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) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Oracle (ORCL) to Report Q1 Results: Wall Street Expects Earnings Growth

Oracle (ORCL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Can Oracle (ORCL) Keep the Earnings Surprise Streak Alive?

While Oracle Corporation (NYSE:ORCL) stock has cooled some since its mid-August all-time highs, the equity found a comfortable leg of support at its 40-day moving average, which has helped capture pullbacks in the past.

Why You Should Buy the Dip on Oracle Stock

Oracle remains a free cash flow powerhouse. Its FCF this year could lead to a minimum expected return for ORCL stock of about 15%.

Oracle Remains a Free Cash Flow Powerhouse

Oracle struggled for a few years, but its decision to spread into cloud sector is already starting to pay off for ORCL stock. The post Oracle Is Regaining Momentum On Strong Cloud Growth appeared first on InvestorPlace.

Oracle Is Regaining Momentum On Strong Cloud Growth

Is ORCL stock expensive? The share price has certainly moved higher, yet there are multiple reasons to view the stock as a terrific bargain.

Value, Dividends and Top-Tier Tech Make Oracle an Easy Choice

AUSTIN, Texas, Aug. 30, 2021 /PRNewswire/ -- Oracle today announced that it has been named as a Leader for the third successive time in the 2021 Gartner® Magic Quadrant for Cloud ERP for Product-Centric Enterprises for Oracle Fusion Cloud Enterprise Resource Planning (ERP). This Magic Quadrant, which evaluated ten providers, "reflects Gartner's definition of 'composable ERP'.

Oracle Named a Leader for Third Successive Time in the 2021 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises

Allstate

Franklin Resources

Bank of Nova Scotia

Cisco Systems

Dropbox

Disney

DTE Energy

Enbridge

FedEx

Home Depot

Pinterest

Pinnacle West Capital

Royal Bank of Canada

AT&T

T. Rowe Price Group

Taiwan Semiconductor Manufacturing

I review my portfolio of dividend growth stocks, DivGro, providing a summary of transactions and the impact of those transactions on projected annual dividend income. In July, I opened two new positions and added shares to five existing positions. Additionally, I closed five positions and reduced the size of six existing positions.

Monthly Review Of DivGro: July 2021

Oracles suffered from slow top line growth in the last decade. The company is going through a transition.

Oracle Can Be A Good Addition To Dividend Growth Portfolios

Alphabet

Microsoft

SAP SE

Watch out for the likes of Microsoft (MSFT), Oracle (ORCL), Alphabet (GOOGL) and SAP (SAP) as the adoption of BDaaS continues to grow, owing to the myriad conveniences it provides to firms.

4 Stocks to Make the Most of the Rising Demand for BDaaS

CAMPACHE, Mexico and AUSTIN, Texas, Aug. 17, 2021 /PRNewswire/ -- Corporativo GES operates more than 30 Burger King and Church's Texas Chicken franchises in Mexico. With the pandemic putting a strain on restaurants, the fast-growing operator knew it needed to move to the cloud to improve the efficiency of its operations.

Oracle Cloud on the Menu for Burger King and Church's Texas Chicken in Mexico

Lam Research

Qorvo

Seagate Technology Holdings PLC

Publicly traded corporations return money to their shareholders in two main ways: regular dividends and stock buybacks.

5 Buy-Rated Red-Hot Tech Stocks With Huge Share Buybacks

Oracle is making waves with some new cloud features that it hopes will put its rivals to shame. Here's what it means for ORCL stock.

Here's Another Reason to Like Oracle Stock Right Now

AUSTIN, Texas, Aug. 16, 2021 /PRNewswire/ -- Oracle today announced that it has been recognized as a Leader in The Forrester Wave™: Augmented BI Platforms, Q3 2021. This report evaluated the 15 most significant augmented business intelligence (BI) platform providers based on 25 criteria.

Oracle Named a Leader in Augmented BI Platforms Q3 2021 Analyst Report

Vertex, Inc.

AUSTIN, Texas, Aug. 12, 2021 /PRNewswire/ -- Oracle today announced that Vertex, Inc. (NASDAQ: VERX), a strategic partner and trusted global provider of indirect tax technology solutions, has seen a significant increase in customer adoption on Oracle Cloud Infrastructure (OCI) over the last 12 months. Joint global customers leveraging Vertex Indirect Tax O Series solutions integrated with their Oracle applications have seen a 35 percent performance boost on OCI versus other environments.

Vertex Continues Industry Leadership with Oracle as a Preferred Cloud Infrastructure Partner

Addition of new features like MySQL Autopilot is expected to boost the adoption of Oracle's (ORCL) MySQL database service and provide it a competitive edge.

Oracle (ORCL) Rolls Out MySQL Autopilot Feature: Key Takeaways

Even with its year-to-date run-up, ORCL stock is still more reasonably-priced than comparable big tech names. The post Despite Strengths, Oracle Stock Could Plateau From Here appeared first on InvestorPlace.

Despite Strengths, Oracle Stock Could Plateau From Here

AUSTIN, Texas, Aug. 10, 2021 /PRNewswire/ -- Oracle today announced availability of MySQL Autopilot, a new component of MySQL HeatWave service, the in-memory query acceleration engine for MySQL Database Service in Oracle Cloud Infrastructure (OCI). MySQL Autopilot uses advanced machine learning techniques to automate HeatWave which make it easier to use and further improves performance and scalability.

Oracle Announces MySQL Autopilot for MySQL HeatWave Service

Cardinal Health

Clorox

Corteva Inc

Norfolk Southern

In July, we (my wife and I) received a total of $1,147.79 of dividend income. Despite the pandemic from COVID-19, dividend income continues to grow, due primarily to additional investment and reinvestment.

Dividend Income Summary: Lanny's July 2021 Summary

InvestorPlace's Louis Navellier suggested Oracle's Cloud Services could be the growth vehicle ORCL stock needs to move higher. Is he right?

Is Oracle a Bet on the Cloud Worth Taking?

ORCL stock neither faltered nor inspired recently. The company is strong but you can't expect it to out compete the competition soon.

Oracle Has a Tough Fight in the New Cloud Battle

Oracle's stock has gained 63% since the end of FY 2020 (ended May 2020). As per Trefis' Oracle's valuation of $81, the stock currently looks to be above its near term potential.

Has Oracle's Stock Peaked?

AUSTIN, Texas, Aug. 4, 2021 /PRNewswire/ -- Oracle today announced that it plans to add support for India to Oracle Fusion Cloud Payroll, part of Oracle Fusion Cloud Human Capital Management (HCM) . This new offering is intended to help make it faster and easier for local and multinational companies to pay workers in India while allowing customer to follow local regulations and practices.

Oracle to Add Payroll Support for India

SUVA, Fiji and AUSTIN, Texas, Aug. 4, 2021 /PRNewswire/ -- Today's customers demand flexible fixed and mobile service plans tailored to their unique lifestyle. To meet these expectations, Telecom Fiji Limited (Telecom) is going through a large transformation to deliver a fully digital experience to customers and offer new, customized services.

Telecom Fiji Improves Digital Experiences for Customers with Oracle

LONDON and AUSTIN, Texas, Aug. 4, 2021 /PRNewswire/ -- W1TTY, a smart finance innovator set to launch this fall, aims to offer customers a clear choice in how they manage their money with hyper-personalized products and services. Running on Oracle Cloud Infrastructure (OCI), W1TTY will use Oracle Banking suite to deliver an easier and more rewarding financial experience for customers.

News for Oracle Stock (ORCL)