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

CBRE Group

D.R. Horton

Kimberly-Clark

McKesson

Sysco

AT&T

Tesla

Texas Instruments

Waste Management

A recent article in Fox Business discussed Tesla's move to Texas from California. Here are 10 stocks to buy based in the Lone Star State.

10 Top Texas Stocks to Buy That Don't Rely On Oil And Gas For Big Gains

AUSTIN, Texas, Oct. 26, 2021 /PRNewswire/ -- People are turning to robots to support their career development after the COVID-19 pandemic left them feeling lonely and disconnected from their own lives, according to a new study by Oracle and Workplace Intelligence, an HR research and advisory firm. The study of more than 14,600 employees, managers, HR leaders, and C-level executives across 13 countries found that people all around the world have felt stuck in their personal and professional lives but are ready to regain control of their futures.

82% of People Believe Robots Can Support Their Career Better Than Humans

AUSTIN, Texas, Oct. 25, 2021 /PRNewswire/ -- COVID-19 physical distancing requirements forced change in how traditional clinical trials were conducted and a new Informa Pharma and Oracle study shows the industry is not looking back. Of the 251 people surveyed, 84% implemented alternative tactics to continue their existing clinical trials and/or start new trials during the pandemic.

Pandemic-Driven Changes in Pharma Here to Stay as New Clinical Trial Models Take Hold

AUSTIN, Texas, Oct. 22, 2021 /PRNewswire/ -- Oracle today announced that it has been named a Leader for the sixth successive year in the 2021 Gartner® Magic Quadrant™ for Cloud HCM Suites for 1,000+ Employee Enterprises for Oracle Fusion Cloud Human Capital Management (HCM). The report evaluates vendors based on ability to execute and completeness of vision.

Oracle Named a Leader in the Gartner Magic Quadrant for Cloud HCM Suites for 1,000+ Employee Enterprises

AUSTIN, Texas, Oct. 21, 2021 /PRNewswire/ -- In the race to meet aggressive decarbonization and net-zero carbon goals and regulations, a new study shows that utilities cannot afford to just focus on clean energy supply investments. The report, by The Brattle Group and Oracle Utilities, found that by 2040 actions by utility customers can reduce nearly two times more greenhouse gas (GHG) emissions from the residential and light-duty vehicle sectors than would result from current policies to promote investments in clean energy supply alone.

Research Shows Customer Action Key to Reaching Utility Decarbonization Goals

Albemarle

Comcast

Enbridge

Home Depot

Johnson & Johnson

JPMorgan Chase & Co

Mondelez

Microsoft

ProShares S&P 500 Dividend Aristocrats ETF

Procter & Gamble

STORE Capital

UnitedHealth Group

Visa

Vanguard Dividend Appreciation ETF

Walmart

Most dividend investors will not be able to retire on their own terms. This is because of a major flaw in the "dividend growth investing" philosophy.

Very Bad News For Dividend Investors (And How To Fix It)

HSBC Holdings

Oracle Corp's NetSuite on Tuesday said it will put automated banking features into its accounting software for businesses, with HSBC Holdings Plc as its first partner to automatically send and receive money and reconcile accounts.

Oracle's NetSuite adds banking features to its software; HSBC is first partner

AUSTIN, Texas, Oct. 19, 2021 /PRNewswire/ -- As if a pandemic weren't enough, a new Oracle Retail consumer research study shows that shoppers are worried that supply chain and delivery delays will wreak havoc on the holidays. In response, 52% of Americans have already started holiday shopping or plan to shop earlier than usual.

Consumers Already Holiday Shopping to Avoid the Supply Chain Grinch

Autodesk

Bentley Systems

Procore Technologies

Trimble

Businesses across the construction industry area slowly digitizing. Here are seven tech stocks to buy that are getting the job done.

