Oracle (ORCL) ended the recent trading session at $158.31, demonstrating a +1.28% swing from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 1.83%. On the other hand, the Dow registered a gain of 1.65%, and the technology-centric Nasdaq increased by 2.45%.The software maker's stock has dropped by 7.9% in the past month, falling short of the Computer and Technology sector's loss of 3.84% and the S&P 500's loss of 3.31%.Investors will be eagerly watching for the ...

Company Overview - Oracle has traditionally been recognized for its database technology but has recently accelerated its expansion into cloud infrastructure, industry-specific software solutions, and artificial intelligence [2] - The company's shift to cloud services has evolved from a gradual transition to a more focused strategy, particularly in AI and machine learning [2] Industry Trends - The cloud infrastructure market is a key area of growth, with Oracle positioning itself as a significant player alongside other major cloud service providers [2] - Artificial intelligence and machine learning are becoming increasingly important in the tech industry, with Oracle investing in these areas to enhance its offerings [2] Analyst Insights - The author, a DevOps Engineer with expertise in AI and machine learning, provides insights into Oracle's advancements in AI tools and applications [2] - The author is in the process of obtaining advanced AWS machine learning certifications, indicating a deep understanding of the technical aspects of AI and machine learning [2]

Company Overview - Atlas Salt Inc is developing Canada's next salt mine, focusing on innovation, efficiency, and sustainable mining practices [8] - The company is set to make significant contributions to the North American salt market while emphasizing environmental stewardship and community engagement [8] Project Details - Atlas Salt is developing the Great Atlantic Salt (GAS) deposit, which is expected to initially produce up to 2.5 million tons of rock salt annually [2] - The GAS project represents North America's first new salt mine in nearly three decades [2] Technology Implementation - Atlas Salt is utilizing Oracle's project and financial management solutions, including Oracle Aconex, Oracle Primavera Cloud, and Oracle NetSuite, to optimize operations [3] - These tools are expected to save millions of dollars and cut several months off the project timeline [3] - Oracle Aconex enhances collaboration, transparency, and financial efficiency, while Oracle Primavera Cloud connects data and teams through centralized planning and scheduling [5] - NetSuite's ERP system improves visibility across the business, optimizes corporate budgeting, and simplifies procurement processes [5] Operational Benefits - The integrated Oracle system provides critical visibility and accountability, driving efficiency across operations and strengthening relationships with key stakeholders [6] - Real-time tracking and enhanced financial forecasting improve cash flow management and financial discipline, aiding in attracting potential new funding [6] - The system allows for better management of complex project dynamics and real-time adjustments to work plans and financial forecasts [7] Industry Impact - Oracle's solutions enable digital transformation for teams planning, building, and operating critical assets, improving efficiency, collaboration, and change control across the project lifecycle [9] - Oracle NetSuite has been helping organizations grow, scale, and adapt to change for over 25 years [11]

Redesigned Oracle Retail Xstore Point of Service empowers associates to be more efficient while delivering exceptional customer experiences that foster loyaltyArchitecture enhancements support innovation with greater security and performance NEW YORK, Jan. 13, 2025 /PRNewswire/ -- National Retail Federation 2025: Retail's Big Show -- Enabling retailers to energize their operations and in-store engagement, Oracle today unveiled the latest version of Xstore Point of Service. The cloud application has been red ...

ToplineThe Supreme Court’s signaling it may uphold a ban on TikTok, the wildly popular shortform video social media app, sent shockwaves through the stock market Friday, boosting shares of companies behind rival platforms and hitting hard one key TikTok partner.Protestors stand outside of the Supreme Court on Friday.Getty Images Key FactsThe Supreme Court heard oral arguments Friday in TikTok’s appeal against a law requiring its private Chinese parent company ByteDance to divest its TikTok holdings by or fa ...

The advent of AI has sent the semiconductor industry into overdrive over the past year. Volatility is part of the price of admission.The market ended the week on a somber note as the economy once again took center stage. Investors were digesting a surprisingly robust jobs report that highlighted the Federal Reserve's ongoing battle with inflation, the potential for future interest rate cuts, and what it means for the overall economy. To add insult to injury, a decision by the Biden administration regarding ...

Oracle's (ORCL) introduction of the Exadata X11M platform marks a significant technological leap that could strengthen its competitive position in 2025. The new platform delivers impressive performance improvements, including 55% faster AI Vector searches, 2.2X faster analytics scan throughput, and 25% faster transaction processing, all while maintaining the same price point as its predecessor. This strategic pricing approach, combined with enhanced capabilities, positions Oracle to potentially capture a la ...

The shares of software stalwart Oracle (ORCL) may boast a 57.4% year-over-year lead, but the cloud company and artificial intelligence firebrand has taken a 17.7% haircut in price off its Dec. 9 record high of $198.30. Per the chart below, the pullback has in the first few days of 2025 has taken the stock out of a channel of higher highs brought on by a post-earnings bull gap from September. The good news is that this drawdown to end 2024 — and start 2025 — has ORCL testing a historically bullish trendline, ...

