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

Court enters permanent injunction further limiting Rimini's support practices and requiring Rimini to permanently discontinue use of various support practices Holds CEO personally liable for Rimini's misconduct AUSTIN, Texas , July 25, 2023 /PRNewswire/ -- Yesterday, the United States District Court for the District of Nevada ruled that Rimini Street repeatedly and illegally infringed Oracle's copyrights, impermissibly removed Oracle's copyright notices from Oracle software, and made at least 15 types of false statements regarding its support practices.  As a result, the Court entered another permanent injunction requiring Rimini to immediately and permanently discontinue use of various support programs while further limiting others.

Oracle Wins Copyright Case Against Repeat Violator Rimini Street

Axcelis Technologies

Palo Alto Networks

After the impressive rally in the first half, investors are wondering whether technology stocks have staying power. Most likely they do.

3 Tech Stocks for Getting Rich in 2023

Oracle (ORCL) Health's EHR is set to be incorporated into Universal Health Services' behavioral health facilities.

Oracle (ORCL) Health's EHR Joins Universal Health Services

In an industry first, Oracle makes lakehouse performance identical to database query performance New 500TB TPC-H* benchmarks demonstrate 17X faster query performance vs. Snowflake; 36X faster than Google BigQuery; and 17X faster than Databricks AUSTIN, Texas , July 20, 2023 /PRNewswire/ -- Oracle today announced the general availability of MySQL HeatWave Lakehouse, delivering an industry first by enabling customers to query data in object storage as fast as querying data inside the database.

Oracle Announces the General Availability of MySQL HeatWave Lakehouse

Universal Health Realty Income Trust

Expansion is expected to tighten integration between physical and behavioral healthcare for patients AUSTIN, Texas and KING OF PRUSSIA, Pa. , July 19, 2023 /PRNewswire/ -- Universal Health Services (UHS), a leading provider of hospital and healthcare services, is expanding the Oracle Health electronic health record (EHR) across its broad network of behavioral health facilities.

Universal Health Services Adding Oracle Health's EHR to its Behavioral Health Facilities

Oxford Industries

Iconic American lifestyle brand automates in-store processes in the cloud with Oracle's retail solutions to better serve its customers and associates CHARLOTTE, N.C., July 18, 2023 /PRNewswire/ -- Oracle Retail Cross Talk -- Resort and fashion retailer Lilly Pulitzer is transforming its in-store experience for shoppers and associates with Oracle Cloud.

Lilly Pulitzer Accessorizes with Oracle Cloud

Oracle ( ORCL , Financial) stock has made an impressive rally in the past couple of months as it rides the waves of artificial intelligence (AI) and digital transformation. The enterprise software juggernaut, once revered for its stronghold in on-premises enterprise databases, is effectively transitioning towards cloud-based solutions.

Oracle's Mastery in AI and Cloud Is a Powerful Tailwind

CHARLOTTE, N.C., July 17, 2023 /PRNewswire/ -- Oracle Retail Cross Talk -- Oracle has been named a Leader in the IDC MarketScape: Worldwide Point-of-Sale Software for Large Apparel and Softlines Retail 2023 Vendor Assessment1 and the IDC MarketScape: Worldwide Retail Price Optimization Solutions 2023 Vendor Assessment2.

Oracle Named a Leader in IDC MarketScapes for Point-of-Sale Software for Large Apparel and Softlines Retail and Price Optimization Solutions

Adobe

Arista Networks

The United States economy has been resilient thus far, as the job market and corporate earnings have been strong. As such, aggregate earnings for S&P 500 companies rose 0.1% in the first quarter, exceeding analysts' forecasts of a 5-6% decline three months ago.

3 Tech Stocks That I Am Loving in July – and Why

Oracle (ORCL) announces that its Fusion Cloud Applications Suite has been chosen as the standardized solution for the largest children's hospital in the United States.

