JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Financial Data and Key Metrics Changes - The company reported a record booking quarter, adding $48 billion to its backlog, with a remaining performance obligation (RPO) balance of $130 billion, up 63% year-over-year from $80 billion last year [7][22] - Total cloud revenue for SaaS and IaaS was $6.2 billion, up 25%, with SaaS revenue at $3.6 billion, up 10%, and IaaS revenue at $2.7 billion, up 51% [12][13] - Total revenues for the quarter were $14.1 billion, up 8% from last year, with non-GAAP EPS at $1.47, up 4% in USD [20][18] Business Line Data and Key Metrics Changes - Infrastructure cloud services now have an annualized revenue of $10.6 billion, with OCI consumption revenue up 57% [14][15] - Cloud database services revenue was up 28%, with annualized revenue of $2.3 billion, and Autonomous Database consumption revenue up 42% [15][17] - Application subscription revenues were $4.8 billion, up 6%, while software license revenues were down 8% to $1.1 billion [17][18] Market Data and Key Metrics Changes - The company marked a milestone with its 101st cloud region coming online, with expectations to have more cloud regions than competitors combined [8][9] - The multi-cloud business grew 200% in the last three months, indicating strong demand across various hyperscalers [31] Company Strategy and Development Direction - The company is focused on AI training and inferencing, with a new AI data platform that allows existing database customers to utilize AI models [32][30] - The company expects total cloud infrastructure revenue for fiscal year 2025 to grow faster than 50%, with a target of $66 billion in revenue for FY '26 [25][24] - The company is committed to returning value to shareholders through technical innovation, acquisitions, and prudent use of debt [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting revenue targets, citing strong demand for cloud services and AI capabilities [25][66] - The company anticipates significant increases in RPO and revenue as capacity comes online and demand continues to grow [66][67] Other Important Information - The company repurchased nearly 1 million shares for a total of $150 million and increased the quarterly dividend by 25% [23][24] - The company expects capital expenditures for fiscal year 2025 to be around $16 billion, more than double the previous year [21] Q&A Session Summary Question: Can you expand on Stargate and Oracle's unique value add? - Oracle's technology advantage allows for building large AI clusters that run faster and more economically than competitors, translating to economic advantages in securing large contracts [37][38] Question: How is demand unfolding across different environments? - Demand is strong across multi-cloud, OCI, and dedicated services, with significant growth in bookings and revenue expected [44][46] Question: What is the state of AI training versus inferencing opportunities? - The training business is growing rapidly, but inferencing is seen as a larger opportunity due to the vast number of Oracle databases available for training AI models [56][64] Question: How should we understand CapEx trajectory given RPO strength? - The company starts data centers smaller than competitors and grows based on demand, leading to higher utilization and lower CapEx [100][101]

Oracle (ORCL) came out with quarterly earnings of $1.47 per share, missing the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -0.68%. A quarter ago, it was expected that this software maker would post earnings of $1.48 per share when it actually produced earnings of $1.47, delivering a surprise of -0.68%.Over the last four quarters, the company ha ...

Oracle posted strong cloud revenue growth in Q3 2025, but it missed overall revenue and earnings estimates.Database software and cloud services specialist Oracle (ORCL -4.11%) reported fiscal 2025 third-quarter financial results on Monday, March 10, that fell short of analysts' consensus expectations. With an adjusted EPS of $1.47 and revenue of $14.13 billion, both figures were slightly below estimates of $1.49 and $14.38 billion, respectively. Overall, the quarter highlighted strong strides in cloud segme ...

