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

Alphabet

Oracle is winning big among companies needing cloud infrastructure to train powerful AI models. Google's cloud business is now turning a profit as a focus on winning enterprise customers pays off.

2 Underdog Cloud Stocks for the Next Decade

Adobe

Microsoft

Artificial intelligence, AI, is hot. It is taking over the data center and Internet Infrastructure industries and will drive gains in the sectors for many quarters if not years.

3 AI Plays For Blue-Chip Investors

Oracle is formally launching its “EU Sovereign cloud” for customers in the European Union (EU) today, nearly a year after firs revealing plans for the initiative.

Oracle launches its ‘sovereign cloud' for EU customers

EU Sovereign Cloud offers Oracle Cloud Infrastructure services at the same service level agreements and low prices as Oracle's commercial cloud regions New Sovereign Cloud is entirely within the EU and is separate from Oracle's other cloud regions, giving customers more control of their data AUSTIN, Texas , June 20, 2023 /PRNewswire/ -- Oracle's new EU Sovereign Cloud is now open, and it will help private and public sector organizations across the European Union gain more control over data privacy and sovereignty requirements. One of the first cloud offerings designed to address the EU's emerging regulatory landscape, Oracle EU Sovereign Cloud gives customers the services and capabilities of Oracle Cloud Infrastructure's (OCI) public cloud regions with the same prices, support, and service level agreements (SLAs) to run all workloads.

Oracle Addresses European Data Privacy and Sovereignty Requirements with New EU Sovereign Cloud

Oracle acquired Cerner Corporation for nearly $28 billion.

Oracle's Cloud Business Is Booming, But Indicates More Work To Be Done With Its Healthcare Unit

C3.ai

Baidu

JD.com

Palantir Technologies

SentinelOne

As the world marches towards a future defined by artificial intelligence, the spotlight is increasingly falling on AI companies to watch. In fact, the AI-based chatbot, ChatGPT has been a revelation this year, thrusting society and the investment world toward the immense potential of AI.

7 AI Companies That Could Become Trillion-Dollar Companies

Nikola

Second quarter layoffs continue apace after more than 136,000 employees were cut by major U.S. companies in the first quarter of 2023.

2023 Layoff Tracker: Oracle Reportedly Cuts Hundreds Of Jobs While Nikola Slashes 270

Oracle (ORCL) Cloud is set to enhance the hotel operations of Cinnamon Hotels & Resorts in Maldives and Sri Lanka.

Oracle (ORCL) Cloud Ties Up With Cinnamon Hotels & Resorts

Software giant Oracle Corp. has laid off hundreds of employees, cut back open positions and rescinded job offers at its health unit, according to a report.

Oracle makes health unit layoffs, report says

2023 Layoff Tracker: Oracle Reportedly Cuts Hundreds Of Jobs

Oracle Corporation (NYSE:ORCL) has cut hundreds of jobs at its health unit, which may be related to issues with a contract with the US Department of Veteran Affairs (VA), the Insider reported, citing three people familiar with the matter.  The software giant is also rescinding job offers and cutting back some open positions, the report said.

Oracle cuts hundreds of jobs, rescinds offers in its health unit - Insider

Apple

AmerisourceBergen

AMETEK

Cintas Corp

Eaton

W.W. Grainger

Ingersoll-Rand

Lennar

Parker-Hannifin

Still waiting for the ongoing S&P 500 rally to hit historic proportions? It just did for an elite class of stocks reaching all-time highs.

10 Stocks Soar To Highs Investors Have Never Seen Before

With a 42% stake in Oracle and the company' stock rising roughly 54% year-to-date, CTO Larry Ellison has knocked Amazon's Jeff Bezos out of the third spot for world's richest person.

Oracle's Larry Ellison now world's third richest as AI explodes

Oracle Corp. shares have moved 30% higher over the past month as the company has earned recognition for artificial-intelligence initiatives, but one credit analyst still has concerns about the company's leverage.

Oracle is riding the AI wave, but growth concerns remain: analyst

Oracle shares reached a record this week after analysts applauded an earnings beat, driven by accelerating growth in cloud infrastructure

Oracle hits record after 50% surge in 2023, defying tech struggles

Oracle (ORCL) Cloud Infrastructure unveils OCI Compute instances that utilize the latest 4th Generation AMD EPYC processors.

Oracle (ORCL) Cloud Infrastructure Adopts AMD EPYC Processors

Amazon

Foot Locker

NVIDIA

Tesla

The 2nd quarter earnings cycle is just around the corner, and it could be exciting for the S&P 500 NYSEARCA: SPY. The indications are as mixed as they could be, which means we are likely to see mixed results across sectors and industries and rotation within the market.

What To Expect From The 2nd Quarter Earnings Cycle

SaaS offerings give banks the flexibility and scalability to modernize risk management to quickly adapt to global market volatility AUSTIN, Texas , June 14, 2023 /PRNewswire/ -- The recent failure of several prominent banks, highlighted the need for financial services institutions to better anticipate and manage risk. To address these challenges, Oracle today launched new cloud-native services that can help banks strengthen their finance and risk management processes to reflect their target risk appetite and limit exposure.

New Oracle Cloud Services Help Banks Manage Risk

Oracle's cloud infrastructure business is experiencing incredible growth, partly driven by artificial intelligence (AI) workloads. AI software demand is also strong.

Oracle's Cloud Business Is Booming: Is It Time to Buy the Stock?

Oracle's FYQ4 earnings call reveals a successful pivot towards generative AI, bolstered by strategic partnerships with NVIDIA and Cohere, and over $2B contracts from AI startups for OCI capacity. Despite potential GPU capacity constraints, ORCL has positioned itself as a leading AI player with a robust cloud infrastructure and a focus on privacy-centric AI services. Oracle's strong revenue growth and consistent EBIT margins indicate financial resilience, but high capital intensity and above-average valuation warrant cautious optimism for potential investors.

Riding The AI Wave: Oracle's Ambitious Growth Narrative From FYQ4 Earnings

Fintel reports that on June 13, 2023, Goldman Sachs upgraded their outlook for Oracle (NYSE:ORCL) from Sell to Neutral.

Goldman Sachs Upgrades Oracle

Oracle is offering generative AI to its customers based on tech from a startup called Cohere. Oracle invested in Cohere but the startup has backing by other tech giants, including Salesforce.

Oracle is betting its AI future on a company called Cohere. Here's why this little-known startup is becoming OpenAI's chief rival.

Oracle's strong fiscal fourth quarter results earned the company a price target boost from analysts at UBS, and investors are on the lookout for which companies could be the next AI darlings. The cloud giant posted revenue that rose 18% year-over-year in constant currency to $13.84 billion, propelled by demand for its cloud offerings from companies deploying AI.

Oracle's 4Q results showed $2B in AI startup spending on its cloud infrastructure — here are a few companies to keep an eye on

Oracle reported a record-breaking $49.95 billion in annual revenue thanks to success in cloud computing. It has convinced its biggest critic, Goldman Sachs, to change its mind about its potential.

Oracle's biggest critic, Goldman Sachs, admits it was wrong about rating the stock a sell

Oracle co-founder and chairman Larry Ellison is now the world's fourth-richest person, thanks to Oracle stock's epic surge. Oracle Cloud has been booming due to the acquisition of Cerner and plug-in of Nvidia tech.

News for Oracle Stock (ORCL)