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 is collaborating with Meharry Medical College regarding technology and resources for students and providers, a research collaborative, and a Meharry established community clinic and wellness center NASHVILLE, Tenn., Oct. 30, 2024 /PRNewswire/ -- Oracle Health Summit -- Oracle Health and Meharry Medical College today announced plans to improve medical education and community healthcare across Middle Tennessee and beyond.

Meharry Medical College and Oracle Collaborate to Advance Healthcare Access, Innovation, and Education

Physician-led healthcare system consolidates finance, planning, supply chain, and HR processes in the cloud AUSTIN, Texas , Oct. 30, 2024 /PRNewswire/ -- Mosaic Life Care, a physician-led health care system, has selected Oracle Fusion Cloud Applications Suite to support its vision to transform community health. With an integrated suite of cloud applications to manage finance, planning, supply chain, and HR processes, Mosaic can increase efficiency, improve decision-making, and enhance the employee experience as it continues to deliver the best and safest care to patients.

Mosaic Life Care Selects Oracle Fusion Cloud Applications Suite to Increase Efficiency and Help Improve Patient Care

Built for maximum security and AI innovation, Oracle transforms the EHR from an administrative burden into a clinical asset to help improve care delivery NASHVILLE, Tenn., Oct. 29, 2024 /PRNewswire/ -- Oracle Health Summit -- Today, Oracle is previewing its next-generation electronic health record (EHR) to thousands of customers and partners attending the Oracle Health Summit.

Oracle Unveils Next-Generation EHR

World's most advanced AI agent delivers life-changing value for doctors and patients NASHVILLE, Tenn., Oct. 29, 2024  /PRNewswire/ -- Oracle Health Summit -- Oracle Health today unveiled a new version of its Clinical AI Agent built entirely upon the world's latest generative AI technology.

Oracle Health's Clinical AI Agent Helps Doctors Spend More Time with Patients

Complementary and integrated cloud applications streamline patient access to their medical records, empower them to actively manage their healthcare with self-service tools, reduce administrative burden for staff NASHVILLE, Tenn. , Oct. 29, 2024 /PRNewswire/ -- Oracle Health Summit -- Today Oracle announced two new cloud applications, built from the ground up, that make it easier for consumers to manage their healthcare and for front desk staff to support them.

Oracle Health Makes It Easier for Patients to Take Charge of Their Care

Oracle on Tuesday announced a brand new electronic health record, or EHR, that features new cloud and artificial intelligence capabilities. The new EHR is Oracle's most significant health-care product update since acquiring the medical records giant Cerner for $28 billion in 2022.

Oracle announces new AI-powered electronic health record

Developments are the latest in Oracle's commitment to bridge the gap between clinical research and patient care to help speed the development of and access to breakthrough treatments    NASHVILLE, Tenn., Oct. 29, 2024 /PRNewswire/ -- Oracle Health Summit -- To help life sciences organizations accelerate and reduce the cost and complexity of clinical trials so they can get lifesaving treatments to market faster, Oracle Life Sciences today announced Oracle Site Feasibility and Oracle Patient Recruitment Cloud Services.

New Oracle Cloud Services Help Pharmas Accelerate Clinical Trial Site Feasibility Assessment and Patient Recruitment

The tech giant's cloud strategy is successfully capturing AI demand.

Is Oracle Stock a Buy Now?

Oracle has been positioned furthest to the right for Completeness of Vision for seventh consecutive year AUSTIN, Texas , Oct. 28, 2024 /PRNewswire/ -- Oracle today announced that it has been named a Leader in the 2024 Gartner® Magic Quadrant™ for Cloud HCM Suites for 1,000+ Employee Enterprises for Oracle Fusion Cloud Human Capital Management (HCM). Oracle has been named a Leader for the ninth consecutive year and has placed furthest to the right for Completeness of Vision for the seventh consecutive year in the overall report.

Oracle Named a Leader in Gartner® Magic Quadrant™ for Cloud HCM Suites for 1,000+ Employee Enterprises for Ninth Consecutive Year

Oracle announced Monday that it intends to join a federally-backed medical information exchange network. The network is called the Trusted Exchange Framework and Common Agreement, and it aims to standardize the legal and technical requirements for sharing patients' data on a large scale.

Oracle applies to join Epic and others in new federal medical record network

Pioneering the future of national healthcare interoperability,  helping simplify patient information sharing between healthcare providers, and empowering patients to control their own data NASHVILLE, Tenn. , Oct. 28, 2024 /PRNewswire/ -- Oracle Health Summit – Oracle Health today announced that it intends to begin the process to become a Qualified Health Information Network (QHIN) as a part of the Trusted Exchange Framework and Common Agreement (TEFCA).

