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, Amazon, Microsoft and Alphabet are included in this Analyst Blog.

The Zacks Analyst Blog Oracle, Amazon, Microsoft and Alphabet

ORCL's 8.61X P/S looks rich. Slowing cloud growth and heavy CapEx plans dim outlook.

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Oracle (ORCL) closed at $190.37 in the latest trading session, marking a +1.27% move from the prior day.

Oracle (ORCL) Laps the Stock Market: Here's Why

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The rally in software stocks, led by Palantir stock, will continue in 2025, says a Jefferies analyst, amid improved earnings estimates. The post Why Software Stock Rally Will Extend Into 2025 appeared first on Investor's Business Daily.

Why Software Stock Rally Will Extend Into 2025

Oracle Corporation's shares have risen 21.27%, driven by its pivotal role in AI and healthcare database solutions, making it a strong buy. Oracle Health aims to unify fragmented US healthcare databases, leveraging AI to enhance EHR systems and streamline patient care. Despite competition from Epic Systems, Oracle's versatile AI-driven database architecture positions it favorably in the healthcare market.

Oracle: Disrupting The Healthcare Industry With AI

Oracle stock has rallied 80% this year, with the enterprise tech giant emerging as an AI favorite for Wall Street. The post How Oracle Got Its Mojo Back.

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Zacks.com users have recently been watching Oracle (ORCL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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Global organizations including The Craneware Group and Vodafone select Oracle Database@Azure to accelerate cloud journeys Oracle Database@Azure is available for the first time in South America and is now generally available in nine Microsoft Azure regions New services and capabilities will help customers meet data governance and compliance requirements AUSTIN, Texas , Nov. 19, 2024 /PRNewswire/ -- The Craneware Group, Vodafone, and organizations from almost every major industry in the world are selecting Oracle Database@Azure to accelerate their cloud migrations and support their most demanding and sensitive workloads. To meet rapidly growing global demand, Oracle Database@Azure is being made available in new regions across the world and new services continue to be added.

Oracle Database@Azure Adds New Regions and Services to Meet Global Demand

One of Canada's largest municipalities enhances customer service and speeds billing with Oracle Energy and Water and Red Clay Consulting AUSTIN, Texas , Nov. 19, 2024 /PRNewswire/ -- Peel Region, a municipality west of Toronto, has implemented Oracle Utilities Customer Care and Billing Cloud Service to enhance service for its water billing account holders. By upgrading its on-premises solution to the cloud, Peel Region now has a modern customer platform that empowers better experiences, more stable and consistent billing and collections, and a solid foundation for future enhancements to water billing services.

Peel Region Innovates in Delivery of Water Billing Services with Oracle Cloud Technology

BlackRock Advantage Large Cap Income ETF

Invesco China Technology ETF

First Trust Long/Short Equity ETF

NEOS Enhanced Income Credit Select ETF

Xtrackers USD High Yield Corporate Bond ETF

iShares MSCI India ETF

Roundhill Magnificent Seven ETF

VanEck Vectors Uranium+Nuclear Energy ETF

Oklo Inc

Invesco S&P 500 Equal Weight Technology ETF

iShares MSCI USA Small-Cap Multifactor ETF

SPDR Portfolio High Yield Bond ETF

SPDR Portfolio S&P 500 ETF

Global X Uranium ETF

iShares Broad USD High Yield Corporate Bond ETF

BondBloxx CCC-Rated USD High Yield Corporate Bond ETF

Technology Select Sector SPDR Fund

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential investment opportunities and market trends. Global X Uranium ETF is seen as well-placed for a uranium bull market, driven by increasing demand for nuclear energy from major tech companies. iShares MSCI India ETF offers exposure to India's fast-growing economy, presenting perhaps a strong investment opportunity despite recent pullbacks due to shifts towards the Chinese market.

Undercovered ETFs: Nuclear, Uranium, China, India +

Oracle (ORCL) concluded the recent trading session at $185.73, signifying a +1.08% move from its prior day's close.

Oracle (ORCL) Outperforms Broader Market: What You Need to Know

Adobe

Bank of America

Invesco AI and Next Gen Software ETF

Intuit

NVIDIA

Toronto-Dominion Bank

Verizon

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Fidelity National Information

FIS is teaming with Oracle to remove paper checks from the utility billing process. The FinTech company announced Tuesday (Nov. 12) that its BillerIQ solution, running on the Oracle Cloud Infrastructure, will allow Oracle — which manages billions of utility customer bills each year — to roll out electronic bill delivery.

FIS and Oracle Team to Digitize Utility Bill Payments

Oracle (ORCL) concluded the recent trading session at $189.13, signifying a -0.06% move from its prior day's close.

Oracle (ORCL) Stock Declines While Market Improves: Some Information for Investors

Medtronic

Micron Technology

Oracle, Micron Technology, Medtronic and The Cato are included in this Analyst Blog.

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Program helps reduce skills gap by helping students gain in-demand, career-ready business and cloud technology knowledge AUSTIN, Texas , Nov. 6, 2024 /PRNewswire/ -- Oracle announced today that Pennsylvania's State System of Higher Education (PASSHE) will offer Oracle Academy technology education curriculum and teaching and learning resources across its 14 campuses, which serve 82,000 students. This initiative will help the system equip students with vital skills in cloud, software development, and business applications.

Pennsylvania's State System of Higher Education Teams Up with Oracle Academy

Datadog

Snowflake

Palantir Technologies (PLTR) stock just surged to a fresh record high on the heels of an upbeat third-quarter earnings report.

3 Software Names to Monitor as Palantir Stock Pops

PARIS , Nov. 5, 2024 /PRNewswire/ -- Oracle Communications Summit -- Oracle is building on its partnership with Vodafone Business IoT to bring global IoT connectivity to Oracle's Enterprise Communications Platform (ECP) industry applications customers. Built on the high performance and security of Oracle Cloud Infrastructure, ECP uses edge architecture to give businesses the out-of-the-box connectivity and near real-time data intelligence required to power essential new services.

Vodafone Business IoT to Provide Global Connectivity for the Oracle Enterprise Communications Platform

Broadcom

Chevron

Coca-Cola

PepsiCo

The Vanguard Value ETF is chock-full of great companies with track records of paying and raising their dividends every year.

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GoDaddy

Netflix

TG Therapeutics

Two of the five top stocks to watch this week target the artificial intelligence market. The post AI Stocks Meta, Oracle Lead Five Names Near Buy Points appeared first on Investor's Business Daily.

AI Stocks Meta, Oracle Lead Five Names Near Buy Points

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

News for Oracle Stock (ORCL)