Stock Performance - Oracle's stock has returned -8.7% over the past month, underperforming the Zacks S&P 500 composite's -2.7% change and the Zacks Computer - Software industry's -6.3% loss [1] Earnings Estimates - Current quarter earnings estimate is $1.49 per share, representing a year-over-year change of +5.7%, with a -2.5% revision over the last 30 days [4] - Current fiscal year consensus earnings estimate is $6.24, indicating a +12.2% change from the prior year, with a +0.5% revision over the last 30 days [4] - Next fiscal year consensus earnings estimate is $6.93, showing a +10.9% change from the prior year, with a -1.6% revision over the past month [5] - Oracle has a Zacks Rank 3 (Hold) based on earnings estimate revisions and related factors [6] Revenue Growth - Current quarter consensus sales estimate is $14.36 billion, representing a year-over-year change of +8.1% [9] - Current fiscal year revenue estimate is $57.65 billion, indicating a +8.9% change [9] - Next fiscal year revenue estimate is $64.48 billion, showing a +11.9% change [9] Recent Results - Last reported quarterly revenues were $14.06 billion, a year-over-year change of +8.6%, with a -0.46% surprise compared to the Zacks Consensus Estimate [10] - Last reported quarterly EPS was $1.47, compared to $1.34 a year ago, with a -0.68% surprise [10] - Oracle surpassed consensus EPS estimates two times and consensus revenue estimates two times over the last four quarters [11] Valuation - Oracle is graded D on the Zacks Value Style Score, indicating it is trading at a premium to its peers [15] - The company's valuation multiples (P/E, P/S, P/CF) are compared to its historical values and peers to assess whether the stock is fairly valued, overvalued, or undervalued [13][14]

Earnings Performance - Oracle reported Q2 fiscal 2025 non-GAAP earnings of $1.47 per share, missing the Zacks Consensus Estimate by 0.68% but increasing 9.7% year over year [2] - Revenues rose 9% year over year to $14.1 billion, driven by Oracle Cloud Infrastructure (OCI) business, but missed the Zacks Consensus Estimate by 0.46% [3] - Shares lost about 7% in extended trading after closing at $190.45 [3] Revenue Breakdown - Cloud services and license support revenues increased 12% year over year to $10.8 billion, driven by strategic cloud applications, autonomous database, and OCI [6] - Total cloud revenues (SaaS plus IaaS) were up 24% to $5.9 billion, with Cloud Infrastructure (IaaS) revenues up 52% to $2.4 billion and Cloud Application (SaaS) revenues up 10% to $3.5 billion [7] - Fusion Cloud ERP (SaaS) revenues increased 18% to $0.9 billion, while NetSuite Cloud ERP (SaaS) revenues increased 20% to $0.9 billion [8] - Hardware revenues decreased 4% to $728 million, and services revenues decreased 3% to $1.33 billion [8] Geographic Revenue - Revenues from the Americas increased 10.7% year over year to $8.93 billion, accounting for 63.5% of total revenues [5] - Europe/Middle East/Africa revenues climbed 6.7% year over year to $3.38 billion, contributing 24% of total revenues [5] - Asia Pacific revenues increased 0.2% year over year to $1.7 billion [5] Cloud Infrastructure and AI Demand - Oracle Cloud Infrastructure revenues increased 52% year over year, driven by record-level AI demand [11] - GPU consumption was up 336% in the quarter, and Oracle delivered the world's largest and fastest AI supercomputer, scaling up to 65,000 Nvidia H200 GPUs [12] - OCI consumption revenues were up 58% as demand continued to outstrip supply [11] Operating Performance - Non-GAAP total operating expenses increased 8% year over year to $7.96 billion [13] - Non-GAAP operating income was $6.09 billion, up 10% year over year, with a non-GAAP operating margin of 43%, expanding 58 basis points year over year [13] Balance Sheet and Cash Flow - As of Nov 30, 2024, Oracle had cash & cash equivalents and marketable securities of $11.3 billion, compared to $10.9 billion as of Aug 31, 2024 [14] - Operating cash flow and free cash flow amounted to $20.2 billion and $9.54 billion, respectively [14] Remaining Performance Obligations (RPO) - The company's RPO is more than $97.3 billion, up 50% at constant currency, with cloud RPO growing more than 80% and representing nearly three-fourths of total RPO [15] - Approximately 39% of total RPO is expected to be recognized as revenues over the next 12 months [15] Share Repurchase and Dividend - The company purchased 1 million shares for a total of $150 million [16] - The board declared a quarterly cash dividend of 40 cents per share of outstanding common stock [16] Guidance - For Q2 fiscal 2025, total revenues are expected to grow 9-11% in constant currency and 7-9% in USD, with total cloud revenues expected to grow 25-27% in constant currency and 23-25% in USD [17] - Non-GAAP EPS is expected to grow 7-9% in constant currency and 4-6% in USD [17] - The company expects cloud revenues to reach $25 billion in fiscal 2025 [18] Market Sentiment and Estimates - In the past month, investors have witnessed a downward trend in estimates revision, with the consensus estimate shifting -5.76% [19] - Oracle has a Zacks Rank 3 (Hold), and estimates have been broadly trending downward, indicating a downward shift [22]