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

Biogen

Biogen Inc. shares BIIB, +1.31% rallied 5% following a full-day halt during the regular session as a Food and Drug Administration committee convened to vote on an approval recommendation for the biotech's Alzheimer's drug candidate it makes with Eisai Co. ESALF, +9.35% The committee voted unanimously to recommend approval, and Biogen shares took off when they were unhalted.

Biogen stock climbs on drug approval recommendation, Oracle shares rise ahead of earnings, and other stocks on the move

The week of June 11 will see the Federal Reserve potentially pausing interest rate hikes. The release of the Consumer Price Index (CPI) for May could influence the Fed's decision, with a hot CPI potentially prompting a quarter-point hike.

Catalyst Watch Podcast: AI, 'Winner-Take-More' Game?

Amazon

Jupai Hlds

SAP SE

Long lines at concession stands and snarled traffic on game day could soon be a thing of the past for many U.S. sports fans.

AI on game day: Pro sports franchises are turning to the tech for everything from concession stands to statistics

Oracle Corp. (NYSE: ORCL) is scheduled to report its fiscal fourth-quarter financial results on Monday.

Earnings Preview: Will Oracle Live Up to Cautious Optimism?

Adobe

Adobe stock has risen to the top of a long consolidation, helped by some AI news and expectations for another strong earnings report.

AI News Lifts Adobe Stock Ahead Of Quarterly Results; Highflying Oracle Also Set To Report

UBS analysts are focused on the potential for Oracle Corporation (NYSE:ORCL) to fall short of its 30% Cloud growth target for fiscal 2023, when the company reports its fourth quarter 2023 results on Monday, June 12, but think there could be a compelling AI story to be told about Oracle Cloud Infrastructure's (OCI) graphics processing unit (GPU) capacity. They bumped up their 12-month target price on Oracle stock to $110 from $90, but maintained a ‘Neutral' rating, in a report to clients published on Tuesday.

Oracle 4Q focus on Cloud growth and potential compelling AI story

Advanced Micro Devices

Dell Technologies

Alphabet

Intel

Lockheed Martin

Microsoft

NVIDIA

An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano. Neural networks, hype and building something we don't understand.

AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano

Oracle (ORCL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Oracle (ORCL) to Report Q4 Results: Wall Street Expects Earnings Growth

Earnings Results to be released on June 12, 2023, After the Close of the Market AUSTIN, Texas , June 5, 2023 /PRNewswire/ -- Oracle Corporation today announced that its fourth quarter fiscal year 2023 results will be released on Monday, June 12th, after the close of the market.  Oracle will host a conference call and live webcast at 4:00 p.m.

Oracle Sets the Date for its Fourth Quarter Fiscal Year 2023 Earnings Announcement

Stocks This Week: Buy Oracle And Meta Platforms

Last week, Schaeffer's Option Advisor  subscribers doubled their money with our suggested Oracle Corp (NYSE:ORCL) August 92.50 call.

Options Bulls Doubled Their Money with this Oracle Stock Call

ServiceNow

Artificial intelligence has become 2023's hottest investment trend. Investors are scanning the landscape for innovative companies, many of which are small and unprofitable.

Nvidia and these 6 tech giants will gobble up the AI pie

HP Inc. and HP Hewlett Packard Enterprise are suffering amid a downturn for personal computers.

HP Stock Drops Along With Dell, Oracle. The AI Bounce Is Missing Some Tech Firms.

ASML Hld

Applied Materials

Find top tech stocks to watch like MSFT, ORCL, ADBE, ASML, AVGO and more with this screen highlighting top-ranked industry groups.

Tech Roars Back As MSFT, ASML, AMAT, ORCL Lead Industry Charge

Oracle (ORCL) Cloud revolutionizes the customer experience at Prada Group by taking it to new heights.

