Core Insights - The article provides a comprehensive analysis of Oracle in comparison to its major competitors in the Software industry, focusing on financial metrics, market position, and growth potential to offer insights for investors [1] Company Overview - Oracle, founded in 1977, offers enterprise applications and infrastructure through various IT deployment models, including on-premises, cloud-based, and hybrid solutions [2] Financial Metrics Comparison - Oracle's Price to Earnings (P/E) ratio is 33.84, which is 0.61x less than the industry average, indicating favorable growth potential [3] - The Price to Book (P/B) ratio of 17.27 is 1.01x above the industry average, suggesting potential overvaluation based on book value [3] - Oracle's Price to Sales (P/S) ratio stands at 8.54, which is 1.12x the industry average, indicating it may be overvalued based on sales performance [3] - The Return on Equity (ROE) is 22.68%, which is 13.14% above the industry average, reflecting efficient use of equity to generate profits [3] - Oracle's EBITDA is $9.51 billion, which is 2.06x above the industry average, demonstrating stronger profitability and cash flow generation [3] - The gross profit of $10.68 billion is 1.9x above the industry average, indicating robust earnings from core operations [3] Revenue Growth - Oracle is experiencing a revenue growth rate of 14.22%, which is slightly below the industry average of 14.71%, highlighting a challenging sales environment [4] Debt to Equity Ratio - Oracle's debt-to-equity ratio is 4.15, positioning the company in the middle compared to its top four peers, indicating a balanced financial structure with moderate debt levels [11] Key Takeaways - Oracle's low P/E ratio suggests potential undervaluation, while high P/B and P/S ratios indicate overvaluation relative to industry standards [9] - Strong performance in ROE, EBITDA, and gross profit compared to competitors is noted, but lower revenue growth may impact future valuation [9]

We recently published 12 Stocks on Jim Cramer’s Radar. Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer's radar. Oracle Corporation (NYSE:ORCL) has shaped up to be one of the most important stocks when it comes to AI. Like CoreWeave, the firm has positioned itself as an infrastructure provider to AI software firms. Oracle Corporation (NYSE:ORCL)’s shares are up by a modest 7.5% year-to-date and have dipped by 45% since early September. During this time period, reports have surfaced that h ...

每经AI快讯，12月19日，甲骨文公司股价上涨6.2%，创下自11月26日以来的最大盘中涨幅。 （文章来源：每日经济新闻） ...

甲骨文股价上涨6.2%，创下11月26日以来的最大盘中涨幅。 来源：滚动播报 ...

Oracle ( NYSE: ORCL ) shares are jumping 5% in premarket trading this morning, following news that TikTok's parent company ByteDance signed binding agreements to form a U.S. ...

来源：滚动播报 甲骨文涨4.0%，TikTok与甲骨文等签订协议，成立一家美国合资公司。耐克跌10.1%，Q2净利润跌超三 成，大中华区业务继续承压。云基础设施技术公司CoreWeave涨4.5%，花旗给出的目标价较当前水平翻 倍。拼多多涨6.0%，宣布调整公司治理结构实行联席董事长制度。 ...

Core Viewpoint - TikTok's parent company ByteDance has reached an agreement to create a new US joint venture for the US version of the app, which will be majority owned by US investors, addressing security concerns raised by Congress [1][3]. Company Structure and Ownership - The new joint venture will have ByteDance as the single largest shareholder, with TikTok remaining 100% owned by ByteDance [6]. - The deal is structured to ensure that Chinese ownership is below the 20% threshold, with Oracle managing the algorithm and data flow, limiting access to US data only [3][6]. Regulatory Compliance - The arrangement appears to meet US security regulations, as Oracle will review the algorithm without the ability to copy or steal it, and the data used for training the algorithm will be stored and processed in the US [9][10]. - There is a lack of official Chinese government approval, but state media suggests that the deal has Beijing's approval, indicating alignment with Chinese law [5][8]. Commercial Operations - ByteDance will continue to oversee ad sales and e-commerce operations, which is expected to drive revenue and maintain the app's commercial success [11][12]. - The app's download process is anticipated to be seamless, with updates occurring in the background, minimizing user churn [12][13]. Future Considerations - The joint venture structure may complicate future mergers and acquisitions due to the diverse ownership interests involved, making alignment on a common vision challenging [15]. - The potential for ByteDance to go public in the future is noted as a possibility stemming from this joint venture arrangement [15].

周五，甲骨文(ORCL.US)股价盘前走高，截至发稿，该股涨超4%，报187.77美元。消息面上，短视频平 台TikTok已签署协议，计划将其美国业务出售给一家由美国投资者控股的合资公司，此举标志着围绕 TikTok美国资产去向的长期不确定性即将落地。 报道称，该交易预计将于1月22日完成交割。交易完成后，甲骨文、私募股权巨头银湖资本以及总部位 于阿布扎比的投资机构MGX将合计持有TikTok美国实体45%的股份，并在合资公司中占据重要地位。 ...

TikTok may have avoided the guillotine for now. The platform, boasting 2 billion users worldwide, will remain online in the United States after its Chinese parent, ByteDance, agreed to hand control of the app’s U.S. business to an American-led group of investors, Axios reported on Thursday night. The deal is designed to defuse Washington’s long-running national security concerns while stopping short of a full break-up. Under the proposed structure, ByteDance would reduce its ownership to just under 20% ...

智通财经APP获悉，周五，甲骨文(ORCL.US)股价盘前走高，截至发稿，该股涨超4%，报187.77美元。 消息面上，短视频平台TikTok已签署协议，计划将其美国业务出售给一家由美国投资者控股的合资公 司，此举标志着围绕TikTok美国资产去向的长期不确定性即将落地。 报道称，该交易预计将于1月22日完成交割。交易完成后，甲骨文、私募股权巨头银湖资本以及总部位 于阿布扎比的投资机构MGX将合计持有TikTok美国实体45%的股份，并在合资公司中占据重要地位。 ...