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Oracle's Fourth Quarter Earnings PreviewProfit Fan • Thu, Jun 13 -
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Why ADF Mobile Will Improve OracleAdetokunbo Abiola • Mon, May 20
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Oracle's Speed Sets It ApartJohn Mylant • Thu, Apr 18 -
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Buy Oracle And Capitalize On Big Data DiscountDavid Trainer • Wed, Apr 10 -
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Oracle's Cloud InvestmentsJennifer Lynn • Thu, Mar 28
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Oracle Earnings Miss Means Buy NowNicholas Kitonyi • Thu, Mar 28 -
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Oracle Management Discusses Q2 2013 Results - Earnings Call TranscriptTue, Dec 18, 2012
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Oracle Management Discusses Q1 2013 Results - Earnings Call TranscriptThu, Sep 20, 2012
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Oracle Management Discusses Q4 2012 Results - Earnings Call TranscriptTue, Jun 19, 2012
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Oracle Corporation, Taleo Corp. - M&A Call (Transcript)Thu, Apr 26, 2012
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Oracle's CEO Discusses Q3 2012 Results - Earnings Call TranscriptTue, Mar 20, 2012
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Oracle Corporation, Rightnow Technologies Inc. - Special CallTue, Jan 31, 2012
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Oracle's CEO Discusses Q2 2012 Results - Earnings Call TranscriptTue, Dec 20, 2011 • 2 Comments
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Oracle Corporation - Shareholder/Analyst CallWed, Oct 12, 2011
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Oracle Corporation - Shareholder/Analyst CallThu, Oct 6, 2011
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Oracle's CEO Discusses Q1 2012 Results - Earnings Call TranscriptTue, Sep 20, 2011 • 2 Comments
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Oracle's CEO Discusses Q4 2011 Results - Earnings Call TranscriptThu, Jun 23, 2011
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Oracle Management Discusses Q3 2011 Results - Earnings Call TranscriptThu, Mar 24, 2011
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Oracle CEO Discusses F2Q2011 Results - Earnings Call TranscriptThu, Dec 16, 2010 • 1 Comment
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Oracle Corporation F4Q10 (Qtr End 05/31/10) Earnings Call TranscriptThu, Jun 24, 2010 • 1 Comment
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Oracle F3Q10 (Qtr End 02/28/10) Earnings Call TranscriptThu, Mar 25, 2010
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Oracle F2Q10 (Qtr End 11/30/09) Earnings Call TranscriptThu, Dec 17, 2009 • 1 Comment
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Oracle F1Q10 (Qtr End 8/31/09) Earnings Call TranscriptWed, Sep 16, 2009 • 1 Comment
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Oracle Corporation F4Q09 (Qtr End 05/31/09) Earnings Call TranscriptTue, Jun 23, 2009
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at Fox Business (Mon, 1:57PM)
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at MarketWatch.com (Thu, 4:21PM)
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at MarketWatch.com (Thu, 6:15AM)
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Marketwire (Wed, 8:00AM)
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at MarketWatch.com (Jun 10, 2013)
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at MarketWatch.com (Jun 7, 2013)
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at MarketWatch.com (Jun 6, 2013)
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Marketwire (Jun 5, 2013)
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at CNBC.com (Jun 4, 2013)
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at MarketWatch.com (May 31, 2013)
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Marketwire (May 28, 2013)
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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
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- | On the move
- 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]
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Thursday, March 21, 9:10 AM
Premarket gainers: ITMN +12%. CBLI +9%. ACAD +7%. AFFY +6%.
Losers: CIMT -12%. SCHL -11%. BLDP -9%. ORCL -8%. GES -7%. Comment! [On the Move] -
Wednesday, March 20, 5:39 PM
After-hours top gainers, as of 5:15 p.m.: FSYS +3%. JKS +2%. HLF +2%. GEVO +2%. CIM +2%.
