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 Q1 2022

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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

Oracle posted better-than-expected earnings, a strong sales outlook, and announced plans to develop generative AI services.

Oracle's Results Beat Estimates, Announces Generative AI Services

iShares Evolved U.S. Technology ETF

iShares North American Tech-Software ETF

First Trust Cloud Computing ETF

First Trust NASDAQ Technology Dividend Index Fund

Oracle (ORCL) reported solid fourth-quarter fiscal 2023 results, beating both revenue and earnings estimates. The software giant forecast an upbeat first quarter.

Oracle Beats on Earnings in Q4, Shares Jump: ETFs to Tap

OCI customers using flexible compute instances with AMD processors are collectively already saving $40 million a year AUSTIN, Texas , June 13, 2023 /PRNewswire/ -- To make it easier for organizations to balance price and performance in their cloud environments and reduce costs, Oracle today announced plans to make available new Oracle Cloud Infrastructure (OCI) Compute E5 instances with 4th generation AMD EPYC™ processors. Unlike other cloud providers' rigid instance options that bind organizations to paying more for unused computing resources, flexible instances from OCI allow customers to allocate cores and memory as needed.

Oracle Cloud Infrastructure Announces OCI Compute Instances Based on New 4th Generation AMD EPYC Processors

California utility leader engages solar customers to save energy and money with personalized, AI-driven insights delivered by Oracle Utilities Opower OAKLAND, Calif. and AUSTIN, Texas , June 13, 2023 /PRNewswire/ -- Pacific Gas and Electric Company (PG&E), one of the largest combined natural gas and electric energy companies in the United States, is helping customers decarbonize and save on their energy bills one solar installation at a time.

PG&E Helps Customers Save with Tailored Opower Solar Home Energy Reports

Oracle Corp. has Wall Street analysts on cloud nine in the wake of an earnings report that showed the company is capitalizing on the artificial-intelligence boom and gaining ground with its cloud-infrastructure offering.

Oracle stock powers higher after ‘watershed' earnings show company is a software standout

Intel

Good news on the inflation front helped push stock indexes higher. Oracle reported quarterly earnings that showed its exposure to favorable AI trends.

Oracle, Intel Climb: Which Is the Better AI Stock?

Oracle is uniquely positioned to deliver generative AI services spanning applications to infrastructure that help businesses solve today's most complex challenges Oracle partners with Cohere to provide generative AI services AUSTIN, Texas , June 13, 2023 /PRNewswire/ -- Oracle today announced its plans to develop powerful, generative AI services for organizations worldwide. Oracle will provide native generative AI services to help organizations automate end-to-end business processes, improve decision-making, and enhance customer experiences, in collaboration with Cohere, a leading AI platform for enterprise.

Oracle to Deliver Powerful and Secure Generative AI Services for Business

In the words of Oracle NASDAQ: ORCL CEO Safra Catz, “Both of our two strategic cloud businesses are getting bigger—and growing faster. That bodes well for another strong year in FY24.

Oracle Has Spoken: The AI Cloud Is Bigger And Growing Faster

MICROS Workstation 8 Series offers modern, powerful hardware that can be configured to meet each restaurant's unique vibe and space requirements AUSTIN, Texas , June 13, 2023 /PRNewswire/ -- From the dining room to the deck, restaurants are increasingly evolving their physical environments to create a unique experience for diners. To ensure they have the powerful, flexible hardware needed to support nearly any configuration, Oracle today announced the Oracle MICROS Workstation 8 Series.

Oracle Announces Sleek and Stylish New Restaurant POS Workstations

Oracle's (ORCL) fiscal fourth-quarter performance benefits from an upbeat cloud business on the solid adoption of Gen 2 Cloud, Fusion and Autonomous Database.

Oracle (ORCL) Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Oracle co-founder Larry Ellison's fortune just surged past that of Bill Gates for the first time, to a staggering $130 billion.  The jump in wealth comes as Oracle gets a boost from investor hype around artificial intelligence.

Billionaire Larry Ellison's fortune beats Bill Gates for the first time as Oracle gets a boost from the AI craze

Apple

Oracle Corp. shares ORCL, +5.99% rallied 4% in premarket trade, adding to a 6% gain in Monday's regular session to close at $116.43, after the database company reported earnings and said AI customers have already signed contracts for more than $2 billion in new business.

Oracle stock rises on upbeat outlook, while Apple shares slip and other stocks on the move

C3.ai

Advanced Micro Devices

NVIDIA

Palantir Technologies

Oracle stuck to its forecast of $65 billion in sales by 2026, but CEO Safra Catz says AI demand leaves the software company 'significant upside.'

