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

After a successful implementation in New York, the Japanese banking giant continues its phased roll-out of Oracle's banking solutions TOKYO and AUSTIN, Texas , Feb. 2, 2023 /PRNewswire/ -- Mizuho Bank, Ltd., the integrated retail and corporate banking unit of Mizuho Financial Group and one of Japan's largest financial services institutions, is modernizing its legacy banking system for international operations with Oracle.

Mizuho Bank Modernizes Core Banking Operations with Oracle

SAP SE

It's been a good week for Red Hat, and by extension IBM, the company that owns it. That's because Red Hat signed two partnership agreements this week, one with Oracle and the other with SAP.

New Red Hat partnerships with SAP and Oracle could bode well for owner IBM

New 10-year agreement to provide more efficient, secure, timely access to patient information HALIFAX, NS , Feb. 1, 2023 /PRNewswire/ -- The province of Nova Scotia, in collaboration with Nova Scotia Health Authority (NSHA) and IWK Health (IWK), announced today a new 10-year agreement has been signed with Oracle Cerner to implement an integrated electronic care record across the province for the more than one million Nova Scotians. This technology can help improve the way health professionals use and share patient information.

Nova Scotia and Oracle Cerner Begin a New Era in Healthcare

AUSTIN, Texas & RALEIGH, N.C.--( BUSINESS WIRE )--Red Hat, Inc., the world's leading provider of open source solutions, and Oracle today announced a multi-stage alliance to offer customers a greater choice of operating systems to run on Oracle Cloud Infrastructure (OCI). The strategic collaboration starts with Red Hat Enterprise Linux running on OCI as a supported operating system, improving the experience for organizations that rely on both OCI and Red Hat Enterprise Linux to fuel digital transformation and migration of mission-critical applications to the cloud.

Red Hat and Oracle Expand Collaboration to Bring Red Hat Enterprise Linux to Oracle Cloud Infrastructure

The Department of Defense and its delivery partners can now use the cloud-based project management service to unite project teams and collaborate more efficiently AUSTIN, Texas , Jan. 31, 2023 /PRNewswire/ -- Oracle Aconex for Defense has become the first construction and engineering project management and collaboration software to earn Defense Information Systems Agency (DISA) Impact Level 4 (IL4) provisional authorization. This recognition signifies that the software meets the security requirements for the processing and storage of controlled unclassified information, enabling the Department of Defense (DOD) agencies and their delivery partners to access, share, and collaborate on construction and engineering mission information at a heightened security level.

Oracle Aconex for Defense Achieves DISA IL4 Provisional Authorization

Oracle Cloud Infrastructure integration services accelerate innovation and connect data ecosystems across distributed cloud environments AUSTIN, Texas , Jan. 30, 2023 /PRNewswire/ -- Oracle today announced that it has been named a Leader and positioned highest for Ability to Execute by Gartner in the 2023 "Magic Quadrant for Integration Platform as a Service (iPaaS), Worldwide." The report recognized Oracle as a Leader for the sixth consecutive time.

Oracle Named a Leader and Positioned Highest for Ability to Execute in Gartner® Magic Quadrant™ for Integration Platform as a Service, Worldwide

Magnite

Meta, Oracle, and Magnite look like bargains for long-term investors.

Have $3,000? These 3 Stocks Could Be Bargain Buys for 2023 and Beyond

New features help customers reduce costs, improve accuracy, automate regulatory compliance, and enhance flexibility AUSTIN, Texas , Jan. 24, 2023 /PRNewswire/ -- To help organizations increase the efficiency of global supply chains, Oracle is introducing new logistics capabilities within Oracle Fusion Cloud Supply Chain & Manufacturing (SCM). The updates to Oracle Transportation Management (OTM) and Oracle Global Trade Management (GTM), part of Oracle Cloud SCM, help customers reduce costs, improve accuracy, automate regulatory compliance, and enhance logistics flexibility.

Oracle Delivers New Logistics Capabilities to Get Global Supply Chains Moving

Comprehensive portfolio planning and scheduling solution averages 132% year-over-year growth since 2017 AUSTIN, Texas , Jan. 24, 2023 /PRNewswire/ -- Engineering and construction organizations continue to turn to Oracle Primavera Cloud . Since 2017, Oracle has seen a 132% year-over-year average growth rate in customers using the solution to connect office and field teams, synchronize schedules and resources, and improve project outcomes.

Customers Improve Productivity and Reduce Risk with New Oracle Primavera Cloud Capabilities

The world's largest musical instrument retailer to improve performance by more than 30 percent and over 40 percent in data platform savings by moving its core systems to Exadata Database Service on OCI AUSTIN, Texas , Jan. 19, 2023 /PRNewswire/ -- Guitar Center, the world's largest musical instrument retailer, has moved to Oracle Exadata Database Service on Oracle Cloud Infrastructure (OCI) to meet customer demand for new online and in-store services. By moving its core systems to OCI, including order management, warehouse management, demand forecasting, enterprise resource planning, and its ecommerce platform, Guitar Center has seen performance improvements of more than 30 percent and aims to save more than 40 percent in data platform expenses over the next three years.

Oracle Cloud Infrastructure Helps Guitar Center Tune its Business for Increased Customer Demand

Broadcom

When thinking of dividends, typical sectors that come to the minds of many include utilities, finance, or consumer staples. However, it could surprise some that several technology companies also reward their investors handsomely.

