Oracle(US:ORCL) ZACKSยท2025-06-06 14:15Core Insights - Analysts project Oracle (ORCL) will announce quarterly earnings of $1.64 per share, reflecting a 0.6% year-over-year increase, with revenues expected to reach $15.54 billion, an 8.8% increase from the same quarter last year [1] Revenue Estimates - Revenue from Hardware is estimated at $794.82 million, indicating a year-over-year decline of 5.6% [4] - Revenue from Cloud license and on-premise license is projected to be $1.81 billion, down 1.8% from the previous year [4] - Revenue from Services is expected to reach $1.34 billion, reflecting a decrease of 2.6% year-over-year [4] - Revenue from Cloud services and license support is anticipated to be $11.60 billion, showing a year-over-year increase of 13.4% [5] - Cloud Services and License Support Revenues by Ecosystem are also projected at $11.60 billion, indicating a 13.4% increase year-over-year [5] - Applications cloud services and license support revenue is estimated at $4.91 billion, reflecting a 5.7% increase from the year-ago quarter [6] - Infrastructure cloud services and license support revenue is expected to reach $6.70 billion, indicating a significant year-over-year increase of 19.8% [6] Geographic Revenue Estimates - Geographic Revenue from the Americas is projected to be $9.81 billion, reflecting a 9.6% year-over-year increase [7] - Revenue from the Asia-Pacific region is expected to reach $1.90 billion, indicating a 5.4% increase year-over-year [7] - Revenue from Europe, the Middle East, and Africa is estimated at $3.75 billion, reflecting a 6% year-over-year increase [7] Stock Performance - Over the past month, Oracle shares have returned 13.9%, outperforming the Zacks S&P 500 composite's 5.3% change [8] - Oracle currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [8]