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

Microsoft

Virgin Galactic

Tesla

Adaptive Biotechnologies

Citrix Systems

Danaher

DocuSign

Illumina

With the trading day about halfway over, the broad markets have not made up their minds on a direction for the day.

Microsoft, Oracle, Tesla, Virgin Galactic and More Wednesday Afternoon Analyst Calls

Oracle Power PLC (LON:ORCP) announced the appointment of David Hutchins to its board as a non-executive director with immediate effect. The international power and natural resource project developer said Hutchins has more than 30 years of experience in corporate mining and commodities.

Oracle Power appoints David Hutchins as a non-executive director with immediate effect

Apple

Biogen

Charter Communications

eBay

Alphabet

Intel

Lowe's

Very little gets past Warren Buffett when it comes to investing. But even he seems genuinely amazed how stock buybacks are a "costless" way to make money.

8 Stocks Use Warren Buffett's 'Costless' Trick To Make Money

This tech tortoise could still be a solid safe-haven stock.

5 Reasons Oracle Stock Will Survive the Next Market Crash

Oracle Power Plc (LON:ORCP) said the Pakistan authorities have elected to move forward with a consultative session in early March to mobilise the policy proposal process for the coal-to-gas and coal-to-liquid industry. It follows a recent policy proposal for coal-to-gas and coal-to-liquid development in Pakistan to the Ministry of Energy, the company told investors.

Oracle Power says Pakistan set to open consultation on coal-to-gas and coal-to-liquid strategy

Walmart

The Biden Administration is conducting its own review of the Chinese-owned video platform.

Walmart and Oracle's Bid to Acquire TikTok is Dead. Now What?

Cisco Systems

Twilio

Verb Technology Company Inc

PALM BEACH, Fla., Feb. 25, 2021 /PRNewswire/ -- Cloud Application Programming Interface (Cloud API) is a type of API that enables the development of applications and services used for the provisioning of cloud hardware, software, and platforms. Cloud APIs act as a gateway or interface,...

Cloud Application Programming Interface (API) Market Becoming the Next Billion Dollar Opportunity for Tech Stocks

According to the Aggregated Portfolio of Gurus, a Premium feature of GuruFocus, the four most-broadly-held guru stocks within the technology sector are Microsoft Corp. (NASDAQ:MSFT), Apple Inc. (NASDAQ:AAPL), Cisco Systems Inc. (NASDAQ:CSCO) and Oracle Corp. (ORCL).

Top 4 Broadest-Owned Tech Stocks as of the 4th Quarter

Our theme of Value Tech Stocks has underperformed the market in recent years, rising by just about 29% since the end of 2017, compared to the S&P 500 which is up by about 46% over the same period. The theme includes tech companies that offer essential technology products and services, have a market.

Intel, Oracle And Cisco Stock: Will Tech's Old Guard Beat The Market In 2021?

Oracle's share price is still lagging behind the broad market and I am using this to add to my positions. The company has continued to improve its existing competitive advantages and growth in SaaS and IaaS starts to show up on the top line.

Oracle Deserves More Attention

Oracle stock had its best day since March after an article suggested the company could have potential in cloud computing. Oracle isn't a cloud leader, though.

Oracle stock jumps as investors take a new look at its cloud story

The enterprise software company is undergoing a Microsoft-like reinvention

Oracle Is Turning Into a Cloud Giant. Why Its Stock Is a Buy

Let's see if Oracle Corporation (ORCL) stock is a good choice for value-oriented investors right now, or if investors subscribing to this methodology should look elsewhere for top picks.

Is Oracle (ORCL) Stock a Suitable Pick for Value Investors?

TikTok's Chinese parent company has scrapped its plans to sell the video-sharing app's US operations, according to a new report. Beijing-based tech giant ByteDance has shelved its proposed deal with American firms Oracle and Walmart now that former President Donald Trump is out of office, the South China Morning Post reported Sunday.

ByteDance reportedly shelves deal to sell TikTok to Oracle

Oracle Power PLC (LON:ORCP) has completed an initial soil sampling programme on its Jundee East gold project in the Eastern Goldfields region of Western Australia, and has now commenced ground-based gravity surveying over key target areas. The initial survey area is targeting a modelled greenstone unit and interpreted felsic intrusive body.

Oracle Power continues to make progress with exploration at the Jundee East gold project

The big-box retailer has used the viral video app to follow trends, create shoppable content and strengthen its brand among teens and twenty-somethings.

Walmart's use of TikTok will likely continue, even if deal with Oracle falls apart

The acquisition has been shelved as talks continue.

Walmart and Oracle Abandon TikTok Deal Indefinitely

AUSTIN, Texas, Feb. 10, 2021 /PRNewswire/ -- To help organizations create dynamic and memorable experiences for their customers, Oracle today announced the latest updates to Oracle Cloud Customer Experience (CX). The latest updates to Oracle Sales, Oracle Service, and Oracle Marketing...

Oracle Announces Cloud Customer Experience Updates

The insane saga of a potential forced sale of TikTok's US operations is reportedly ending — another victim of the transition to methodical and rational policymaking that appears to be the boring new normal under the Presidency of Joe Biden. Last fall, the U.S. government under President Donald Trump took a stab at “gangster capitalism” […]

TikTok's forced sale to Oracle is put on hold

The Biden administration is doing its own review of potential security risks from Chinese tech companies.

TikTok sale to Oracle, Walmart has been 'shelved indefinitely,' report says

AUSTIN, Texas, Feb. 9, 2021 /PRNewswire/ -- Oracle has expanded its hybrid cloud portfolio with Oracle Roving Edge Infrastructure, a new offering that brings core infrastructure services to the edge with Roving Edge Devices (REDs) – ruggedized, portable, scalable server nodes. Using...

Oracle Expands Hybrid Cloud Portfolio with New Oracle Roving Edge Infrastructure

Oracle (ORCL) closed at $63.60 in the latest trading session, marking a +0.39% move from the prior day.

Oracle (ORCL) Stock Moves 0.39%: What You Should Know

Some of the drama surrounding TikTok has faded from the news cycle, but it isn't over yet.

After a Permanent Ban in India, Will Investors Ever Be Able to Buy a Stake in TikTok?

AUSTIN, Texas, Feb. 2, 2021 /PRNewswire/ -- To help businesses prioritize workforce safety and prepare for the post-COVID workplace, Oracle has updated the Employee Care Package within Oracle Fusion Cloud Human Capital Management (HCM). The latest updates to the Employee Care Package,...

Oracle Helps HR Teams Protect Employees and Improve Decision Making in a Post-Pandemic Workplace

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Oracle and two other mature tech stocks are still safe investments in this frothy market.

News for Oracle Stock (ORCL)