Core Viewpoint - The article compares investment opportunities in Oracle and Amazon, two major players in the cloud and AI services markets, highlighting Oracle's recent stock performance and growth in cloud services compared to Amazon's established position in e-commerce and cloud infrastructure [1][3]. Company Overview - Oracle has transformed many of its on-premise applications into cloud-based services and expanded its public cloud infrastructure, generating 32% of its revenue from cloud services in fiscal 2024 [2][4]. - Amazon, primarily an e-commerce giant, also leads in cloud infrastructure through Amazon Web Services (AWS), which is crucial for its profitability [2][8]. Financial Performance - Oracle's cloud-based services revenue grew by 26% in fiscal 2024, showing a slight slowdown from 29% growth in fiscal 2023, while total revenue rose by 6% [4][5]. - AWS revenue increased by 19% in 2024, driven by the AI market, although it only accounted for 17% of Amazon's net sales but 58% of its operating profit [8][9]. Growth Projections - Analysts expect Oracle's revenue and earnings per share (EPS) to grow at a compound annual growth rate (CAGR) of 12% and 20% from fiscal 2024 to 2027, largely due to the expansion of Oracle Cloud Infrastructure (OCI) [6][7]. - For Amazon, revenue and EPS are projected to grow at a CAGR of 10% and 20% from 2024 to 2027, as the macro environment improves and the AI market expands [12]. Competitive Landscape - Oracle faces competitive threats from larger cloud providers like AWS and Microsoft Azure, which are expanding their integrated database services [7]. - Amazon's flexible business model allows it to subsidize its lower-margin e-commerce growth with higher-margin AWS revenue, but it must contend with competition from both cloud and e-commerce rivals [10][11]. Investment Considerations - Oracle has outperformed Amazon over the past three years due to its resilient cloud business amid macroeconomic challenges, while Amazon's e-commerce segment was more affected [13]. - Despite Oracle's lower forward valuation at 33 times earnings compared to Amazon's 36, both stocks are not considered bargains at present [14][15].

Core Viewpoint - Stock splits have become more popular as companies aim to make shares more accessible to retail investors, although such moves do not change a company's fundamentals [1][2] Company Overview - Oracle has a history of stock splits, having executed a total of 10 since going public in March 1987, with the last split occurring in October 2000 [3][4] - The stock has underperformed compared to the Nasdaq-100 Technology Sector index over the past decade, which may prompt management to consider another split to boost demand [5] Growth Prospects - Oracle is experiencing significant growth due to increased demand for its cloud infrastructure driven by artificial intelligence (AI), with cloud infrastructure revenue rising 52% year-over-year in Q2 of fiscal 2025 [7][8] - The company reported a 24% increase in total cloud revenue to $5.9 billion, expecting to reach $25 billion in total cloud revenue by the end of the fiscal year [9][10] Market Potential - The cloud infrastructure-as-a-service (IaaS) market is projected to generate $580 billion in revenue by 2030, while cloud software-as-a-service (SaaS) is expected to reach $780 billion [10] - Oracle's remaining performance obligations (RPO) grew by 50% year-over-year to $97 billion, indicating strong future growth potential [11][12] Financial Projections - Oracle anticipates a 12% revenue growth in the next fiscal year, with expectations to reach $104 billion in fiscal 2029, nearly doubling fiscal 2024 levels [13] - Earnings are projected to rise over 20% through fiscal 2029, with potential earnings per share reaching $13.83, suggesting a future stock price of $373 based on current market multiples [14][15]

VALLETTA, Malta, Feb. 07, 2025 (GLOBE NEWSWIRE) -- Meridianbet, the sports betting and iGaming division of Golden Matrix Group (NASDAQ: GMGI) has been featured on Oracle’s Global Reference Page—a dedicated platform showcasing the most advanced, high-impact projects implemented with Oracle technology, a global leader in enterprise tech powering the world’s top businesses. This makes Meridianbet the first and only betting company from Southeast Europe to receive this recognition for its AI-driven approach to ...

