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

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Earnings data Q4 2023

Earnings data Q1 2024

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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

New service gives providers transparent, secure payment processing that makes it easy for patients to settle co-pays and account balances with their preferred payment method AUSTIN, Texas , Oct. 16, 2024 /PRNewswire/ -- To ease patient settlement and payment reconciliation, Oracle today announced Oracle Health Payments. With the end-to-end payment solution, including gateway routing, processing, and acquiring under a single agreement, healthcare facilities can help reduce costly, unexpected service fees.

Oracle Helps Healthcare Facilities Simplify Patient Payments While Reducing Transaction Fees

Migration of the Army IPPS-A to Oracle U.S. Defense Cloud expected to help reduce costs while enhancing security and information access that will support readiness and auditability AUSTIN, Texas , Oct. 16, 2024 /PRNewswire/ -- The U.S. Army is migrating its IPPS-A to Oracle U.S. Defense Cloud. Serving more than one million users, the project represents Oracle's largest competitively awarded Joint Warfighting Cloud Capability (JWCC) task order to date and the largest implementation of Oracle's PeopleSoft globally.

United States (U.S.) Army to Modernize its Integrated Personnel and Pay System (IPPS-A) on Oracle Cloud Infrastructure

Shares of Oracle and Sea Limited are up 68% and 158%, respectively, so far in 2024, and they are positioned for another strong year in 2025.

Prediction: 2 Unstoppable Stocks That Will Beat the S&P 500 Again in 2025

AUSTIN, Texas , Oct. 14, 2024 /PRNewswire/ -- Oracle (NYSE: ORCL) will hold its 2024 Annual Meeting of Stockholders on Thursday, November 14, 2024, at 9:00 a.m., Central Time.

ORACLE'S ANNUAL MEETING OF STOCKHOLDERS TO BE HELD NOVEMBER 14, 2024

Lockheed Martin

General Dynamics

The world's best hedge funds and investors tend to look at more abstract data than the average retail investor does. Now, some of this data might not be accessible, such as satellite feeds to figure out parking lot traffic and predict a financial quarter for a retail stock.

Big Government Contracts Propel These 3 Defense Stocks Higher

Oracle Health Clinical Data Exchange helps reduce costly and time-consuming manual processes, to deliver efficiency gains for payers and providers  AUSTIN, Texas , Oct. 14, 2024 /PRNewswire/ -- Oracle today announced general availability of Oracle Health Clinical Data Exchange, a new, cloud-based solution that streamlines medical claims processing through secure, automated data exchange between healthcare providers and payers. Built on Oracle Cloud Infrastructure (OCI), Oracle Health Clinical Data Exchange replaces today's laborious manual transmission of medical records with a secure, centralized network that helps reduce administrative time and costs, speed approval of necessary patient clinical services, and accelerates claims and payment processing.

Oracle Health Accelerates Claims Processing with Automated Data Exchange between Healthcare Providers and Payers

Micron Technology

Both these AI-powered businesses are positioned for long-term success.

2 Artificial Intelligence Stocks to Double Up on Right Now

Oracle (ORCL) shares hit a record high Wednesday following a report that ChatGPT maker OpenAI is looking beyond Microsoft (MSFT) to supply servers, paving the way for a potential new partnership with the enterprise software giant.

Oracle Price Levels to Watch as Stock Sets Record High

Oracle (ORCL) shares were on track to close at a fresh high, lifted by indications that the cloud computing company may be becoming a favorite of a giant in the artificial intelligence (AI) industry: ChatGPT developer OpenAI.

Oracle Shares Head Toward a New Closing High on AI Enthusiasm

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock?

Oracle (ORCL) Up 11.9% Since Last Earnings Report: Can It Continue?

Palo Alto Networks

Momentum trading involves buying rising stocks with the idea that they will continue rising. While reminiscent of the greater fools theory, momentum trading is more than buying high and selling high.

3 Momentum Trades for October With Ample Upside Ahead

ORCL launches the Investigation Hub to enhance client experience and increase efficiency.

Oracle Launches Investigation Hub: How Should You Play the Stock?

Oracle (ORCL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Oracle Corporation (ORCL) Is a Trending Stock: Facts to Know Before Betting on It

New AI-powered capabilities increase service efficiency, reduce time-to-resolution, and improve the customer experience  AUSTIN, Texas , Oct. 9, 2024 /PRNewswire/ -- Oracle today announced new AI-powered capabilities within Oracle Fusion Cloud Service and Oracle Fusion Cloud Field Service that help service teams increase productivity, better understand customer issues, and serve their customers more effectively. The latest updates improve customer satisfaction by automatically identifying customer issues, recommending actions, streamlining resolution, and improving first-time fix rates.