3 Tech Stocks Paying Solid Dividends

Iconic restaurant chain selects Oracle MICROS Simphony Point of Sale and Payment Cloud Service to streamline its operations while better serving diners AUSTIN, Texas , Jan. 18, 2023 /PRNewswire/ -- American restaurant brand Big Boy Restaurant Group, LLC, founded in 1936, has ordered up Oracle to modernize its systems and support its legacy of great customer service. With MICROS Simphony Cloud Point of Sale (POS) and Oracle Payment Cloud Service, the chain will be able to streamline its ordering and payment processing across the entire system, while also better using data to manage inventory and new opportunities such as ghost kitchens.

Big Boy Improves Cost and Efficiency with Oracle Payment and Inventory Management Tech

Oracle Positioned as a Leader Based on Completeness of Vision and Ability to Execute AUSTIN, Texas , Jan. 17, 2023 /PRNewswire/ -- Oracle has been named a Leader in the 2022 Gartner Magic Quadrant for Financial Planning Software for Oracle Fusion Cloud Enterprise Performance Management (EPM). The Magic Quadrant, which evaluated 14 companies, recognized Oracle as a Leader for its "Ability to Execute" and "Completeness of Vision.

Oracle Named a Leader in the 2022 Gartner® Magic Quadrant™ for Financial Planning Software

Cloud innovations in the Oracle retail platform make it easier for retailers to manage pricing and promotion strategies that move inventory while building customer loyalty AUSTIN, Texas , Jan. 17, 2023 /PRNewswire/ -- Inflation and marketing offer overload are making it harder for retailers to engage increasingly fickle customers with a price point and message that gets them to act. To address these challenges, Oracle today announced a series of new cloud capabilities.

New Oracle Pricing and Promotion Capabilities Help Retailers Increase Sales

Oracle (ORCL) announces the selection of OCI by SymphonyAI to help its clientele tap the power of cloud flexibility and cost efficiencies.

Oracle (ORCL) Aids SymphonyAI to Deliver IT Solutions on Cloud

AI-enabled merchandising and supply chain solutions improve  cost savings and time-to-market  for retail and CPG customers PALO ALTO, Calif. , Jan. 15, 2023 /PRNewswire/ -- SymphonyAI, a leader in high-value enterprise AI SaaS for strategic industries, today announced a collaboration with Oracle (NYSE: ORCL) to offer SymphonyAI solutions on Oracle Cloud Infrastructure (OCI) using key services including Oracle Exadata Database Service, GPU-accelerated compute, and performance monitoring.

Retailers embrace AI transition to the cloud with SymphonyAI and Oracle

Oracle (ORCL) adds Oracle Retail Payments Cloud Service on the retail cloud platform to help retailers with in-store operations and transaction processing.

Oracle (ORCL) Makes In-Store Payment Easier at Retail Stores

Apple

Amazon

Alphabet

JPMorgan Chase & Co

Merck

Tesla

Exxon Mobil

Last year was a volatile one for the equity market, with rising interest rates, record high inflation and geopolitical tensions triggering broad-based sell-offs.

The 5 Best- and Worst-Performing Mega-Cap Stocks in Q4 2022

Retail brands can now accept all major payment options to give shoppers a choice in how they pay without the unexpected costs or long-term contracts AUSTIN, Texas , Jan. 12, 2023 /PRNewswire/ -- The welcome return to in-store shopping has also brought retailers a host of unexpected payment processing fees and complexity. To help combat this challenge, Oracle today extended its comprehensive retail cloud platform to include the Oracle Retail Payments Cloud Service.

New Oracle Payment Cloud Service Gives Retailers Greater Transparency and Pricing Flexibility

NetSuite helps SailGP manage its financial operations and make strategic business decisions as it expands SINGAPORE , Jan. 12, 2023 /PRNewswire/ -- SINGAPORE SAIL GRAND PRIX -- SailGP, the fast-growing purpose-led global racing league, is using Oracle NetSuite to support its mission to change the face of competitive sailing. With NetSuite, SailGP has taken advantage of an integrated business system to manage financial processes in new countries, broadcast opportunities, and revenue streams as it aims to double the league's size within two years.

SailGP Races to Revolutionise Competitive Sailing with NetSuite

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock?

Why Is Oracle (ORCL) Up 7.4% Since Last Earnings Report?

Analysts at Mizuho and Piper Sandler think the software giant is undervalued.

Oracle's Cloud Portfolio Seen as a Silver Lining. Why the Stock is a Buy.

Check Point Software Technologies

CrowdStrike

Dropbox

DocuSign

Palantir Technologies

Atlassian

Varonis Systems

Software stocks underperformed the S&P 500 in both 2021 and 2022. As a group, software stocks trailed the S&P 500 by 15% in 2021 and 16% in 2022.

A Rebound Coming for Software Stocks? Jefferies Has Top Picks Now

Oracle is a legacy technology company which offers a range of cloud applications and database solutions. The company reported strong financials for the second quarter of fiscal year 2023, beating revenue estimates.

Oracle: Undervalued With Huge Hybrid Cloud Tailwinds

Cerner

Cerner contributed $1.5 billion dollars in revenue.

News for Oracle Stock (ORCL)