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

U.S. President Donald Trump does not want China's ByteDance to maintain a controlling interest in TikTok because it could put Americans' personal information at risk, a senior administration official speaking on condition of anonymity said on Thursday.

Trump doesn't want ByteDance to maintain control of TikTok: official

Walmart

U.S. President Donald Trump said on Thursday his administration had spoken to Walmart Inc and Oracle Corp about the video app TikTok.

Trump says his administration spoke to Walmart, Oracle about TikTok

A new TikTok Global would file for an initial public offering in the U.S. in about a year under a plan still awaiting approval by President Trump that would see Oracle and Walmart as major investors in the video sharing app, according to reports Thursday.

New TikTok Global Could Go Public In U.S. Under Current Plan; Has Approached Instagram Co-Founder Kevin Systrom For CEO Post – Reports

Adding Kevin Systrom would set up an intriguing battle with Facebook and Mark Zuckerberg.

TikTok Reportedly Considering Instagram Billionaire Kevin Systrom For Vacant CEO Role

The video app is also looking for a new chief executive and has talked to candidates including a founder of Instagram.

TikTok Accepts Deal Revisions as Trump Prepares to Review Proposal

With roughly 100 million users in the United States, it's no surprise that TikTok videos have taken over the internet.

What's happening with TikTok? Here's the latest

TikTok's Chinese parent company, ByteDance, will continue to be a majority shareholder in the short-form video app under a proposed deal with Oracle being reviewed by the Trump administration this week, according to a person familiar with the matter.

New TikTok deal keeps ByteDance as majority owner

China's ByteDance is planning a U.S. initial public offering of TikTok Global, the new company that will operate the popular short video app, should their proposed deal be cleared by the White House, people familiar with the matter said on Thursday.

ByteDance plans TikTok IPO if U.S. clears deal: sources

TikTok, already under scrutiny over its Chinese ownership and threatened with a possible ban by U.S. President Donald Trump, is facing another major challenge: how to handle content around its first U.S.

TikTok faces another test: its first U.S. presidential election

But the small stake may not be enough to sway Trump, who has said he wants the app sold to a U.S. company.

Oracle Could Get 20% of TikTok Under a New Deal

U.S. investors, including Oracle Corp , are set to hold at least a 60% stake in TikTok, a person briefed on the matter told Reuters.

U.S. investors set to own majority stake in TikTok Global

President Trump expressed his disapproval of the proposal on Wednesday.

ByteDance Says Oracle Deal Will Need China’s Approval As Proposal Faces Pushback In U.S.

Oracle (ORCL) will help Xactly migrate its Incent software solutions suite to Oracle Cloud Infrastructure to ramp up execution and reduce costs.

Oracle's (ORCL) Cloud Service to Aid Xactly Boost Business

Now that it looks like Oracle will become a partner in TikTok and not the owner, the question becomes, who does this actually benefit?

And The Winner In The Battle For TikTok Is. . . Nobody

Walmart is also expected to partner with Oracle in the deal, sources said.

Trump expected to rule on TikTok deal in 24-36 hours, Oracle to take 20% stake

White House Chief of Staff Mark Meadows said on Thursday that if TikTok remains predominantly Chinese-run under the Oracle Corp deal, that would not meet President Donald Trump’s objectives.

White House's Meadows raises doubts about plan for Chinese-run TikTok

President Trump said he doesn’t want ByteDance to be TikTok’s majority owner under the Chinese tech giant’s proposed partnership with Oracle. Reports this week have indicated ByteDance wants a majority stake in a new US-based company set up to run TikTok’s global business — a proposal Trump said he “conceptually” didn’t like.

President Trump doesn’t want ByteDance to be TikTok’s majority owner

The partial sale of TikTok to Oracle Corp. (NYSE: ORCL), if it goes through, may be the final transaction of real substance in the career Oracle founder Larry Ellison.

TikTok Deal May Be Farewell for Oracle’s Larry Ellison

China's ByteDance faces an uphill struggle to convince the White House to allow it to keep majority ownership of its popular short video app TikTok in the United States, according to former national security officials and regulatory lawyers.

ByteDance's bid to keep most of TikTok faces major hurdles

Trump Administration wants investors from the United States to hold a majority stake in ByteDance-owned short-form video app TikTok, the Wall Street Journal reported Wednesday.

Confusion Over ByteDance, TikTok Ownership Pattern Said To Be Latest Sticking Point In Oracle Deal

President warns any agreement to continue operating in US must be ‘100% as far as national security is concerned’

TikTok: Trump questions Oracle deal if ByteDance keeps stake

President Trump revisited the idea of getting a payment as part of a deal between Oracle and TikTok but said that lawyers had suggested it wouldn't be legal.

Trump says he's 'not prepared to sign off on anything' for an Oracle-TikTok deal

President Trump said Wednesday he was "not going to be happy" if the viral video app TikTok continues to be majority-owned by ByteDance, its Chinese parent company.

Trump says he 'conceptually' doesn't like a TikTok agreement that leaves ByteDance with control

Senate Republicans and others criticized the latest plan to allow TikTok to continue operating in the United States, citing national security concerns.

Backlash Grows to TikTok-Oracle Deal

The president says national security is his priority.

News for Oracle Stock (ORCL)