$ORCL (Oracle Corporation)

$ORCL {{ '2016-03-15T21:22:25+0000' | timeago}} • Webcast

$ORCL's CapEx for 3Q16 was $368MM, with over 15% being cloud-related. The company expects that cloud-related CapEx for FY16 will be dramatically lower than last year as the company utilizes the investments it made in the business.

$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.

$ORCL {{ '2017-03-15T20:57:49+0000' | timeago}} • Infographic

$ORCL Oracle Corp. Earnings AlphaGraphics: Q3 2017 Highlights

$ORCL {{ '2017-03-15T20:25:16+0000' | timeago}} • Announcement

$ORCL's BoD declared a quarterly cash dividend of $0.19 per share of outstanding common stock, reflecting a 27% increase over the current quarterly dividend of $0.15. The dividend will be paid to stockholders of record as of April 12, 2017, with a payment date of April 26, 2017.

$ORCL {{ '2017-03-15T20:24:55+0000' | timeago}} • Announcement

In 3Q17, $ORCL’s cloud software as a service (SaaS) and platform as a service (PaaS) revenues were $1Bil, up 73% from 3Q16. Total cloud revenues, including infrastructure as a service (IaaS), were $1.2Bil, up 62%. Total cloud and on-premise software revenues were $7.4Bil, up 4% from last year.

$ORCL {{ '2017-03-15T20:24:28+0000' | timeago}} • Announcement

$ORCL reported a 5% increase in 3Q17 earnings. Net income was $2.2Bil or $0.53 per share compared to $2.1Bil or $0.50 per share in 3Q16. Adjusted net income was $2.9Bil or $0.69 per share in 3Q17. Total revenues were $9.2Bil, up 2% versus last year. Adjusted revenues were $9.3Bil.

$ORCL {{ '2016-12-15T23:19:40+0000' | timeago}} • Webcast

$ORCL said the company is not expecting software license to decline in 3Q17 even at the 19% range. The company added that the big decline has been in the application side as SaaS has overtaken $ORCL's app business. The company is expecting to see the same in its database business as well.

$ORCL {{ '2016-12-15T22:46:34+0000' | timeago}} • Webcast

$ORCL continues to expect SaaS and PaaS GM to exit 4Q17 higher than the 61% reported currently, as the cloud business continues to grow significantly. Total CapEx for FY17 is expected to be in the range of about $2Bil, with over half of this amount being due to non-cloud real estate investment made in FY16, which won't be repeating in FY17.

$ORCL {{ '2016-12-15T22:43:46+0000' | timeago}} • Webcast

$ORCL said it expects total revenue to grow 3-5% in 3Q17, while EPS for 3Q17 is expected to be between $0.61-0.64 in constant currency. $ORCL added that it's raising the outlook for FY17 SaaS and PaaS revenue growth from 67% to 80%, with NetSuite now added and continued strengthening of the SaaS and PaaS business.

$ORCL {{ '2016-12-15T22:39:54+0000' | timeago}} • Webcast

$ORCL currently has about $68Bil in cash and marketable securities, while net of debt, the company's cash position is approx. $4Bil. For 3Q17, SaaS and PaaS revenue, including NetSuite is expected to grow 82-86%. Software and cloud revenue, including SaaS, PaaS and IaaS, new software license and software support is expected to grow 4-6%.

$ORCL {{ '2016-12-15T22:27:15+0000' | timeago}} • Webcast

$ORCL stated that increase in revenue from its cloud business is starting to overtake its new software license business decline. The company added that as its SaaS and PaaS business continues to scale and grow, the GM continues to expand. 2Q17 GM for SaaS and PaaS was 61%, up from 43% a year ago and $ORCL expects to see GM improvement in 2H17.

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