Earnings Preview: Oracle Is In Focus — Here's What Wall Street Expects

Core Insights - Oracle is expected to report earnings of $1.48 per share on revenue of $15.01 billion, with a Whisper number of $1.50 per share indicating market expectations [3] - The stock has shown consistent growth in sales and earnings over the past four quarters and has experienced annual earnings growth since 2019, which is favorable in the eyes of Wall Street [4] Financial Performance - The stock reached an all-time high of $260.87 per share in July 2025 and is currently trading around $237 per share, indicating a 9% pullback from its peak [2][4] - The stock is near its 50-day moving average, which historically serves as a support level for strong stocks [4] Market Position - Oracle is recognized as a true market leader, having transformed from a database software provider to a significant player in the cloud and enterprise technology space [6][7] - The company has successfully evolved its offerings to include cloud-based solutions such as ERP, HCM, and healthcare applications, which are critical for maintaining relevance in a competitive market [8][9] Innovation and Growth - Oracle's ability to innovate has been crucial for its growth, particularly in the cloud sector, where recurring revenues from cloud software and infrastructure are increasingly contributing to earnings [9] - The company offers a wide range of cloud services, including Oracle Fusion applications and infrastructure technologies, which encompass advanced technologies like AI and machine learning [11][13] Business Model - Oracle markets its products and services directly to various sectors, including businesses, government agencies, and educational institutions, while also utilizing indirect distribution channels [15]