Oracle Corporation's Stock Analysis

Oracle Issues $18 Billion in New Notes for Corporate Use

Oracle Corporation has completed the issuance of $18 billion in aggregate principal amount of various notes with differing maturity dates and interest rates, ranging from 4.450% due in 2030 to 6.100% due in 2065. This issuance was facilitated through an underwriting agreement with several financial institutions and is part of Oracle's ongoing capital management strategy.

The net proceeds from this offering will be allocated for general corporate purposes, which may include capital expenditures, repayment of existing debt, future investments or acquisitions, and the payment of cash dividends or stock repurchases. The specific terms and conditions of the notes are documented in the related indentures and prospectus supplements filed with the relevant authorities.

Sep 26, 2025 16:05:13

Oracle Announces New CEOs and Leadership Changes Impacting Strategy

Oracle Corporation has appointed Clayton Magouyrk and Michael Sicilia as co-Chief Executive Officers effective September 22, 2025. Magouyrk, previously President of Oracle Cloud Infrastructure, and Sicilia, formerly President of Oracle Industries, will lead the company as it focuses on advancing its AI capabilities. Both executives will receive significant stock option grants as part of their promotions, with Magouyrk receiving options for $250 million in shares and Sicilia for $100 million, structured to incentivize performance and retention over several years.

Safra Catz, who served as CEO since 2014, will transition to the role of Executive Vice Chair of the Board, while Douglas Kehring has been promoted to Principal Financial Officer. The leadership changes come as Oracle aims to enhance its position in the AI and cloud markets, with a commitment to developing comprehensive industry applications. The company reaffirmed its financial guidance during this transition, indicating stability amidst the changes in management.

Sep 22, 2025 08:22:12

Oracle Reports Q1 Fiscal 2026 Financial Results and Dividend

Oracle Corporation announced its financial results for the first quarter of fiscal 2026, reporting total revenues of $14.9 billion, a 12% increase year-over-year. Cloud revenue reached $7.2 billion, up 28%, with significant growth in Cloud Infrastructure revenue, which rose 55%. GAAP earnings per share decreased by 2% to $1.01, while non-GAAP earnings per share increased by 6% to $1.47. The company also reported total Remaining Performance Obligations of $455 billion, marking a 359% increase from the previous year.

Additionally, Oracle's Board of Directors declared a cash dividend of $0.50 per share, payable on October 23, 2025, to stockholders of record as of October 9, 2025. The company highlighted its recent success in signing multi-billion-dollar contracts, contributing to a substantial backlog and anticipated growth in cloud services. Oracle's operating cash flow was reported at $21.5 billion for the last twelve months, reflecting a 13% increase.

Sep 09, 2025 16:13:19

Oracle Reports Q4 and FY2025 Financial Results with Revenue Growth

Oracle Corporation announced its financial results for the fourth quarter and full year of fiscal 2025. The company reported total revenue of $15.9 billion for Q4, reflecting an 11% increase year-over-year. Cloud revenue reached $6.7 billion in Q4, up 27%, with significant contributions from both Cloud Infrastructure and Cloud Applications. For the full fiscal year 2025, total revenue was $57.4 billion, an 8% increase compared to the previous year. GAAP earnings per share for Q4 were $1.19, while non-GAAP earnings per share were $1.70.

In addition to revenue growth, Oracle's remaining performance obligations increased by 41% to $138 billion. The company declared a quarterly cash dividend of $0.50 per share, payable to shareholders on July 24, 2025. Operating cash flow for the fiscal year was reported at $20.8 billion, a 12% increase. The results indicate a solid financial performance, with notable growth in cloud services and license support revenues, which rose by 14% in Q4.

Jun 11, 2025 16:12:02

Oracle Reports Q3 Fiscal 2025 Revenue and Performance Metrics

Oracle Corporation announced its fiscal 2025 third quarter results, reporting a total revenue of $14.1 billion, which reflects a 6% increase year-over-year in USD and an 8% increase in constant currency. Remaining Performance Obligations rose by 62% in USD to $130 billion, and GAAP earnings per share increased by 20% to $1.02. Notably, cloud revenue saw significant growth, with a 23% increase in USD, driven by a 49% rise in Cloud Infrastructure revenue.

