Oracle misses by $0.03, misses on revenue


Oracle (ORCL): FQ4 EPS of $0.92 misses by $0.03.

Revenue of $11.32B (+3.4% Y/Y) misses by $160M.

Shares -8.26% AH.

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Comments (12)
  • Andreas Hopf
    , contributor
    Comments (19322) | Send Message
     
    Good news for SAP investors.
    19 Jun 2014, 04:14 PM Reply Like
  • James Sands
    , contributor
    Comments (2687) | Send Message
     
    Unless you bought SAP during either of the past couple of recessions, the news has been pretty flat over the previous 14 years.
    19 Jun 2014, 07:41 PM Reply Like
  • db313706
    , contributor
    Comments (223) | Send Message
     
    YTD gains evaporate. Lame.
    19 Jun 2014, 04:19 PM Reply Like
  • WisPokerGuy
    , contributor
    Comments (1379) | Send Message
     
    ORCL was up about 11% this year. Too far... too fast.

     

    I don't particularly like this company or the management. However, I wonder how many traders were dreaming of an 8% pullback just a few days ago and now won't have the guts to pile in at a discount?

     

    Disclosure - no position in ORCL
    19 Jun 2014, 04:27 PM Reply Like
  • Dantes_Will
    , contributor
    Comments (408) | Send Message
     
    Oracle just keeps falling behind in the fast growing cloud/saas space. Smaller, more focused companies like Workday and Splunk are just eating Oracle's growth. Maybe Larry will just try to buy them out like he always does.
    19 Jun 2014, 08:18 PM Reply Like
  • jsidhwaney@gmail.com
    , contributor
    Comments (3) | Send Message
     
    if it was good buy at 41-42, then it is the best buy at 39.
    I just piled up the shares.
    19 Jun 2014, 08:28 PM Reply Like
  • RipCrackle
    , contributor
    Comments (122) | Send Message
     
    It's not a good buy. I shorted ORCL 3 weeks ago. This company has nothing going for it, it's bleeding in its cozy enterprise space.
    20 Jun 2014, 09:31 AM Reply Like
  • Dr Joseph Haluska
    , contributor
    Comments (499) | Send Message
     
    Let's see: Y/Y rev up 3.4%;
    earnings "miss" 1.4%;
    stock down 8.26%;
    all=incredible entry point, as far as I'm concerned.
    19 Jun 2014, 10:24 PM Reply Like
  • James Sands
    , contributor
    Comments (2687) | Send Message
     
    It's only down 5% now. I don't see much value in owning Oracle or SAP for that matter. Neither pay good dividends or raise them aggressively. And neither are poised for growth.

     

    Seems like Apple or Google would be much better tech-related investments, at a larger scale. And if you have the risk appetite, definitely a company like Workday would suffice.
    19 Jun 2014, 10:32 PM Reply Like
  • omarbradley
    , contributor
    Comments (966) | Send Message
     
    ultimate in "subscription growth model." the company is more like a utility than a tech company...and it shows. When comparing to a Microsoft or Oracle since the tech bubble collapse in 2001 Oracle has been a clear winner.

     

    Amazon however has been the one to figure out the "cloud space" and as with Netflix, Twitter and Facebook have been the clear winners. "Remote hosting" of data has been the future for some time as the internet goes from a communications medium to a storage medium to now where it is actually running things (for example your car or your refrigerator or your spaceship.)

     

    There is more than enough room for SAP and Oracle in this market. Picking winners in this space has been a fools game going on two decades now.
    20 Jun 2014, 09:17 AM Reply Like
  • Wolf43
    , contributor
    Comment (1) | Send Message
     
    Well, at least now I don't have to sell Oracle to prepare for the 10% correction coming very soon!!!
    19 Jun 2014, 11:18 PM Reply Like
  • Momintn
    , contributor
    Comments (6073) | Send Message
     
    You need to be buying IBM instead. Oracle's marketcap is higher than IBM's and you just can't justify that.
    20 Jun 2014, 10:10 AM Reply Like
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