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

Oracle faces notable financial challenges, including a substantial debt burden and diminished cash reserves, which affect its ability to make strategic moves. However, valuation models indicate that Oracle's stock might be currently undervalued, offering a potential upside of up to 42% from its present stock price. Looking ahead, Oracle has the potential to deliver annual returns ranging from 13.30% to 20% through 2028.

Oracle: One Of The Weakest AI Players, But It Deserves A Shot

Oracle (ORCL) supports independent restaurants by offering a comprehensive and cost-effective platform for restaurant management.

Oracle (ORCL) Supports Restaurants With Management Platform

Bahraini telecom leader to accelerate new service innovation to fuel growth and provide exceptional customer experiences AUSTIN, Texas , Sept. 13, 2023  /PRNewswire/ -- Leading Bahrain telecommunications company Batelco (part of the Beyon Group) is revamping its core IT platforms with Oracle Communications technologies and Oracle Cloud Infrastructure (OCI).

Batelco Expedites its Cloud-First Journey with Oracle

Ellison's software company suffered its worst day on the stock market since 2002 on Tuesday.

Larry Ellison's Net Worth Nearly $20 Billion As Oracle Stock Has Worst Day In Decades

Oracle's (ORCL) fiscal first-quarter performance benefits from a steady adoption of Gen 2 Cloud, Fusion and Autonomous Database despite slow cloud revenue growth.

Oracle (ORCL) Q1 Earnings Beat Estimates, Revenues Rise Y/Y

Shares of Oracle (NYSE: ORCL ) — which focuses on cloud databases and software applications — are suffering heavy losses today amid disappointing earnings results. In addition, management disclosed soft revenue guidance for the current quarter.

5 Investors Betting Big on Oracle (ORCL) Stock

Oracle shares plunged on Tuesday after the software maker missed analysts' estimates on revenue and issued weak guidance.

Oracle stock is poised for its steepest drop since 2002 on weak revenue guidance

Oracle (ORCL) was the worst-performing stock in the S&P 500 with shares down more than 12% at midday Tuesday after the software maker reported lower-than-expected revenue and guidance as businesses pulled back on cloud spending following the pandemic boom.

Oracle Shares Fall After Sales and Guidance Miss Estimates on Lower Demand

Larry Ellison's Net Worth Dips $17 Billion After Oracle Earnings Underwhelm

Direxion Daily Cloud Computing Bull 2X Shares

Fidelity Cloud Computing ETF

iShares North American Tech-Software ETF

Shares of Oracle Corp. ORCL, -12.14% tumbled 12.1% in midday trading toward its biggest one-day selloff in 21 years in the wake of a disappointing earnings report, and were having an oversized drag on some exchange-traded funds that track both the software and cloud sectors and carry relatively large positions in Oracle's stock. The Fidelity Cloud Computing ETF FCLD, -1.87%, of which Oracle's stock is the most heavily weighted component with a 4.5% weighting, shed 1.9% with 38 of 50 equity components seeing red.

Oracle's big stock selloff acts as a big drag on both software and cloud ETFs

Qraft AI-Enhanced US Large Cap Momentum ETF

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iShares Evolved U.S. Technology ETF

First Trust NASDAQ Technology Dividend Index Fund

Oracle (ORCL) reported lackluster first-quarter fiscal 2024 results. The software giant provided downbeat guidance, citing strong competition in the cloud-computing industry and a digital spending pullback.

Oracle Sinks Post Lackluster Q1 Earnings: ETFs in Focus

Oracle matched estimates in its fiscal first quarter but sees growth slowing. Cloud remained strong at 30% but decelerated from the previous quarter.

Why Oracle Stock Took a Dive Today

You could be talking about either Oracle Corp. ORCL, -11.87% or the New York Jets, says one analyst in the wake of the software company's weak forecast.

