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.

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Cost of revenue

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SG&A

Other

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EBITDA

Net income

Earnings per share

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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

While Oracle's outlook for the current quarter was in line with expectations, the company could boost its fiscal 2026 outlook at Thursday's investor day.

Oracle's stock surges after earnings — and another catalyst is on the horizon

Organizations benefit from a fully managed RAG service with support for Oracle Database 23ai AI Vector Search without manual integration OCI Generative AI now provides access to Meta's Llama 3.1 models in addition to Cohere Command R and Command R+ models LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced the general availability of Oracle Cloud Infrastructure (OCI) Generative AI (GenAI) Agents with retrieval-augmented generation (RAG) capabilities and enhanced Oracle AI innovations that help customers turn their data into a competitive advantage by making it easier to apply AI to real-world business operations.

Oracle Offers Powerful Generative AI RAG Agent and Enhanced AI Services to Help Customers Solve Business Problems

Leveraging Oracle Database 23ai technologies and assisted by AI, developers can focus on building app functionality instead of data infrastructure needs Oracle Autonomous Database on Oracle Database 23ai and multiple new products and features are now available to support generative development LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld — Oracle today announced generative development (GenDev) for enterprises, a groundbreaking AI-centric application development infrastructure.

Oracle Introduces an AI-centric Generative Development Infrastructure for Enterprises

OCI Zero Trust Packet Routing enables organizations to decouple network configuration from network security to help prevent data breaches that result from human error LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced the availability of Oracle Cloud Infrastructure Zero Trust Packet Routing which is built into the network fabric of Oracle Cloud Infrastructure (OCI).

Oracle Strengthens Organizations' Cloud Security Posture by Separating Network Security from Network Architecture

Oracle Code Assist is now available in beta to help boost developer velocity OCI Kubernetes Engine enhancements help organizations train and deploy AI models at scale LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced new capabilities to help customers accelerate the development of applications and deployment on Oracle Cloud Infrastructure (OCI).

Oracle Announces New AI Capabilities to Help Accelerate Application Development

Oracle Intelligent Data Lake will include open data formats, a unified catalog, and modern developer experiences for building rich data intelligence solutions LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld — Oracle today announced its plans to deliver Oracle Intelligent Data Lake as a foundational component of the Oracle Data Intelligence Platform.

Oracle Introduces Intelligent Data Lake and Generative AI-Powered Analytics for Oracle Data Intelligence Platform

People Leader Workbench and Supply Chain Command Center intelligent applications will help customers make smarter and faster business decisions LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld - Oracle today announced new AI-powered capabilities for Oracle Fusion Data Intelligence that will help organizations extract maximum value from their data assets and gain a competitive edge in an increasingly analytics-driven business landscape.

Oracle Announces Intelligent Apps and New AI-Powered Features for Fusion Data Intelligence

HeatWave GenAI now provides integrated, automated, and secure generative AI to AWS customers Vector processing with HeatWave on AWS and OCI offers 39X better price performance than Snowflake, 96X better than Databricks, and 48X better than Google Big Query LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced new HeatWave capabilities, including innovations to help organizations more easily and securely take advantage of generative AI both in Oracle Cloud Infrastructure (OCI) and in Amazon Web Services (AWS).

HeatWave Innovation Rolls on with New Generative AI and Multicloud Capabilities

New digital platform helps customers gain long-term value from their cloud and AI investments LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld – Oracle today announced Oracle Cloud Success Navigator, an interactive digital platform to help customers maximize the value of their Oracle Cloud implementations.

Oracle Cloud Success Navigator Helps Customers Accelerate Success

New services provide personalized, proactive support and guidance to help customers unlock greater value and innovation from Oracle Cloud LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced new customer success services to help organizations maximize the value of their cloud investments.

Oracle Helps Customers Fortify Cloud Success

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Oracle To Rally Around 29%? Here Are 10 Top Analyst Forecasts For Tuesday

The enterprise software company reports revenue of $13.3 billion in its latest quarter.

Oracle Stock Surges After Earnings Beat. What Has Wall Street Excited.

Leading homebuilder consolidates finance, planning, and supply chain processes in the cloud as it expands offerings nationwide LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Clayton, a leading national builder of single-family attainable housing, is leveraging Oracle Fusion Cloud Applications Suite to streamline business processes and support its mission to provide attainable, sustainably-built housing to individuals and families across America.

