Oracle's (ORCL) introduction of the Exadata X11M platform marks a significant technological leap that could strengthen its competitive position in 2025. The new platform delivers impressive performance improvements, including 55% faster AI Vector searches, 2.2X faster analytics scan throughput, and 25% faster transaction processing, all while maintaining the same price point as its predecessor. This strategic pricing approach, combined with enhanced capabilities, positions Oracle to potentially capture a la ...

The shares of software stalwart Oracle (ORCL) may boast a 57.4% year-over-year lead, but the cloud company and artificial intelligence firebrand has taken a 17.7% haircut in price off its Dec. 9 record high of $198.30. Per the chart below, the pullback has in the first few days of 2025 has taken the stock out of a channel of higher highs brought on by a post-earnings bull gap from September. The good news is that this drawdown to end 2024 — and start 2025 — has ORCL testing a historically bullish trendline, ...

Stock Performance - Oracle's stock has returned -8.7% over the past month, underperforming the Zacks S&P 500 composite's -2.7% change and the Zacks Computer - Software industry's -6.3% loss [1] Earnings Estimates - Current quarter earnings estimate is $1.49 per share, representing a year-over-year change of +5.7%, with a -2.5% revision over the last 30 days [4] - Current fiscal year consensus earnings estimate is $6.24, indicating a +12.2% change from the prior year, with a +0.5% revision over the last 30 days [4] - Next fiscal year consensus earnings estimate is $6.93, showing a +10.9% change from the prior year, with a -1.6% revision over the past month [5] - Oracle has a Zacks Rank 3 (Hold) based on earnings estimate revisions and related factors [6] Revenue Growth - Current quarter consensus sales estimate is $14.36 billion, representing a year-over-year change of +8.1% [9] - Current fiscal year revenue estimate is $57.65 billion, indicating a +8.9% change [9] - Next fiscal year revenue estimate is $64.48 billion, showing a +11.9% change [9] Recent Results - Last reported quarterly revenues were $14.06 billion, a year-over-year change of +8.6%, with a -0.46% surprise compared to the Zacks Consensus Estimate [10] - Last reported quarterly EPS was $1.47, compared to $1.34 a year ago, with a -0.68% surprise [10] - Oracle surpassed consensus EPS estimates two times and consensus revenue estimates two times over the last four quarters [11] Valuation - Oracle is graded D on the Zacks Value Style Score, indicating it is trading at a premium to its peers [15] - The company's valuation multiples (P/E, P/S, P/CF) are compared to its historical values and peers to assess whether the stock is fairly valued, overvalued, or undervalued [13][14]

Earnings Performance - Oracle reported Q2 fiscal 2025 non-GAAP earnings of $1.47 per share, missing the Zacks Consensus Estimate by 0.68% but increasing 9.7% year over year [2] - Revenues rose 9% year over year to $14.1 billion, driven by Oracle Cloud Infrastructure (OCI) business, but missed the Zacks Consensus Estimate by 0.46% [3] - Shares lost about 7% in extended trading after closing at $190.45 [3] Revenue Breakdown - Cloud services and license support revenues increased 12% year over year to $10.8 billion, driven by strategic cloud applications, autonomous database, and OCI [6] - Total cloud revenues (SaaS plus IaaS) were up 24% to $5.9 billion, with Cloud Infrastructure (IaaS) revenues up 52% to $2.4 billion and Cloud Application (SaaS) revenues up 10% to $3.5 billion [7] - Fusion Cloud ERP (SaaS) revenues increased 18% to $0.9 billion, while NetSuite Cloud ERP (SaaS) revenues increased 20% to $0.9 billion [8] - Hardware revenues decreased 4% to $728 million, and services revenues decreased 3% to $1.33 billion [8] Geographic Revenue - Revenues from the Americas increased 10.7% year over year to $8.93 billion, accounting for 63.5% of total revenues [5] - Europe/Middle East/Africa revenues climbed 6.7% year over year to $3.38 billion, contributing 24% of total revenues [5] - Asia Pacific revenues increased 0.2% year over year to $1.7 billion [5] Cloud Infrastructure and AI Demand - Oracle Cloud Infrastructure revenues increased 52% year over year, driven by record-level AI demand [11] - GPU consumption was up 336% in the quarter, and Oracle delivered the world's largest and fastest AI supercomputer, scaling up to 65,000 Nvidia H200 GPUs [12] - OCI consumption revenues were up 58% as demand continued to outstrip supply [11] Operating Performance - Non-GAAP total operating expenses increased 8% year over year to $7.96 billion [13] - Non-GAAP operating income was $6.09 billion, up 10% year over year, with a non-GAAP operating margin of 43%, expanding 58 basis points year over year [13] Balance Sheet and Cash Flow - As of Nov 30, 2024, Oracle had cash & cash equivalents and marketable securities of $11.3 billion, compared to $10.9 billion as of Aug 31, 2024 [14] - Operating cash flow and free cash flow amounted to $20.2 billion and $9.54 billion, respectively [14] Remaining Performance Obligations (RPO) - The company's RPO is more than $97.3 billion, up 50% at constant currency, with cloud RPO growing more than 80% and representing nearly three-fourths of total RPO [15] - Approximately 39% of total RPO is expected to be recognized as revenues over the next 12 months [15] Share Repurchase and Dividend - The company purchased 1 million shares for a total of $150 million [16] - The board declared a quarterly cash dividend of 40 cents per share of outstanding common stock [16] Guidance - For Q2 fiscal 2025, total revenues are expected to grow 9-11% in constant currency and 7-9% in USD, with total cloud revenues expected to grow 25-27% in constant currency and 23-25% in USD [17] - Non-GAAP EPS is expected to grow 7-9% in constant currency and 4-6% in USD [17] - The company expects cloud revenues to reach $25 billion in fiscal 2025 [18] Market Sentiment and Estimates - In the past month, investors have witnessed a downward trend in estimates revision, with the consensus estimate shifting -5.76% [19] - Oracle has a Zacks Rank 3 (Hold), and estimates have been broadly trending downward, indicating a downward shift [22]

