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 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

Earnings data Q3 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.

Oracle surpasses Q2 expectations with strong cloud revenue growth

Oracle's Q2 performance exceeded expectations, driven by strong cloud revenue and solid financial metrics.
While facing challenges in specific revenue segments, Oracle has opportunities for growth in cloud services and revenue.
Overall, Oracle's financial stability, growth prospects, and strategic focus on cloud services position it well for the future.

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

Airship AI Holdings Inc

GitLab

MongoDB

NVIDIA

Value is where you find it, and there is value among AI stocks. This is a look at five AI stocks with value for investors in one form or another.

5 Undervalued AI Stocks and Why to Buy Them

Lam Research

Micron Technology

Oracle leverages its partnership with Nvidia to boost its AI-driven cloud-computing services. Boatloads of Micron Technology's memory chips are crucial for the data-heavy demands of AI technologies.

Beyond Nvidia: Why Lam Research, Oracle, and Micron Technology Are Prime AI Investments in 2024

Gap Inc

Eli Lilly

Despite a few soft weeks, the stock market rally that began at the end of 2022 remains intact. We're now seeing signs that the rally is broadening out beyond the popular mega-cap technology stocks to include other sectors of the market such as financials, retailers and industrials.

3 Stocks Ready to Ride the Bull Higher

The pundit upped his price target by $5 per share. The move followed the database specialist's estimates-beating third quarter earnings release.

Oracle Stock Has 16% Upside, According to 1 Wall Street Analyst

Oracle aims for $65 billion revenue by 2026, employing strategies like cost increases and acquisitions. Oracle's market share in the SaaS market of 6.33% is behind Salesforce's 12.3%. The company's 2% market share in IaaS and PaaS puts it in the 7th place. Oracle's Q3 earnings beat EPS estimates, with high demand for its Gen2 AI infrastructure promising continued growth.

Oracle: There Is Still More Upside Left And Price Hikes Will Help With This

New release delivers 12 JDK Enhancement Proposals to improve the Java language and enhance the development platform's performance, stability, and security JavaOne returns to the San Francisco Bay Area in 2025 AUSTIN, Texas , March 19, 2024 /PRNewswire/ -- Oracle today announced the availability of Java 22, the latest version of the world's number one programming language and development platform. Java 22 (Oracle JDK 22) delivers thousands of performance, stability, and security improvements to help developers increase productivity, drive innovation, and accelerate growth across their organizations.

Oracle Releases Java 22

Oracle Cloud Infrastructure Government Cloud is included in a 10-year U.S. $100M plan AUSTIN, Texas , March 19, 2024 /PRNewswire/ -- The Administrative Office of the U.S. Courts, on behalf of the Federal Judiciary, selected Oracle as one of four Cloud Service Providers (CSPs) for its information technology modernization initiatives. Inclusion in the ten-year U.S. $100 million, multiple award Blanket Purchase Agreements (BPA) enables the U.S. Courts to use Oracle Cloud Infrastructure (OCI) services and Oracle Cloud VMware Solution (OCVS) to gain increased efficiencies across the spectrum of the Judiciary's IT operations.

Administrative Office of the United States Courts (AOUSC) selects Oracle as Cloud Service Provider

Oracle (ORCL) and NVIDIA announce an extended collaboration to deliver cutting-edge sovereign AI solutions worldwide.

Oracle (ORCL), NVIDIA Team Up to Provide Sovereign AI Solutions

Modal, Suno, Together AI, and Twelve Labs leverage Oracle Cloud Infrastructure and OCI Supercluster to train and inference next-generation AI models AUSTIN, Texas , March 18, 2024 /PRNewswire/ -- AI trailblazers are using Oracle Cloud Infrastructure (OCI) AI Infrastructure and OCI Supercluster to support the development and deployment of production-ready AI, including large language model training for generative AI applications. An influx of AI companies including Modal, Suno, Together AI, and Twelve Labs are deploying OCI AI Infrastructure to accelerate AI training and inferencing at scale.

