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

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

Oracle to Invest $6.5B in Malaysia AI Hub: How to Play the Stock

ARM Holdings PLC

Broadcom

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Salesforce

The cloud battle between Oracle Corp ORCL and Salesforce Inc CRM is hitting new highs, and both stocks are riding the AI wave to impressive gains.

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A strong earnings report led to a rally over the rest of the month.

Why Oracle Stock Jumped 21% in September

Tech giant Oracle on Wednesday said it plans to invest more than $6.5 billion on cloud services data centers in Malaysia, joining a list of US titans rushing to build up their AI infrastructure in Southeast Asia.

Oracle to invest $6.5 bn in Malaysian cloud services region

Oracle Corp. plans to invest more than $6.5 billion to establish a public cloud region in Malaysia, aiming to meet the country's growing demand for artificial intelligence and cloud services.

Oracle to Invest $6.5 Billion in AI and Cloud Infrastructure in Malaysia

Oracle plans to invest more than $6.5 billion to set up its first public cloud region in Malaysia, the company said on Wednesday, the latest major investment by a global tech firm into the Southeast Asian country.

Oracle to invest $6.5 billion to set up cloud facilities in Malaysia

Oracle plans to open a cloud region in Malaysia, including 150+ infrastructure and SaaS services, to help boost the country's digital economy and drive AI-fueled innovation   Organizations across Malaysia can accelerate AI innovation with Oracle Cloud Infrastructure's high performance and built-in security, powerful data, and distributed cloud capabilities Upcoming cloud region to extend OCI's footprint in Asia Pacific to 12 public cloud regions AUSTIN, Texas and KUALA LUMPUR, Malaysia , Oct. 1, 2024  /PRNewswire/ -- To meet the rapidly growing demand for its artificial intelligence (AI) and cloud services in Malaysia, Oracle today announced plans to invest more than US$6.5 billion to open a public cloud region in the country. The upcoming cloud region will enable Oracle customers and partners in Malaysia to leverage AI infrastructure and services and migrate mission-critical workloads to Oracle Cloud Infrastructure (OCI).

Oracle to Invest More Than US$6.5 Billion in AI and Cloud Computing in Malaysia

Micron Technology

NVIDIA

The semiconductor industry has been on an epic run since early last year. The risk of a short-term disruption just increased exponentially.

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Constellation Energy Corp

Futu Holdings

JD.com

Intuitive Machines Inc

Microsoft

Palantir Technologies

Rocket Lab USA

Super Micro Computer

SPDR S&P 500 ETF Trust

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Microsoft's early-mover advantage in AI has been a tailwind for the company in multiple areas. There has been a spurt in demand for Oracle's cloud infrastructure to train AI models, paving the way for impressive long-term growth.

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Trade Desk

The programmatic advertising market is benefiting from the adoption of AI, and this is helping The Trade Desk clock stronger growth than before. The need to rent cloud infrastructure to train AI models has boosted Oracle's growth, and its growth rate is expected to keep improving.

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Oracle is expecting a significant jump in its earnings growth rate over the next five years. A huge need for its cloud infrastructure to train AI models has led to healthy growth in demand.

Prediction: This Unstoppable Stock Could Join the Trillion-Dollar Club in the Next 5 Years

C3.ai

Oracle's cloud growth is being driven by AI tailwinds. C3.ai hasn't proven its business model is sustainable yet.

Better AI Stock: Oracle vs. C3.ai

With Oracle stock surging, an analyst sees a big opportunity for the company in its partnerships with Azure, AWS and Google.

Oracle Deals With Microsoft, Amazon And Google Seen Powering New 'Cloud Migration Story'

The two are thriving in the rapidly growing artificial intelligence industry, but only one can be the better AI stock to buy.

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Oracle Co. NYSE: ORCL started as a pioneer in relational databases for businesses in 1977. The company has transformed itself into a major provider of cloud-based software as a service (SaaS) and infrastructure as a service (IaaS) platform to enterprises across 175 countries.

Oracle Stock: Cloud and AI Tailwinds Makes This a Must-Own Stock

New integrations extend the value of CommunityWorks with AI, data exchange, and patient accounting capabilities AUSTIN, Texas , Sept. 24, 2024 /PRNewswire/ -- Hospitals across the U.S. continue to choose Oracle Health CommunityWorks, an integrated electronic health record (EHR) that supports the clinical, financial, and operational needs of smaller hospital operations in acute and ambulatory settings.

Community, Critical Access Hospitals Select Oracle Health CommunityWorks to Enhance Clinical and Financial Operations

Oracle Corp's ORCL stock has been on fire, up a whopping 20% in September alone, riding the wave of the company's bold AI and cloud infrastructure moves.

Oracle Surges 20% In September As AI, Cloud Strategy Flashes Bullish Signals

Oracle's NYSE: ORCL stock has had a great two weeks and an impressive overall return in 2024. Shares are up 20% since Sept.

See Why Oracle's Cloud Infrastructure Growth Demands Attention

Could Oracle (ORCL) be this year's next big AI-fueled hypergrowth story?

Oracle's Stock is Red Hot. So Why Is Wall Street Divided?

Oracle's 1Q FY2025 earnings exceeded revenue and non-GAAP EPS estimates, with the company also providing a strong 2Q outlook driven by robust cloud demand and backlog growth. Its total RPO grew 53% YoY in 1Q FY2025, with 38% of current RPO, indicating a multi-year growth acceleration in revenue. The company is expected to achieve double-digit revenue growth in FY2025, indicating that its revenue growth momentum is accelerating.

Oracle: Strong RPO Growth Signals A Multi-Year Revenue Growth Acceleration

Nvidia stock has slipped by about 7% over the past month. The stock still makes a solid long-term buy, but another tech sector player is cheaper and may have stronger momentum right now.

Forget Nvidia: Buy This Magnificent Tech Stock Instead

New capabilities prioritize safety, enhance information access, and help reduce the time it takes to do common tasks so clinicians can alleviate burnout and elevate patient care AUSTIN, Texas , Sept. 18, 2024 /PRNewswire/ -- Oracle Health continues to deliver electronic health record (EHR) innovations that help clinicians streamline routine tasks and deliver more efficient, informed patient care.

Oracle Delivers New Electronic Health Record Innovations

Oracle's latest results indicate that the company is getting a boost thanks to the growing demand for cloud AI services. The company's massive revenue pipeline explains why its growth is expected to accelerate.

News for Oracle Stock (ORCL)