Cloud payment management system helps construction companies accelerate payments while mitigating risk and improving productivity and cash flow AUSTIN, Texas, Jan. 8, 2025 /PRNewswire/ -- Oracle Textura Payment Management Cloud Service has now processed over $1 trillion in construction payments to subcontractors. This milestone represents work on more than 120,000 projects from over 800 general contractors and project owners, and over 200,000 subcontractors since Textura first launched in 2006. "Oracle Text ...

Performance Improvements - Oracle Exadata X11M delivers up to 55% faster AI Vector searches, 2.2X faster analytics scan throughput, and 25% faster transaction processing compared to the previous generation, all at the same price [1] - AI Vector Search: Up to 55% faster persistent vector index (IVF) searches and 43% faster in-memory vector index queries (HNSW) with new software optimizations providing 4.7X more data filtering and 32X faster queries for binary vectors [5] - OLTP: Up to 25% faster serial transaction processing, 25% greater concurrent transaction throughput, and 21% lower SQL 8K I/O read latency (now only 14us) [5] - Analytics: Up to 25% faster analytic query processing, 2.2X faster analytic I/O on storage servers, and up to 500GB/sec Database In-Memory Scan [5] Energy Efficiency and Sustainability - Exadata X11M enables customers to run database workloads on fewer systems, saving on infrastructure, power, cooling, and data center space [4] - Intelligent power management allows turning off unneeded CPU cores, capping power consumption, and optimizing power utilization during low usage periods [4] - Built-in automation through Oracle Autonomous Database eliminates manual database management tasks and human error [4] Deployment Flexibility - Exadata X11M can be deployed on-premises, with Exadata Database Service, Autonomous Database on Exadata Cloud@Customer, Oracle Cloud Infrastructure (OCI), and multicloud environments [6] - Oracle Database is 100% compatible across deployments, allowing customers to run workloads without application changes [6] - In multicloud deployments, Oracle Database runs on Exadata X11M in OCI, AWS, Google Cloud, and Microsoft Azure data centers, with access to all Oracle Database capabilities including Oracle Real Application Clusters [7] Customer and Industry Impact - Swisscom Ltd. anticipates performance, price performance benefits, and efficiencies from Exadata X11M, helping achieve energy and sustainability goals while improving customer service [8] - The Futurum Group considers Exadata X11M the industry standard platform for running Oracle Database, outperforming on-premises infrastructure from major vendors and setting the gold standard for extreme vector processing and stock exchange-level transactions [8]

Legendary investor Warren Buffett had a 2024 to remember with Berkshire Hathaway Inc BRKBRK reaching the $1 trillion market capitalization milestone for the first time.During the year, Buffett’s Berkshire Hathaway also outperformed the S&P 500, as tracked by the SPDR S&P 500 ETF Trust SPY. Overall, Berkshire Hathaway stock was up 27.1% in 2024 versus a 24.1% gain for SPDR S&P 500 ETF Trust, according to data from Macrotrends. That’s despite Berkshire Hathaway offloading top-performing Apple Inc AAPL stock d ...

Warren Buffett's company Berkshire Hathaway (BRK.A 0.80%) (BRK.B 0.95%) has been stockpiling cash all year. At the end of the third quarter of 2024, Berkshire had over $320 billion of cash and short-term Treasury bills.Many see this as a deafening warning to investors that the market, which has set 57 all-time highs and topped 6,000 for several periods this year, is due for a pullback sooner rather than later. Recently, however, Buffett and Berkshire scooped up $563 million of stock in three companies, disc ...

In this articleORCLLarry Ellison and Monica Seles and Bill Gates (back row) watch Carlos Alcaraz of Spain play against Alexander Zverev of Germany in their Quarterfinal match during the BNP Paribas Open in Indian Wells, California, on March 14, 2024.Clive Brunskill | Getty ImagesIt's been a good year for Larry Ellison.Oracle's co-founder has gained roughly $75 billion in paper wealth as the software company he started in 1979 enjoyed its biggest stock rally since 1999 and the dot-com boom.While the S&P 500 ...

Have you evaluated the performance of Oracle's (ORCL) international operations for the quarter ending November 2024? Given the extensive global presence of this software maker, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For invest ...