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

ORCL stock is fine as far as it goes, with some growth and a reasonable valuation. But in a sector with so many choices, it doesn't quite measure up.

Software Investors Can Do Better Than Oracle Stock

Oracle has largely transformed itself into a cloud computing company, which is good news for ORCL stock, despite several high-profile misses. The post Oracle Stock Looks Far More Attractive After Last Week's Dip appeared first on InvestorPlace.

Oracle Stock Looks Far More Attractive After Last Week's Dip

Both stocks are cheap, but one is clearly a better value.

Better Buy: IBM vs. Oracle

AUSTIN, Texas, April 26, 2021 /PRNewswire/ -- The Higher Education Systems & Services (HESS) Consortium Collective has selected Oracle Fusion Cloud Applications Suite as the group's single enterprise resource planning (ERP), human capital management (HCM), and student information system platform. Oracle's cloud technology will enable collective members to streamline their finance and human resources processes on a shared technology platform that can help improve efficiency and cost savings.

Small and Mid-Sized Universities Continue to Adopt Oracle Cloud to Improve Operations

AUSTIN, Texas, April 21, 2021 /PRNewswire/ -- A new Oracle Utilities survey shows that US consumers are eager to 'go green,' but don't necessarily know where to start. Nearly half (45%) of respondents said fighting climate change is personally important, and 54% want to reduce their carbon footprint.

US Consumers Want to Combat Climate Change but Need Help Getting Started

AUSTIN, Texas, April 21, 2021 /PRNewswire/ -- Oracle today is making its trusted GoldenGate technology available as a highly automated, fully-managed cloud service that customers can use to help ensure that their valuable data is always available anywhere they need it and analyzable in real-time. The new Oracle Cloud Infrastructure (OCI) GoldenGate service provides customers with a real-time data fabric platform to design, execute, orchestrate, and monitor their data replication and streaming data events.

Oracle's Industry-Leading GoldenGate Now Available as an Elastic Pay-As-You-Go Cloud Service

Is (ORCL) Outperforming Other Computer and Technology Stocks This Year?

Is Oracle (ORCL) Stock Outpacing Its Computer and Technology Peers This Year?

Old tech-software giant Oracle has a fighting chance to be a leader in new tech, but ORCL stock appears to be fairly valued here. The post Old-Tech Oracle Needs to Embrace New Tech appeared first on InvestorPlace.

Old-Tech Oracle Needs to Embrace New Tech

American Tower

Crown Castle International

SBA Communications

Alaska's Department of Revenue, which invests public funds, reduced investments in Berkshire Hathaway and Oracle stock, and bought American Tower, Crown Castle, and SBA Communications in the first quarter.

Alaska Sold Berkshire Hathaway, Oracle Stock; Bought Wireless-Tower Shares

Oracle is a cash cow software company whose stock is undervalued. ORCL stock is worth $126.75 or about 65% more based on comp-based FCF yield and P/E metrics.

Oracle Is a Cash Cow Software Company Whose Stock Is Undervalued

Biogen

Citigroup

Comerica

eBay

Intel

Loews

Liberty Global Ltd

Lumen Technologies

Regeneron Pharmaceuticals

Seagate Technology Holdings PLC

Synchrony Financial

Cambria Shareholder Yield ETF

AT&T

Wells Fargo

The top net payout yield stocks far outperformed the total return of the S&P 500 during Q1.

Top Net Payout Yields - April 2021

AUSTIN, Texas and LONDON, April 15, 2021 /PRNewswire/ -- Oracle and SailGP, sailing's premier racing league, have expanded their successful data analytics platform leading into the second season. SailGP taps Oracle Cloud Infrastructure (OCI) to deliver real-time data to each of the league's eight national teams as well as to broadcast partners and fans worldwide.

SailGP Launches Second Season with Oracle Cloud Technologies that Elevate Race Performance, Captivate Fans

STOCKHOLM, April 15, 2021 /PRNewswire/ -- Leading in-game advertising platform, Adverty, today announced a collaboration with Oracle Moat, to provide enhanced measurement and verification for in-game ad traffic and impressions. Oracle Moat's iconic verification solution will give publishers, agencies and advertisers access to trusted third-party measurement for in-game ad campaigns.

