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 Q4 2022

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Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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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

SentinelOne

Exxon Mobil

We're diving into SentielOne, a well-funded cybersecurity stock that is taking over the mid-market share. Vladimir Dimitrov joins us to break down the Intel Mobileye IPO, thoughts on Exxon Mobil and Oracle.

SentinelOne, Intel's Mobileye IPO, Exxon Mobil And Oracle

New Oracle research shows the inflation grinch is pushing global consumers to shop early and price hunt, while 71% say they will consider a store financing plan Retailers looking to tech to optimize pricing and inventory to meet consumer demands AUSTIN, Texas , Oct. 26, 2022 /PRNewswire/ -- A new Oracle Retail consumer research study found that price will be paramount this holiday season as shoppers are increasingly worried about inflated costs and tighter budgets. In response, 77% of consumers already have, or plan to, shop early to ensure they can get the items they want and have more time to shop for deals.

Discounts at the Top of Shoppers Wish List this Holiday Season

Oracle (ORCL) announces the opening of a new Oracle Interconnect for Microsoft Azure location in Johannesburg, South Africa.

Oracle (ORCL), Microsoft Form Multi-Cloud in South Africa

In same cases, hiring managers are being asked to backfill formerly US-based roles with candidates from Eastern Europe to save money.

Oracle is steering clear of talent from major tech hubs in the cloud giant's latest more to save money and curb labor costs

Oracle Cerner clients can benefit from Validic's integrated digital health and remote care platform to help enhance patient care DURHAM, N.C. , Oct. 21, 2022 /PRNewswire/ -- Validic Inc., a market-leading digital health and remote care company, and Oracle Cerner (NYSE: ORCL) announce their expanded collaboration to bring Validic's integrated digital health and remote care platform to Oracle Cerner clients.

Validic teams with Oracle Cerner to deliver integrated remote patient monitoring to hospitals and health systems

Oracle (ORCL) is expanding its business application to customers and partners to enable them to personalize their applications as needed.

Oracle (ORCL) Extends its Business Application to Developers

Leading integrated healthcare delivery system consolidates finance, supply chain, and HR processes in the cloud LAS VEGAS , Oct. 20, 2022 /PRNewswire/ -- Oracle CloudWorld — WellSpan Health , a leading integrated healthcare system, has selected Oracle Fusion Cloud Applications Suite to unify operations and improve business visibility. With Oracle Fusion Applications, WellSpan will be able to integrate its finance, supply chain, and HR processes to improve operational insights, reduce costs, enhance the team member experience, and support its future expansion.

WellSpan Taps Oracle Fusion Cloud Applications as it Reimagines the Future of Healthcare

Oracle (ORCL) expands its partnership with NVIDIA, adding tens of thousands of Nvidia's chips to boost artificial intelligence-related computational work in Oracle's cloud.

Oracle (ORCL), NVIDIA Expanded Partnership Comes With AI Focus

Oracle today announced updates to its key fusion cloud products to help healthcare organizations better focus on improving patient care.

Oracle's Fusion Cloud updates focus on improving patient care

Autodesk

CrowdStrike

Datadog

ServiceNow

Okta

Zscaler

Technology investors will have plenty of software stock predictions before this year is up. Between hardware and software, the bear market took both sub-sectors lower.

7 Software Stock Predictions for 2023

U.S. Navy Takes Falkonry AI to the High Seas for Increased Equipment Reliability and Performance

J.P. Morgan Payments and FedEx will help launch Oracle B2B Commerce to automate end-to-end processes LAS VEGAS , Oct. 19, 2022 /PRNewswire/ -- Oracle CloudWorld -- To help organizations reduce the cost of doing business, improve the customer experience, and introduce new offerings, Oracle has launched new services that will integrate and automate end-to-end business-to-business (B2B) transactions. The new Oracle B2B Commerce eliminates the disparate systems, processes, and data integration challenges that make B2B transactions so complex by directly connecting more than 40,000 buyers, sellers, and service providers via Oracle Cloud Enterprise Resource Planning (ERP).

