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

Walmart

A deal China's ByteDance has struck with Oracle Corp and Walmart Inc over the future of its video-streaming app TikTok is unlikely to receive Chinese government approval, state-backed newspaper Global Times said in an editorial.

Beijing unlikely to approve ByteDance's TikTok deal with Oracle: Global Times

Oracle Corp. (NYSE:ORCL) is a multinational software company that sells database software and technology, cloud engineered systems and enterprise software products.

The Risk-Reward of Oracle's Tentative TikTok Deal

Wall Street is warming to a TikTok deal despite a continued lack of clarity — happy to keep a popular, fast growing advertising platform humming along and skirt a brewing tech cold war between the U.S. and China. “This will be a relief to technology investors to have this high drama soap opera now in

Wall Street Warms To TikTok Deal; Preserves Fast Growing Ad Platform, Avoids Brewing Tech Cold War

President Donald Trump said on Monday that he would save a deal to boost American control of Chinese-owned popular social media app TikTok if possible, but would “cut it off” if not.

Trump says TikTok deal 'working its way through'

The President of the United States, Donald Trump, said in a statement over the weekend that the proposed deal that would enable TikTok to avoid a ban in the U.S. was agreeable for the government.

Oracle and Walmart to jointly own TikTok Global after Trump’s approval

Everyone seems to have a different understanding of the complex arrangement.

TikTok-Oracle deal up in the air as details are disputed

Americans will hold four out of the five seats on TikTok Global's board, with ByteDance's CEO holding the fifth seat. ByteDance investors will hold a majority of shares in the company.

TikTok deal puts U.S. owners in charge, but Chinese parent company still has some say

Oracle Corporation (NYSE: ORCL) has confirmed a 12.5% stake in TikTok Global and announced that the video-sharing app will become an Oracle Cloud Infrastructure customer.

RBC Upgrades Oracle On TikTok Investment: 'A Shot In The Arm'

Oracle stock rose Monday after the database software company, in a partnership with Walmart, said they had reached a deal with TikTok owner ByteDance over U.S. control of the app.

Oracle, Walmart Deal For TikTok: Unclear Who Has Majority Control

Trump threatened to reject the deal if the Chinese company retains control of TikTok.

Trump, Oracle Push Back Against ByteDance’s Claim Of 80% Ownership Of TikTok Global

President Trump said he will not approve a deal to keep TikTok running in the US if its Chinese parent company remains in control of the popular video-sharing app.

Trump won’t approve TikTok deal if ByteDance keeps control

Over the weekend, Oracle Corp. (NASDAQ: ORCL) and Walmart Inc.

Is the TikTok Saga Really Finished?

You know a deal is signed and going to close when the parties keep fact checking each other and no one can agree on what the deal actually says. We’ve been following the TikTok / Oracle deal for sometime here on TechCrunch, and over the weekend, it seemed like we finally got to the finish […]

ByteDance says it will own a majority of TikTok. Oracle says ByteDance will own 0%.

Oracle (ORCL) will acquire 12.5% in TikTok Global business, which poises it well to gain a competitive edge over its cloud computing rivals, including AWS and Microsoft Azure.

Oracle's 12.5% Stake in Tiktok Global to Rev Up Cloud Market

U.S. President Donald Trump on Monday said his administration would not approve the sale of TikTok to Oracle Corp and Walmart Inc if China's ByteDance maintains any control.

Trump says U.S. won't approve TikTok deal if China maintains control

Chinese tech giant ByteDance said Monday that it would retain control of TikTok under its deal to keep the popular video-sharing app alive in the US. The Beijing-based firm made the claim in a statement addressing “rumors” that TikTok would become an American-owned company — as ByteDance’s US partners, Oracle and Walmart, said when they.

ByteDance says it will keep control of TikTok under deal with Oracle

Oracle stock is rallying Monday on news President Donald Trump has approved its bid for TikTok. Here's why that matters now.

Oracle Stock Rallies Monday on Approval of TikTok Deal

ByteDance's deal with Walmart and Oracle to set up the U.S.-based TikTok Global is "reasonable," Chinese state media said in relatively positive comments, adding that Beijing would still need to give its approval.

'Unfair' but not the worst-case scenario: Chinese state media reacts to 'reasonable' TikTok deal

ByteDance is shooting down the U.S. optimism surrounding the TikTok deal with Walmart Inc (NYSE: WMT), and Oracle Corporation (NYSE: ORCL).

ByteDance Denies Most Of Trump's Claims On TikTok Deal With Oracle, Walmart

Zoom Video

President Donald Trump said Saturday that he has approved a deal in principle where enterprise software maker Oracle and retail giant Walmart will partner TikTok in the U.S.

Oracle can now claim to be hosting 'two most important sites of our generation' — TikTok and Zoom

ByteDance will have a majority 80% stake in the new U.S.-based TikTok company.

ByteDance says it will own 80% of TikTok U.S. firm, contradicts Trump's claims deal has 'nothing to do with China'

There is no shortage of speculations and reports around TikTok’s future in the U.S. Amid a swirl of rumors, TikTok’s Chinese parent ByteDance issued a statement (in Chinese) on Monday morning, bringing clarity to its ongoing deal that has captured global attention over the past few weeks.

TikTok fact-checks: US IPO, Chinese ownership, $5B in taxes

President Donald Trump said he approved a deal on Saturday that will see the creation of a U.S.-headquartered firm called TikTok Global with Oracle and Walmart taking minority stakes.

ByteDance says it will not transfer algorithm and technology to Oracle as part of TikTok deal

China's ByteDance said on Monday that TikTok Global will launch a public offering of shares to enhance the corporate governance structure and transparency for the firm that will control the video platform's U.S. operations.

ByteDance says TikTok Global plans public offering

The president reportedly says he's approved the agreement "in concept."

News for Oracle Stock (ORCL)