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Oracle’s Vision for the future!!! Discover how Oracle is helping solve today’s most complex problems. Watch Larry Ellison’s #CloudWorld keynote now: https://lnkd.in/esSyaCHM

BREAKING NEWS: Despite a profits beat and just barely missing their revenue targets, Oracle stock was in freefall premarket thanks to weaker guidance and too much reliance on AI contracts. What happened to the former king of cloud? ——— WHAT HAPPENED: Oracle managed to post revenue that was just behind market expectations, but on-site cloud revenue was actually lower than expected. This combined with headwinds stemming from a big healthcare acquisition Oracle pulled off last year to make their outlook much weaker. In this market, you're either accelerating or dying. ——— CURRENT STATUS: Oracle tried to slow the bleeding by touting $4 billion in contracts that had been signed by AI companies to use their Gen2 cloud services, but that revenue won't actually be on Oracle's balance sheet for a few quarters. Future growth is cool, but investors in this economy want to see cash and profits right now. ——— WHY IT MATTERS: Oracle is becoming the latest victim of a market that is far too trigger-happy to dump companies who don't have perfect balance sheets. Frankly, Oracle is doing everything right here by future-proofing their business, but a small collection of inefficiencies has temporarily tanked the stock. The analysts here at Moby see this more as a 'buy the dip' scenario right now, but more analysis is needed to make a solid determination. For now, Oracle stock fell as much as 10% in early trading.

💡 Oracle Exceeds Earnings Expectations, Yet Faces Revenue Shortfall in Q4 2021 💡 In a surprising turn in its fiscal reports, Oracle Corporation has announced a robust beat on earnings per share (EPS) for the fourth quarter of 2021, recording $1.12 against an anticipated $1.05. However, not all was smooth sailing, as the company reported a slight revenue miss, totaling $10.2 billion versus the expected $10.3 billion. Despite the revenue hiccup, noteworthy strides were made in Oracle's key business segments. 📈 The cloud services and license support segment noticed a 3% year-on-year increase, reaching $7.6 billion, while their cloud infrastructure segment saw a growth of 2%, totaling $2.2 billion. CEO Safra Catz remains optimistic, crediting the growth to Oracle's resilience and strategic operations amidst a challenging macroeconomic backdrop. With a strong balance sheet and cash reserves, Oracle appears well-equipped to fuel further business investments and enhance shareholder returns. 🔍 What's more intriguing is the stock's response — a rise of over 3% in after-hours trading, signaling strong market confidence in Oracle's earnings prowess. As Oracle gears up to tackle intensified competition from cloud giants like Microsoft, AWS, and Google Cloud, one has to wonder: - How will Oracle differentiate itself in this fiercely competitive market? - Can its continued investment in cloud innovations keep it at par with, or ahead of, its rivals? 🤝 Let's discuss: What strategies should Oracle focus on to maintain its market stronghold amidst rising competition? Have you observed any impactful trends in the tech sector that could influence Oracle's moves? #Oracle #CloudComputing #Technology #BusinessStrategy #EarningsReport #Investment --- This post is structured to offer an insightful blend of Oracle's Q4 2021 financial performance, highlighting both achievements and challenges, while inviting professionals to delve into strategic discussions pertinent to future industry shifts.

Discover how Oracle is helping solve today’s most complex problems. Watch Larry Ellison’s #CloudWorld keynote now: Hermann Aguirre Muhlberger

Exploring Oracle Corporation's financial journey over two decades reveals a narrative of strategic growth and resilience. Revenue Surge: From $8.8B in 1999 to $49.9B in 2023, showcasing significant market expansion. Gross Profit Increase: A rise from $5.76B to $36.3B over the same period, reflecting operational efficiency. Net Income Growth: Impressive growth from $1.29B to $8.5B, indicating strong financial health. Despite recent market challenges, including a competitive cloud sector, Oracle's strategic focus on cloud infrastructure and AI services positions it for future growth. Oracle's journey is a testament to its adaptability and enduring legacy in the tech industry. #Oracle #TechGrowth #CloudComputing #AI

Oracle Corporation (NYSE:ORCL) has reiterated that it expects to generate about $65 billion in annual revenue by the 2026 fiscal year, a target it first shared with investors a year ago. The assertion comes after the company last week reported disappointing quarterly earnings, with declining cloud licensing sales sending its share price tumbling. Speaking on Thursday at its annual conference for financial analysts, Oracle’s executive vice president Doug Kehring said the company was confident it would reach its revenue target, in addition to achieving a 45% operating margin by fiscal 2026 and annual earnings per share growth of 10% plus. Oracle’s strategic focus remains on expanding its cloud-computing rental business, where it currently trails behind competitors such as Amazon, Microsoft and Google parent Alphabet. More at #Proactive #ProactiveInvestors http://ow.ly/fsIV104Vb8i #NYSE #ORCL #NYSE #ORCL #Oracle

