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

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.

Oracle Q1: On-Premise Offerings Remain A Concern Despite Oracle Database@AWS Launch

Oracle Corporation (NYSE:ORCL ) Q1 2025 Earnings Conference Call September 9, 2024 5:00 PM ET Company Participants Ken Bond - SVP, IR Safra Catz - CEO Lawrence Ellison - Chairman and CTO Conference Call Participants John DiFucci - Guggenheim Securities Mark Murphy - JPMorgan Raimo Lenschow - Barclays Mark Moerdler - Bernstein Derrick Wood - TD Cowen Brad Zelnick - Deutsche Bank Operator Hello, and welcome to the Oracle Corporation Q1 Fiscal Year 2025 Earnings Call. All lines have been placed on mute to prevent any background noise.

Oracle Corporation (ORCL) Q1 2025 Earnings Call Transcript

Monday, September 9th, 2024 Market indexes spent the full trading session in the green to start a new week on Wall Street. All were off intra-day highs, but only the small-cap Russell 2000 trailed off in the final half-hour of trading or so.

Markets Start New Trading Week in the Green; ORCL Beats in Q1

The headline numbers for Oracle (ORCL) give insight into how the company performed in the quarter ended August 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Oracle (ORCL) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Oracle (ORCL) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.19 per share a year ago.

Oracle (ORCL) Q1 Earnings and Revenues Surpass Estimates

Amazon

Oracle announced a strategic partnership with Amazon Web Services on Monday afternoon that will further integrate its database offerings and cloud infrastructure with the Seattle tech giant's cloud platform.

With new Amazon Web Services partnership, Oracle's cloud database trade-off is complete

Oracle (ORCL) shares jumped in extended trading Monday after the software giant reported fiscal first-quarter results that topped analysts' expectations and announced a new partnership with Amazon (AMZN).

AI-Fueled Earnings Growth and an Amazon Deal Have Oracle Stock Soaring

IBM announced Monday that it plans to acquire Accelalpha, a Bellevue, Wash.

IBM to acquire Accelalpha, a Seattle-area firm that helps companies manage Oracle Cloud products

GAAP EPS increased 20% year-over-year to $1.03. Total revenue grew by 7% to $13.3 billion.

Oracle: EPS Soars 20%, Revenue Up 7%

Oracle Corp (NYSE:ORCL, ETR:ORC) shares were up in afterhours trading after announcing a new collaboration with Amazon Web Services and strong Q1 results. Oracle Database@AWS is a new solution allowing customers to access Oracle's Autonomous Database and Exadata Database Service on AWS infrastructure for streamlined database administration, billing, and customer support.

Oracle partners with AWS for Database@AWS, reports strong Q1 results

Oracle is the latest software company to show profit progress in its financial results — and see its stock get rewarded.

Oracle's stock gains as company improves its earnings profile

Oracle beat on the top and bottom line for the fiscal first quarter in its report on Monday. The stock rose in extended trading.

Oracle reports better-than-expected quarterly results; shares rise

Oracle beat first-quarter revenue estimates on Monday, boosted by growing demand for its cloud offerings from companies deploying artificial intelligence.

Oracle beats quarterly revenue estimates

Q1 GAAP Earnings per Share up 20% to $1.03, Non-GAAP Earnings per Share up 17% to $1.39 Q1 Total Revenue $13.3 billion, up 7% in USD and up 8% in constant currency Q1 Total Remaining Performance Obligations up 53% to $99 billion Q1 Cloud Revenue (IaaS plus SaaS) $5.6 billion, up 21% in USD and up 22% in constant currency Q1 Cloud Infrastructure (IaaS) Revenue $2.2 billion, up 45% in USD and up 46% in constant currency Q1 Cloud Application (SaaS) Revenue $3.5 billion, up 10% in both USD and constant currency Q1 Fusion Cloud ERP (SaaS) Revenue $0.9 billion, up 16% in USD and up 17% in constant currency Q1 NetSuite Cloud ERP (SaaS) Revenue $0.9 billion, up 20% in both USD and constant currency AUSTIN, Texas , Sept. 9, 2024 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced fiscal 2025 Q1 results.