7 Tech Stocks Coming to the Rescue of the Construction Industry

Shopify

On Thursday, Shopify Inc. (NYSE:SHOP) shares edged higher by 1% after announcing a strategic partnership with Microsoft Corporation (NASDAQ:MSFT) and Oracle Corporation (NYSE:ORCL). The company is teaming up with the two enterprise software giants to offer ERP tools to merchants on its online marketplace.

Is Shopify stock a buy as it joins MSFT and ORCL in the merchants ERP market?

Shares of Oracle Corporation (NYSE: ORCL) traded today at $97.35, eclipsing its 52-week high. So far today approximately 2.9 million shares have been exchanged, as compared to an average 30-day volume of 13.3 million shares.

Oracle Corporation Looks to Continue to Trade Above its Annual-High Share Price Today

The Wall Street analysts have been too conservative on Oracle. The company is gaining traction in cloud services.

Wall Street Analysts Have Underestimated Oracle

The price of the stock has doubled in the last year, and is continuing to set new highs.

Oracle: Predictable Business At Expensive Prices

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

Why Is Oracle (ORCL) Up 10.6% Since Last Earnings Report?

Oracle's ERP offerings have been on a tear and growth looks set to continue.

The Pandemic Boosted a Key Piece of Oracle's Business – But Is It Sustainable?

Oracle on Wednesday opened the first of two planned public cloud centres in Israel, which will enable companies and other Israeli customers to keep their data on local servers and not be reliant on other countries.

Oracle opens first of 2 cloud data centres in Israel

ROTTERDAM, The Netherlands and AUSTIN, Texas, Oct. 13, 2021 /PRNewswire/ -- Oracle today announced that Dutch telecommunications leader KPN has chosen Oracle Fusion Cloud Applications Suite. The implementation, managed by Deloitte and Oracle Consulting, will see KPN deploy Oracle Fusion Applications for finance, supply chain management and human resources to help streamline the company's business operations.

KPN Turns to Oracle to Modernize Operations

MIAMI--(BUSINESS WIRE)-- #CX--ClearSale and Oracle Partner to Help Merchants Prepare for the Holiday Season

ClearSale and Oracle Partner to Help Merchants Prepare for the Holiday Season

The 14 new facilities, planned to open in the next year, will increase Oracle's capacity by almost 50%.

Oracle Plans to Open 14 New Cloud Data Centers in Major Global Push

AUSTIN, Texas, Oct. 11, 2021 /PRNewswire/ -- Oracle today announced plans to expand its cloud region footprint to support strong customer demand for Oracle Cloud services worldwide. Over the next year, Oracle will open 14 cloud regions with new locations across Europe, the Middle East, Asia Pacific, and Latin America.

Oracle Expands Global Cloud Footprint to Meet Continued Triple-Digit Growth

AUSTIN, Texas, Oct. 11, 2021 /PRNewswire/ -- Oracle Textura Payment Management Cloud Service has now been used to manage subcontractor payments on construction projects valuing $1 trillion. This milestone represents work on more than 78,000 projects since Textura first launched in 2006.

Oracle Textura Now Manages Payments for Construction Projects Valuing $1 Trillion

AUSTIN, Texas, Oct. 11, 2021 /PRNewswire/ -- Oracle (NYSE: ORCL) will hold its 2021 Annual Meeting of Stockholders on Wednesday, November 10, 2021, at 1:00 p.m., Central Time.

ORACLE'S ANNUAL MEETING OF STOCKHOLDERS TO BE HELD NOVEMBER 10, 2021

Adobe

Bank of America

Fastenal

FedEx

NIKE

The Zacks Major Banks industry's Q3 earnings are expected to be up +11.2% on +2.5% higher revenues.

What Will Q3 Bank Earnings Show?

Hewlett Packard

Where are companies expanding and moving their operations to?

Here Are the 10 Hottest Office Markets Right Now -- and They're not Where You Think

Telecom Italia (TIM) and its unit Noovle have signed a partnership with business software maker Oracle to offer cloud services in Italy, the three companies said in a joint statement on Friday.

News for Oracle Stock (ORCL)