However, the company experienced a decline in cloud license and on-premise license revenues, which fell by 10% in USD to $1.1 billion. Additionally, while total operating expenses grew by 3%, specific areas such as cloud services and license support expenses surged by 18%. The announcement also included a 25% increase in the quarterly cash dividend, reflecting a commitment to returning value to shareholders amidst mixed performance in certain segments.

Mar 10, 2025 16:13:09

Oracle Q2 EPS Increases 24% to $1.10

Oracle Corporation reported a 9% increase in total revenue for Q2 of fiscal 2025, amounting to $14.1 billion. The company saw notable growth in cloud services, with cloud revenue reaching $5.9 billion, a 24% increase year-over-year. Additionally, the total remaining performance obligations surged by 49% to $97 billion, indicating strong demand for Oracle's services. GAAP earnings per share rose by 24% to $1.10, and non-GAAP earnings per share increased by 10% to $1.47, reflecting positive financial performance across various segments.

On the downside, Oracle's hardware revenue experienced a decline, dropping 4% to $728 million. The services segment also faced a 3% decrease in revenue, totaling $1.3 billion. While operating income increased to $4.2 billion, the operating margin was stable at 30%, indicating that despite revenue growth, there were challenges in managing expenses effectively. Overall, while the company posted solid growth in cloud services, the declines in hardware and services revenues may raise concerns about diversification and sustainability.

Dec 09, 2024 16:13:45

Oracle Reports Strong Q1 Growth and Cloud Expansion

Oracle Corporation announced impressive financial results for the first quarter of fiscal 2025, with total revenues rising by 7% year-over-year to $13.3 billion. The company's earnings per share also showed significant growth, increasing by 20% to $1.03. Notably, cloud revenue surged by 21%, driven by a 45% increase in cloud infrastructure revenue. Additionally, Oracle secured a major MultiCloud agreement with AWS, enhancing its cloud offerings and potential customer reach.

However, the hardware segment experienced a decline, with revenues dropping by 8%. Despite this, Oracle's cloud services have become the largest part of its business, contributing to a substantial increase in operating income and net income. The company also declared a quarterly cash dividend of $0.40 per share, reflecting confidence in its financial health. Overall, Oracle's strong performance in cloud services and strategic partnerships position it well for future growth.

Sep 09, 2024 16:17:34

Oracle Reports Strong Fiscal 2024 Results and Cloud Growth

Oracle's Q4 and full-year 2024 results show positive growth in total revenue, cloud services, and operating income. Notable figures include a 44% increase in Total Remaining Performance Obligations, $14.3 billion in Q4 total revenue, and $53.0 billion in full-year total revenue. Cloud revenues saw significant growth, with Cloud Infrastructure revenue up 42% and Cloud Application revenue up 10%. The company also highlights major sales contracts and collaborations with Microsoft and Google to expand its cloud database offerings.

Jun 11, 2024 16:15:50

Oracle Fiscal 2024 Q3 Financial Results Announcement

Oracle reports positive Q3 results with revenue up 7% to $13.3 billion. Cloud revenue shows growth, with Cloud Infrastructure revenue up 49%. Operating income increases by 12% to $5.8 billion. CEO anticipates continued strong performance due to high demand for Gen2 AI infrastructure. Company introduces new healthcare technology. Quarterly cash dividend declared. Oracle's innovative products and services are highlighted. Earnings conference call scheduled. Oracle offers integrated applications and autonomous infrastructure in the Oracle Cloud.

Mar 11, 2024 16:11:59

Oracle Fiscal 2024 Q2 Results: Cloud Revenue Up 25%

Oracle announces Q2 total revenue of $12.9 billion, with cloud revenue up 25%. Operating income and net income show positive growth. The company is expanding cloud datacenters and declared a quarterly cash dividend of $0.40 per share. Demand for cloud services is increasing, with total remaining performance obligations exceeding annual revenue. The company's cloud businesses are at a nearly $20 billion annual revenue run rate.

Dec 11, 2023 16:12:30