Oracle Corporation (NYSE:ORCL) has reiterated that it expects to generate about $65 billion in annual revenue by the 2026 fiscal year, a target it first shared with investors a year ago. The assertion comes after the company last week reported disappointing quarterly earnings, with declining cloud licensing sales sending its share price tumbling. Speaking on Thursday at its annual conference for financial analysts, Oracle’s executive vice president Doug Kehring said the company was confident it would reach its revenue target, in addition to achieving a 45% operating margin by fiscal 2026 and annual earnings per share growth of 10% plus. Oracle’s strategic focus remains on expanding its cloud-computing rental business, where it currently trails behind competitors such as Amazon, Microsoft and Google parent Alphabet. More at #Proactive #ProactiveInvestors http://ow.ly/fsIV104Vb8i #NYSE #ORCL #NYSE #ORCL #Oracle

Oracle Corporation (NYSE:ORCL) has reiterated that it expects to generate about $65 billion in annual revenue by the 2026 fiscal year, a target it first shared with investors a year ago. The assertion comes after the company last week reported disappointing quarterly earnings, with declining cloud licensing sales sending its share price tumbling. Speaking on Thursday at its annual conference for financial analysts, Oracle’s executive vice president Doug Kehring said the company was confident it would reach its revenue target, in addition to achieving a 45% operating margin by fiscal 2026 and annual earnings per share growth of 10% plus. Oracle’s strategic focus remains on expanding its cloud-computing rental business, where it currently trails behind competitors such as Amazon, Microsoft and Google parent Alphabet. More at #Proactive #ProactiveInvestors http://ow.ly/fsIV104Vb8i #NYSE #ORCL #NYSE #ORCL #Oracle

ORCL announced their Q4 earnings and Full Year 2024 Results today. While the high-level financials were a bit off, the underlying data and news was very impressive. Which was validated by some big jumps in after-hours trading. Some highlights. 1) The cloud business (both infrastructure and apps) grew significantly. What was interesting was how much of that growth came from AI workloads including a new partnership with OpenAI. Larry Ellison says that the value prop was all about performance which reduces the time and cost to train models. So Oracle is able to compete on cost in a new tech are that is booming. 2) Also notable was not just revenue from the Oracle OCI and SaaS businesses but also great results from Oracle services running on other clouds. For instance, Oracle DB on Azure and also now Google which was also announced today. 3) Even though it is only 11 days into Oracle new fiscal year, it was very upbeat about the next 12-month forecast. This was due to high pipeline growth combined with increased capacity to deliver, as they brought even more data centers online globally. A lot of tech companies are having tough years. This is especially in areas where Oracle competes. It seems that Oracle has found a way to keep winning.

A lot of moves coming out of Oracle after that bad financial quarter. https://lnkd.in/dynUAPsu In the world of tech giants, Oracle's recent financial performance quarter might not have met all the expectations, but it's serving as a catalyst for a flurry of announcements and initiatives. Amidst the challenges, Oracle is boldly trying to differentiate itself in the tech world. Oracle seems to be embracing a more strategic shift towards innovation. Could this mean changes for all its offerings? They are placing a significant focus on specialized solutions that set them apart. One prime example is their foray into serverless Java deployment and AI-driven services. Oracle obviously understands that in a highly competitive market, offering a one-size-fits-all solution doesn't always cut it. By concentrating on solving unique challenges faced by businesses, they're providing tailored solutions that meet specific needs. This is a game-changer for industries seeking customized technology solutions. Aconex + Smart Contracts anyone? Oracle's commitment to expansion is exemplified by their recent approval from the Ministry of Electronics and Information Technology (MeitY) in India. They are now certified to offer cloud services to government and public sector organizations governed by strict regulatory guidelines. This demonstrates Oracle's dedication to modernising government operations and contributing to the growth of the nation. https://lnkd.in/d4t7TvbA But are they proving that you can offer value without compromising on quality? They are optimising resources and pricing their services competitively and this cost-efficiency is a win-win for businesses looking to leverage top-notch technology while keeping a close eye on their budgets, I guess. The real question is 13/14% really enough to stir the hornets’ nest? In the fiercely competitive tech world, differentiation is not just a buzzword; it's a growth strategy. Oracle is trying to set themselves apart by embracing innovation, catering to diverse needs, expanding into new sectors, and ensuring cost-effective solutions. But are they just following trends already set by real innovators? https://lnkd.in/dmHW79-M In a world where adaptability and innovation are paramount, Oracle's ability to differentiate itself matters. It signifies that they are evolving, innovating, and trying to stay ahead of the curve. What’s the Amperes all about then if they’re just signing on for more of Microsoft’s infrastructure? https://lnkd.in/dpeR-9df https://lnkd.in/dfEbpJF8 Guess we’ll haven’t to wait and see…