Oracle Revolutionizes B2B Commerce to Reduce the Cost of Doing Business

Oracle Applications Platform enables enterprise developers to leverage Redwood UX components and services to extend investments in Oracle Fusion Cloud Applications LAS VEGAS , Oct. 19, 2022 /PRNewswire/ -- Oracle CloudWorld -- To help enterprise developers extend Oracle business applications with a consistent consumer-grade user experience (UX), Oracle is making the design system and platform powering its applications available to customers and partners. Oracle Applications Platform enables organizations to leverage Oracle's award-winning Redwood UX components, advanced technologies such as search, self-learning recommendations, and conversational experiences as well as telemetry and low-code development tools, to quickly and easily deliver secure apps that complement and seamlessly integrate with Oracle's complete suite of cloud applications.

Oracle Invites Customers and Partners To Build on Its Applications Platform

Industry-specific planning solutions in Oracle Cloud EPM enable healthcare organizations to enhance insight, optimize planning and forecasting, and improve patient care LAS VEGAS , Oct. 19, 2022 /PRNewswire/ -- Oracle CloudWorld -- To help healthcare providers improve financial performance and patient care, Oracle is introducing a planning solution for the healthcare industry. Part of Oracle Fusion Cloud Enterprise Performance Management (EPM), the new industry-focused planning solution enables healthcare organizations to quickly model scenarios, determine future demand, optimize resources, and make better financial, workforce, and patient care decisions.

Oracle Helps Healthcare Providers Improve Patient Care with Better Financial and Operational Planning

Industry-specific solutions in Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) help healthcare organizations improve patient care LAS VEGAS , Oct. 19, 2022 /PRNewswire/ -- Oracle CloudWorld -- To help healthcare organizations drive a more connected patient experience, Oracle is introducing specialized supply chain solutions for the healthcare industry. Part of Oracle Fusion Cloud Supply Chain & Manufacturing (SCM), the new industry-focused solutions support the unique needs of healthcare organizations and can help them improve patient care by optimizing planning, automating processes, and enhancing visibility across the supply chain.

Oracle Helps Healthcare Organizations Create Patient-Centered Supply Chains

Specialized HR solutions in Oracle Cloud HCM enable healthcare organizations to better develop, support, and empower staff, improving patient care for organizations worldwide LAS VEGAS , Oct. 19, 2022 /PRNewswire/ -- Oracle CloudWorld -- To enable healthcare organizations to better support their front-line workers and improve patient care, Oracle is introducing specialized HR solutions for the healthcare industry. Part of Oracle Fusion Cloud Human Capital Management (HCM), the new industry-focused HR solutions help healthcare organizations grow the skills of their staff, reduce burnout and costs by improving efficiency, and deliver better patient care by providing an employee experience that meets the unique needs of healthcare workers.

Oracle Helps Healthcare Organizations Improve Patient Care with Better Employee Experiences

New Oracle Fusion Cloud HCM solution helps HR teams build stronger candidate relationships and accelerate the hiring process LAS VEGAS , Oct. 19, 2022 /PRNewswire/ -- Oracle CloudWorld -- To help organizations build better relationships with candidates and more efficiently hire top talent, Oracle is introducing its new talent acquisition solution, Oracle Recruiting Booster. Extending the capabilities of Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human Capital Management (HCM) , Oracle Recruiting Booster can help HR and talent acquisition teams improve engagement with candidates, build communities of top talent, accelerate the hiring process, and personalize the recruiting experience for every candidate.

Oracle Recruiting Booster Helps Organizations Find Top Talent and Fast-Track Hiring

15 AI models enable business leaders to personalize customer interactions in their industry LAS VEGAS , Oct. 19, 2022 /PRNewswire/ -- Oracle CloudWorld -- To help organizations across different industries create more precise customer engagements, Oracle has added 15 baseline artificial intelligence (AI) models to Oracle Unity, a Customer Data Platform (CDP). Part of Oracle Fusion Cloud Customer Experience (CX), Oracle Unity blends built-in artificial intelligence with customizable industry-specific data models to deliver highly personalized industry-specific experiences.

