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

Oracle is a $200B tech behemoth that has been paying dividends for over a decade. Shares of Oracle are trading for an attractive valuation at the moment.

Oracle: The Dividend Growth Stock Your Portfolio Needs

General Mills

LVMH Moet Hennessy Louis Vuitton

Oracle, General Mills, and LVMH are all good defensive plays.

3 Top Stocks to Buy During a Sell-Off

Former Oracle employees describe how the cloud giant was beat by rivals like Salesforce and Adobe and ultimately laid off scores of workers.

Oracle insiders explain how it lost the marketing cloud war to Salesforce

Coca-Cola

Morgan Stanley

Today's Research Daily features update on the Q2 earnings season and new research reports on The Coca-Cola Company (KO), Oracle (ORCL) and Morgan Stanley (MS).

Retail Scorecard and Analyst Reports for Coca-Cola, Oracle & Morgan Stanley

Oracle has begun auditing TikTok's algorithms and content moderation models, according to a new report from Axios out this morning. Those reviews began last week, and follow TikTok's June announcement it had moved its U.S. traffic to Oracle servers amid claims its U.S. user data had been accessed by TikTok colleagues in China.

Oracle now monitoring TikTok's algorithms and moderation system for manipulation by China's government

Oracle Corporation (NYSE:ORCL) is one of the largest software companies in the world with a market-cap of $210.8 billion.

This Mega-Cap Stock is a High-Risk Investment Right Now

In the next iteration of the coveted Red Spade Pass, PokerStars will award epic Brazil Grand Prix experience ONCHAN, Isle of Man, Aug. 11, 2022 /PRNewswire/ -- As the 2022 Formula One season moves into its second half, PokerStars has announced the latest way for fans to get their hands on a 'Red Spade Pass' for the Brazil Grand Prix. Available exclusively to PokerStars players, the Red Spade Pass will reward winners with the ultimate fan experience at Brazil's iconic Interlagos Grand Prix circuit.

POKERSTARS LAUNCHES UNFORGETTABLE TRACKSIDE FAN EXPERIENCE WITH ORACLE RED BULL RACING IN BRAZIL

Flexible natural-language computing interface  built on Oracle Cloud Infrastructure (OCI) and NVIDIA technology enables people and computers to work together creatively OCI 's high performance and consumption-based pricing helps Adept scale AUSTIN, Texas , Aug. 11, 2022 /PRNewswire/ -- Adept, a machine learning research and product lab, is using Oracle Cloud Infrastructure (OCI) and NVIDIA technology to develop a universal AI teammate capable of performing a range of tasks people execute on their computer or on the internet. Running thousands of NVIDIA GPUs on clusters of OCI bare metal compute instances and taking advantage of OCI's network bandwidth, Adept can train large-scale AI and ML models faster and more economically than before.

Adept Builds a Powerful AI Teammate for Everyone with Oracle and NVIDIA

Leading telecommunications provider accelerates cloud transition with Oracle apps and infrastructure AUSTIN, Texas , Aug. 10, 2022 /PRNewswire/ -- Oracle has renewed a strategic agreement with AT&T that will help give new capacity and capabilities for the company's database and application workloads running in Oracle Cloud. The new five-year deal will build on AT&T's use of Oracle Fusion Cloud Enterprise Resource Planning (ERP), Oracle Fusion Cloud Customer Experience (CX), Oracle Cloud Infrastructure, and other Oracle Cloud services, including: Oracle Cloud ERP will enable AT&T to eliminate manual processes as part of the company's ongoing financial and supply chain transformation.

Oracle Extends AT&T Cloud Agreement with New Five-Year Deal

Apple

Amazon

Alibaba

Alphabet

Microsoft

Arista Networks

Cisco Systems

Intel

NVIDIA

Big tech continued to spend aggressively on cloud computing in the June quarter. But some analysts expect a dramatic slowdown in 2023.

Big Tech Seen Cutting Back On Cloud Computing Spending In 2023

New Oracle survey shows fans want tech to cut waits and boost interactions with favorite teams and artists Many fans draw the tech line at robot umpires and referees AUSTIN, Texas , Aug. 9, 2022 /PRNewswire/ -- From their mobile devices to the metaverse, consumers are looking to tech to level-up their stadium outings, according to a new Oracle Food and Beverage survey. For example, 57% of stadium goers would love to pre-order food and drinks to avoid the lines and 53% think it would be amazing to engage with their favorite teams and artists in the metaverse.

Stadium Goers Root for High-Tech Outings

Robinhood

Walmart

A number of layoffs were announced this week, led by Walmart, Oracle and Robinhood as inflation takes a toll despite a stronger-than-expected jobs report.

