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

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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

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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

Oracle CTO Larry Ellison name-dropped Berkshire Hathaway on a recent earnings call when referencing Oracle Cloud growth. There are still a lot of big businesses that have yet to fully unleash the power of the cloud.

Buffett's New Bet on Cloud Computing -- What Investors Need to Know

New enterprise generative AI service helps organizations automate business processes, improve decision-making, and enhance customer experiences LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced the limited availability of Oracle Cloud Infrastructure (OCI) Generative AI service.

Oracle Cloud Infrastructure Delivers Enterprise Generative AI Service

New AI vector similarity search in Oracle Database 23c allows the combination of search on semantic and business data resulting in highly accurate answers quickly and securely  LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced its plans to add semantic search capabilities using AI vectors to Oracle Database 23c.

Oracle Introduces Integrated Vector Database to Augment Generative AI and Dramatically Increase Developer Productivity

New OCI Compute instances with next-generation processors from NVIDIA and Ampere Computing help increase performance and efficiency for GPU- and CPU-based workloads  LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced upcoming availability for new Oracle Cloud Infrastructure (OCI) Compute instances powered by NVIDIA H100 Tensor Core GPUs, NVIDIA L40S GPUs, and Ampere AmpereOne™ CPUs.

Oracle Delivers More Choices for AI Infrastructure and General-Purpose Compute

Oracle collaborates with Applied Invention and other industry leaders to create an open standard for network and data security across on-premises and distributed cloud environments LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced it is participating in an industry-wide initiative to design a new open standard for network and data security that will help organizations better protect their data in distributed IT environments.

Oracle Poised to Revolutionize Network and Data Security

Oracle is ready to cater to Canadian banks for their open banking needs and provide tools as needed when the country make its available, a financial services executive with the cloud computing giant said.

Oracle says it is open banking ready to cater to Canadian banks

Apple

QUALCOMM

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3 Tech Stocks for Dividend Growth Investors

Suncor Energy

Tesla

Coming out of second quarter earnings season, Wall Street analysts have downgraded several notable stocks. These deductions are due to everything from overvaluation and profitability concerns to overheated share prices and rising competition.

Analyst Downgrades: 3 Stocks That Wall Street Is Having Second Thoughts About

Oracle (ORCL) Cloud Infrastructure partners with the Red Bull Ford Powertrains to develop a hybrid engine entirely from scratch.

Oracle (ORCL) Cloud & Red Bull Team up to Build Hybrid Engine

Mastercard

Mastercard and Oracle have announced a partnership to automate B2B payments for enterprise customers. The collaboration will integrate Mastercard's virtual card platform into the Oracle Fusion Cloud Enterprise Resource Planning (ERP), automating the B2B finance and payment process, the companies said in a Tuesday (Sept.

Mastercard and Oracle Partner to Automate B2B Payments

Oracle (ORCL) adds healthcare capabilities to ERP and supply chain products to help healthcare organizations cut costs, increase productivity and embrace new business models, among other benefits.

Oracle (ORCL) Brings Generative AI Capabilities to Healthcare

New release showcased at Oracle CloudWorld delivers 15 JDK Enhancement Proposals to improve the Java language and enhance the platform's performance, stability, and security Extensions to Long Term Support roadmap enable customers to migrate at their own pace LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced the availability of Java 21, the latest version of the world's number one programming language and development platform.

Oracle Releases Java 21 and Extends Support Roadmap

New generative AI-powered capabilities in Oracle Fusion Cloud Customer Experience (CX) help service agents, field technicians, and customers solve issues faster LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle today announced the addition of generative AI-powered capabilities within Oracle Fusion Cloud Customer Experience (CX).

Oracle Introduces Generative AI Capabilities to Help Organizations Improve Customer Service

New AI capabilities in Oracle Fusion Cloud CX automate processes, improve insights, and enhance employee productivity  LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle has added new artificial intelligence (AI) capabilities in Oracle Fusion Cloud Customer Experience (CX) to help marketers, sellers, and service agents grow revenue and deliver exceptional customer experience.

