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 (ORCL) Cloud will help K-12 school systems to restructure finance, Human Resource (HR) and data-management processes to enhance resource optimization and operational efficiency.

Oracle's (ORCL) Cloud Platform Utilized by K-12 School Systems

AUSTIN, Texas, Oct. 6, 2021 /PRNewswire/ -- A new Oracle Communications survey shows that while 73% of communications service providers (CSPs) plan to launch 5G networks by 2022, 94% have challenges with their existing charging systems. As these CSPs look to monetize everything from streaming videos and network slicing to eHealth and virtual gaming, they worry their outdated charging systems will hinder customer experience, performance, and the ability to get new offerings to market quickly.

Most Communications Service Providers Feel Unprepared to Charge for 5G Services

Oracle's (ORCL) legal wrangling regarding the abandoned JEDI deal seems to be over.

Oracle (ORCL) JEDI Lawsuit Appeal Quashed by the Supreme Court

AUSTIN, Texas, Oct. 5, 2021 /PRNewswire/ -- K-12 school systems across the U.S. are adopting Oracle Cloud to simplify business processes, maximize resources, and better manage and support students and staff. With fluctuating budgets and federal and state-wide guidelines, institutions are seeking ways to do more with less without jeopardizing the quality of their educational offerings.

Oracle Cloud Helps K-12 Schools Better Support Students and Staff

The U.S. Supreme Court rejected Oracle Corp's (NYSE: ORCL) appeal challenging the now-scrapped $10 billion cloud-computing contract the Pentagon awarded to Microsoft Corp (NASDAQ: MSFT) in 2019, Bloomberg reports. Oracle challenged its exclusion from the cloud-computing deal, the Joint Enterprise Defense Infrastructure (JEDI).

Oracle Loses Court Appeal For JEDI Contract: Bloomberg

The U.S. Supreme Court on Monday put an end to Oracle Corp's challenge to how the Pentagon awarded the government's now-canceled $10 billion JEDI cloud computing contract.

U.S. Supreme Court rebuffs Oracle challenge to Pentagon cloud contract

AUSTIN, Texas, Oct. 4, 2021 /PRNewswire/ -- A recent World Economic Forum survey 1 found that 85% of financial institutions have implemented AI, but some still have concerns about its use. To help financial institutions apply AI responsibly, Oracle has added new AI governance capabilities to its Oracle Financial Services Compliance Studio application.

Oracle Promotes Responsible Use of AI in Financial Institutions

AbbVie

Abbott Labs

Accenture Plc

Comcast

General Dynamics

JPMorgan Chase & Co

Mastercard

Verizon

We provide a summary of upcoming ex-dividend dates in a quick reference table. The table includes relevant data and key statistics as well as the next payout and pay date.

Upcoming Ex-Dividend Dates: October 5-18, 2021

Adobe

Bed Bath & Beyond

FedEx

NIKE

PepsiCo

Constellation Brands

Unlike the last few quarters when the earnings picture remained unequivocally positive and reassuring, we may be starting to see some clouds emerge on the horizon as look ahead to the start of the Q3 earnings season.

Clouds on the Earnings Horizon

Oracle (ORCL) integrates new advances to its Oracle Fusion Cloud Enterprise Resource Planning (ERP) and Oracle Fusion Cloud Enterprise Performance Management (EPM) solutions' platform.

Oracle (ORCL) Adds New Functionalities to Fusion ERP Suite

Apple

Microsoft

UnitedHealth Group

U.S. Bancorp

Renowned economist and investor Jeremy Grantham (Trades, Portfolio), one of the co-founders of GMO, has built a reputation over the course of his long career by correctly identifying speculative market bubbles as they were happening and steering his clients' assets clear of impending crashes.

Jeremy Grantham's Top 5 Holdings Amid 'Magnificent' Market Bubble

By utilizing Oracle's (ORCL) Payroll Core solution, NGOs and IGOs can easily adhere to any combination of domestic and foreign pay guidelines.

Oracle (ORCL) Debuts New Payroll Core Solution: Key Details

AUSTIN, Texas, Sept. 29, 2021 /PRNewswire/ -- Recent supply chain delays and disruptions have negatively impacted the lives of Americans, leaving many feeling frustrated, angry, and scared that the disruptions will never end, according to a new study by Oracle.

