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

Advanced Micro Devices

Rivian Automotive

These are all great companies, two, Oracle and Advanced Micro, have been excelling for years, and Rivian is becoming a full-scale auto manufacturer. All three have big competitors to muscle aside. They are doing so by innovation, execution, and in some cases, with lower cost. They may seem like also-rans but, I think it's clear that they bring a lot to the table and prove to provide real competition.

Revenge Of The Mini-Me: Oracle, Rivian, And Advanced Micro - I Explain

AI leader Nvidia utilizes Oracle's infrastructure. The stock was extremely undervalued in 2022.

1 Silent Winner in the AI Arms Race

Oracle beat on both the top and bottom lines in its Q4 earnings release in mid-June. Generative AI was the topic of the day.

How Oracle Rode the AI Wave to a 12.4% Gain in June

Oracle (ORCL) introduces a complimentary training and certification initiative in response to the growing demand for cloud and artificial intelligence technologies.

Oracle (ORCL) Provides Free Certified Training for Cloud & AI

The U.S. has consistently produced the world's most valuable companies for a while. There are now five American companies with valuations of more than $1 trillion.

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

Oracle is the IBD Stock of the Day as investors focus on potential growth from artificial intelligence workloads running on its cloud network.

Oracle Stock: What's Old Is New Again, Thanks To AI And Cloud Computing

It's worthwhile to keep track of big-money insider trading. However, not all share sales should be construed as bad news.

Why Oracle Founder's Recent Stock Sale Is Nothing to Worry About

Eli Lilly

Knowing when to sell a stock can be as important as knowing when to buy it. This can be especially difficult with dividend stocks.

3 Dividend Stocks That Have Insiders Running for the Exit

Oracle's legacy software business is very high margin, but has been very slow growing for over a decade now. But their cloud and services units are now growing very fast, and are beginning to take over the operating statement. There are also other considerations, like the cloud tie-in with legacy software, and their headlong push into ARM in the data center.

Oracle Is The First Transformation Of The AI Era

Adobe

Micron Technology

Snowflake

Retail investors are chasing the next tech rally with AI-related stocks like Micron, Vanda said. "Sentiment remains buoyant as investors appear to be in the chase for the next best 'juicy' trade.

These are the 4 AI stocks retail investors are pouring into as they chase the next tech rally

Oracle (ORCL) unveils the latest generative AI features, which aim at assisting HR departments in enhancing productivity levels.

Oracle (ORCL) Enhances HR Productivity With Generative AI

Apptio Cloudability integration with Oracle Cloud Infrastructure will help empower customers to optimize cloud cost management BELLEVUE, Wash. , June 29, 2023 /PRNewswire/ -- Apptio, Inc., the leading technology spend and value management company and member of Oracle PartnerNetwork (OPN), announces its most recent integration with Oracle Cloud Infrastructure (OCI) to help customers understand, visualize, and optimize their cloud environments through direct access to Apptio's Cloudability suite of products.

Apptio Integrates with Oracle Cloud Infrastructure

Microsoft

At one point in time, tech stocks took center stage and became an integral part of every investor's portfolio. During the pandemic, they offered unique solutions and enjoyed big rewards in terms of investor interest, higher revenue, and increasing market valuation.

3 Tech Stocks to Buy Right This Minute

Oracle closed the fiscal 2023 with strong growth and profitability numbers. Cloud migration delineates accelerated rates of growth, which will push the revenue mix further in a favorable direction, with gradual integration of efficiencies and synergies into profitability gains. Growth factor suggests ORCL's stock is fairly valued, while the profitability factor hides a 20% upside potential.

Oracle: Don't Ignore The Profitability Factor

The Oracle stock continues to trade near record high levels, buoyed by optimism over its fundamental growth prospects stemming from a skeptical-turned-successful cloud strategy. Gen2 Oracle Cloud Infrastructure continues to exhibit accelerating growth in a decelerating market, defying concerns raised by rival public cloud vendors amid an uncertain demand environment. Gen2 OCI's adequate facilitation of growing industry optimization and multi-cloud trends are likely to remain differentiating competitive advantages that will drive additive growth to its fundamental outlook.

Here's Why Oracle Cloud Infrastructure Is Gaining Share In A Slowing Market

New generative AI-powered capabilities in Oracle Fusion Cloud HCM enhance efficiency and streamline HR processes for candidates, employees, managers, and recruiters AUSTIN, Texas , June 28, 2023 /PRNewswire/ -- Oracle today announced the addition of generative AI-powered capabilities within Oracle Fusion Cloud Human Capital Management (HCM). Supported by the Oracle Cloud Infrastructure (OCI) generative AI service, the new capabilities are embedded in existing HR processes to drive faster business value, improve productivity, enhance the candidate and employee experience, and streamline HR processes.

