Quote & Headlines
Market Currents
StockTalk
Today
5d
1m
3m
1y
5y
10y
52wk high:
52wk low:
EPS:
PE:
Div Rate:
Yield:
Market Cap:
Volume:
15,368 people get ORCL articles and Market Currents by email alert.
Get email alerts on ORCL »
FOCUS
|
PRO
|
RELATED
|
TRANSCRIPTS
|
NEWS & PR
-
-
-
Oracle's Fourth Quarter Earnings PreviewProfit Fan • Thu, Jun 13 -
-
Why ADF Mobile Will Improve OracleAdetokunbo Abiola • Mon, May 20
-
-
-
-
-
-
-
Oracle's Speed Sets It ApartJohn Mylant • Thu, Apr 18 -
-
-
Buy Oracle And Capitalize On Big Data DiscountDavid Trainer • Wed, Apr 10 -
-
-
Oracle's Cloud InvestmentsJennifer Lynn • Thu, Mar 28
-
Oracle Earnings Miss Means Buy NowNicholas Kitonyi • Thu, Mar 28 -
-
Oracle Management Discusses Q2 2013 Results - Earnings Call TranscriptTue, Dec 18, 2012
-
Oracle Management Discusses Q1 2013 Results - Earnings Call TranscriptThu, Sep 20, 2012
-
Oracle Management Discusses Q4 2012 Results - Earnings Call TranscriptTue, Jun 19, 2012
-
Oracle Corporation, Taleo Corp. - M&A Call (Transcript)Thu, Apr 26, 2012
-
Oracle's CEO Discusses Q3 2012 Results - Earnings Call TranscriptTue, Mar 20, 2012
-
Oracle Corporation, Rightnow Technologies Inc. - Special CallTue, Jan 31, 2012
-
Oracle's CEO Discusses Q2 2012 Results - Earnings Call TranscriptTue, Dec 20, 2011 • 2 Comments
-
Oracle Corporation - Shareholder/Analyst CallWed, Oct 12, 2011
-
Oracle Corporation - Shareholder/Analyst CallThu, Oct 6, 2011
-
Oracle's CEO Discusses Q1 2012 Results - Earnings Call TranscriptTue, Sep 20, 2011 • 2 Comments
-
Oracle's CEO Discusses Q4 2011 Results - Earnings Call TranscriptThu, Jun 23, 2011
-
Oracle Management Discusses Q3 2011 Results - Earnings Call TranscriptThu, Mar 24, 2011
-
Oracle CEO Discusses F2Q2011 Results - Earnings Call TranscriptThu, Dec 16, 2010 • 1 Comment
-
Oracle Corporation F4Q10 (Qtr End 05/31/10) Earnings Call TranscriptThu, Jun 24, 2010 • 1 Comment
-
Oracle F3Q10 (Qtr End 02/28/10) Earnings Call TranscriptThu, Mar 25, 2010
-
Oracle F2Q10 (Qtr End 11/30/09) Earnings Call TranscriptThu, Dec 17, 2009 • 1 Comment
-
Oracle F1Q10 (Qtr End 8/31/09) Earnings Call TranscriptWed, Sep 16, 2009 • 1 Comment
-
Oracle Corporation F4Q09 (Qtr End 05/31/09) Earnings Call TranscriptTue, Jun 23, 2009
-
Marketwire (Tue, 4:09PM)
-
Marketwire (Tue, 8:00AM)
-
Marketwire (Mon, 7:00PM)
-
at Fox Business (Mon, 1:57PM)
-
at Fox Business (Fri, 11:45AM)
-
at MarketWatch.com (Thu, 4:21PM)
-
at MarketWatch.com (Thu, 6:15AM)
-
Marketwire (Wed, 8:00AM)
-
at MarketWatch.com (Jun 10, 2013)
-
at MarketWatch.com (Jun 7, 2013)
-
at MarketWatch.com (Jun 6, 2013)
-
at Fox Business (Jun 6, 2013)
-
Marketwire (Jun 5, 2013)
-
at CNBC.com (Jun 4, 2013)
-
at MarketWatch.com (Jun 3, 2013)
-
at MarketWatch.com (May 31, 2013)
-
at CNBC.com (May 28, 2013)
-
Marketwire (May 28, 2013)
-
at MarketWatch.com (May 24, 2013)
-
at MarketWatch.com (May 23, 2013)
ORCL vs. ETF Alternatives
Company Description
We are the world’s largest enterprise software company. We develop, manufacture, market, distribute and service database and middleware software as well as applications software designed to help our customers manage and grow their business operations.