Walmart, Oracle, Robinhood lead job cuts this week

Oracle becomes the latest tech company to announce layoffs in a market where job growth vastly differs by sector.

Oracle lays off hundreds of employees

Inside Oracle's layoffs, potentially impacting thousands — those who haven't yet been laid off are scrambling to figure out whether they'll be next.

Insiders describe 'complete chaos' at Oracle following layoffs and restructuring

With new central reservation system integration, Best Western ®  Hotels & Resorts and SureStay Hotel Group ®  brands can use Oracle Hospitality's cloud-based PMS to improve hotel operations and guest service AUSTIN, Texas , Aug. 3, 2022 /PRNewswire/ -- BWH Hotel Group, one of the world's largest hotel companies, is the first to integrate its central reservation system (CRS) with Oracle Hospitality OPERA Cloud property management system (PMS) through the Oracle Hospitality Integration Platform. This makes it easy for any hotel within the BWH Hotel Group portfolio – including Best Western Hotels & Resorts and SureStay Hotel Group properties – to adopt OPERA Cloud to simplify and improve operations while delivering great guest service.

BWH Hotel Group® Makes Oracle OPERA Cloud Available to All Hotels

Forbes is tracking the biggest layoffs as companies react to fears of a looming recession.

Oracle Reportedly Plans To Lay Off Thousands: Here Are The Major U.S. Job Cuts As Recession Fears Grow

Adobe

Netflix

Insider buys are widely followed by investors as they're generally a good indicator of the company's current health. After all, if an insider is selling, why would an investor want to buy?

3 Tech Stocks With Insider Buys in 2022

Oracle Corp. ORCL, -0.59% has begun layoffs, according to multiple reports Monday. Job cuts affecting employees in the Bay Area have started, according to The Information, which also reported last month that the tech giant is planning to slash thousands of jobs as it seeks to shave $1 billion in costs.

Oracle layoffs have begun, according to reports

Oracle has started cutting workers as part of a larger plan to reduce its headcount by thousands and save $1 billion in costs, according to reports.

Oracle has started laying off more US employees this week, sources confirmed

Oracle Corp has started to lay off employees in the United States, The Information said on Monday, citing a person with direct knowledge of the matter.

Oracle starts job cuts in U.S. - The Information

Strong natural language capabilities, open semantic layer, and extensive customer support ecosystem noted as key strengths of Oracle Analytics AUSTIN, Texas , July 28, 2022 /PRNewswire/ -- Oracle today announced that it has been recognized as a Leader in the IDC MarketScape: U.S. Business Intelligence and Analytics Platforms 2022 Vendor Assessment. This IDC MarketScape includes 16 select business intelligence and analytics (BIA) platform providers.

Oracle Recognized as a Leader in the IDC MarketScape: U.S. Business Intelligence and Analytics Platforms 2022 Vendor Assessment

Oracle Fusion Cloud ERP positioned as highest in "Ability to Execute" and furthest on "Completeness of Vision" in service-centric cloud ERP market analysis AUSTIN, Texas , July 27, 2022 /PRNewswire/ -- Oracle has been named a Leader in the 2022 Gartner® Magic Quadrant for Cloud ERP for Service-Centric Enterprises for Oracle Fusion Cloud Enterprise Resource Planning (ERP). The Magic Quadrant, which evaluated 10 providers, recognized Oracle as a Leader for its "Ability to Execute" and "Completeness of Vision".

Oracle Recognized as Leader in the 2022 Gartner® Magic Quadrant™ for Cloud ERP for Service-Centric Enterprises

Microsoft and Oracle have teamed up to tackle issues embedded in multi-cloud platforms. The solution may help them catch up to AWS.

These 2 Cloud Players Are Teaming Up Against AWS

Oracle Fusion Sales provides sellers with AI-powered recommendations and guided steps to close deals faster AUSTIN, Texas , July 26, 2022  /PRNewswire/ -- Oracle today announced the next generation of Oracle Fusion Sales, a sales automation application that identifies high-quality sales opportunities and guides sellers to close deals faster. Part of Oracle Fusion Cloud Customer Experience (CX) and powered by artificial intelligence (AI), Fusion Sales automatically provides sellers with quotes, proposals, and recommended steps to help them increase productivity, close more deals, and instill confidence among buyers.

Oracle Automates the Tasks Sellers Despise with Next Generation CRM

RALEIGH, N.C.--(BUSINESS WIRE)--Angles for Oracle simplifies the process of accessing data from Oracle ERPs for reporting and analytical insights.

News for Oracle Stock (ORCL)