Oracle Introduces Generative AI Capabilities to Help HR Boost Productivity

After appreciating by more than 100% since my first analysis, Oracle's upside in the near term might appear limited. Although the dividend yield remains low, there is potential for higher dividend growth going forward. The debt level should be monitored closely by investors, but in my view does not present a major risk for Oracle's dividend.

Oracle As A Long-Term Dividend Play

PHILADELPHIA & AUSTIN, Texas--(BUSINESS WIRE)--Today, Project Management Institute (PMI) and Oracle Construction and Engineering announced a collaboration that will allow them to pool their respective capabilities to deliver thought leadership, best practices, and tools created exclusively for professionals in the construction and asset-intensive sectors. In recent years, PMI has extended their expertise as the world's leading resource in the project management profession to help organizations.

PMI and Oracle Announce Collaboration to Improve Digital Project Efficiencies in Construction

LOS ANGELES--(BUSINESS WIRE)-- #java--LicenseFortress, a leading provider of software license management solutions, is pleased to announce significant updates to its ArxPlatform, designed to address the challenges posed by the recent Oracle Java licensing changes. These enhancements provide organizations with comprehensive solutions to navigate the evolving Java licensing landscape and mitigate the risks associated with rising Java audits. Additionally, LicenseFortress offers a range of services, inclu.

LicenseFortress Enhances ArxPlatform to Address New Oracle Java Licensing Changes, Provides Comprehensive Solutions for Rising Java Audits

Community, critical access, and specialty hospitals rely on Oracle Health CommunityWorks to better support patients in smaller communities throughout the United States AUSTIN, Texas , June 27, 2023 /PRNewswire/ -- Community, critical access, and specialty hospitals across the United States continue to rely on Oracle Health CommunityWorks to better serve patients while improving efficiency, collaboration, and cash flow. Specifically designed for smaller operations, CommunityWorks delivers an integrated electronic health record (EHR) platform that supports the clinical, financial, and operational needs of hospitals in acute and ambulatory settings across the continuum.

Community Health Systems Tap Oracle to Help Improve Patient Care

America's first publicly funded women's university taps Oracle to modernize its finance and human resource functions AUSTIN, Texas , June 27, 2023 /PRNewswire/ --  Texas Woman's University (TWU) has selected Oracle Fusion Cloud Applications Suite to unify its finance and HR operations on a single cloud-based platform. With consistent processes and data across all its most important business functions, TWU will be able to increase efficiency and make more informed decisions to better serve both employees and students as it continues to expand.

Texas Woman's University Graduates to Oracle Fusion Cloud Applications

Oracle Corporation has shown impressive growth in its total cloud revenues, outpacing most of its peers and benefiting from a solid partnership with Nvidia. The company is well-positioned in the cloud and AI industry due to its solid technical approach and technological leadership in advanced cloud computing. Despite the excellent results and long-term outlook, the current share price is too demanding, leading to a rating downgrade to a hold.

Oracle: Well-Positioned To Capture Growth In AI Demand (Rating Downgrade)

Citigroup

Earnings continue to be a significant driver of the impressive price performance we've seen thus far this year. A strong earnings beat and raised forward guidance (known as a “beat and raise”) continues to send various companies' stock prices skyward.

3 Earnings Surprises That Make These Must-Watch Stocks

AUSTIN, Texas , June 26, 2023 /PRNewswire/ -- Oracle Health remains the worldwide leader in electronic health records for the eighth consecutive year, according to the 2023 KLAS Global EMR Market Share report. In addition to citing Oracle Health's market leadership, the report noted Oracle's strong year in EMR wins with large multihospital systems in Canada, the United Kingdom, the United Arab Emirates, and Germany.

KLAS Names Oracle Global EMR Market Share Leader for Eighth Straight Year

We continue to be buy-rated on Oracle Corporation; the stock is up 94% since our buy-rating in late September, outperforming the S&P 500 by roughly 75%. We expect Oracle's organic revenue growth acceleration will continue to increase year-over-year as the company captures the generative A.I. opportunity. Oracle's proven to have true exposure to A.I. growth, teaming up with Nvidia Corporation, its partnership with Cohere, and over $2B in signed contracts for Gen2 Cloud.

News for Oracle Stock (ORCL)