Quote & Headlines
Market Currents
StockTalk
Today
5d
1m
3m
1y
5y
10y
52wk high:
52wk low:
EPS:
PE:
Div Rate:
Yield:
Market Cap:
Volume:
14,404 people get ORCL articles and Market Currents by email alert.
Get email alerts on ORCL »
HEADLINES:
ALL
|
PRO
|
FOCUS
|
RELATED
|
TRANSCRIPTS
|
NEWS & PR
-
-
-
Why ADF Mobile Will Improve OracleAdetokunbo Abiola • Mon, May 20 -
-
-
-
-
-
-
-
-
-
Marketwire (May 14, 2013)
-
-
Marketwire (May 13, 2013)
-
-
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
-
at CNBC.com (Wed, 5:40PM)
-
Marketwire (May 14, 2013)
-
at MarketWatch.com (May 13, 2013)
-
Marketwire (May 13, 2013)
-
Marketwire (May 10, 2013)
-
Marketwire (May 9, 2013)
-
at MarketWatch.com (May 8, 2013)
-
at CNBC.com (May 6, 2013)
-
at Fox Business (May 6, 2013)
-
at MarketWatch.com (May 6, 2013)
-
at CNBC.com (May 1, 2013)
-
at Fox Business (May 1, 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
- Tuesday, December 20, 2011, 12:10 AM Notable earnings after Tuesday's close: CTAS, JBL, NKE, ORCL, PAYX Comment! [Earnings]
- Monday, December 19, 2011, 3:07 PM Morgan Keegan joins Barclays in suggesting Oracle (ORCL -1.8%) will deliver a decent FQ2 report tomorrow. The firm says its checks indicate a "generally fine" quarter in spite of macro uncertainty, and it thinks Oracle's "rigid expense discipline" will result in operating margin and EPS figures "at or above management's guidance midpoint." Comment! [Tech, Quick Ideas]
- Monday, December 19, 2011, 1:22 PM IDC's Michael Fauscette gives a summary of some of the major cloud vendors, saying that based on recent acquisitions by Oracle (ORCL), SAP (SAP) and IBM (IBM), "cloud computing has moved past its tipping point." It wasn't so long ago that the major software vendors were "hardily poking fun at these very same 'targets'." Comment! [Tech]
- Friday, December 16, 2011, 4:39 PM Barclays reiterates an Overweight on Oracle (ORCL) ahead of Tuesday's FQ2 report. Echoing comments from Goldman, the firm thinks Oracle's business is "running on its own cycle," and it sees a large opportunity for the company to sell its Exadata and Exalogic systems to its installed base. Barclays also expects further cloud-related announcements from Oracle, following the RightNow acquisition. Comment! [Tech, Quick Ideas]
- Thursday, December 8, 2011, 3:55 PM EMC is further expanding the offerings of its Greenplum subsidiary, acquired last year, to target "big data" analytics applications. Its latest product, EMC Greenplum Chorus, provides collaboration tools that interact with Greenplum's database and analytics software. Greenplum has also rolled out analytics appliances that compete with Teradata (TDC), Oracle's (ORCL) Exadata gear, and IBM's Netezza division. Comment! [Tech]
- Wednesday, December 7, 2011, 3:17 PM Dell (DELL) announces it's expanding its partnership with Salesforce.com (CRM) to include the latter's Service Cloud customer support software offerings; Dell already resells Salesforce's bread-and-butter cloud sales software. The Service Cloud lineup competes with solutions from LivePerson (LPSN) and RightNow (RNOW - set to be acquired by ORCL). Comment! [Tech]
- Wednesday, December 7, 2011, 2:12 PM Eddy Elfenbein breaks down Oracle (ORCL) and finds that it's "still a fairly inexpensive stock." Wall Street estimates ORCL's 2012 EPS at $2.52; at 15x, shares could reach $37.95 by the end of next year, a 19% rise from here which doesn’t consider that the company has a respectable track record of exceeding expectations. Comment! [Tech, Quick Ideas]
- Wednesday, December 7, 2011, 9:59 AM Taleo (TLEO) CEO Mike Gregoire, whose company's shares took off following SAP's purchase of rival SuccessFactors (SFSF), expresses skepticism about the former's ability to integrate the latter, particularly given SAP's limited success with cloud software thus far. As for speculation Oracle (ORCL) will make a bid for Taleo? "We don't comment on that kind of speculation. But a first year MBA student could connect the dots." Comment! [Tech, Quick Ideas, M&A]
- Monday, December 5, 2011, 9:09 AM Taleo (TLEO) +15.7% premarket after BMO Capital Markets upgrades shares and raises its target price to $40, following SAP's bid for Taleo rival SuccessFactors (SFSF). Investors will view Taleo as "the most obvious acquisition candidate and that Oracle is the most obvious buyer," but BMO also likes its low relative valuation and 20%-30% billings growth rate, on par with SFSF. Comment! [Tech, On the Move, M&A]
