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

Adobe

FedEx

JPMorgan Chase & Co

Lennar

NIKE

We know that the earnings picture remains strong, even though the growth pace is expected to decelerate significantly in Q3 and beyond. What we don't know at this stage is.

What Will Q3 Earnings Season Show?

Oracle has outperformed the market over the past 90 days by 10.52%, generating a 12.99% return for its investors over the time period. Now, given this information, it may seem like price appreciation alone is the best way to have made money on this stock, that's not actually the case.

Here's How Much You Would Have Made Owning Oracle Stock In The Last 15 Years

Kaltura

AUSTIN, Texas, Sept. 22, 2021 /PRNewswire/ -- Oracle today announced that Kaltura (Nasdaq: KLTR), the Video Experience Cloud with millions of active users, selected Oracle Cloud Infrastructure (OCI) to support its growth and accelerate its global expansion.

Kaltura Selects Oracle as a Strategic Cloud Infrastructure Provider and the Companies Extend their OEM Partnership in Push to Expand Video Services

Oracle's (ORCL) Fusion Marketing forms a part of the company's broader Advertising and Customer Experience (CX) solution platform.

Oracle (ORCL) Rolls Out AI-Powered Fusion Marketing Solution

Oracle Corporation Japan (OCLCF) Management on Q1 2022 Results - Earnings Call Transcript

Oracle (ORCL) will also make an investment of ??150 million in Oxford Nanopore.

Oracle (ORCL) Partners With Oxford Nanopore to Boost Research

Cisco Systems

Microsoft

SAP SE

SAP's latest carbon footprint management offering will help companies to enhance transparency and measurement functionality across the supply chain operations to lower greenhouse gas emissions.

SAP Rolls Out New Product Footprint Management Solution

NICOSIA, Cyprus and AUSTIN, Texas, Sept. 20, 2021 /PRNewswire/ -- Cablenet Communication Systems Ltd, a Cyprus-based communications service provider, leverages Oracle Communications converged charging, policy and billing solutions to quickly monetize new and existing products and deliver a better customer experience.

Cablenet Monetizes Fast Growing Mobile Business with Oracle

Which mature tech stock is the better long-term investment?

Better Blue-Chip Tech Stock: Cisco Systems vs. Oracle

Oracle Corp (NYSE: ORCL) launched Oracle Fusion Marketing to help marketers execute campaigns that generate sales opportunities and accelerate deal cycles. Fusion Marketing uses artificial intelligence (AI) to automatically score leads at the account level, predict when consumers are ready to talk to a salesperson, and generate a qualified sales opportunity in any CRM system.

Oracle Launches Fusion Marketing For Automatic Lead Generation

Oracle's stock has fallen 11% since the end of FY 2021 (ended May 2021). As per Trefis' Oracle's valuation of $95, the stock currently looks to be below its near term potential.

Where Is Oracle's Stock Headed?

AUSTIN, Texas, Sept. 20, 2021 /PRNewswire/ -- To help marketers execute campaigns that generate highly qualified sales opportunities and accelerate deal cycles, Oracle today announced Oracle Fusion Marketing.

Oracle Announces Fusion Marketing, the First Solution to Fully Automate Lead Generation and Qualification

Oracle Corp announced on Monday a new system that it says will use artificial intelligence to automate key parts of digital marketing campaigns.

Oracle uses AI to automate parts of digital marketing

OXFORD, England and AUSTIN, Texas, Sept. 20, 2021 /PRNewswire/ -- The fast spread of the highly infectious Delta variant underscores the need for faster identification of COVID-19 mutations.

University of Oxford and Oracle Cloud System Helping Researchers Identify COVID-19 Variants Faster

Costco

Unlike Q3 GDP growth estimates, earnings expectations for the period have not been revised lower, but the revisions trend has nevertheless lost its earlier momentum.

The Start of Q3 Earnings Season

Camber Energy

Camber Energy Inc (NYSE:CEI), Costco Wholesale Corporation (NASDAQ:COST) and Oracle Corporation (NYSE:ORCL) have developed inside bar patterns on the daily chart. An inside bar pattern indicates a period of consolidation and is usually followed by a continuation move in the direction of the current trend.

Camber Energy, Costco, Oracle Stocks Consolidate In This Continuation Pattern: What To Watch For

Oracle Corp, the US database giant, is to invest £150mln and become a cornerstone investor in high-flying UK tech group Oxford Nanopore Technologies Ltd when it lists in London next month. The investment is part of a collaboration between the two companies that will see them work together on new applications in sequencing and genetic analysis using Nano's gene sequencing tech and Oracle's strengths in database and cloud technologies.

Oracle to be cornerstone investor in Oxford Nanopore float

AUSTIN, Texas, Sept. 16, 2021 /PRNewswire/ -- Adenza, a leading global provider of end-to-end, trading, treasury, risk management, and regulatory compliance for the financial services industry, has selected Oracle Autonomous Database—both Autonomous Transaction Processing and Autonomous Data Warehouse—to enhance its regulatory reporting product line AxiomSL's RegCloud.

Adenza Chooses Oracle Autonomous Database to Expand its Multi-Cloud Risk Analytics Services

Oracle Corp, the US database giant, is to invest £150mln and become a cornerstone investor in high-flying UK tech group Oxford Nanopure when it lists in London next month. The investment is part of a collaboration between the two companies that will see them work together on new applications in sequencing and genetic analysis using Nano's gene sequencing tech and Oracle's strengths in database and cloud technologies.

Oracle Corp to be cornerstone investor in Oxford Nanopore float

The author of “The Prize” talks about shale, China, Russia, and the transition to renewables.

How the Energy Market Is Changing. Oil's Oracle, Daniel Yergin, Describes the New Dynamics.

AUSTIN, Texas, Sept. 16, 2021 /PRNewswire/ -- Advances in DNA/RNA sequencing promise to revolutionize how medical communities identify, detect, and treat diseases and manage public health threats.

Oracle and Oxford Nanopore Team Up to Improve Healthcare and Speed Discovery of New Medical Breakthroughs

Oracle is a low-growth, high cash flow machine, but the stock is overvalued. By my estimates, I would predict a fair value between $73-$79.

Oracle Is a Cash Flow Machine, But the Stock Is a Little Ahead of Itself

The enterprise software maker reported its fiscal first-quarter revenue on Monday, with its top segment, as well as hardware, missing expectations. Revenue came below expectations as Oracle Corporation (NYSE: ORCL) announced a program during the quarter to encourage customers to adopt its public cloud services in the quarter by reducing or even eliminating its licensing support costs.

Oracle Is Aiming For The Cloud

Oracle(NYSE:ORCL) stock fell by 2.81% on Tuesday after the company reported their Q1 earnings results on Monday, September 13, 2021 at 04:05 PM. Here's what investors need to know about the announcement.

Oracle: Q1 Earnings Insights

Ellison, one of Silicon Valley's most outspoken supporters of Israel, personally asked the ex-prime minister to join the company's board, Israeli newspaper Haaretz reported on Tuesday.

News for Oracle Stock (ORCL)