Survey: 82% of Americans Scared That Supply Chain Issues Will Ruin Their Life Plans

Telefonica SA

As part of the collaboration, Oracle (ORCL) will provide a secure platform for Telefonica Espana by leveraging Oracle Cloud Infrastructure (OCI).

Oracle's (ORCL) Cloud Platform Leveraged by Telefonica Espana

The transition to a cloud-based platform is likely to consolidate and simplify Telefonica's (TEF) technological infrastructure as it aims to "reinvent" itself amid a challenging macroeconomic environment.

Telefonica (TEF) Enters Into Cloud-Native Agreement With Oracle

SAN FRANCISCO--(BUSINESS WIRE)-- #5G--The IoT Community Announces Oracle as a Diamond-level Corporate Member in its Elite IoT Ecosystem

The IoT Community Announces Oracle as a Diamond-level Corporate Member in its Elite IoT Ecosystem

AUSTIN, Texas, Sept. 28, 2021 /PRNewswire/ -- Oracle today announced a new payroll solution that will help organizations, starting with Intragovernmental and Nongovernmental organizations (IGOs and NGOs), navigate complex pay rules and policies to efficiently pay any employee, anywhere, in any currency.

Oracle Launches SaaS Payroll Service for IGOs and NGOs

AUSTIN, Texas, Sept. 28, 2021 /PRNewswire/ -- Oracle today announced the availability of the Oracle Exadata X9M platforms, the latest version of the industry's fastest and most affordable systems for running Oracle Database.

Oracle Introduces Next-Generation Exadata X9M Platforms

MADRID and AUSTIN, Texas, Sept. 27, 2021 /PRNewswire/ -- Oracle and Telefonica España today announced a multi-year collaboration to accelerate the telecoms company's cloud adoption and the development of new communication services for consumers and businesses.

Telefonica España and Oracle Announce Collaboration to Accelerate Cloud Adoption

Spain's Telefonica signed a multi-year deal with cloud-service provider Oracle to migrate most of its database systems to the cloud, the firms said on Monday, in preparation for the use of 5G and the Internet of Things.

Telefonica to migrate systems onto cloud in deal with Oracle

After rallying earlier in the year, shares of Oracle have stalled after a recent lukewarm reception to the company's fiscal Q1 results. Revenue growth lagged slightly behind expectations, though Oracle beat on the bottom line (which is largely how its stock price is getting judged anyway).

Oracle: The Large-Cap Tech Stock That Is Safe To Invest In

Cintas Corp

McKesson

Micron Technology

Recent updates on the revisions trends have been somewhat disconcerting, as you can see in the chart below that tracks the evolution of Q3 earnings growth expectations.

Making Sense of the Q3 Earnings Picture and Beyond

Information technology and cloud computing have traditionally been sectors with companies trading at phenomenal valuations owing to their relatively strong level of resilience as compared to broader markets. However, there is a common trend of contraction of valuation multiples among older IT companies which are relatively slow in innovating.

Oracle: Multiples Expansion Is Long Overdue

TORONTO--(BUSINESS WIRE)--StackAdapt (www.stackadapt.com), the leading self-serve programmatic advertising platform, today announced it is the first demand-side platform (DSP) to integrate Oracle Moat Measurement's new Moat Outcomes API into its offering for retail and consumer packaged goods (CPG) advertisers. The API integration allows StackAdapt to provide its mid-market retail and CPG customers with access to real-time measurement and attribution metrics that were formerly unavailable to th

StackAdapt's New Oracle Moat Integration Allows Mid-Market Retail and CPG Brands and Their Agencies to Easily Access Enterprise-Grade, Real-Time Attribution and Measurement Metrics for the First Time

LONDON and AUSTIN, Texas, Sept. 23, 2021 /PRNewswire/ -- BT Group—the UK's largest mobile and broadband provider—has selected Oracle Communications Cloud Native Converged Policy Management to optimize its network resources and bring new 5G offerings to market faster.

News for Oracle Stock (ORCL)