Oracle Introduces New AI-Driven Workflows to Help Organizations Automate the Complete Customer Service Lifecycle

Shares of Oracle would need to more than double for its market cap to hit the $1 trillion mark.

Could Oracle Be Worth $1 Trillion by 2030?

Oracle could become a significant partner of one of the most important AI companies on the scene.

Why Investors Were Hot on Oracle Stock Today

Apple

NVIDIA

The S&P 500 rebounded on Tuesday after a previous decline on Wall Street, with attention on oil prices and bond yields. The S&P 500 climbed 0.7%, while the Nasdaq Composite increased by 1.2%.

S&P 500 gains as crude oil prices ease; NVIDIA, Apple, and Oracle rise

Oracle (ORCL, Financial) saw its stock increase by over 1.2%, reaching $172.02. The rise comes as Oracle announced a strategic partnership with Amazon's AWS.

Oracle (ORCL) Rises Amid Strategic Collaboration with Amazon AWS

AT&T

Verizon

On 10/10/24, Verizon Communications, Oracle, and AT&T will all trade ex-dividend for their respective upcoming dividends. Verizon Communications will pay its quarterly dividend of $0.6775 on 11/1/24, Oracle will pay its quarterly dividend of $0.40 on 10/24/24, and AT&T will pay its quarterly dividend of $0.2775 on 11/1/24.

Ex-Dividend Reminder: Verizon Communications, Oracle And AT&T

Apollo Global Management

Intel

In the tech world, Intel Corp INTC is stumbling its way through a corporate reboot, while Oracle Corp ORCL is racing ahead, planting a $6.5 billion artificial intelligence and cloud flag in Malaysia.

Intel Vs. Oracle: Can Apollo's Rescue Plan Beat Oracle's AI Cloud Domination?

Solutions enable banks with deep insights and complex reporting on profitability, interest rate risk, and balance sheet trends AUSTIN, Texas , Oct. 8, 2024 /PRNewswire/ -- Helping financial institutions boost profitability, grow revenue, and manage balance sheet risk, Oracle today announced Oracle Financial Services Profitability and Balance Sheet Management Cloud Services. With Asset Liability Management, Cash Flow Engine, Funds Transfer Pricing, and Profitability Management applications, the new suite of SaaS solutions provides banks deep insights into profitability, interest margins, interest rate risk, and balance sheet trends to make critical business decisions faster, while meeting complex risk management reporting requirements.

Oracle Helps Financial Institutions Manage Balance Sheet Risk and Fuel Growth in New Treasury and Finance Solutions

Chartis Research's RiskTech AI 50 recognizes Oracle for its excellence in AI innovation and deployment in risk technology NEW YORK , Oct. 7, 2024 /PRNewswire/ -- Oracle Financial Services Summit -- Oracle Financial Services has been named the category leader in the inaugural RiskTech AI 50 2024 report by Chartis Research, a global leader in risk technology research and analysis. Oracle secured the highest overall ranking amongst fifty industry players, highlighting its success in delivering powerful AI solutions – from infrastructure to AI-enabled applications – that are helping financial services organizations operate more efficiently and mitigate risk.

Oracle Named Category Leader in Inaugural Chartis Research AI Report

Oracle Financial Services Investigation Hub cuts investigator time previously wasted on collecting data while delivering auto-generated narratives and intelligence needed to resolve cases up to 70% faster AUSTIN, Texas , Oct. 7, 2024 /PRNewswire/ -- Oracle Financial Services Summit, New York – Enabling banks to investigate and resolve financial crime cases faster, Oracle today introduced the Oracle Financial Services Crime and Compliance Management Investigation Hub Cloud Service. The new AI-powered case management solution delivers a modern user experience that reduces manual tasks, removes data silos, and elevates the insights investigators need to focus their time on analysis and combating financial crime.

Oracle AI Service Improves the Speed and Accuracy of Financial Crime Investigations

A milestone valuation could be on the horizon for Oracle shareholders.

Will Oracle Be a Trillion-Dollar Stock by 2029?

Can Oracle's $6.5B AI investment translate into market share gains against AWS and Azure? Investors might want to wait and see.

News for Oracle Stock (ORCL)