Oracle Announces Fiscal 2025 First Quarter Financial Results

Oracle Database services running on Oracle Cloud Infrastructure can now be deployed directly in Google Cloud datacenters Multicloud partnership helps customers simplify cloud migration and innovate faster with services like Vertex AI and Oracle Database 23ai LAS VEGAS , Sept. 9, 2024 /PRNewswire/ -- Oracle CloudWorld -- Oracle and Google Cloud today announced the general availability of Oracle Database@Google Cloud in four Google Cloud regions across the United States and Europe.

Oracle and Google Cloud Announce the General Availability of Oracle Database@Google Cloud

MSCI and Fonterra adopt Oracle Database@Azure to optimize worldwide operations Powerful cloud database service is now available in six Microsoft Azure regions with plans to expand to another fifteen regions Availability of Oracle Database Zero Data Loss Autonomous Recovery Service enhances data protection, and the planned availability of OCI GoldenGate will boost resilience LAS VEGAS , Sept. 9, 2024 /PRNewswire/ -- Oracle CloudWorld -- Global organizations, including MSCI and Fonterra are adopting Oracle Database@Azure to accelerate their cloud migrations.

Global Organizations Choose Oracle Database@Azure to Accelerate their Cloud Migrations

Customers can now access Oracle Autonomous Database and Oracle Exadata Database Service in AWS, simplifying the migration and deployment of enterprise workloads to the cloud while improving agility, flexibility, and security AUSTIN, Texas and SEATTLE , Sept. 9, 2024 /PRNewswire/ -- Oracle and Amazon Web Services, Inc. (AWS) today announced the launch of Oracle Database@AWS, a new offering that allows customers to access Oracle Autonomous Database on dedicated infrastructure and Oracle Exadata Database Service within AWS.

Oracle and Amazon Web Services Announce Strategic Partnership

Pre-market futures are up to start a new trading week, after the worst week for the stock market in two years. We're still in the green across the board year to date, though off our mid-summer all-time highs.

Markets Await August CPI Data

UPDATE—Sept. 9, 2024: This article has been updated to reflect more recent share price information.

What You Need To Know Ahead of Oracle's Earnings Report

Oracle stock is ahead nearly 35% so far this year, but those gains will be put to the test Monday.

Oracle Reports Earnings Today. Here Are The Numbers To Watch.

Wall Street expects Oracle Corp ORCL to report $1.32 in earnings per share (EPS) and $13.23 billion in revenues when the company releases first-quarter financials on Monday after market hours.

AI Deals Drive Oracle Momentum: Will Q1 Earnings Keep Stock In Fast Lane?

Oracle Corp. is set to report Q1'25 earnings on September 9, 2024, with strong expectations from analysts and investors, suggesting minimal room for an earnings surprise. Oracle's AI factory expansion and improved GPU supply position the Cloud Services segment for significant growth, potentially reaching $25B in eFY25 and $33B in eFY26. Despite near-term market volatility, I remain bullish on ORCL shares and optimistic about the company's long-term growth strategy.

Oracle: Cautiously Optimistic Going Into Earnings

A whopping 98% of Fortune 500 companies use Oracle cloud, database, and enterprise software products, giving the company a clear path to promote its AI solutions. Strong demand for generative AI has fueled Oracle's accelerating growth.

1 Unstoppable Stock That Could Join Apple, Microsoft, Nvidia, Alphabet, Amazon, and Meta in the $1 Trillion Club by 2030

Apple

CNBC's Jim Cramer highlighted the launch of a new iPhone from Apple, earnings from enterprise software company Oracle and a consumer price index reading. He also opined on the nature of September, saying it's usually a rough time for the market.

Cramer's week ahead: Apple's iPhone 16 launch, consumer price index and Oracle earnings

Oracle (ORCL) is set to report results from its fiscal first quarter of 2025 after the market closes on Monday. Investors will likely have their eye on cloud infrastructure growth.

News for Oracle Stock (ORCL)