Oracle Unity CDP Expands Artificial Intelligence Models Across Industries to Enhance Customer Experiences

Asset-Based Service for High Tech and Manufacturing helps businesses predict and prevent asset downtime to reduce costs, optimize service efficiency, and enhance the overall customer experience LAS VEGAS , Oct. 19, 2022 /PRNewswire/ -- Oracle CloudWorld -- To help businesses enhance service efficiency and the overall customer experience, Oracle is introducing a new asset-based service solution for Oracle Fusion Cloud Applications Suite. Part of Oracle Fusion Service and pre-integrated with Oracle Fusion Cloud Supply Chain & Manufacturing (SCM), Asset-Based Service for High Tech and Manufacturing helps businesses improve customer satisfaction, reduce costs, and grow revenues by optimizing the service lifecycle management of an asset.

Oracle Helps High Tech and Manufacturing Businesses Automate Prevention of Asset Downtime

Dutch telecom provider moves finance, HR and supply chain processes to the cloud LAS VEGAS and UTRECHT, the Netherlands , Oct. 19, 2022 /PRNewswire/ -- Oracle CloudWorld -- Telecom provider VodafoneZiggo is moving a number of business systems for finance, HR and supply chain to Oracle Fusion Cloud Applications Suite. The implementation is led by Accenture and Profource, members of the Oracle PartnerNetwork (OPN).

VodafoneZiggo chooses Oracle Fusion Cloud applications

NVIDIA

Oracle Cloud Infrastructure Gets Supercharged with Major GPU Expansion Supporting Full Stack of NVIDIA AI Software and Services LAS VEGAS , Oct. 18, 2022 /PRNewswire/ -- Oracle CloudWorld -- Expanding their longstanding alliance, Oracle and NVIDIA today announced a multi-year partnership to help customers solve business challenges with accelerated computing and AI. The collaboration aims to bring the full NVIDIA accelerated computing stack — from GPUs to systems to software — to Oracle Cloud Infrastructure (OCI).

Oracle and NVIDIA Partner to Speed AI Adoption for Enterprises

Nvidia and Oracle announced an expanded, multiyear partnership today at Oracle CloudWorld to help customers speed AI adoption.

Nvidia and Oracle announce expanded cloud AI partnership

Oracle Corp and Nvidia Corp on Tuesday announced they are expanding their partnership and adding tens of thousands of Nvidia's chips to boost artificial intelligence- related computational work in Oracle's cloud.

Oracle Cloud adding tens of thousands of Nvidia chips for AI

Tech-free toymaker automates business and IT processes to reduce costs, increase efficiency, and meet increasing global demand for imaginative play LAS VEGAS , Oct. 18, 2022 /PRNewswire/ -- Melissa & Doug, a leading preschool brand for sustainable wooden toys, has selected Oracle Cloud to scale its global operations and transform its core business processes. With Oracle Fusion Cloud Applications Suite, Oracle Cloud Infrastructure, and Oracle Autonomous Database, Melissa & Doug has been able to reduce costs, increase efficiency, enhance operational insights, and support its rapid growth by automating end-to-end businesses processes.

Melissa & Doug Plays to Win with Oracle Cloud

Multinational banking group selects Oracle Exadata Cloud@Customer to simplify operational management and leverage cloud automation LAS VEGAS , Oct. 18, 2022 /PRNewswire/ -- Oracle CloudWorld -- Oracle and HSBC, one of the world's largest financial services organizations, today announced a strategic collaboration to accelerate the bank's digital transformation.   Under the multi-year agreement, HSBC will upgrade and migrate select database systems to Oracle Exadata Cloud@Customer, a cloud platform delivered as a managed infrastructure service in HSBC's own data centers.

News for Oracle Stock (ORCL)