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

Digital Realty Trust

AUSTIN, Texas , Sept. 18, 2023 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, today announced it will offer connectivity to the recently-launched Oracle EU Sovereign Cloud via Oracle Cloud Infrastructure (OCI) FastConnect.

Digital Realty To Provide Seamless Access to Oracle EU Sovereign Cloud

Oracle outperformed HP by a wide margin over the past year. HP is still struggling as the market's demand for new PCs drops off a cliff.

Better Tech Stock: Oracle vs. HP

Larry Ellison, the Chairman and Chief Technology Officer of Oracle Corp ( ORCL , Financial), recently announced an expansion of the company's partnership with Microsoft Corp ( MSFT , Financial). This partnership aims to make it easier for Microsoft Azure customers to purchase and utilize the latest Oracle cloud database technology in combination with Microsoft Azure cloud services.

Warren Buffet's Unseen Bet

Oracle (ORCL) Health announces that its EHR will be used by the REHAB Hospital of the Pacific to elevate patient care.

Oracle's (ORCL) EHR to Enhance REHAB Hospital's Patient Care

Oracle is seeing strong demand in its cloud infrastructure, in part from AI. The company is spending billions on chips to build out its AI-focused cloud computing service.

This AI Stock Looks Dirt-Cheap. Is It a Bargain or a Value Trap?

NVIDIA

Oracle stock gave back some of its summer gains, even though the outlook for its ascendent cloud biz was quite good. Overall growth might be slowing in the next year in spite of a boost from Nvidia's AI tech.

Oracle Stock Fails to Get a Boost From Nvidia -- Time to Buy the Dip?

Microsoft

Microsoft and Oracle have been rivals for more than 30 years. Now they're working together to help clients more quickly move to the cloud

Oracle founder Larry Ellison makes first-ever trip to Microsoft headquarters for cloud announcement

Days after Oracle missed Q1 2023 revenue expectations and gave a downbeat rest-of-year outlook, sending its share price to suffer the worst one-day performance in 21 years, the cloud provider announced a team-up with Microsoft to co-locate a portion of its infrastructure in the Azure cloud.

Oracle brings its database infrastructure to Microsoft Azure

Tech rivals Microsoft Corp. and Oracle Corp. on Thursday deepened a four-year-old cloud partnership, signaling more cooperation in the fast-evolving software and AI markets.

Rivals Microsoft, Oracle expand their cloud partnership

Microsoft CEO Satya Nadella and Oracle Chairman and CTO Larry Ellison made a rare joint appearance this afternoon to announce the next stage in their partnership, a new service that will let customers run Oracle's database services and cloud infrastructure in Microsoft's Azure data centers.

Larry Ellison makes first-ever visit to Redmond to announce Oracle databases in Microsoft cloud

Microsoft Joins Oracle as the Only Other Hyperscaler to Offer Oracle Cloud Infrastructure Database Services to Simplify Cloud Migration, Multicloud Deployment, and Management  AUSTIN, Texas and REDMOND, Wash. , Sept. 14, 2023 /PRNewswire/ -- Oracle Corp and Microsoft Corp today announced Oracle Database@Azure, which gives customers direct access to Oracle database services running on Oracle Cloud Infrastructure (OCI) and deployed in Microsoft Azure datacenters.

Microsoft and Oracle Expand Partnership to Deliver Oracle Database Services on Oracle Cloud Infrastructure in Microsoft Azure

JPMorgan Chase & Co

Procter & Gamble

Visa

Exxon Mobil

Some investors don't want to deal with the drama of the stock market but still want respectable returns. While you can achieve the highest returns with high-flying growth stocks, some investors prefer to insulate themselves from high-risk investments.

The 7 Most Undervalued Blue-Chip Stocks to Buy in September 2023

Apple

Applied Materials

Salesforce

Lululemon Athletica

McDonald's

QUALCOMM

Many well-known, undervalued growth stocks can be bought now at cheaper prices. The key is for investors to know where to look to snap up these very growth stocks that can give their portfolio a shot in the arm.

The 7 Most Undervalued Growth Stocks to Buy in September 2023

Expanding its use of the EHR will enable REHAB to have more accurate insights into patients' care history AUSTIN, Texas and HONOLULU , Sept. 14, 2023 /PRNewswire/ -- REHAB Hospital of the Pacific (REHAB), the only comprehensive medical rehabilitation hospital in Hawaii, is adding modules of the Oracle Health electronic health record (EHR) to all of its facilities.

REHAB Hospital of the Pacific to Enhance Patient Care with Oracle Health's EHR

DigitalOcean Holdings

Oracle now has $4 billion in signed deals for AI training capacity as it aims to be the cloud of choice for AI. DigitalOcean is using a major acquisition to jump into the AI market while maintaining its focus on simplicity.

2 Cloud Stocks Betting Big on Artificial Intelligence

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.

News for Oracle Stock (ORCL)