- Saturday, December 3, 2011, 1:18 PM SAP announces it's acquiring cloud HR software provider SuccessFactors (SFSF) for $40/share in cash, or $3.4B. The price represents a 52% premium to SuccessFactors' Friday close. The deal comes 6 weeks after Oracle's (ORCL) deal to acquire cloud customer support software firm RightNow (RNOW), and a month after SAP said it was forming a plan to expand its cloud offerings. 12 Comments [Tech, M&A, On the Move]
- Saturday, December 3, 2011, 10:45 AM "We're at an inflection point in history," says Loews' (L) savvy investment chief Joe Rosenberg, comparing today's equity market to Treasuries in the early 80s when he had trouble convincing folks to buy long bonds yielding 15%. One favorite is Microsoft (MSFT), a better buy by every metric than a recent purchase of Warren Buffett's. Among his other picks: JNJ, MRK. A pan: Treasuries, "in the final throes of one of the greatest bubbles I have ever seen." 13 Comments [Quick Ideas, Tech, Consumer, Healthcare, U.S. Economy, Financials]
- Monday, November 28, 2011, 2:47 PM More on Gartner's server data: IBM's revenue share fell 50 bps Y/Y to 29.7%, while H-P's (HPQ), hurt by collapsing Itanium sales, fell 270 bps to 29.3%. Dell's (DELL) share rose 20 bps to 14.7%. Oracle's (ORCL) share fell 30 bps to 5.9%, though this is a much smaller drop than Q2's 130 bps decline, and suggests the company's position might finally be stabilizing. (ORCL FQ2) Comment! [Tech]
- Monday, November 28, 2011, 2:46 PM Global server revenues grew 5.2% Y/Y in Q3, according to Gartner, well below Q2's 19.5% clip. While lower top-line growth was expected, given the Q2 impact of IBM's mainframe upgrade cycle, a decline in x86 server revenue growth to 9.3% from 17.7% implies a broader softening of demand, and is arguably unwelcome news for Intel (INTC). Western European sales fell 4.9%, while Asia-Pac shipments rose 23.9%. Comment! [Tech]
- Tuesday, November 22, 2011, 7:50 AM H-P (HPQ) is down 1.2% post-earnings (I, II); FQ4 results beat estimates, but FY12 guidance was soft. Weakness in high-margin areas such as printing supplies (-14% Y/Y) and high-end servers (-23%, thanks to ORCL's abandoning of Itanium) are weighing on EPS. Moreover, CC comments about "competitive pricing" and cost increases, to go with expected remarks about macro uncertainty, might be troubling investors. Comment! [Tech, On the Move]
- Wednesday, November 16, 2011, 2:55 PM H-P's (HPQ) culture is nothing like the one Steve Jobs created at Apple (AAPL), says Rich Karlgaard. Nor is it anything like the win-at-all-costs culture frequent critic Larry Ellison created at Oracle (ORCL). Nonetheless, he thinks the "humane," engineering-focused culture established by Bill Hewlett and Dave Packard can help foster a turnaround, should Meg Whitman embrace it. 5 Comments [Tech, Quick Ideas]
- Thursday, November 3, 2011, 3:03 PM With archrival Oracle (ORCL) releasing its Fusion cloud apps and acquiring cloud CRM firm RightNow (RNOW), SAP says it's forming a plan to expand its own offerings in the space. Though SAP has been gaining share against Oracle, its slow embrace of cloud software could prove a weakness: SAP's cloud business currently accounts for less than 1% of its annual revenue. 1 Comment [Tech]
-
- View all 0 replies
-
MagicDiligence
Stocks moving in and out of the #MagicFormulaInvesting screens this week $AAPL $DISH $ORCL and others http://bit.ly/z9MeY0 - View all 0 replies
-
Pierr Johnson
The WSJ's article on SAP's "skunk-works" vs ORCL leaves much out on the move to Analytics Appliances. See the comment I posted on their site - View all 0 replies
-
MagicDiligence
New article: $BMC Software Should Get Back to $50. $ORCL $HPQ $CA http://bit.ly/ADxMXL - View all 0 replies
-
Jacob Wolinsky
#Salesforce's Execs "Planned Sales" Uncanny Market Timing http://bit.ly/yNJ3zg $CRM $ORCL - View all 1 replies
-
Sunil Shah: nice summary on 'planned sales'. something very weird about officer selling and broker recs. It's just too correlated to be chance...
-
- View all 0 replies
-
- View all 0 replies
-
- View all 0 replies
-
MagicDiligence
New article: Enterprise Software is cheap, which is the best stock to buy? Contenders are $ORCL, $BMC, $CA, $MSFT http://bit.ly/zFLM29 - View all 2 replies
-
-
-
- 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
-
LATEST REPLIES