After-hours top losers: GMO -16%. TLYS -10%. TUMI -10%. ORCL -7%. GES -5%. Comment! [On the Move] - Wednesday, March 20, 5:19 PM Oracle (ORCL) guides on its FQ3 call (webcast) for -1% to +4% Y/Y revenue growth in FQ4, and EPS of $0.85-$0.91. The former is below a consensus for 5.2% growth, while the latter is in-line with an $0.88 consensus. New software license/cloud subscription growth is expected to be in a range of 1%-11%, and hardware product sales are expected to fall 13%-23%. Oracle blames its FQ3 miss in part on deal push-outs and sales execution issues related to new hires. Oracle insists its win rate remains strong, and that the macro situation is unchanged. Shares -7% AH. 6 Comments [Tech, Earnings, Breaking News]
- Wednesday, March 20, 4:32 PM Blackstone is "seriously considering a bid" for Dell (DELL), Fortune reports, and is forming "contingency plans" for new leadership in the event Michael Dell remains committed to Silver Lake. Oracle (ORCL) second-in-command and former H-P CEO Mark Hurd is said to be a top choice. Dell +0.4% AH to $14.38. (previous) 6 Comments [Tech, M&A]
- Wednesday, March 20, 4:24 PM More on Oracle: New software license/cloud subscription sales fell 2% Y/Y in FQ3, down sharply from FQ2's +17% and below guidance of +3%-13% (is cloud competition a factor?). Hardware product sales -23%, same as FQ2 and worse than guidance of flat to -10% (plunging UNIX server demand). License update/product support sales +7% (same as FQ2). Cloud software sales (boosted by acquisitions) grew "well over 100%." $2.1B in buybacks propped up EPS. Opex -2% Y/Y. ORCL -6.6% AH. CC at 5PM ET (webcast), guidance should be provided. (PR) 1 Comment [Tech, Earnings]
- Wednesday, March 20, 4:02 PM Oracle (ORCL): FQ3 EPS of $0.65 misses by $0.01. Revenue of $9B misses by $0.4B. Shares -5.5% AH. (PR) 6 Comments [Earnings, Breaking News, Tech, On the Move]
- Wednesday, March 20, 1:26 PM H-P's (HPQ +0.8%) internal processes are being overhauled left and right, says tech/operations chief John Hinshaw ahead of today's shareholder meeting. The changes, which cover sales, procurement, and much else, may have contributed to H-P's FQ1 EPS beat. A lot of the changes involve the use of cloud software: Hinshaw claims H-P has the world's largest Salesforce (CRM) and Workday (WDAY) implementations (ORCL software was replaced) and that using Salesforce has led to huge improvements in sales efficiency and job satisfaction. 3 Comments [Tech]
- Wednesday, March 20, 7:48 AM Oracle's (ORCL) FQ3 earnings are due out after the bell, with analysts forecasting that EPS rose to $0.66 from $0.62 and that revenue increased 4.1% to $9.37B. Oracle is expected to have benefited from an increase in its sales staff over the last 18 months and from fairly stable demand. "After talking with our Oracle contacts, it sounds like FQ3 was solid," Pacific Crest's Brendan Barnicle says, while Citigroup's Walter Pritchard sees "positive product catalysts ahead." Comment! [Tech]
- Wednesday, March 20, 12:10 AM Notable earnings after Wednesday’s close: GES, JBL, ORCL, PSUN, SVM Comment! [Earnings]
- Tuesday, March 19, 5:35 PM Notable earnings after Wednesday’s close: GES, JBL, ORCL, PSUN, SVM Comment! [Earnings]
- Tuesday, March 19, 1:40 PM H-P (HPQ) wants a whopping $4B in damages from Oracle (ORCL) over the software giant's decision to discontinue support for Intel's Itanium server CPUs. Look for H-P to point to its plummeting high-end server sales (-24% Y/Y in FQ1) as evidence of the damage Oracle caused. Look for Oracle, which resumed supporting Itanium after a judge ordered it to, to argue demand for "Itanic" was diving anyway as enterprises embraced x86 servers, and that Intel's own commitment to the platform is lukewarm. 5 Comments [Tech]
