$ORCL (Oracle Corporation)

$ORCL {{ '2015-12-16T22:34:06+0000' | timeago}} • Webcast

On a non-GAAP constant currency basis, for 3Q16, $ORCL expects SaaS and PaaS revenue growth between 49-53%; cloud IaaS revenue growth of 3-7%; total cloud and on-premise software revenue growth of 3-4%; total revenue growth of 0-3%; and EPS between $0.63-0.66.

$BAC {{ '2017-09-20T15:41:19+0000' | timeago}} • Webcast

With customers like $BAC and $T, $ORCL is confident of taking market share across the applications ecosystem. Oracle's app business grew 17% in 1Q18 with large marquee customer wins across Cloud portfolio. Oracle said its app business growth rate in the Cloud is higher than other players and sells double of what $CRM sells in absolute dollars.

$ORCL {{ '2017-09-20T15:31:22+0000' | timeago}} • Webcast

$ORCL will become the world's first fully autonomous database when it delivers its next generation of the Oracle database by the end of this calendar year. Customers moving from Amazon's Redshift to Oracle's autonomous databases can expect to cut their cost in half or more, said the company.

$ORCL {{ '2017-09-20T15:24:52+0000' | timeago}} • Webcast

$ORCL saw expanded gross margin for its SaaS business during 1Q18 as the business continues to scale and grow dramatically. The gross margin for SaaS was 67%; up from 59% last Q1. The company said it is committed to its goal of 80% SaaS gross margin, possibly as soon as sometime in FY19.

$ORCL {{ '2017-09-20T15:16:29+0000' | timeago}} • Webcast

$ORCL, in its 1Q18 conference, said the customer adoption of its cloud products and services continue to be very, very strong and on-premise business remains very resilient. But the software giant continues to lose momentum in its new software licenses and hardware businesses, which saw revenue decline 6% and 5%, respectively, during the quarter.

$ORCL {{ '2017-09-18T19:41:06+0000' | timeago}} • Announcement

For the second quarter of fiscal 2018, $ORCL sees $0.64 to $0.68 in earnings per share and 2% to 4% revenue growth, with 39% to 42% cloud revenue growth, in constant currency.

$ORCL {{ '2017-09-18T19:39:32+0000' | timeago}} • Announcement

$ORCL's on-premise software revenue, which constitutes 65% of total company's revenue, grew a modest 2% in 2Q18. New software license revenue continued to be a drag with a 6% decline for the quarter.

$ORCL {{ '2017-09-18T19:33:03+0000' | timeago}} • Announcement

$ORCL’s cloud revenue for 2Q18 grew 51% YoY, but it still makes up only 16% of overall revenue of $9.2Bil. Cloud software-as-a-service, the largest category within cloud computing business, saw revenue growing 62%. "With SaaS revenue up 62%, our cloud applications business continues to grow more than twice as fast as Salesforce.com," said Oracle.

$ORCL {{ '2017-09-18T19:25:45+0000' | timeago}} • Announcement

Profit of $ORCL grew in the first quarter of fiscal 2018 as the enterprise software maker gains momentum with its cloud-computing expansion. For the quarter, the company reported a 21% YoY growth in earnings to $2.2Bil, or $0.52 per share. Excluding certain items, the company's earnings were $0.62 per share.

$ORCL {{ '2017-09-18T06:53:48+0000' | timeago}} • Infographic

$ORCL Oracle Corp. Earnings AlphaGraphic: Q1 2018 highlights

$ORCL {{ '2017-06-21T22:16:54+0000' | timeago}} • Webcast

At the end of FY17, $ORCL sits with $66.1Bil in cash and marketable securities. The company repurchased nearly $500MM during 4Q17, bringing the full year repurchase to $3.5Bil, and also paid dividends of $2.6Bil for the year.

$ORCL {{ '2017-06-21T21:51:29+0000' | timeago}} • Webcast

$ORCL sold more than $2Bil in cloud annually recurring revenue (ARR) for FY17, marking the second year in a row that Oracle sold more cloud ARR than $CRM. Chairman Larry Ellison said Oracle is well on its way to passing $CRM and becoming number one in the Enterprise SaaS market.

$ORCL {{ '2017-06-21T21:34:28+0000' | timeago}} • Webcast

$ORCL sees revenue for 1Q18 to grow in 4% to 6% range with cloud revenue, inducing SaaS, PaaS and IaaS, growing between 48% and 52%. Non-GAAP EPS on constant currency is expected to be between $0.59 and $0.61 for 1Q18, up from $0.55 last year, said the company.

$ORCL {{ '2017-06-21T21:02:59+0000' | timeago}} • Announcement

$ORCL saw an annual profit growth for the first time since FY14. The company posted earnings of $2.21 per share for the fiscal 2017, nearly 7% increase compared to 2016. Revenue also grew 2% to $37.7Bil, as the company's cloud SaaS revenue rose 61% and Cloud PaaS and IaaS revenue rose 60%.

$ORCL {{ '2017-06-21T20:48:16+0000' | timeago}} • Announcement

$ORCL nears halfway to achieving its annual cloud revenue target of $10Bil, as it posted revenue of $4.5Bil for FY17. The software giant had earlier proclaimed it will challenge $CRM in a race to $10Bil in annual cloud-software revenue. For 4Q17, the company posted 58% rise in its cloud revenue to $1.4Bil.

$ORCL {{ '2017-06-21T20:31:37+0000' | timeago}} • Infographic

$ORCL Oracle Corp. Earnings AlphaGraphics: Q4 2017 highlights

$ORCL {{ '2017-06-21T20:29:40+0000' | timeago}} • Announcement

For the final quarter of fiscal 2017, $ORCL posted a 15% growth in its profit as the database and cloud giant continues to see strong momentum in its cloud business. The company reported net income of $3.23Bil, or $0.76 per share, on revenue of $10.89Bil for 4Q17.

$ORCL {{ '2017-03-15T22:14:05+0000' | timeago}} • Webcast

$ORCL saw strong organic growth of 280% in ERP during 3Q17 and 106% growth in HCM. The company also had strong growth in its sales automation business. The growth during the quarter was broadbased across pillar and across geography. $ORCL has a good pipeline and expects good execution going forward.

$ORCL {{ '2017-03-15T21:54:29+0000' | timeago}} • Webcast

$ORCL expects SaaS and PaaS revenues to grow 69-73% in 4Q17. IaaS revenue is expected to grow 25-29%. Software and cloud revenue including SaaS, PaaS and IaaS, new software license and software support is expected to grow 1-3%. Total revenue is expected to grow from negative 1% to positive 2%. EPS is expected to be $0.78-0.82 in constant currency.

$ORCL {{ '2017-03-15T21:39:00+0000' | timeago}} • Webcast

In 3Q17, $ORCL’s cloud infrastructure as a service revenue was $178MM, up 19% from last year. Total on-premise software revenues were $6.2Bil. Software updates and product support revenues were $4.8Bil, up 3% from last year. New software license revenues were nearly $1.4Bil, down 15%. Total hardware, including hardware support, was down 9%.

$ORCL {{ '2017-03-15T21:25:33+0000' | timeago}} • Webcast

$ORCL's software and cloud revenue came in at the high end of the guidance range and EPS was $0.06 above the high end of the guidance in 3Q17. The increase in revenue from the cloud business has overtaken new software license decline on an annual basis. $ORCL expects cloud revenue will be larger than new software license revenue in FY18.

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