Our goal is to offer customers scalable,... More
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Monday, June 17, 6:59 PM Oracle (ORCL) has the potential to support a quarterly dividend at least twice as high as its current $0.06/share (0.7% yield), argues RBC's Matthew Hedberg. Hedberg points out Oracle, whose board will be free to consider a hike in August, only paid out 9% of its free cash flow in FY12, 1/3 of a peer group average of 27%. On the other hand, buybacks consumed 45% of free cash flow, a little above the peer group's 41%. Meanwhile, Jefferies' Ross MacMillan foresees Oracle reporting an in-line FQ4 on Thursday, with FQ3 order push-outs and a server refresh offsetting IT spending weakness. (Goldman) 2 Comments [Tech, Quick Ideas]
- Friday, June 7, 12:55 PM "Given the strong performance of high dividend yielding stocks to date, we would not be surprised" if Oracle (ORCL +1.8%) hikes its dividend, says Goldman's Heather Bellini, reiterating a Buy and $42 PT a day after Berenberg made a 2-notch downgrade to Sell on Hana-related fears. Oracle has a yield of just 0.7%; the enterprise software giant has mostly focused its cash-return efforts on buybacks (they totaled $2.1B last quarter). 1 Comment [Tech]
- Thursday, June 6, 6:40 PM "If SAP's Hana is a success, we estimate its [database] market share rising to between 15-20% from its current low single digits. This inevitably will [impact] Oracle’s market share, but more importantly we believe it could affect the margin structure of the industry," says Berenberg's Daud Khan, explaining his 2-notch downgrade of Oracle (ORCL -2.3%) to Sell. Khan notes some Hana users are still paying maintenance fees to Oracle due to contracts, which won't last forever. The downgrade comes shortly after SAP stated it now has 1,500+ Hana customers, up from 1,300+ at the end of Q1. SAP is targeting €650M-€700M in 2013 Hana revenue - that's up from 2012's €392M, but well below Oracle's database revenue. 5 Comments [Tech]
- Thursday, June 6, 9:09 AM Oracle (ORCL), Citrix (CTXS), and VMware (VMW) are downgraded to Sell by Berenberg. Oracle and Citrix are off fractionally, while VMware is up 3.1% in response to COO Carl Eschenbach's reassuring talk at a BofA/Merrill conference. Oracle's FQ4 report arrives on June 20. Comment! [Tech]
- Wednesday, May 29, 2:09 PM Global server sales fell 5% Y/Y in Q1, says Gartner. That's a reversal from Q4's 5% growth, and evidence of both weak IT spending and a shift towards cheaper hardware. #1 IBM, whose hardware unit had an ugly Q1, saw its revenue share fall 250 bps Y/Y to 25.5%. #2 H-P (HPQ), hurt by crumbling Itanium server demand, saw its share fall 280 bps to 25%, and #5 Oracle (ORCL), hit hard by plunging UNIX server sales, saw a 130 bps drop to 4.6%. But #3 Dell's (DELL) share rose 310 bps to 18%, and Cisco (CSCO) cracked the unit share top-5 at 2.3%. The buying habits of Internet companies led non-top-5 vendors to make up 22% of sales, up 370 bps. Sales of x86 servers (mostly INTC-based) grew 1.8%, down from Q4's 6.6%. (IDC's Q4 data) 3 Comments [Tech]
- Thursday, May 16, 12:16 PM Cisco JV partner EMC (EMC +4.5%) joins the list of companies rallying in response to Cisco's FQ3 beat and guidance. Cisco mentioned on its earnings call integrated hardware solutions such as Vblock (offered by the Cisco/EMC VCE JV) are driving demand for its UCS servers - Cisco's UCS unit saw 77% Y/Y rev. growth. All in all, it's a good day for enterprise IT names, who are happy to receive some good earnings news after getting plenty of bad news (I, II, III, IV). HPQ +1.7%. IBM +1.3%. ORCL +1.3%. VMW +2.6%. TIBX +4.1%. CTXS +3.9%. CRM +3.8%. JIVE +4.1%. NTGR +2.7%. CVLT +2.6%. INFA +3%. (others rallying: I, II) 1 Comment [Tech, On the Move]
- Wednesday, May 15, 1:23 AM IDC cuts its 2013 IT spending growth forecast to 4.9% from 5.5%, citing macro issues and weak PC demand; 2012 growth was 5.6%. Gartner, which includes a bigger array of products/services in its numbers, forecast 4.1% growth last month. IDC now sees U.S. software spending (MSFT, ORCL) growing 6%, down from a prior 7%. Storage hardware revenue (EMC, NTAP) is only expected to grow 2.4%, down from 2012's 6.1%, and carrier spending on networking gear (CSCO, JNPR, ALU, CIEN) is expected to grow just 1.1% vs. 5.8% in 2012. Recent earnings reports and warnings (I, II, III, IV) help explain the subdued outlook. 2 Comments [Tech]
