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

The authorities aren't letting up on their threats against the popular video-sharing app.

Government Will Quash Oracle's TikTok Deal if Security Requirements Not Met

The Treasury secretary says the Chinese video-sharing app’s code must be ‘sanitized’ by Oracle and hosted in its cloud in U.S.

Mnuchin Warns TikTok To Meet All U.S. Security Requirements In Oracle Deal Or Be Banned

Oracle's deal wins for its Fusion Cloud Customer Experience solutions amid rapid growth in enterprise data management market bodes well over the long haul.

Oracle (ORCL) Aids Enterprises to Boost Customer Experience

U.S. Treasury Secretary Steven Mnuchin said if Oracle's deal for TikTok cannot be closed with terms that meet U.S. security requirements, including holding code in the United States, the short video app will be shut down.

TikTok will be shut down if Oracle deal meeting U.S. security needs can't be closed: Mnuchin

Shares of Oracle (NYSE: ORCL) closed the day 0.37% in the red despite trading nearly 2% higher during yesterday’s trading session. The buyers failed to keep their heads above the $60 mark, which resulted in a selloff.

Oracle stock price erases gains after failing at $60

Oracle's (ORCL) new cloud security solutions are aimed at assisting enterprises to effectively manage security threats in a bid to facilitate the rapid uptake of its cloud service.

Oracle (ORCL) Introduces New Tools to Boost Cloud Security

Walmart

A federal ruling is expected to be announced tonight on whether downloads of the video-sharing app TikTok will be banned throughout the U.S. A hearing took place Sunday morning at 9:30 a.m. EST before U.S. District Judge Carl Nichols in Washington.

TikTok Awaits Judge Ruling After Sunday Morning Hearing

A U.S. judge in Washington said he plans to decide later on Sunday whether to block a Trump administration order banning Apple Inc and Alphabet Inc's Google from offering Chinese-owned short video-sharing app TikTok for download.

Judge plans to decide on TikTok U.S. app store ban by end of day

The Chinese-owned app is seeking an injunction against Trump administration order that would ban downloads from 11.59pm on Sunday.

TikTok: US judge set to rule on ban preventing new downloads of app

Best Buy

Biogen

Citigroup

Comerica

Johnson Controls

Liberty Global Ltd

LyondellBasell Industries

NetApp

Prudential Financial

Seagate Technology Holdings PLC

Cambria Shareholder Yield ETF

Wells Fargo

Top Net Payout Yields - September 2020

The U.S. Justice Department said Friday it will oppose a request from TikTok to delay an ban on U.S. app stores Apple Inc and Alphabet Inc Google set for late Sunday.

U.S. tells judge it opposes TikTok effort to halt app store ban

Tencent Holdings Limited

A judge gives the government until 2:30 p.m. today to respond to the video-sharing app's injunction request.

U.S. Has Till Friday Afternoon to Defend or Delay TikTok Ban

TikTok's deal with Oracle and Walmart is mired in confusion as the app's parent company ByteDance and the bidders put out conflicting statements. Here are the latest developments.

Here’s where things stand in the messy TikTok deal

Benioff and Ellison have a longtime relationship, as Benioff worked at under Ellison at Oracle for 13 years before starting Salesforce.

Salesforce CEO Marc Benioff praises former boss Larry Ellison for TikTok deal: He's the 'master of relevance'

Chinese approval is essential for the deal to go through as Beijing has expanded its export controls list to include algorithms like the one used by TikTok.

TikTok Parent ByteDance Seeks Chinese Approval For U.S. Deal With Oracle, Walmart

ByteDance has formally asked Chinese officials to sign off on its deal with Oracle and Walmart to keep TikTok running in the US.

ByteDance seeks China’s approval for TikTok deal with Oracle

The restrictions are set to take effect Sunday.

TikTok Asks Judge To Halt Impending U.S. App Store Ban

Lowe's

Maxim Integrated Products

In order to have a higher likelihood of discovering potential value opportunities in the U.S. market

A Trio of Stocks for the Value Investor

Two prominent Chinese media outlets are urging Beijing to kill what they call a "dirty" and "unpalatable" deal intended to keep TikTok operating in the United States.

Chinese state media slams TikTok deal as 'dirty' and 'unpalatable'

The September 20 deadline for a purported TikTok sale has already passed, but the parties involved have yet to settle terms on the deal. ByteDance and TikTok’s bidders Oracle and Walmart presented conflicting messages on the future ownership of the app, confusing investors and users.

China says it won’t approve TikTok sale, calls it ‘extortion’

China has no reason to approve the "dirty and unfair" deal based on "bullying and extortion" that Oracle Corp and Walmart Inc said they struck with ByteDance, the state-backed English-language China Daily newspaper said on Wednesday.

China has no reason to approve 'dirty' TikTok deal - China Daily

REDWOOD SHORES, Calif., Sept. 22, 2020 /PRNewswire/ -- Oracle announced today that the Department of Labor Administration Law Judge ruled across the board in Oracle's favor and found no evidence whatsoever of discrimination at Oracle.

Oracle Wins Litigation Against OFCCP

REDWOOD SHORES, Calif., Sept. 22, 2020 /PRNewswire/ -- Oracle today announced that it is the first major cloud provider to make NVIDIA A100 Tensor Core GPU on bare metal instances generally available. Oracle's latest GPU instances enable customers in industries such as automotive and...

Oracle Cloud Infrastructure First to Make NVIDIA A100 GPUs Generally Available in the Cloud

TikTok’s proposed US partnership with Oracle and Walmart is unlikely to win approval in Beijing, Chinese state media says. China’s state-run Global Times newspaper published an editorial late Monday saying the deal to keep the video-sharing app alive in America would “hurt China’s national security, interests and dignity.

China unlikely to approve Oracle and Walmart’s TikTok deal, state media says

Oracle's TikTok deal could help it bring in more business, but AWS and Microsoft are still many times bigger.

News for Oracle Stock (ORCL)