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

Strong demand for Oracle's cloud services is driving the stock to new highs. William Blair analysts upgraded the shares to outperform with a $160 price target.

Oracle Stock Has 26% Upside, According to This Wall Street Analyst

Oracle's (ORCL) fiscal third-quarter performance benefits from a steady adoption of strategic cloud applications, autonomous database and OCI, as well as a recovery in cloud revenue growth.

Oracle (ORCL) Q3 Earnings Beat Estimates, Revenues Rise Y/Y

Oracle Corp  (NYSE:ORCL) stock was last seen up 10.1% to trade at $125.70, after the tech company beat fiscal third-quarter earnings thanks in part to artificial intelligence (AI) demand.

Oracle Beats on Profit, Teases Nvidia Announcement

After disappointing Wall Street with its prior two earnings reports, Oracle Corp. flipped the script with its latest one, helping to send its stock soaring.

Why Oracle's stock is enjoying its best day in more than two years

Oracle's NYSE: ORCL launch of Gen-2 Cloud services was slow, but the focus on quality over quantity is paying off. The company's Q3 results and outlook confirm the 2nd wave of AI is here.

Oracle Drives Next Era of AI Advancement: Stock Skyrockets by 15%

Stock futures turned lower in premarket trading Tuesday while Treasury yields oscillated as markets digested another hotter-than-anticipated inflation report.

Dow Jones Today: Stock Futures Drop, Yields Swing Following CPI Report; Oracle Jumps

Enhancements to Oracle Health Data Intelligence include new generative AI service that helps simplify care management Suite empowers healthcare organizations to address regulatory requirements and improve quality of care while reducing costs EHR-agnostic platform helps reduce data integration challenges, increase data security, and embed intelligence in clinical and operational applications AUSTIN, Texas , March 12, 2024 /PRNewswire/ -- Oracle today announced significant enhancements to Oracle Health Data Intelligence, including a new generative AI service to help increase care management efficiency. Oracle Health Data Intelligence, formerly HealtheIntent, is a modular suite of cloud applications, services, and analytics.

Oracle Delivers Foundation for More Intelligent Healthcare

Oracle soared 13% on Tuesday, on signs the firm was making progress in its plan to grab a share of the cloud-computing market thanks to its tie-up with AI chip giant Nvidia.

Oracle surges as AI demand helps reignite cloud business momentum

NVIDIA

Oracle Corp (NYSE: ORCL) stock experienced a pre-market surge of 13.64% upon the releasing the third quarter results for 2024, hinting at a partnership with industry giant Nvidia (NASDAQ: NVDA).

Oracle and Nvidia partnership could spell heaven for investors

Nvidia was rising early on Tuesday. The chip maker's pivotal role in the artificial-intelligence market was underlined by earnings from software company Oracle.

Nvidia Stock Rises. What Oracle's Earnings Mean for the Chip Maker.

The company's cloud infrastructure services were a hot topic of discussion in Thursday's earnings report.

Oracle Could Be the Next Hot AI Stock. What Analysts Think.

Shares in Oracle (ORCL) jumped more than 14% in after-hours trading Monday after the enterprise computing solutions provider reported better-than-expected quarterly earnings and issued a bottom-line forecast for the current quarter that matched expectations amid several large customer signups.

Oracle Stock Jumps 14% as Large Customer Contracts Boost Earnings—Key Level to Watch

Oracle Corp. has reached an important milestone in its decade-long shift to becoming a cloud-computing company — revenue from the cloud surpassed its traditional software licensing revenue for the first time.

Oracle finally becomes a cloud company, helped by ‘enormous' AI demand

Oracle Corporation (NYSE:ORCL ) Q3 2024 Earnings Conference Call March 11, 2024 5:00 PM ET Company Participants Ken Bond - SVP, IR Larry Ellison - Chairman and CTO Safra Catz - CEO Conference Call Participants John DiFucci - Guggenheim Securities Raimo Lenschow - Barclays Ben Reitzes - Melius Research Derrick Wood - TD Cowen Kirk Materne - Evercore ISI Brad Zelnick - Deutsche Bank Operator Good afternoon. My name is Krista, and I'll be your conference operator today.

Oracle Corporation (ORCL) Q3 2024 Earnings Call Transcript

Oracle Corp.'s stock climbed 14% in extended trading Monday after the company posted mixed results. The company's board also declared a quarterly cash dividend of 40 cents a share of outstanding common stock.

Oracle's stock is climbing, thanks to large new cloud deals, AI demand

Tomorrow morning, new Consumer Price Index (CPI) figures for February come out.

Oracle (ORCL) Beats; Markets Mixed, Cool

While the top- and bottom-line numbers for Oracle (ORCL) give a sense of how the business performed in the quarter ended February 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Oracle (ORCL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Oracle (ORCL) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.22 per share a year ago.

Oracle (ORCL) Q3 Earnings and Revenues Beat Estimates

Oracle (ORCL) shares jumped over 12% in after-hours trading Monday as the company reported results that beat analysts' expectations and showcased its position to gain as enterprise cloud customers integrate artificial intelligence (AI) tech.

Oracle Stock Jumps After Earnings Report Shows AI-Related Gains

Oracle Corp (NYSE:ORCL, ETR:ORC) shares moved higher afterhours on Monday as the database software and cloud computing firm reported a bigger-than-expected profit for the fiscal third quarter. For the quarter, Oracle reported a 16% year-over-year increase in adjusted earnings per share (EPS) to $1.41, ahead of estimates of $1.37.

Oracle shares jump on quarterly profit beat

Oracle beat on the bottom line in its latest earnings report, though revenue came in a bit light of expectations.

Oracle shares rise on better-than-expected quarterly earnings

Oracle stock jumped in late Monday trading, after the software giant reported fiscal third-quarter earnings that beat views.

Oracle Stock Jumps On Earnings Beat

Oracle beat estimates for quarterly profit on Monday, as demand rose for its cloud-computing services on the back of a boom in generative AI. Shares of Oracle jumped 9.8% to $125.31 in extended trading.

Oracle beats quarterly profit expectations on AI-driven cloud demand

Oracle Inc (NYSE: ORCL) is trading up in extended hours on Monday after reporting market-beating financial results for its third quarter. This is a developing story.

Oracle stock climbs following Q3 earnings report

Q3 GAAP Earnings per Share $0.85, Non-GAAP Earnings per Share up 16% to $1.41 Q3 Total Revenue $13.3 billion, up 7% in both USD and constant currency Q3 Total Remaining Performance Obligations up 29% to $80 billion Q3 Cloud Revenue (IaaS plus SaaS) $5.1 billion, up 25% in USD, up 24% in constant currency Q3 Cloud Infrastructure (IaaS) Revenue $1.8 billion, up 49% in both USD and constant currency Q3 Cloud Application (SaaS) Revenue $3.3 billion, up 14% in both USD and constant currency Q3 Fusion Cloud ERP (SaaS) Revenue $0.8 billion, up 18% in both USD and constant currency Q3 NetSuite Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD, up 20% in constant currency AUSTIN, Texas , March 11, 2024 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced fiscal 20 24 Q3 results. Total quarterly revenues were up 7% year-over-year in both USD and constant currency to $13.3 billion.

News for Oracle Stock (ORCL)