- Tuesday, April 23, 12:04 PM Salesforce (CRM +2.5%) integrates its offerings a little more by launching Social.com, an app for its Marketing Cloud platform for creating/managing social media ad campaigns. The product, which Salesforce claims is the first solution to integrate social media advertising and monitoring, complements the monitoring tools acquired from Radian6, and the publishing tools it acquired from Buddy Media. Salesforce, which competes with ORCL and CTCT in this space, also promises integration with its flagship CRM software. The announcement comes after Marc Benioff outlined plans to integrate Chatter with Salesforce's CRM software. Comment! [Tech]
- Monday, April 15, 3:59 PM Oracle (ORCL) files a mixed securities shelf. The software giant has been acquisition-hungry as ever lately (I, II, III), with cloud and telecom software especially piquing its interest. Is it laying the groundwork for additional purchases? (S-3) Comment! [Tech]
- Monday, April 8, 7:04 PM Only 41% of SAP software implementations in 2012 relied on Oracle (ORCL) databases, estimates Gartner - it thinks the other 59% used Microsoft's (MSFT) SQL Server. Oracle's share is down from an estimated 65% 5 years earlier, as SAP stops promoting Oracle and SQL Server improves its feature set. Now, with SAP's Business Suite having added support for the company's Hana in-memory database, Nomura predicts Business Suite/Hana implementations will surge. The firm also sees SAP releasing a cloud service for running Business Suite apps on Hana. 5 Comments [Tech]
- Sunday, April 7, 2:01 AM The median total salary for the 100 highest-paid CEOs of major companies edged up 2.8% to over $14M in 2012, while the cost of perks, such as the use of private jets, jumped 19% to 320,635. Oracle's (ORCL) Larry Ellison was the top earner, receiving $96.2M in salary, perks and bonuses, and $90.7M in stock options. Other CEOs in the top 10 include HCA's (HCA) Richard Bracken, Disney's (DIS) Robert Iger, Nike's (NKE) Mark Parker, Starbucks' (SBUX) Howard Schultz and American Express' (AXP) Kenneth Chenault. 4 Comments
- Tuesday, March 26, 5:21 PM The fact Oracle's (ORCL) hardware product sales fell 23% Y/Y each of the last 2 quarters, and is expected to fall 13%-23% in this one, isn't stopping it from issuing a hype-filled PR to introduce its latest SPARC M5 and T5 servers. According to Oracle, the M5-32 is "up to 10x faster than previous generations," and the T5-8 offers "a 12x cost performance advantage" over IBM's Power 780 servers (Big Blue will undoubtedly differ). Though many of Oracle's engineered system lines (based on Intel Xeon CPUs) have shown decent growth, demand for SPARC systems (based on proprietary CPUs) has been nosediving. 4 Comments [Tech]
- Tuesday, March 26, 9:23 AM "I’m very happy at Oracle (ORCL). No interest," replies Mark Hurd when asked about the Dell CEO job. Blackstone has reportedly viewed Hurd as a contingency option if Michael Dell chose not to support their bid. 1 Comment [Tech]
- Monday, March 25, 10:35 AM Oracle (ORCL -1.2%) is acquiring telecom signaling/policy control software leader Tekelec for an undisclosed sum. Look for the price to be higher than the $780M a consortium recently paid for the company. Tekelec's software, used by over 300 carriers, complements Oracle's communications software and Acme Packet's VoIP infrastructure hardware/software, and helps address the need for more advanced policy management tools to handle surging mobile data traffic. Larry Ellison recently suggested more telecom acquisitions are on the way. Comment! [Tech, M&A]
- Friday, March 22, 7:12 PM "Our ambition is to be the primary technology provider to the telecommunications industry," said Larry Ellison during Oracle's (ORCL) FQ3 call. The remarks are fueling speculation Acme Packet is just the start of an M&A spree. Meanwhile, some on the Street are worried Oracle's software license woes could lead to pressure for its high-margin services business. Cowen: "For a long time they've held firm on pricing for maintenance ... Now that you have an ever-growing raft of [cloud] alternatives, more and more traditional customers are availing themselves." (previous) 5 Comments [Tech]
