results on May 22 and this is the most awaited event for tech investors. Positive results boost the market and take several other tech stocks higher.

3 Tech Stocks to Buy BEFORE Nvidia Reports Earnings on May 22

The latest trading day saw Oracle (ORCL) settling at $124.52, representing a +0.83% change from its previous close.

Oracle (ORCL) Rises Higher Than Market: Key Facts

The AI data center market is currently dominated by Nvidia and Advanced Micro Devices. A number of smaller players are emerging on the scene, and Oracle, in particular, is witnessing staggering demand.

A Once-in-a-Generation Investment Opportunity: 1 Data Center Stock That Could Go Parabolic (Hint: not Nvidia)

Have $500? 3 Undervalued Stocks to Pave Your Way to Profits in 2024

The artificial intelligence (AI) market is high growth, and analysts expect it to surpass $1 trillion by the end of the decade. That's why it's important to get in on potential winners today.

3 Top Artificial Intelligence Stocks to Buy in May

ARM Holdings PLC

Alphabet

Arm Holdings announced it would make its own AI accelerator in a break with its current licensing model. Google unveiled its new generation of TPUs and associated Google-branded AI services.

Huge Artificial Intelligence (AI) News for 3 Tech Companies This Week -- None of Which Are Named Nvidia

Oracle's (ORCL) NetSuite introduces new innovations to help Mexican businesses optimize finance processes, expand insights and enhance efficiency.

Oracle (ORCL) NetSuite's Innovations to Help Mexican Businesses

Oracle (ORCL) Hospitality signs an agreement with Choice Hotels to extend its AI-powered merchandising solution, Oracle Nor1, to the latter's portfolio of upscale hotels.

Oracle (ORCL) Signs Deal With Choice Hotels to Offer Solution

Oracle (ORCL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Oracle (ORCL) Surges 3.9%: Is This an Indication of Further Gains?

Oracle Corp. (NYSE:ORCL) saw its shares rise by as much as 5.3% following a report from The Information that the company is nearing a $10 billion cloud contract with Elon Musk's artificial intelligence startup, xAI. This development marks a significant step for Oracle in the competitive cloud infrastructure market.

Oracle shares jump over 5% on potential $10 billion cloud deal with Elon Musk's xAI

Oracle (NYSE: ORCL ) stock was actually down slightly on the day just before noon, but surged 3% almost in a straight line higher on news that Elon Musk's xAI is in talks to rent Oracle servers in what could be a $10 billion deal. This deal between Elon Musk's artificial intelligence startup and the cloud services provider appears to center around additional proposed capacity.

Elon Musk Boosts Oracle (ORCL) Stock with Potential $10 Billion Deal

Elon Musk's startup xAI is in talks with Oracle on a $10 billion cloud-computing deal, according to The Information.

Oracle Stock Jumps On Report of $10 Billion Cloud Deal With Musk's AI Startup

Elon Musk's artificial intelligence startup xAI has been talking to executives from Oracle about spending $10 billion to rent cloud servers from the company over a period of years, The Information reported on Tuesday.

News for Oracle Stock (ORCL)