Larry Ellison, chairman and co-founder of Oracle Corp., speaks during the Oracle OpenWorld 2017 conference in San Francisco on Oct. 1, 2017.Oracle issued quarterly results on Monday that trailed analysts' estimates, but the company offered bullish comments on its cloud infrastructure segment.Here is how Oracle did compared to LSEG consensus:Earnings per share: $1.47 adjusted vs. $1.49 expectedRevenue: $14.13 billion vs. $14.39 billion expectedRevenue increased 6% from $13.3 billion in the same period last y ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Revenue Growth - Total quarterly revenues rose by 6% year-over-year to $14.1 billion[2] - Cloud services and license support revenues grew by 10% year-over-year to $11.0 billion[2] - Total revenues for Q3 fiscal 2025 reached $14.1 billion, a 6% increase compared to $13.2 billion in Q3 fiscal 2024[15] - Total revenues for the nine months ended February 28, 2025, were $41.496 billion, representing a 7% increase compared to $38.607 billion for the same period in 2024[23] - Total revenues for fiscal 2024 reached $53.41 billion, with a year-over-year growth of 12%[37] - The company anticipates continued growth in cloud services, projecting a revenue increase of 24% for the upcoming fiscal year[36] - The total revenue growth rate for fiscal 2025 is expected to be around 8%[36] Profitability - GAAP net income reached $2.9 billion, up 22% year-over-year[3] - Non-GAAP operating income increased by 7% year-over-year to $6.2 billion[3] - Operating income for Q3 fiscal 2025 was $4.35 billion, reflecting a 16% increase from $3.75 billion in the same quarter last year[15] - Net income for Q3 fiscal 2025 was $2.93 billion, up 22% from $2.40 billion in Q3 fiscal 2024[15] - Net income for the nine months ended February 28, 2025, was $9.016 billion, reflecting a 23% increase from $7.303 billion in the same period in 2024[23] - Diluted earnings per share for Q3 fiscal 2025 were $1.02, representing a 20% increase compared to $0.85 in Q3 fiscal 2024[15] - Diluted earnings per share for the nine months ended February 28, 2025, were $3.15, up 21% from $2.60 in the same period in 2024[23] Cloud Services Performance - Cloud Infrastructure (IaaS) revenue surged by 49% year-over-year to $2.7 billion[6] - Cloud services and license support revenues for the nine months ended February 28, 2025, were $32.33 billion, accounting for 78% of total revenues, an 11% increase year-over-year[20] - The company reported a 25% growth rate in cloud services for the fiscal year, indicating strong demand in this segment[36] - Constant currency revenue growth rates for cloud services were reported at 24%, indicating robust performance excluding foreign exchange impacts[38] Expenses and Investments - Total operating expenses for the nine months ended February 28, 2025, were $28.93 billion, a 3% increase from $28.01 billion in the prior year[20] - Research and development expenses for Q3 fiscal 2025 were $675 million, a 15% increase from $584 million in Q3 fiscal 2024[16] - Total stock-based compensation for Q3 fiscal 2025 was $1.19 billion, reflecting a 14% increase from $1.04 billion in Q3 fiscal 2024[16] - Capital expenditures rose significantly to $12,135 million, compared to $4,068 million in the previous year, indicating a focus on expansion and investment[31] Cash Flow and Liquidity - Net cash provided by operating activities increased to $14,664 million, up 16.5% from $12,592 million year-over-year[31] - Free cash flow for the trailing four quarters was reported at $11,270 million, reflecting a 19% growth compared to the previous year[33] - GAAP operating cash flow for Q3 Fiscal 2025 was $20,740 million, showing a 14% increase year-over-year[33] - The percentage of free cash flow as a percentage of net income was 48% for Q3 Fiscal 2025, down from previous quarters, suggesting a need for monitoring cash generation efficiency[33] - The company experienced a net increase in cash and cash equivalents to $17,406 million at the end of the period, compared to $9,481 million at the end of the previous year[31] Tax and Liabilities - The effective GAAP tax rate for Q3 fiscal 2025 was 14.9%, compared to 16.2% in Q3 fiscal 2024[16] - The effective GAAP tax rate for the first nine months of fiscal 2025 was 9.9%, compared to 8.0% for the same period in fiscal 2024[25] - Total liabilities decreased to $144.117 billion as of February 28, 2025, compared to $131.737 billion as of May 31, 2024[29] Stockholder Returns - A quarterly cash dividend of $0.50 per share was declared, reflecting a 25% increase[5] - Payments for dividends to stockholders totaled $3,340 million, slightly up from $3,289 million in the previous year, reflecting a commitment to returning value to shareholders[31] Non-GAAP Measures - The company utilizes non-GAAP financial measures to provide a clearer understanding of its financial performance, excluding stock-based compensation and acquisition-related expenses[41] - Stock-based compensation expenses are excluded from non-GAAP measures, although they are considered a key incentive for employees and will recur in future periods[41] - Amortization of intangible assets is excluded from non-GAAP measures due to its inconsistent nature and impact from acquisitions, which will also recur in future periods[42] - Acquisition-related expenses include personnel costs and business combination adjustments, which are excluded from non-GAAP measures to provide clarity on operating expenses[43] - Restructuring expenses, such as employee severance, are also excluded from non-GAAP measures to help investors understand their impact on total operating expenses[43]

Q3 Remaining Performance Obligations $130 billion, up 62% in USD & up 63% in constant currency Q3 GAAP Earnings per Share up 20% to $1.02, Non-GAAP Earnings per Share up 4% to $1.47 Q3 Total Revenue $14.1 billion, up 6% in USD and up 8% in constant currency Q3 Cloud Revenue (IaaS plus SaaS) $6.2 billion, up 23% in USD and up 25% in constant currency Q3 Cloud Infrastructure (IaaS) Revenue $2.7 billion, up 49% in USD and up 51% in constant currency Q3 Cloud Application (SaaS) Revenue $3.6 billion, up 9% in U ...

Oracle Corp ORCL will be reporting its third-quarter earnings on Monday. Wall Street expects $1.49 in EPS and $14.39 billion in revenues as the company reports after market hours.The stock is up 29.73% over the past year, down 10.82% year-to-date.Let’s look at what the charts indicate for Oracle stock and how the stock currently maps against Wall Street estimates.Read Also: Oracle Q3 Earnings Preview: ‘Some Positive Signs And Good Risk/Reward’ Ahead Of PrintORCL Stock Strongly Bearish Ahead Of Q3 Earnings C ...

Company Overview - Trinity Asset Management was founded by Brian Gilmartin in May 1995, focusing on providing attention and service to individual investors and institutions that were underserved by larger firms [1] - Brian Gilmartin has a background as a fixed-income/credit analyst and has experience working with various firms before establishing his own [1] Professional Background - Brian Gilmartin holds a BSBA in Finance from Xavier University and an MBA in Finance from Loyola University, with the CFA designation awarded in 1994 [1] - He has contributed to financial publications such as TheStreet.com, WallStreet AllStars, and Minyanville.com, and has been quoted in major outlets like the Wall Street Journal [1]