Oracle Health to Apply for TEFCA QHIN Status

New feature within Oracle Cloud HCM helps healthcare organizations improve patient care by quickly finding skilled workers to fill contingent roles NASHVILLE, Tenn. , Oct. 28, 2024 /PRNewswire/ -- Oracle Health Summit -- Oracle is introducing a new talent acquisition feature to Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human Capital Management (HCM), to help healthcare organizations find the right talent to fill mission critical roles and deliver higher quality care.

Oracle Helps Healthcare Organizations Find the Right Talent to Fill Mission Critical Roles

New Oracle Cloud SCM capabilities help healthcare organizations optimize inventory management and deliver better patient experiences NASHVILLE, Tenn. , Oct. 28, 2024 /PRNewswire/ -- Oracle Health Summit -- Oracle is introducing new supply chain capabilities within Oracle Fusion Cloud Applications Suite to help healthcare organizations optimize inventory management and improve patient care.

Oracle Helps Healthcare Organizations Address Critical Inventory Management Challenges

Oracle (ORCL) stock has silently done well in the past decades, transforming Larry Ellison into the fourth-richest person globally with a $186 billion fortune. It has risen in the last two consecutive months and is sitting near its all-time high of $180.

Oracle stock price forecast: brace for a brief retreat

Decades of information technology (IT) and cloud systems expertise could drive this artificial intelligence (AI) specialist to new heights.

Meet the Unstoppable Stock That Could Join Apple, Nvidia, Microsoft, Alphabet, Amazon, Meta, and Taiwan Semiconductor in the $1 Trillion Club by 2030.

With Oracle Alloy, NTT DATA  Japan  will be able to broaden its cloud service offerings , accelerate cloud adoption in Japan AUSTIN, Texas and TOKYO , Oct. 24, 2024 /PRNewswire/ -- Oracle today announced that NTT DATA Japan, a global digital business and IT services leader that is part of the NTT Group, has selected Oracle Alloy to help Japanese organizations across the public and private sector accelerate the use of cloud services while addressing data sovereignty and compliance requirements. With Oracle Alloy deployed in its data centers, NTT DATA Japan will be able to give its customers access to 150+ Oracle Cloud Infrastructure (OCI) services, including the latest AI capabilities.

Oracle and NTT DATA Japan Collaborate to Strengthen Sovereign Cloud Capabilities in Japan

Oracle Corporation (NYSE: ORCL) continues to hit new all-time highs as the stock has been on an impressive upward trajectory, driven by strong earnings results and strategic moves in the cloud and AI sectors. The company's momentum has seen its shares climb nearly 66% year-to-date, outpacing many of its cloud and software peers.

Oracle's bull run: can the rally continue?

Oracle is the only hyperscaler capable of delivering 150+ AI and cloud services across public, dedicated, and hybrid cloud environments, anywhere in the world With built-in AI services, leading generative AI models, and powerful AI infrastructure capabilities, Oracle continues to be acknowledged for helping customers innovate while addressing sovereign AI requirements AUSTIN, Texas , Oct. 23, 2024 /PRNewswire/ -- Oracle continues to be named a Leader in the 2024 Gartner® Magic Quadrant for Strategic Cloud Platform Services and the 2024 Gartner Magic Quadrant for Distributed Hybrid Infrastructure. Complimentary copies of each report are available here and here.

Oracle Again Recognized as a Leader in the 2024 Gartner® Magic Quadrant™ Reports for Strategic Cloud Platform Services and Distributed Hybrid Infrastructure

Expanded deployment increases patient access to integrated care, delivers operational efficiencies, and helps improve care quality  AI-powered Oracle Clinical Digital Assistant can help reduce administrative tasks, give physicians time back for their patients and themselves  AUSTIN, Texas , Oct. 23, 2024 /PRNewswire/ -- Billings Clinic-Logan Health, a Montana-based, independent healthcare system, has selected Oracle Health to provide the unified health system with a single, integrated health platform. Billings Clinic-Logan Health chose Oracle Health after input from physicians, their stakeholders, and employees.

Billings Clinic-Logan Health Expanding Oracle Health EHR to all 30 of its Hospitals

Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

Oracle Corporation (ORCL) is Attracting Investor Attention: Here is What You Should Know

SAP SE

Strong results and upbeat cloud business outlook point to a healthy sector and good things to come for Microsoft, Workday, and others.

SAP Stock Climbs as Earnings Shine. Why That's Good News for IBM and Oracle.

Oracle's strengths include high profitability and a competitive advantage as a pioneer in relational database technology, earning an A+ rating in Seeking Alpha's quant factor system. Weaknesses lie in ORCL's mixed cloud efforts and low growth and valuation ratings, with potential customer migration to modern cloud systems posing a risk. Opportunities include user-friendly products and a stake in TicToc global, but cloud business success remains uncertain, and the stock is overvalued.

Oracle: No Thanks. My SWOT Analysis On This Tech Giant.

Palantir Technologies

These companies are witnessing a marked acceleration in their businesses thanks to the growing adoption of AI.

News for Oracle Stock (ORCL)