AI Innovators Flock to Oracle to Address Some of the World's Most Pressing Challenges

Oracle and NVIDIA collaborate to deliver accelerated computing and generative AI services that establish digital sovereignty and manage proprietary national and personal data Oracle adopts NVIDIA Grace Blackwell across OCI Supercluster, OCI Compute, and NVIDIA DGX Cloud on OCI AUSTIN, Texas and SAN JOSE, Calif. , March 18, 2024 /PRNewswire/ -- GTC -- Oracle and NVIDIA today announced an expanded collaboration to deliver sovereign AI solutions to customers around the world.

Oracle and NVIDIA to Deliver Sovereign AI Worldwide

Adobe

C3.ai

Advanced Micro Devices

Salesforce

Cisco Systems

Dell Technologies

Intel

ServiceNow

SAP SE

Workday

The news hit like a thunderbolt across the artificial-intelligence landscape: Apple Inc. and Alphabet Inc.'s Google are in discussions to bring the latter's Gemini AI tools to iPhone software.

These older tech companies are playing catch-up in genAI

Oracle gave investors an optimistic update in its quarterly financial results.

Is It Too Late to Buy Oracle Stock?

Airbnb

Taiwan Semiconductor Manufacturing

Oracle's red-hot cloud services division grew revenue by 25% year over year in its most recent quarter. Taiwan Semiconductor Manufacturing should ride the semiconductor wave to massive growth.

3 Surprise AI Stocks Headed for a $1 Trillion Market Cap

Oracle posted another round of strong cloud infrastructure growth. Its backlog continues to expand, driven by AI demand.

This Artificial Intelligence (AI) Stock Is Soaring Again. 1 Must-See Quote That Shows It Can Keep Gaining

Q1 earnings are expected to be up +2.1% from the same period last year on +3.4% higher revenues, with the Technology sector again playing a big role in keeping the overall earnings picture positive.

2024 Q1 Earnings Loom: What Can Investors Expect?

Oracle beat earnings estimates for its fiscal third quarter. The company is striving to keep up with demand for its Gen2 Cloud infrastructure business.

Why Oracle Stock Popped 12% This Week

Dollar Tree

Southwest Airlines

Here are some of the major companies whose stocks moved on the week's news.

The Score: Southwest Airlines, Oracle, Dollar Tree and More Stocks That Defined the Week

Oracle (ORCL) launches Cloud EPM for Sustainability, enhancing organizational capacity to measure and manage sustainability efforts efficiently.

Oracle (ORCL) Launches Cloud EPM for Sustainability Solution

Oracle stock won a pair of upgrades following a strong earnings report on Monday. The company's cloud push is gaining steam.

Oracle's Cloud, AI Momentum Is Winning Over Wall Street

Using Nvidia's chips, Oracle developed industry-leading data center infrastructure for artificial intelligence (AI) workloads. Oracle Cloud Infrastructure revenue soared 49% in the recent fiscal 2024 third quarter, far outpacing the rest of its business.

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

Microsoft

Oracle (ORCL) announced new artificial intelligence (AI) features integrated into its cloud application systems and an expansion of the regions where it offers Oracle Database@Azure in partnership with Microsoft (MSFT) on Thursday.

Oracle Adds New GenAI Features to Cloud Applications and Expands Microsoft Partnership

Main Street Capital

Dividend stocks are optimal for investors who want cash flow and don't want to deal with real estate. These stocks pay dividends frequently, raise them each year, and can also generate long-term capital gains for investors.

The Dividend Dynasty: 3 Stocks for Income Hungry Investors

Oracle's stellar Q3 earnings report, fueled by surging AI cloud demand and strategic focus on profitability, drives stock surge and bullish analyst outlook.

Oracle's AI Cloud Demand Fuels Profitability Surge

Oracle has added new generative artificial intelligence (AI) capabilities to its Fusion Cloud Applications Suite. “The latest AI additions include new generative AI capabilities embedded in existing business workflows across finance, supply chain, HR, sales, marketing, and service,” the software company said in a Thursday (March 14) press release.

Oracle Unveils New AI Capabilities for Finance and Supply Chain

Oracle is sharpening its rivalry with Microsoft over AI-enabled software, but the two companies are also working together.

News for Oracle Stock (ORCL)