Oracle Adds Artificial Intelligence to Marketing, Sales, and Service Applications to Help Customers Grow Revenue

New application features to eliminate time-consuming coordination for marketers and deliver conversation-ready opportunities directly to sellers LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Today Oracle announced new Guided Campaigns features within Oracle Fusion Cloud Customer Experience (CX) that help improve efficiency and collaboration between marketers and sellers.

Oracle Enables Marketing and Sales Teams to Accelerate Revenue with Guided Campaigns

Uber

With Oracle and  Uber Direct,  retailers can now offer  same-day delivery  and returns  to get customers their purchases faster while helping retailers move merchandise more effectively LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle and Uber (NYSE: UBER) today announced Collect and Receive, a new offering on the Oracle Retail platform connecting retailers and consumers to enhance and enrich last mile delivery.

Oracle and Uber Co-innovate to Transform Last Mile Delivery in Retail

Leading colleges and universities are already adopting the next-generation Oracle Student to foster academic success  LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle Health Conference  -- Higher education institutions, including  Navarro College , Pittsburg State University , Spring Arbor University , and Virginia Wesleyan University are deploying Oracle Student to simplify processes and help them deliver on their core missions of driving student success.

New Oracle Student Offering Transforms the Higher Education Experience

Partnership leverages Mastercard's innovative virtual card platform to expand embedded finance in Oracle Cloud ERP to organizations globally LAS VEGAS , Sept. 19, 2023 /PRNewswire/ -- Oracle CloudWorld -- Oracle and Mastercard today announced a new partnership to help enterprise customers automate end-to-end business-to-business (B2B) payment transactions.

Oracle and Mastercard Enable Customers to Get Faster Access to Working Capital

Adobe

CrowdStrike

Etsy

Despite a beat down to end last week, the Nasdaq is still up a stunning 32% so far in 2023, while the S&P 500 is 16.4% higher year to date.

Take Profit Now on the Magnificent 7 and Buy These 5 Beaten Down ‘Strong Buy' Technology Giants

Valeos announces collaboration with technology powerhouse, Oracle, to unite stakeholders in the organ transplant ecosystem through data, technology, and collaboration to drive better patient outcomes. LAS VEGAS , Sept.

Non-Profit, Valeos, Teams with Oracle to Advance the U.S. Organ Transplant Industry and Improve Patient Access and Outcomes

From bedside to the back-office, new Oracle innovations connect the healthcare ecosystem to improve patient and provider experiences LAS VEGAS , Sept. 18, 2023 /PRNewswire/ -- Oracle Health Conference -- Continuing to deliver on its commitment to build an open and integrated technology ecosystem that helps healthcare organizations improve patient care, optimize clinical expertise, and reduce costs, Oracle today announced several significant enhancements to its healthcare solutions.

Oracle Transforms Care Delivery with Next-Generation Millennium EHR and Generative AI Capabilities

Oracle CEO Safra Catz emphasized the enterprise software company's cloud business in an interview with CNBC's Jim Cramer.

Oracle CEO touts demand for cloud business after the company's stock tumbled last week

Oracle has expanded its cloud banking portfolio to help lenders launch new transaction banking offerings. Those offerings, announced Monday (Sept.

Oracle Adds Cash and Liquidity Management to Banking Cloud

New capabilities combine the power of generative AI and voice to help providers focus more on patient engagement, building trust, and improving care Patients will now have the freedom to get quick answers to clinical questions, schedule appointments, and more via simple voice commands LAS VEGAS , Sept. 18, 2023 /PRNewswire/ -- Oracle Health Conference -- Oracle today announced new generative AI services for healthcare organizations.

Oracle Brings Generative AI Capabilities to Healthcare

New healthcare-specific capabilities in Oracle Fusion Cloud Applications Suite help healthcare organizations unify operations and improve patient outcomes  LAS VEGAS , Sept. 18, 2023 /PRNewswire/ -- Oracle Health Conference -- Oracle is introducing new healthcare-specific capabilities to Oracle Fusion Cloud Applications Suite to help healthcare organizations increase financial visibility, build more resilient supply chains, and improve patient care.

News for Oracle Stock (ORCL)