Core Viewpoint - Oracle is positioned as a growth company with a strong management team that has successfully transitioned from a database provider to a cloud services company [1] Company Analysis - Oracle has demonstrated its capability to pivot its business model effectively, aligning with growth investor criteria [1] - The company is recognized for its innovation, scalability, and market disruptiveness, making it an attractive option for medium-term investment [1] Investor Background - The investor has a diverse background in software engineering and finance, with experience in hedge fund trading focused on U.S. equities and macroeconomic trends [1] - The investor specializes in growth stocks within the technology sector, employing long-short strategies to navigate market cycles [1]

AUSTIN, Texas, Feb. 6, 2025 /PRNewswire/ -- Oracle has been named a Leader in the IDC MarketScape: Worldwide Public Cloud Infrastructure as a Service 2025 Vendor Assessment (doc #US51813824, January 2025). A complimentary excerpt is available here. The IDC MarketScape report evaluated 13 public cloud Infrastructure as a Service providers, evaluating each provider based on criteria such as their ability to deliver services at scale, the range of functionality offered, and innovation. The report stated, "OCI' ...

Core Insights - Oracle has introduced new role-based AI agents within Oracle Fusion Cloud Human Capital Management (HCM) to enhance employee experience and productivity [1][2] - The AI agents automate tedious workflows, allowing employees to focus on more meaningful tasks [2] Group 1: AI Agents Functionality - The AI agents assist in various HR processes, including career support, administrative task automation, and streamlining complex processes such as onboarding and performance reviews [2] - Specific functionalities include: - Career planning guide for actionable career progression plans [6] - Performance and goals assistant to help set and achieve performance goals [6] - Learning and training advisor for skill advancement opportunities [6] - Timecard assistant for automating timecard submissions [6] - Tax withholding guide for understanding tax withholdings [6] - Compensation guidelines analyst for salary decision insights [6] - Leave and absence analyst for navigating leave policies [6] - New hire onboarding assistant for seamless onboarding [6] - Job seeker analyst for internal mobility support [6] - Perks and awards analyst for maximizing company benefits [6][7] Group 2: Integration and Benefits - Oracle Cloud HCM is part of the Oracle Fusion Cloud Applications Suite, providing a comprehensive solution that connects all HR processes from hire to retire [8] - The platform offers a single source of truth for HR teams, enhancing data analysis and process automation to improve business operations [8]

The resilient cloud underdog still has plenty of irons in the fire.Oracle (ORCL -0.42%), one of the world's largest database software companies, was often considered a slow-growth tech giant. But over the past three years, its stock has more than doubled as it dazzled investors with the robust growth of its cloud business.Could Oracle's stock head even higher over the next three years? Let's take a fresh look at its business to find out. Why did Oracle impress its investors again?Over the past decade, Oracl ...

Highlights ease of deployment, value, and extensibility of comprehensive Oracle platformORLANDO, Fla. , Feb. 3, 2025 /PRNewswire/ -- SCOPE 2025 – Oracle Life Sciences has been named a 'Leader' in the Everest Group Life Sciences Clinical Trial Management System (CTMS) Products PEAK Matrix® Assessment 2024. This designation underscores Oracle's ongoing commitment to transforming clinical trial management through innovative and cost-effective solutions designed to support healthcare systems and life sciences o ...

German retailer looks to Oracle's retail merchandise and cloud ERP offerings to increase productivity, reduce costs, simplify its operations, and foster growthAUSTIN, Texas and DUSSELDORF, Germany, Feb. 3, 2025 /PRNewswire/ -- Peek & Cloppenburg1, a family-owned fashion retailer renowned for its presence on the German high street since 1901, has selected Oracle retail and finance cloud applications to streamline its operations and optimize inventory management across its global footprint. The iconic departm ...

As the CEO of Berkshire Hathaway (BRK.A -0.91%) (BRK.B -0.78%), Warren Buffett has had a fantastic track record allocating capital. The conglomerate’s stock price has climbed at an impressive 19.8% compound annual rate between 1965 and 2023, substantially outpacing the broader S&P 500.Therefore, it’s no wonder the Oracle of Omaha’s investment decisions are closely monitored by the rest of the market -- and recent moves could signal that it might be time to worry. Does billionaire Warren Buffett know somethi ...