Core Viewpoint - Oracle Corp. is expected to report strong earnings for Q1 FY25, with analysts showing optimism reflected in revised EPS forecasts [1][3]. Upcoming Quarter's Earnings - Analysts estimate a 6% growth in revenue for Q1 FY25, projecting earnings per share (EPS) at $1.33, while Oracle is expected to generate $13.3 billion in revenue with an adjusted EPS of $1.36, slightly above consensus [3]. - Institutional investors have been net buyers of Oracle shares, indicating significant interest in the company's expansion in AI and cloud services [2]. Financial Performance and Valuation - Oracle shares are currently trading at 15.84x forward EV/EBITDA, which is a premium compared to Google and Amazon but discounted relative to Microsoft [5]. - The company has outperformed the NASDAQ Index by 24% year-to-date [11]. Growth Strategy - Oracle is rapidly expanding its AI factory presence, with plans to build 100 new data centers to meet local data privacy laws and government contracts [5]. - The Cloud Services segment is projected to grow to a $25 billion business in FY25 and exceed $33 billion by FY26 [6]. Market Conditions - The availability of GPUs has improved, which is expected to support Oracle's data center expansion and enhance its cloud services [7]. - Despite the positive outlook, there are concerns regarding the macroeconomic environment, which may impact demand for Oracle's services [10]. Operational Insights - Oracle's data centers are designed to be autonomously managed and modular, allowing for scalability and integration of all Oracle software services [8]. - The company is well-positioned to capitalize on the growing demand for GPUs within its hosted data centers, which is expected to drive growth in cloud services [9].

 Analyst Estimates for Q1 2025 Q4 2024 Q1 2024 Revenue $13.23 billion $14.29 billion $12.45 billion Diluted EPS 91 cents $1.1186 cents  Net Income $2.57 billion $3.14 billion $2.42 billion Key Metric: Oracle Cloud Infrastructure Revenue Oracle shares hit a record high in June when the company announced cloud infrastructure deals with Microsoft (MSFT), OpenAI, and Alphabet's (GOOGL) Google alongside its fiscal fourth quarter results. Shares of Oracle, which edged lower Friday, are up some 35% this year. O ...

Oracle’s (ORCL) first-quarter fiscal 2025 results, scheduled to be reported on Sept. 9, are likely to have been driven by the rising demand for the company’s innovative artificial intelligence (AI) solutions.Oracle’s AI strategy is comprehensive, embedding AI functionalities across its cloud infrastructure, databases, enterprise applications and analytics tools. Oracle has been steadily enhancing its AI offerings, with a particular focus on machine learning (ML), natural language processing and computer vis ...

Oracle Corporation ORCL is set to release earnings results for its first quarter fiscal year 2025, after the closing bell on Monday, Sept. 9.Analysts expect the Austin, Texas-based company to report quarterly earnings at $1.33 per share, up from $1.19 per share. Oracle projects to report quarterly revenue of $13.24 billion for the quarter, according to data from Benzinga Pro.On June 12, Oracle reported fourth-quarter revenue of $14.3 billion. It missed the consensus estimate of $14.554 billion, according to ...

Core Viewpoint - Tech billionaire Larry Ellison will gain control of CBS parent Paramount Global following Skydance Media's acquisition of the Redstone family's interest in the company, marking a significant shift in ownership and management structure [1][2]. Group 1: Acquisition Details - Skydance Media signed a deal to acquire Paramount Global in a two-step process, with Larry Ellison, the fourth richest person globally with a net worth of $176 billion, backing the proposal financially [2]. - The Ellisons, along with RedBird Capital Partners, will purchase National Amusements for $2.4 billion and invest over $6 billion into Paramount to acquire shares and reduce debt [2]. - Upon completion of the $8 billion merger, David Ellison will serve as Paramount's chairman and CEO, taking operational control of the business [3]. Group 2: Management and Strategy - David Ellison and his financial partners plan to implement a $2 billion cost-cutting strategy at Paramount following the acquisition [3]. - The decision to sell Paramount Global signifies the end of a decades-long family dynasty led by Shari Redstone, who previously orchestrated the merger of CBS and Viacom in 2019 [4].

Oracle (ORCL) is scheduled to report its fiscal first-quarter 2025 results on Sept. 9.For the first quarter of fiscal 2025, total revenues are expected to grow 6% to 8% at cc and 5% to 7% in dollar terms. The Zacks Consensus Estimate for revenues is currently pegged at $13.22 billion, suggesting growth of 6.14% from the year-ago quarter’s reported figure.The company’s non-GAAP EPS is expected to grow 10% to 14% and be in the range of $1.31-$1.35. The consensus mark for earnings is pegged at $1.32 per share, ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Oracle (ORCL) .Oracle currently has an average brokerage recommendation (ABR) of 1.80, on a sca ...

SAN FRANCISCO, Sept. 04, 2024 (GLOBE NEWSWIRE) -- Pipefy, a global leader in AI-driven business process automation, announced that it has joined the Oracle Partner Network (OPN), at the Oracle event "From Zero to Hero: how AI and no-code transform functionaries into agents of digital transformation and where to start." The “From Zero to Hero” Oracle event brought together 70 executives and included presentations by Alessio Alionço, CEO of Pipefy, Leonardo Tomadon, GTM Executive of Pipefy, and Felipe Patané, ...

Earnings Results to be released on September 9, 2024, After the Close of the MarketAUSTIN, Texas, Sept. 3, 2024 /PRNewswire/ -- Oracle Corporation today announced that its first quarter fiscal year 2025 results will be released on Monday, September 9th, 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 Orac ...

Oracle Communications Digital Business Experience delivers concept-to-cash-to-care, unlocking new revenue opportunities and taking advantage of AI-powered applicationsAUSTIN, Texas, Aug. 27, 2024  /PRNewswire/ -- Oracle today announced the general availability of Oracle Communications Digital Business Experience. Designed to help meet the unique needs of Communications Service Providers (CSPs), the pre-integrated business support system (BSS) provides a comprehensive solution to help manage customer experie ...