How Oracle Stock Delivered $163B To Investors

Core Insights - Oracle, along with a consortium, plans to acquire 80% of TikTok's US operations to prevent a ban in the US, highlighting strategic moves in the tech landscape [3] - Oracle has returned $163 billion to shareholders over the past decade through dividends and buybacks, achieving a 74% year-to-date return in 2025, significantly outperforming the S&P 500 [3][4] - The company's remaining performance obligations (RPO) surged 359% year-over-year to $455 billion, indicating strong future revenue potential [4] - Oracle declared a quarterly cash dividend of $0.50 per share, maintaining a $2.00 annual dividend, marking the 11th consecutive year of increases [4] - Aggressive share repurchases totaled $5.3 billion in fiscal 2025, up from $1.2 billion the previous year, driven by strong demand for AI-driven cloud solutions [5] - Revenue growth reached $59.02 billion on a trailing twelve-month basis, with accelerated adoption of cloud infrastructure and applications [6] Financial Performance - Oracle's capital allocation strategy has focused on returning capital to shareholders through dividends and buybacks, reflecting management's confidence in financial stability [8] - The company ranks as the 8th highest contributor to shareholder returns in history, emphasizing its strong track record in capital returns [7] - The total capital returned to shareholders as a percentage of market cap appears inversely proportional to growth potential for reinvestments, with Oracle balancing returns and growth [9][10]