Oracle (ORCL) Fusion Cloud Partners With Texas Children's Hospital

Arbor Realty Trust

Alexandria Real Estate Equities

Broadcom

Boston Properties

CubeSmart

Chevron

Digital Realty Trust

FedEx

Pfizer

Prologis

Rexford Industrial Realty

Snap-on

With the latest inflation data it seems that we're at an interesting inflection point in markets, confirming my original views. Of all sectors, one in particular offers fantastic risk-reward at current levels. Here are 5 of our top picks in the sector.

5 Buy Alerts: The Billionaires Are Wrong, This Is The Next Big Market Move

Advanced Micro Devices

Amazon

Alphabet

Intel

Microsoft

NVIDIA

“AI” may be the two most frequently spoken letters in the business world this year, but the technology is not as high a priority as one might think when it comes to where executives are planning to spend their money on cloud services over the next two years.

AI is driving big gains in tech — but it is not as great a factor in cloud spending

Texas Children's Hospital consolidates seven business systems on Oracle to increase efficiency, reduce costs, and improve the employee experience AUSTIN, Texas , July 13, 2023 /PRNewswire/ -- Texas Children's Hospital, the largest children's hospital in the United States, has implemented Oracle Fusion Cloud Applications Suite to support its mission to create a healthier future for children and women throughout its global community. With Oracle Fusion Applications, Texas Children's Hospital has been able to consolidate seven business systems on one integrated platform to improve recruitment and employee retention, increase efficiency, help reduce costs, and enable its staff to dedicate more time to patients.

Largest Children's Hospital in the United States Standardizes on Oracle Fusion Cloud Applications

CrowdStrike

Wall Street professionals are currently debating whether the bear market is officially over. The average investor should focus on the long term and worry less about the classification of the broader market.

A Bull Market Is Coming: 2 Growth Stocks to Buy Hand Over Fist

Autodesk

Artificial Intelligence is everywhere and has become a hot trend. Electric vehicles, cloud computing, automated robots, or machine learning, you name it and AI is present there.

3 AI Stocks That Will Skyrocket Before 2025

Stocks This Week: Following Up On Oracle And Meta Platforms

Rivian Automotive

These are all great companies, two, Oracle and Advanced Micro, have been excelling for years, and Rivian is becoming a full-scale auto manufacturer. All three have big competitors to muscle aside. They are doing so by innovation, execution, and in some cases, with lower cost. They may seem like also-rans but, I think it's clear that they bring a lot to the table and prove to provide real competition.

Revenge Of The Mini-Me: Oracle, Rivian, And Advanced Micro - I Explain

AI leader Nvidia utilizes Oracle's infrastructure. The stock was extremely undervalued in 2022.

1 Silent Winner in the AI Arms Race

Oracle beat on both the top and bottom lines in its Q4 earnings release in mid-June. Generative AI was the topic of the day.

How Oracle Rode the AI Wave to a 12.4% Gain in June

Oracle (ORCL) introduces a complimentary training and certification initiative in response to the growing demand for cloud and artificial intelligence technologies.

Oracle (ORCL) Provides Free Certified Training for Cloud & AI

The U.S. has consistently produced the world's most valuable companies for a while. There are now five American companies with valuations of more than $1 trillion.

1 Super Stock That Could Join Apple, Microsoft, Nvidia, Alphabet, and Amazon in the $1 Trillion Club

Oracle is the IBD Stock of the Day as investors focus on potential growth from artificial intelligence workloads running on its cloud network.

Oracle Stock: What's Old Is New Again, Thanks To AI And Cloud Computing

It's worthwhile to keep track of big-money insider trading. However, not all share sales should be construed as bad news.

Why Oracle Founder's Recent Stock Sale Is Nothing to Worry About

Eli Lilly

Knowing when to sell a stock can be as important as knowing when to buy it. This can be especially difficult with dividend stocks.

3 Dividend Stocks That Have Insiders Running for the Exit

Oracle's legacy software business is very high margin, but has been very slow growing for over a decade now. But their cloud and services units are now growing very fast, and are beginning to take over the operating statement. There are also other considerations, like the cloud tie-in with legacy software, and their headlong push into ARM in the data center.

News for Oracle Stock (ORCL)