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

Tesla

Intel

Charles Schwab

The New York State Teachers' Retirement System initiated a position in the EV stock and added to its holdings of the brokerage's shares.

A Major Pension Bought Tesla and Schwab Stock. Here's What It Sold.

Ameriprise Financial

Cisco Systems

Lockheed Martin

Morgan Stanley

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Value investing is not in vogue. But it may be time to reconsider, starting with these seven stocks selling at a discount.

7 Stocks Selling at a Discount As January Comes To An End

We think that Lockheed Martin's stock currently is a better pick compared to Oracle's stock. LMT stock trades at about 1.5x trailing Revenues, compared to around 4.6x for ORCL stock.

Oracle vs Lockheed Martin: Which Stock Is A Better Buy?

AUSTIN, Texas, Jan. 27, 2021 /PRNewswire/ -- To help organizations increase the efficiency of their global supply chains, Oracle today announced new logistics capabilities within Oracle Fusion Cloud Supply Chain & Manufacturing (SCM). The updates to Oracle Transportation Management (OTM)...

Oracle Helps Organizations Optimize Logistics Across Global Supply Chains

Oracle (NYSE: ORCL) has released a series of updates to its supply chain applications as the business software giant looks to stay competitive in the buzzy world of logistics IoT, machine-learning and global compliance software.   “If you wind your memory back one year ago, pre-COVID, one of things that was appearing on the front page was trade agreements and impacts on the supply chain,” said Derek Gittoes, Oracle's vice president of supply chain management product strategy, commenting on the backdrop for one of the updates.

Oracle dives into IoT, machine-learning software

Walmart

By Robert Ross Dear Reader, One of my favorite reads to start off a new year is Byron Wien's list of 10 surprises, which he's published for 36 years. While I could spend an entire article debating each point in his 2021 list, today I want to tackle the last part of No.

3 Top-Performing Tech Stocks for 2021

Bed Bath & Beyond

FuboTV

Palantir Technologies

Bed Bath & Beyond, Palantir, FuboTV and Oracle were our top stock trades for Monday. That said, let's take a look at the charts.

4 Top Stock Trades for Monday: BBBY, PLTR, FUBO, ORCL

Apple

Amazon

Expedia

Fortinet

Snowflake

VMware

Workday

With the trading day about half over, the broad markets were sliding into the weekend.

Apple, Amazon, Facebook, Nio and More Friday Afternoon Analyst Calls

Microsoft

Goldman Sachs analyst Kash Rangan initiated coverage on a basket of software names late Thursday, assigning buy ratings to shares of Microsoft Corp. , Workday Inc. , Adobe Systems Inc. , ServiceNow Inc. , Salesforce.com Inc. , and Splunk Inc. . He's less upbeat about the prospects for Autodesk Inc. and Oracle Corp. as he assigned sell ratings to both names.

Microsoft stock is a buy while Oracle is a sell, says Goldman Sachs

Our indicative theme of Value Tech Stocks includes relatively mature businesses that offer essential technology products and services and trade at reasonable valuations. Specifically, we have picked tech companies that are trading at a trailing price to earnings multiple of under 20x and have.

Intel, Cisco, Oracle: Will Value Tech Stocks Outperform In 2021?

Salesforce

A coalition made up of health and technology companies which include both Microsoft Corporation (NASDAQ: MSFT), Salesforce.com Inc (NYSE: CRM), and Oracle Corporation (NYSE: ORCL) is working on developing a digital passport for COVID-19 vaccines. What Happened: The Vaccine Credential Initiative also includes MITRE, Mayo Clinic, Evernorth, The Commons Project Foundation, and CARIN Alliance among others, as per a statement issued Thursday.

Microsoft, Salesforce, Oracle Join Hands To Develop COVID-19 Vaccine Passports

Oracle (ORCL) announced availability of Oracle Database 21c on its cloud platform as well as Oracle Apex (Application Express) Application Development as a managed cloud service.

Oracle's (ORCL) Oracle Database 21c Available on its Cloud

AUSTIN, Texas, Jan. 13, 2021 /PRNewswire/ -- Oracle today is making its popular APEX low-code development platform available as a managed cloud service that developers can use to build data-driven enterprise applications quickly and easily. Oracle APEX Application Development expands on...

Oracle Cloud Infrastructure Delivers New Low-code Service to Simplify Application Development

AUSTIN, Texas, Jan. 13, 2021 /PRNewswire/ -- Oracle today announced that Oracle Database 21c, the latest version of the world's leading converged database, is available on Oracle Cloud, including the Always Free tier of Oracle Autonomous Database. Oracle Database 21c contains more than...

Oracle Extends Database Leadership with Oracle Database 21c

Advanced Micro Devices

Alphabet

Zoom Video

These best tech stocks to buy are all coming off solid performances in 2020. The new year promises to keep their winning streaks going.

The 8 Best Tech Stocks to Buy for 2021's Advances

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

Oracle (ORCL) Up 6.6% Since Last Earnings Report: Can It Continue?

Oracle has replaced the executives leading the enterprise technology giant's $11 billion Europe, Middle East, and Africa (EMEA) business, Insider has learned. Two top former EMEA leaders have left the company, according to a person with direct knowledge of the matter, and the region's executive vice president may change positions internally or leave altogether.

Oracle quietly replaced the executives running its $11 billion Europe, Middle East, and Africa business (ORCL)

Oracle's (ORCL) Fusion Cloud HCM solution is being utilized by ENGIE to overhaul its HR functions.

Oracle (ORCL) Fusion Cloud HCM Solutions Witness Robust Uptake

Costco

FedEx

NIKE

An Improving Earnings Outlook to Start 2021

AUSTIN, Texas, Jan. 6, 2021 /PRNewswire/ -- Oracle announces that ENGIE, a global group that provides low-carbon energy and services, is extending its HR transformation with Oracle Fusion Cloud Human Capital Management (HCM) to support its 170,000 employees. ENGIE has built its human...

Oracle Helps ENGIE Manage Its 170,000 Strong Workforce

Oracle Corporation (NYSE:ORCL) is quickly becoming one of the biggest software companies in the world.

Oracle May Be the Next Big Thing in Dividend Stocks

At the current price near $64 per share, we believe Oracle's stock has reached its near term potential. ORCL stock has risen 19% in FY 2021 (FY ends in May) compared to the S&P 500 which has increased by 22% in the same period.

Is Oracle's Stock Overvalued?

Riot Blockchain

This technology has come a long way in a short time, and a lot of companies (and some governments) are taking notice.

Why Your 2021 Resolution Should Be to Buy More Blockchain Stocks

Franklin Resources

Bank First Corp

Bristol-Myers

Illinois Tool Works

JPMorgan Chase & Co

Main Street Capital

Realty Income Corp

ServisFirst Bancshares

Stryker

W. P. Carey

Dividend Changes: December 19-25, 2020

Citrix Systems

Electronic Arts

A dashboard with metrics in technology industries. Value and quality scores, and their evolution since last month.

News for Oracle Stock (ORCL)