Oracle draws parallels to New York Jets as stock slides after earnings

Shares of Oracle Corp. ORCL, -13.45% have accelerated to the downside after the opening bell, and is not on course to suffer their worst one-day performance in 21 years. The stock was down as much as 11.5% in premarket trading, after the software and cloud services company reported late Monday fiscal first-quarter revenue that missed expectations and provided a downbeat second-quarter outlook.

Oracle stock dives toward worst day in 2 decades after disappointing earnings report

Apple

U.S. stock indexes opened lower on Tuesday after starting the week on a strong footing, with disappointing guidance from Oracle weighing on technology stocks. The Nasdaq Composite COMP, -0.34% was off 0.4%, while the S&P 500 SPX, -0.25% was dropping 0.3% and the Dow Jones Industrial Average DJIA, -0.15% was falling 0.2%.

U.S. stocks open lower as tech shares retreat after Oracle earnings; investors await Apple event, inflation data

Shares of Oracle Corp. ORCL, +0.31% tanked 9.5% early Tuesday, enough to pace the S&P 500's SPX, +0.67% premarket decliners, in the wake of the business software giant's disappointing earnings report and revenue guidance. The stock's selloff, which comes after it closed Monday at a record $126.71, is on track to be the biggest one-day post-earnings performance since March 21, 2013, when the stock dropped 9.7% after the company reported fiscal third-quarter results.

Oracle's stock dives toward worst post-earnings performance in 10 years

Oracle NASDAQ: ORCL shares are down a solid 10% following the FQ1/CQ3 earnings report. The shocking news gave the market a reason to sell off, but this is not the time to run for cover.

Buy the Dip in Oracle: 5 Reasons Why it's a Good Idea

Oracle Restaurants enables independent operators to improve online ordering, lower payment processing costs, and increase efficiency and profitability for as low as $99/month DALLAS , Sept. 12, 2023 /PRNewswire/ -- FSTEC -- Oracle has introduced a new affordable, easy-to-deploy restaurant management platform offer to help independent restaurants increase sales, boost efficiency, and maximize profitability.

Oracle Helps Independent Restaurants Thrive with Comprehensive, Affordable Restaurant Management Platform

Apple stock AAPL, +0.66% inched 0.1% higher ahead of the presentation of its new iPhone. The stock has dropped 5% over the last five sessions on China concerns.

Oracle stock slumps, Apple shares steady and other stocks on the move

The company's shares were tanking after its results disappointed. But analysts at Global Equities Research see an opportunity.

Oracle Stock Suffers. The Case to Buy into Its AI Potential.

Oracle Corporation (NYSE:ORCL ) Q1 2024 Earnings Call Transcript September 11, 2023 5:00 PM ET Company Participants Ken Bond - SVP, IR Safra Catz - CEO Larry Ellison - Chairman and CTO Conference Call Participants Brad Zelnick - Deutsche Bank Mark Murphy - JPMorgan Raimo Lenschow - Barclays Capital Mark Moerdler - Bernstein Keith Weiss - Morgan Stanley John DiFucci - Guggenheim Operator Good day, everyone, and welcome to Oracle's First Quarter 2024 Earnings Call. Today's call is being recorded.

Oracle Corporation (ORCL) Q1 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Oracle (ORCL) give a sense of how the business performed in the quarter ended August 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Oracle (ORCL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Oracle (ORCL) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.14 per share. This compares to earnings of $1.03 per share a year ago.

Oracle (ORCL) Q1 Earnings Top Estimates

Oracle Corp (NYSE: ORCL) lost nearly 10% in extended hours after reporting revenue for its first financial quarter that came in slightly shy of Street estimates.

Oracle Q1 earnings: ‘their valuation is favourable'

Oracle shares fell more than 5% in extended trading Monday after the company reported earnings nearly in-line with expectations but declining cloud licensing revenue. The company posted adjusted earnings of $1.19 per share on revenue of $12.45 billion, up from $1.03 per share on revenue of $11.45 billion a year earlier.

News for Oracle Stock (ORCL)