Oracle (ORCL) Cloud Enhances Prada Group's Customer Experience

NEW YORK--(BUSINESS WIRE)--Horizen, a leading layer 0 public blockchain, is excited to announce a strategic partnership with Band Protocol, a cross-chain data oracle platform, to provide real-time price feeds and reliable data for EON, Horizen's new EVM-compatible smart contracting platform. The partnership will bring decentralized oracle services to the growing EON ecosystem, supporting a wide range of use cases, including DeFi, gaming and NFTs. Horizen's EON is a fully EVM-compatible smart co.

Horizen Partners with Band Protocol to Deliver Decentralized Oracle Services for EON, Horizen's EVM-Compatible Smart Contracting Platform

LA JOLLA, Calif.--(BUSINESS WIRE)--Vector Space Biosciences today announced it is developing large language modeling (LLMs) and visualization applications in collaboration with the Oracle Cloud Infrastructure (OCI) team, to aid in the advancement of space biosciences. These Artificial Intelligence (AI) models will support the research and development of countermeasures against diseases associated with stressors connected to protecting and repairing the human body during spaceflight. By leveragi.

Vector Space Biosciences & Oracle Develop Language Models to Advance Human Spaceflight

CEO Shou Zi Chew said TikTok's deal with Oracle, dubbed "Project Texas," is "on track."

Oracle reviewing TikTok's source code despite deal being ‘in limbo,' CEO says

MONCTON, NB , May 23, 2023 /PRNewswire/ - VidCruiter is now partnered and integrated with Oracle's new Oracle Recruiting Cloud (ORC) platform. This partnership enhances ORC by providing video interviewing (pre-recorded and live video), skills testing , interview scheduling , automated reference checking , and SMS communications within the platform, giving users the tools to create personalized and mobile experiences for every candidate.

VidCruiter launches Oracle Recruiting Cloud partnership

AUSTIN, Texas and MILAN , May 23, 2023 /PRNewswire/ -- Oracle today announced the successful deployment of its cloud-based retail solutions at Prada Group. The leading, luxury brand is on a journey to combine its physical and digital offerings to get to know its customers better and use data to deliver an increasingly personalized experience.

Oracle Cloud Elevates the Customer Experience at Prada Group

Accenture Plc

Broadcom

Salesforce

Cisco Systems

ProShares Short QQQ

Taiwan Semiconductor Manufacturing

Given current outlook, I expect bargains on some top 10 technology stocks going forward. I'm building a shopping list to buy the dip. The top 10 technology stocks by market cap were ranked by relative value using a matrix approach.

Tech Top 10 Ranked By Value

Government agencies can now leverage an expanded set of DISA and FedRAMP® Authorized OCI services to improve the efficiency and intelligence of missions AUSTIN, Texas , May 22, 2023 /PRNewswire/ -- Oracle Cloud Infrastructure (OCI) has extended its list of services approved by the Defense Information Systems Agency (DISA) and FedRAMP Joint Authorization Board (JAB), making more cloud services available to customers in the defense and intelligence community. Newly approved services include: Oracle Cloud Guard, Oracle Cloud Infrastructure OS Management, Oracle Cloud Infrastructure Database Management Service, Oracle Cloud Infrastructure Network Load Balancer, Oracle Cloud Infrastructure Operations Insights, Oracle Container Engine for Kubernetes, Management Agent, and Tenant Manager.

Oracle Cloud Infrastructure Adds to Growing List of Government Approved Cloud Services

Integrated ERP suite enables government organizations to strengthen financial and workforce management for improved governance and cost savings PORTLAND, Ore. , May 22, 2023 /PRNewswire/ -- Government Finance Officers Association Annual Conference -- Oracle today announced Oracle NetSuite for Government, a new suite of cloud solutions specifically designed for the needs of small-to-midsize state and local government agencies.

NetSuite for Government Helps State and Local Agencies Move to the Cloud for Better Efficiency

Oracle has been knocking it out of the park, but it's worth noting a few reasons why. Despite getting some help, Oracle's focus on efficient growth is paying off.

Up 40% in the Last Year, Is It Too Late to Buy Oracle Stock?

Big Tech Oracle stock is at the top of a buy range. The cloud infrastructure company teamed up with Nvidia to be it's AI partner.

News for Oracle Stock (ORCL)