C3.ai, Palantir, AMD, Nvidia Rise After Oracle Earnings Bring More AI Optimism

Oracle Corporation. (NYSE:ORCL ) Q4 2023 Earnings Conference Call June 12, 2023 5:00 PM ET Company Participants Ken Bond - SVP, Investor Relations Safra Catz - Chief Executive Officer Larry Ellison - Chairman and Chief Technology Officer Conference Call Participants John DiFucci - Guggenheim Brad Zelnick - Deutsche Bank Siti Panigrahi - Mizuho Raimo Lenschow - Barclays Mark Moerdler - Bernstein Research Kirk Materne - Evercore ISI Operator Good day everyone and welcome to the Oracle Fourth Quarter and Fiscal Year 2023 Earnings Call.

Oracle Corporation (ORCL) Q4 2023 Earnings Call Transcript

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

Oracle (ORCL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Oracle (ORCL) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.58 per share. This compares to earnings of $1.54 per share a year ago.

Oracle (ORCL) Q4 Earnings and Revenues Surpass Estimates

Oracle Corporation (NYSE: ORCL) is trading up in extended hours after reporting better-than-expected results for its fourth financial quarter. Oracle stock up on strong cloud revenue Investors are particularly cheering a whopping 54% increase in its cloud revenue that handily topped Street estimates by an impressive four percentage points.

Bernstein likes Oracle ‘even excluding A.I.' after its Q4 results

Oracle Corporation (NYSE:ORCL) after Monday's close reported fourth-quarter 2023 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, while also surpassing the $13.74 billion Zacks Consensus Estimate. The company's adjusted earnings per share for the period of $1.67 also beat expectations of $1.58.

Oracle 4Q financial results top estimates as cloud revenue shines

Shares of Oracle Corp. rose after hours Monday after the IT and cloud infrastructure provider reported fiscal fourth-quarter results that topped expectations, helped by a jump in cloud revenue that executives said positioned the company well for the year to come.

Jump in cloud revenue lifts Oracle's results, and stock gains after hours

Oracle's cloud infrastructure revenue growth accelerated in the quarter, although revenue from cloud and on-premises licenses declined.

Oracle beats on top and bottom lines as cloud revenue jumps

FY 2023 Total Revenue $50.0 billion, up 18% in USD, up 22% in constant currency Q4 GAAP Earnings per Share $1.19 , Non-GAAP Earnings per Share $1.67 Q4 Total Revenue $13.8 billion, up 17% in USD, up 18% in constant currency Q4 Cloud Revenue (IaaS plus SaaS) $4.4 billion, up 54% in USD, up 55% in constant currency Q4 Cloud Infrastructure (IaaS) Revenue $1.4 billion, up 76% in USD, up 77% in constant currency Q4 Cloud Application (SaaS) Revenue $3.0 billion, up 45% in USD, up 47% in constant currency Q4 Fusion Cloud ERP (SaaS) Revenue $0.7 billion, up 26% in USD, up 28% in constant currency Q4 NetSuite Cloud ERP (SaaS) Revenue $0.7 billion, up 22% in USD, up 24% in constant currency AUSTIN, Texas , June 12, 2023 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced fiscal 2023 Q4 and full-year results. Total quarterly revenues were up 17% year-over-year in USD and up 18% in constant currency to $13.8 billion.

Oracle Announces Fiscal 2023 Fourth Quarter and Fiscal Full Year Financial Results

Oracle Corporation ORCL gapped up about 4% to start Monday's trading session and was rising an additional 1.5% into blue skies intraday. The company is set to print its fourth-quarter financial results after the markets close.

Trading Strategies For Oracle Stock Before And After Q4 Earnings - Oracle (NYSE:ORCL)

Oracle Corp (NYSE:ORCL) is trading at record highs today, up 4.5% at $114.78 at last glance, and earlier hitting a peak of $116.00.

Software Stock Hits Record High Ahead of Earnings

Oracle Corp. could emerge as yet another beneficiary of the current artificial-intelligence mania, according to a new bull.

Oracle's stock picks up an upgrade, and it's about more than just earnings

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AI's major bottleneck is a lack of computing power, with supercomputers needed for the training and testing of data. The amount of AI networks created and tested is set to increase exponentially over the next six years, with the computing power improving 250,000 times.

News for Oracle Stock (ORCL)