Cloud payment management system helps construction companies accelerate payments while mitigating risk and improving productivity and cash flow AUSTIN, Texas, Jan. 8, 2025 /PRNewswire/ -- Oracle Textura Payment Management Cloud Service has now processed over $1 trillion in construction payments to subcontractors. This milestone represents work on more than 120,000 projects from over 800 general contractors and project owners, and over 200,000 subcontractors since Textura first launched in 2006. "Oracle Text ...

Performance Improvements - Oracle Exadata X11M delivers up to 55% faster AI Vector searches, 2.2X faster analytics scan throughput, and 25% faster transaction processing compared to the previous generation, all at the same price [1] - AI Vector Search: Up to 55% faster persistent vector index (IVF) searches and 43% faster in-memory vector index queries (HNSW) with new software optimizations providing 4.7X more data filtering and 32X faster queries for binary vectors [5] - OLTP: Up to 25% faster serial transaction processing, 25% greater concurrent transaction throughput, and 21% lower SQL 8K I/O read latency (now only 14us) [5] - Analytics: Up to 25% faster analytic query processing, 2.2X faster analytic I/O on storage servers, and up to 500GB/sec Database In-Memory Scan [5] Energy Efficiency and Sustainability - Exadata X11M enables customers to run database workloads on fewer systems, saving on infrastructure, power, cooling, and data center space [4] - Intelligent power management allows turning off unneeded CPU cores, capping power consumption, and optimizing power utilization during low usage periods [4] - Built-in automation through Oracle Autonomous Database eliminates manual database management tasks and human error [4] Deployment Flexibility - Exadata X11M can be deployed on-premises, with Exadata Database Service, Autonomous Database on Exadata Cloud@Customer, Oracle Cloud Infrastructure (OCI), and multicloud environments [6] - Oracle Database is 100% compatible across deployments, allowing customers to run workloads without application changes [6] - In multicloud deployments, Oracle Database runs on Exadata X11M in OCI, AWS, Google Cloud, and Microsoft Azure data centers, with access to all Oracle Database capabilities including Oracle Real Application Clusters [7] Customer and Industry Impact - Swisscom Ltd. anticipates performance, price performance benefits, and efficiencies from Exadata X11M, helping achieve energy and sustainability goals while improving customer service [8] - The Futurum Group considers Exadata X11M the industry standard platform for running Oracle Database, outperforming on-premises infrastructure from major vendors and setting the gold standard for extreme vector processing and stock exchange-level transactions [8]

Legendary investor Warren Buffett had a 2024 to remember with Berkshire Hathaway Inc BRKBRK reaching the $1 trillion market capitalization milestone for the first time.During the year, Buffett’s Berkshire Hathaway also outperformed the S&P 500, as tracked by the SPDR S&P 500 ETF Trust SPY. Overall, Berkshire Hathaway stock was up 27.1% in 2024 versus a 24.1% gain for SPDR S&P 500 ETF Trust, according to data from Macrotrends. That’s despite Berkshire Hathaway offloading top-performing Apple Inc AAPL stock d ...

Warren Buffett's company Berkshire Hathaway (BRK.A 0.80%) (BRK.B 0.95%) has been stockpiling cash all year. At the end of the third quarter of 2024, Berkshire had over $320 billion of cash and short-term Treasury bills.Many see this as a deafening warning to investors that the market, which has set 57 all-time highs and topped 6,000 for several periods this year, is due for a pullback sooner rather than later. Recently, however, Buffett and Berkshire scooped up $563 million of stock in three companies, disc ...

In this articleORCLLarry Ellison and Monica Seles and Bill Gates (back row) watch Carlos Alcaraz of Spain play against Alexander Zverev of Germany in their Quarterfinal match during the BNP Paribas Open in Indian Wells, California, on March 14, 2024.Clive Brunskill | Getty ImagesIt's been a good year for Larry Ellison.Oracle's co-founder has gained roughly $75 billion in paper wealth as the software company he started in 1979 enjoyed its biggest stock rally since 1999 and the dot-com boom.While the S&P 500 ...

Have you evaluated the performance of Oracle's (ORCL) international operations for the quarter ending November 2024? Given the extensive global presence of this software maker, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For invest ...