- Thursday, March 21, 11:39 AM Evercore and CLSA have downgraded Oracle (ORCL -8.8%) following its FQ3 miss and light top-line guidance. The numbers have many worried about the impact of cloud apps ... and not just on application software sales. "As customers move to the cloud, you get a lot of the functionality consolidated ... so you need less hardware and less databases and middleware," says Pac Crest. UBS is still bullish: "Historically when they have a miss it’s a great time to buy." Interestingly, cloud rivals are higher - WDAY +1.4%, CRM +0.4%, N +1.2% - even as other peers follow the tech sector lower. IBM -1.6%. INFA -1.6%. RHT -1.1%. (transcript) 4 Comments [Tech, On the Move]
-
John Vincent
David Tepper of Appaloosa reduced $AAPL & $AIG. Also added $CMCSA and eliminated $ORCL & $NE. Details @ http://bit.ly/160w50v - View all 0 replies
-
John Vincent
Lou Simpson's SQ Advisors added to Directv ($DTV), Oracle ($ORCL), and Moody's ($MCO) this quarter. Details @ http://bit.ly/16FHn9O - View all 0 replies
-
- View all 0 replies
-
StockConsultant
$ORCL at strong double resistance just below a price gap, may be looking to fill it, charts analysis http://goo.gl/cPyJT - View all 0 replies
-
- View all 0 replies
-
Dividend Sheet
$MSFT $ORCL and $KO are the most bought Dividend Stocks By Investment Guru's - http://stks.co/gU17 - 100 Top Guru Buy List $MO $PM $MCD - View all 0 replies
-
- View all 0 replies
-
- View all 2 replies
-
BBZ10USER: S&P approaching critical 1576 barrier. Its at a triple top in a 20 year chart. -
Nefas: If that is true and it doesnt break the barrier...well we all know whats gonna happen!
-
Daniel Nadler
How Do Tech Stocks Historically Perform in the Second Week of April?: http://goo.gl/KiZcu $NFLX $AMZN $GOOG $IBM $ORCL $CSCO $MSFT $QQQ - View all 0 replies
-
- View all 0 replies
LATEST REPLIES
-
- View all 2 replies
-
BBZ10USER: S&P approaching critical 1576 barrier. Its at a triple top in a 20 year chart.
-
Nefas: If that is true and it doesnt break the barrier...well we all know whats gonna happen!
-
- View all 5 replies
-
-
-
- View all 5 replies
-
SKS1586: Minutemen: Thanks My friend. High or Low Buy Price is Buyer's decision. Therefore who is me & you in the middle (unwanted non-existent Zero)
-
-
- View all 5 replies
-
Ashraf Eassa: I'll try to have it out early next week - I have a lot of new articles in the pipeline on some companies I don't typically cover :)
-
Benedict Tubuo (Beevest): ORCL has not been good to me. They have had a couple of dull qtrs but that might be the setup needed for a pop. Looking out for the article
-
- View all 5 replies
-
Chines33: I don't think it will go there right away though. Will be choppy, but think it goes there before they report again.
-
-
MagicDiligence
Some welcome turnover in MFI recently. Oracle $ORCL back in the screens after missing expectations. Proven to be a good buy in the past. - View all 1 replies
-
-
- View all 5 replies
-
-
BBZ10USER: Will get stuck with very huge inventory of iphones, cuz of the stupid contracts they signed with apple
-
- View all 5 replies
-
-
SKS1586: techwonk: Results are good with Joel Greenblatt's MFI Stocks (Warren Buffett Formula). Magic Diligence works exclusively with these stocks.
-
Optionstrader7
selling $NKE when it opens at new highs today, took starter longs in $CAT, $ORCL, $FDX, the three amigos have been beaten down enough - View all 1 replies
-
-
Tony Kau
Waiting for stronger buy signal on $ORCL... currently a weak buy - room to retreat more here http://ow.ly/ji52O http://ow.ly/i/1JnRD - View all 3 replies
-
-
-
- View all 3 replies
-
hahaha48: the market is this high due to only one thing. interesting rate low or the fed -
-
- View all 1 replies
-
-
- View all 2 replies
-
1980XLS-2.0: Wall St will blame Sandy, and say it's non-recurring. Buy the Dip! There is a "One Off" excuse for everything these days. -
1980XLS-2.0: Wall St will blame Sandy, and say it's non-recurring. Buy the Dip!
-
- View all 28 replies
-
Jim Warlick: I've seen a large amount of research on ORCL and largely expect them to achieve 10-15% earnings this year. Watch developing cloud tech. BUY
-
