The upcoming report from Oracle (ORCL) is expected to reveal quarterly earnings of $1.48 per share, indicating an increase of 5% compared to the year-ago period. Analysts forecast revenues of $14.36 billion, representing an increase of 8.1% year over year.The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ahead of a comp ...

Mobile AI agent used across 30+ specialty areasLAS VEGAS, March 4, 2025 /PRNewswire/ -- HIMSS -- The Oracle Health Clinical AI Agent, an AI-powered, multimodal voice and screen driven assistant, is now available for more than 30 medical specialty areas including urgent care, sports medicine, nephrology, pulmonology, urology, gastroenterology, hepatology, cardiology, otolaryngology, internal medicine, and behavioral health. On average, physicians using Oracle Health Clinical AI Agent are seeing a nearly 30% ...

New capabilities in Oracle's health system operations suite give hospitals the agility to make fast, effective decisions to support patients and staff during traumatic events  LAS VEGAS, March 4, 2025 /PRNewswire/ -- HIMSS -- New capabilities in Oracle's health system operations suite, including Oracle Health Patient Flow, Oracle Health Clinical Operations Whiteboard, Oracle Health Transfer Center, and Oracle Health Command Center Dashboard, are empowering health systems to act quickly and effectively in em ...

The hot artificial intelligence (AI) sector caused many stocks to soar. Among these are veteran tech firm Oracle (ORCL -2.43%) and semiconductor giant Nvidia (NVDA -8.69%).Oracle shares are up about 54% over the past 12 months through Feb. 26. Nvidia stock gained 70% over that time. Both are poised to rise higher since each company was chosen to participate in the U.S. government's Stargate program, which plans to invest half a trillion dollars into AI infrastructure.But if you had to choose just one of the ...

Earnings Results to be released on March 10, 2025, After the Close of the Market AUSTIN, Texas, March 3, 2025 /PRNewswire/ -- Oracle Corporation today announced that its third quarter fiscal year 2025 results will be released on Monday, March 10th, after the close of the market. Oracle will host a conference call and live webcast at 4:00 p.m. Central Time to discuss the financial results. The live webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor.  About Oracle Or ...

Utility relies on Oracle technology to become first Texas municipal utility to opt in to retail electric competitionNASHVILLE, Tenn., March 3, 2025 /PRNewswire/ -- Oracle Customer Edge Summit -- With support from Oracle, Lubbock Power & Light (LP&L) is transforming the way it offers electricity services to its customers. After more than 108 years as the municipal electric provider for the City of Lubbock, the utility has transitioned its business model to retail electric competition backed by Oracle's utili ...

Subcontractors can now receive real-time, personalized assistance with payment status, signing documents, and more, saving valuable time NASHVILLE, Tenn., March 3, 2025 /PRNewswire/ -- Oracle Customer Edge Summit -- Oracle today announced new AI agent capabilities embedded directly within Oracle Textura Payment Management Cloud Service. Available to all Textura subcontractors in the US, the integrated generative AI-powered assistant provides real-time, personalized support to get quick answers to common pay ...

Core Insights - Artificial intelligence (AI) has significantly boosted Oracle's business, with shares increasing by 50% over the past year [1] - Oracle's involvement in the U.S. government's Stargate program, which plans to invest $500 billion in AI infrastructure, is a key driver of revenue growth [1] Group 1: Oracle's AI Success Factors - Oracle's foundation in databases positions it well for AI, as it naturally extends its capabilities into this sector [3] - The company's cloud computing infrastructure has been pivotal, with Oracle winning large AI training workloads due to its speed and cost-effectiveness [4] - The training of AI models requires substantial computing power, which Oracle provides through its cloud services [5] Group 2: Financial Performance - Cloud revenue increased by 24% year over year to $5.9 billion in the fiscal second quarter, contributing to total sales growth of 9% to $14.1 billion [5] - Oracle's CEO indicates record demand for AI, with expectations for fiscal 2025 revenue to grow by double digits over the previous year, following a 6% increase in fiscal 2024 [6][7] - Earnings per share (EPS) rose by 24% year over year to $1.10 in the fiscal second quarter, marking a continued trend of rising EPS since the AI boom began [8] Group 3: Capital Expenditures and Financial Health - Management anticipates capital expenditures to double from $6.9 billion in 2024 to meet customer demand, indicating significant investment in cloud infrastructure [9] - Despite rising capex, Oracle's operating cash flow over the trailing 12 months was $20.3 billion, providing financial flexibility [9] Group 4: Investment Considerations - Oracle's strong AI performance and financials suggest it is a compelling investment opportunity [10] - However, the company's price-to-earnings (P/E) ratio is the highest among key competitors, indicating that shares may be overpriced despite recent declines [10][11] - A strategy of dollar-cost averaging is suggested for potential investors to mitigate risks associated with share price fluctuations [12]

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Interconnect enables customers to migrate and run mission-critical workloads at FedRAMP HighAUSTIN, Texas, Feb. 27, 2025  /PRNewswire/ -- To meet growing customer demand for multicloud capabilities, Oracle today announced the general availability of the Oracle US Gov West (Phoenix) and Azure US Gov Arizona (Phoenix) regions for Oracle Interconnect for Microsoft Azure. Joint customers can use the Oracle Interconnect for Microsoft Azure to easily migrate their workloads to Oracle Cloud Infrastructure and Azur ...