Adverty announces collaboration with Oracle Moat to enhance measurement across its in-game advertising platform

AUSTIN, Texas, April 14, 2021 /PRNewswire/ -- Oracle today announced that ServiceNow, the leading digital workflow company that makes work, work better for people, now supports Oracle Cloud Infrastructure (OCI).  Enterprise customers are now able to access and manage OCI resources via their existing ServiceNow Service portal and the ServiceNow IT Operations Management (ITOM) Visibility application, which gives them a single dashboard to manage their public cloud resources from Oracle and other major cloud providers.

Oracle Cloud Infrastructure Announces ServiceNow Integration to Improve Multi-Cloud Management

Oracle Power Plc (LON:ORCP) chief executive Naheed Memon, in a statement, highlighted “significant strides” made during the first quarter of 2021 – in Pakistan with agreements for the Thar project and in Australia successful exploration. "Q1 has been a period of increased activity in both of our jurisdictions and has set the pace for a highly productive 2021,” Memon said.

Oracle Power highlights “significant strides” in Pakistan and Australia

SEOUL, South Korea, April 12, 2021 /PRNewswire/ -- Leading the way with an industry first in Korea, Hana Financial Group (HFG) has completed a large-scale migration of its mission-critical applications to the public cloud working with Oracle. The migration is part of HFG's digital transformation of its operations.

Oracle Cloud Infrastructure helps transform Hana Financial Group's 'Hana Members,' Korea's largest digital financial lifestyle platform with 15 million users

AUSTIN, Texas, April 12, 2021 /PRNewswire/ -- Oracle today announced a new platform to deliver a more intuitive, personalized, and streamlined employee experience within Oracle Fusion Cloud Human Capital Management (HCM). Oracle Journeys helps organizations create a one-stop shop for employees as they navigate all aspects of work and complete complex tasks.

Oracle Helps Organizations Enhance the Employee Experience with Oracle Journeys

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

Why Is Oracle (ORCL) Up 2.7% Since Last Earnings Report?

Oracle (NYSE: ORCL) shares continue to trade near-record levels, and with a $214B market capitalization, this stock is still reasonably valued. Oracle reported better than expected Q3 results in March, but Societe Generale downgraded this company's shares from “buy” to “hold”.

Oracle shares continue to trade near record levels. Here are the next targets

AUSTIN, Texas, April 8, 2021 /PRNewswire/ -- While COVID-19 posed significant hurdles to cities worldwide, it also accelerated a wave of innovation that will continue after the crisis, shows the new "Smart City Solutions for a Riskier World" study. The ESI ThoughtLab research, sponsored by Oracle, Deloitte, Intel, and others, underscores the vital role technology, data, cybersecurity, and public-private partnerships play to ensure a healthy, safe, and prosperous future for citizens in the wake of the pandemic.

The Pandemic Underlines Need for Action on Smart City Initiatives

Alphabet

The U.S. Supreme Court's verdict in the decade long case related to copyright infringement favors Alphabet's (GOOGL) Google.

Alphabet's (GOOGL) Google Wins Against Oracle in Copyright War

The U.S. Supreme Court handed Google a major victory over Oracle, ruling that its use of code to build Android did not violate copyright law.

Google triumphs after epic Java API copyright battle with Oracle

The 11-year litigation between Oracle Corp. and Alphabet Inc.'s Google is over, thanks to a ruling by the U.S. Supreme Court, that finally puts an end to the database software giant's dreams of getting billions of dollars in revenue from Android mobile phones

MarketWatch First Take: Oracle takes strike three in Google legal battle, but the game will likely continue for software developers

In a statement, Oracle Corp (NYSE: ORCL) has alleged Alphabet Inc's (NASDAQ: GOOG) NASDAQ: GOOGL) of growing in size and power by inculcating higher entry barriers and squashing competitors. Oracle accused Google of stealing Java and spending a decade over a lawsuit concerning the same that only a monopolist can afford.

Oracle Shares Are Trading Higher Despite Supreme Court Ruling In Google's Favor; Alleges Monopolistic Behavior

The company plans to make the switch from Oracle to SAP in the coming weeks.

News for Oracle Stock (ORCL)