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

Shares of software giant Oracle registered one of their worst days ever Tuesday after delivering subpar quarterly results, taking down the fortune of the firm's billionaire chairman Larry Ellison in the process.

Larry Ellison's Net Worth Plummets $16 Billion As Oracle Stock Tanks 12%

Oracle Corp. (ORCL) shares plunged on Tuesday after the tech giant reported fiscal second-quarter earnings that missed on revenue and cloud growth expectations.

Oracle Stock Plunges After Revenue Miss, Slower Cloud Growth

Oracle beat earnings expectations in fiscal Q2, but sales came in weaker than anticipated. Growth for Oracle's cloud business looks underwhelming.

Why Oracle Stock Is Plummeting Today

Centene

U.S. equities were slightly higher at midday as the latest report on consumer prices showed headline inflation easing ahead of tomorrow's decision from the Federal Reserve on interest rates in the policymakers' final meeting of 2023.

Midday Movers: Centene Rises as Costs Fall, Oracle Tumbles on Cloud Sales Miss

Defiance Next Gen Connectivity ETF

iShares North American Tech-Software ETF

First Trust NASDAQ Technology Dividend Index Fund

FMC Excelsior Focus Equity ETF

FT Cboe Vest Technology Dividend Target Income ETF

Oracle (ORCL) provided downbeat revenue guidance, citing strong competition in the cloud-computing industry. However, it beat earnings estimates.

ETFs in Focus Post Oracle's Fiscal Q2 Earnings

The shares of Oracle Corp (NYSE:ORCL) are plummeting today, down 11.6% to trade at $101.84, one of the worst stocks on the Nasdaq Composite (IXIC).

Oracle Stock Slides on Revenue Miss, Weak Forecast

As Oracle Corp. shares headed for their second sharp post-earnings selloff in as many quarters, some bulls saw a silver lining.

Oracle earnings disappoint again — but is the glass half full?

Oracle shares fell more than 10% at market open Tuesday after coming up short on revenue for its fiscal second quarter in its Monday earnings report.

Oracle shares fall more than 10% on light cloud revenue

Oracle's (ORCL) fiscal second-quarter performance benefits from a steady adoption of Gen 2 Cloud, Fusion and Autonomous Database despite slow cloud revenue growth.

Oracle (ORCL) Q2 Earnings Beat Estimates, Revenues Miss

Markets had a minimal response to mixed inflation data. Oracle shares fell after the software giant's most recent financial report.

Oracle's Falling, but You Won't Want to Miss This Soaring Biotech Stock

Oracle Cloud EPM positioned as a Leader based on "Completeness of Vision" and "Ability to Execute" AUSTIN, Texas , Dec. 12, 2023 /PRNewswire/ -- Oracle has been named a Leader in the 2023 Gartner® Magic Quadrant™ for Financial Planning Software and the 2023 Gartner® Magic Quadrant™ for Cloud Financial Close and Consolidation Solutions. In both reports, Oracle was recognized as a Leader for its Ability to Execute and Completeness of Vision for Oracle Fusion Cloud Enterprise Performance Management (EPM).

Oracle Named a Leader in 2023 Gartner® Magic Quadrant™ Reports for Financial Planning Software and Financial Close and Consolidation Solutions

Having delivered a strong six weeks of trading to investors, with a 15% gain since the end of October, shares of Oracle Corp NYSE: ORCL were being closely watched last night. The tech titan was due to release their Q2 earnings after the bell rang to end Monday's session, and when it came to grabbing headlines, it didn't disappoint.

Oracle's stock just went on sale

Wall Street analysts are skeptical as to whether the software company's attempts to compete in data-center infrastructure with bigger rivals will pay off.

Oracle Falls Short. Why Analysts Are Worried About Data-Center Competition.

Oracle Corp.'s cloud-services revenue slowed for the second consecutive quarter, hitting a sharper speed bump Monday, just as it plans to embark on a potentially risky move of adding a large number of data centers.

Oracle embarks on potentially risky data-center expansion as its cloud growth slows

Oracle's shares fell about 8% in extended trading Monday (Dec. 11) after the firm reported disappointing sales growth in its cloud computing business. The company's announcement raised concerns among investors about its ability to keep up in the highly competitive cloud computing market, Bloomberg reported Monday (Dec. 11).

Oracle Shares Fall 8% as Growth Slows in Cloud Computing

Oracle Corporation (NYSE:ORCL ) Q2 2024 Earnings Call Transcript December 11, 2023 5:00 PM ET Company Participants Ken Bond - IR Larry Ellison - Chairman and CTO Safra Catz - CEO Conference Call Participants Ben Reitzes - Melius Research John DeFucci - Guggenheim Mark Moerdler - Bernstein Siti Panigrahi - Mizuho Alex Zukin - Wolfe Research Brad Zelnick - Deutsche Bank Operator Good afternoon. My name is Emma, and I will be your conference operator today.

Oracle Corporation (ORCL) Q2 2024 Earnings Call Transcript

Oracle Corp.'s revenue for the latest quarter came up a bit short of expectations, with shares in the software giant dropping about 9% in Monday's aftermarket action.

Oracle's stock gets slammed as revenue comes up a bit short

Oracle (ORCL) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.21 per share a year ago.

Oracle (ORCL) Q2 Earnings Top Estimates

Although the revenue and EPS for Oracle (ORCL) give a sense of how its business performed in the quarter ended November 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Oracle (ORCL) Q2 Earnings: A Look at Key Metrics

Oracle Corp (NYSE: ORCL) tanked about 9.0% in extended hours even though it reported better-than-expected per-share earnings for its second financial quarter. Why is Oracle stock down in after-hours?

Oracle Q2 earnings: ‘not immune to macro backdrop'

Oracle Corp shares fell more than 8% in Monday's after-hours session after the cloud services provider announced second quarter fiscal 2024 revenue that rose 5% year over year to $12.9 billion, falling short of the $13.05 billion analyst consensus estimate.  The company's adjusted earnings per share (EPS) for the period of $1.34, though, edged past Wall Street expectations by a penny.

Oracle stock slides on 2Q revenue miss; cloud sales fall short

Demand for Oracle cloud services is growing fast, but analysts had expected more overall revenue in the most recent quarter

Oracle shares slide as revenue misses estimates

Oracle stock fell late Monday after the software giant reported adjusted earnings of $1.34 per share on $12.9 billion in sales.

Oracle Stock Slides As Sales Come In Short Of Expectations

Q2 GAAP Earnings per Share $0.89, Non-GAAP Earnings per Share $1.34 Q2 Total Revenue $12.9 billion, up 5% in USD, up 4% in constant currency Q2 Total Remaining Performance Obligations over $65 billion Q2 Cloud Revenue (IaaS plus SaaS) $4.8 billion, up 25% in USD, up 24% in constant currency Q2 Cloud Infrastructure (IaaS) Revenue $1.6 billion, up 52% in USD, up 50% in constant currency Q2 Cloud Application (SaaS) Revenue $3.2 billion, up 15% in USD, up 14% in constant currency Q2 Fusion Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD, up 19% in constant currency Q2 NetSuite Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD, up 20% in constant currency AUSTIN, Texas , Dec. 11, 2023 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced fiscal 2024 Q2 results. Total quarterly revenues were up 5% year-over-year in USD and up 4% in constant currency to $12.9 billion.

Oracle Announces Fiscal 2024 Second Quarter Financial Results

Oracle's cloud business has muscled its way into what had been widely perceived as an exclusive three-way battle among AWS, Microsoft Azure, and Google Cloud.

News for Oracle Stock (ORCL)