Clayton Lays the Foundation for Future Growth and Innovation with Oracle Fusion Cloud Applications Suite

OCI AI infrastructure provides the performance and scalability Evidium needs for its AI healthcare platform to help improve quality of care LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Evidium, a healthcare AI startup that puts reliability, transparency, and safety first is using Oracle Cloud Infrastructure (OCI) AI infrastructure to support its mission of scaling medical knowledge and science and creating reliable AI.

Evidium Selects Oracle Cloud Infrastructure to Power its Referenced Healthcare AI Platform

AI innovator leverages Oracle Cloud Infrastructure to serve low-latency, real-time production AI workloads at scale LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Modal Labs, a serverless platform for AI, ML, and data developers, is using Oracle Cloud Infrastructure (OCI) AI infrastructure to deliver faster, more cost-effective inferencing, fine-tuning, and batch processing for its customers.

Modal Labs Selects Oracle as its Cloud Infrastructure Provider of Choice

Fortune 500 mutual insurance company moves  finance processes to Oracle Fusion Cloud ERP to increase productivity, reduce costs, expand insights, and enhance decision-making LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced that it has worked with Guardian Life Insurance Company of America (Guardian) to improve the efficiency and productivity of its finance operations.

Oracle Supports Guardian's Finance Operations Transformation

LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle and Anduril are partnering to bring Anduril's Lattice, an open and extensible software platform for command and control (C2), to Oracle Cloud Infrastructure (OCI) and OCI Roving Edge Infrastructure globally.

Oracle and Anduril Industries Partner to Deliver AI-Powered Defense Solutions from the Datacenter to the Tactical Edge

Oracle and RAFAEL collaborate to secure combat solutions by enhancing rapid decision-making during mission-critical battle scenarios LAS VEGAS , Sept. 10, 2024 /PRNewswire/ -- Oracle CloudWorld -- To aid defense missions globally, RAFAEL's IMILITE and FIRE WEAVER systems are now available on Oracle Cloud Infrastructure (OCI).

Oracle and RAFAEL to Provide Cloud-Based AI Solutions for Defense Missions

AUSTIN, Texas , Sept. 10, 2024 /PRNewswire/ -- Oracle (NYSE: ORCL) today announced that it will hold its Financial Analyst Meeting at Oracle CloudWorld, Thursday, September 12, 2024.

ORACLE FINANCIAL ANALYST MEETING TO BE HELD September 12, 2024

CanvOI Oncology Intelligence (OI) foundation model is designed to decode cancer from biopsy images and drive cancer research forward MIAMI and AUSTIN, Texas , Sept. 10, 2024 /PRNewswire/ -- Oracle and Imagene, a pioneer in AI-based precision oncology, today announced CanvOI, a state-of-the-art pan-cancer foundation model designed to facilitate innovative research and development in the digital pathology and oncology space.

Imagene Partners with Oracle to Launch CanvOI on Oracle Cloud Infrastructure

Oracle's fiscal Q1 2025 guidance is impressive, with a 53% y/y increase in RPO and strong cloud business growth, making its valuation attractive. Oracle's cloud services, including OCI and databases, are expanding rapidly, with significant growth in SaaS, IaaS, and cloud database services. Despite competition and supply constraints, Oracle's double-digit growth forecast and strategic partnerships with AWS, Google, and Microsoft bolster its investment appeal.

Oracle Earnings: No Crystal Ball Needed, Still In Growth Mode

Oracle shares rose more than 9% in premarket trading on Tuesday as the cloud computing company's upbeat quarterly results and forecast reinforced investor confidence about its ability to narrow the gap with the market leaders.

Oracle shares jump as cloud growth fuels strong results

Oracle's stock surged by nearly 9% on Monday, September 9th, following the release of its fiscal 2025 first-quarter earnings.

Can Oracle Reach a New ATH After its Earnings?

Oracle (ORCL) shares surged more than 9% in extended trading on Monday after the enterprise software company posted better-than-expected fiscal first quarter results and announced a multicloud partnership with Amazon's (AMZN) cloud business, Amazon Web Services.

Watch These Oracle Price Levels as Stock Jumps on Strong Earnings, Amazon Partnership

I reiterate a 'Sell' rating for Oracle, citing concerns over its legacy business despite positive cloud and AI growth, with a fair value of $125 per share. Oracle's partnership with Amazon's AWS is promising, facilitating easier migration and integration for customers, but Oracle is still late to the cloud database market. Oracle's cloud services show strong growth, but hardware, on-premise licenses, and services are declining, impacting overall revenue and growth prospects.

News for Oracle Stock (ORCL)