Oracle's Fiscal Q2 2025 Performance - Oracle's revenue increased by 9% YoY to $14.06 billion, slightly below the $14.1 billion analyst consensus [2] - Cloud revenue grew by 24% YoY to $5.9 billion, with cloud infrastructure revenue surging 52% to $2.4 billion and cloud application revenue rising 10% to $3.5 billion [3] - Adjusted EPS increased by 10% to $1.47, just below the $1.48 analyst consensus [6] Cloud Infrastructure and AI Demand - Oracle Cloud Infrastructure (OCI) consumption revenue soared by 52%, driven by record AI demand, with GPU consumption skyrocketing by 336% [4] - OCI is training some of the world's most important generative AI models and is claimed to be faster and less expensive than competitors [5] - Oracle signed a deal with Meta Platforms to use Oracle's AI Cloud Infrastructure and collaborate on AI agents based on Meta's Llama models [5] - Oracle now has 98 live cloud regions, more than any other competitor [5] Remaining Performance Obligations (RPO) and Future Outlook - RPO surged 49% to $97 billion, with cloud RPO jumping nearly 80% and representing nearly three-fourths of total RPO [6] - Oracle expects to recognize about 39% of its RPO as revenue in the next 12 months [6] - The company forecasts fiscal Q3 revenue growth of 7% to 9%, with cloud revenue growing by 23% to 25% and adjusted EPS rising by 4% to 6% [7] - Full-year cloud infrastructure revenue is expected to grow by more than 50% [7] Capital Expenditures and Financial Position - Oracle ramped up its capex to $4 billion from $2.3 billion in fiscal Q1, leading to negative free cash flow of $2.7 billion in the quarter [8] - The company has net debt of $77.4 billion at the end of fiscal Q2 [13] Market Valuation and Competitive Position - Oracle trades at a forward P/E of just under 28 based on current fiscal-year analyst estimates [11] - The company's high-single-digit revenue growth and 10% earnings growth are notable, but its significant debt and negative free cash flow raise concerns [13]

Company Performance - Oracle's stock has gained 80% year-to-date but dropped over 8% in pre-market trading after Q2 FY2025 earnings missed Wall Street expectations [1][2] - Q2 FY2025 revenue increased 9% YoY to $14.1 billion, with non-GAAP earnings up 10% to $1.47 per share, slightly below analyst estimates of $14.11 billion and $1.48 per share [4] - Cloud infrastructure revenue surged 52% YoY to $2.4 billion, driven by record AI demand [7] - Remaining performance obligations (RPO) grew 50% YoY to $97 billion, indicating strong future revenue potential [6] Cloud Infrastructure Growth - Oracle's cloud infrastructure consumption powered by Nvidia GPUs increased 336% last quarter [8] - The company is expanding its cloud infrastructure with 35 planned cloud regions for major providers like Microsoft Azure, Google Cloud, and Amazon Web Services [8] - Oracle is growing faster than the overall cloud IaaS market, gaining market share [10] Industry Outlook - Gartner forecasts cloud infrastructure spending to grow 25% in 2025 to $212 billion, up from 21% growth this year [9] - Goldman Sachs predicts the cloud IaaS market will generate $580 billion in revenue by 2030, more than double next year's expected revenue [13] Investment Opportunity - Oracle's stock is trading at 30 times forward earnings, a discount to the Nasdaq-100's multiple of 34 [14] - Analysts expect Oracle's earnings to grow 13% in FY2025 to $6.28 per share and another 13% in FY2026 to $7.12 per share [11] - The company's strong RPO growth and cloud infrastructure expansion position it well for future growth [12]

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Parkev Tatevosian, CFA has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley ...

Oracle's (ORCL) second-quarter fiscal 2025 results paint a concerning picture for investors, with several key metrics falling short of market expectations. Revenues rose 9% (in USD and cc) year over year to $14.1 billion. The figure missed the Zacks Consensus Estimate by 0.46%, disappointing investors who have boosted the stock to a record high in recent weeks on enthusiasm for the company’s ascendant cloud business.  Shares of the company lost about 7% in extended trading after closing at $190.45. Non-GAAP ...