- Saturday, March 16, 12:06 PM "A retailer (Amazon), an entertainment company (Netflix), an advertiser (Google), a résumé site (LinkedIn), and an address book (Facebook) have ended up shaping the future of [tech] infrastructure," writes a bemused Ashlee Vance. Unsatisfied with the solutions offered by the likes of IBM, HPQ, EMC, NTAP, and ORCL, Web giants have used home-grown hardware and open-source software projects to fulfill their needs. Their ideas and technology are already upending the server industry ... and their impact stands to grow as more companies buy in. 15 Comments [Tech]
- Wednesday, March 13, 12:45 PM More on Oracle: Canaccord has upgraded shares to Buy ahead of Oracle's March 20 FQ3 report. Believing multiple expansion is possible in light of the discount Oracle trades at relative to peers SAP and IBM, analyst Richard Davis thinks a 20% gain is in the cards this year. Comment! [Tech, Quick Ideas]
- Wednesday, March 13, 12:32 PM Oracle (ORCL +0.5%) acquires Nimbula, a developer of software for managing private clouds. The purchase gives Oracle some technology and talent as it tries to develop a soup-to-nuts cloud solution for enterprises, and in doing so take on Microsoft, VMware, Amazon, and the OpenStack consortium. GigaOm's Derrick Harris likes the move, given Oracle's current private cloud strategy "seems hinged on selling big, expensive, over-engineered systems with some legacy Sun Microsystems and Oracle software cobbled together." 2 Comments [Tech, M&A]
- Thursday, February 28, 1:34 PM Server sales rose 3.1% Y/Y in Q4 after falling 4% in Q3, says IDC. But nearly all of this growth went to non-top-5 OEMs, thanks to the do-it-yourself approach of Web/cloud firms behind most of the increase. Sales of the "densely optimized servers" these firms often prefer rose 66%. #1 IBM's share was flat Y/Y at 36.5%, but #2 H-P's (HPQ) fell 160 bps to 24.8% thanks to weak high-end sales. #3 Dell (DELL) +30 bps to 15.1%, #4 Oracle (ORCL) -110 bps to 4.1% (poor UNIX demand). Fujitsu is #5, and Cisco (CSCO), whose UCS blade server sales are soaring, is now #6. Comment! [Tech]
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Michael Eisenberg
Analysts tough accusations of $SAP inflating HANA growth #s thru funny accounting http://dthin.gs/ZDi0wb (Pos. for $CRM $ORCL ?) - View all 0 replies
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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)
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MagicDiligence
Weekly roundup of stocks moving into Joel Greenblatt's Magic Formula screens. $ORCL $AEO $USNA, others. http://bit.ly/XlO3GL - View all 0 replies
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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 :)
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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
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Gloria Kessler: Absolutely. Future looks bright once again. Momentum is gaining
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x oil -field
Individual Investors! Get Your Share Of Profits From The Fed Feb 28 2013 by: Jeff Miller. $AAPL $CAT $ORCL $SPY http://bit.ly/15kf0uk - View all 3 replies
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x oil -field: Bloomberg: Gold Heads for Worst Monthly Run Since 1997 as Demand Slumps. http://bloom.bg/13pyAXv http://bit.ly/13pyD5y $GLD
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John Vincent
Seth Klarman of Baupost Group added $AIG and eliminated $HPQ. Also added to $IDIX and reduced $ORCL & $ANV : http://seekingalpha.com/a/pcoz - View all 2 replies
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inandoutnevertoolate: surprised AIG is under-performing today. Bought on the close yesterday, thinking I was getting it cheap for a day-trade. May double up soon.
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cheznazi: Someone has GOT to have patience with me and teach me how to hedge! Gosh, one day, I too shall pay it forward!!! *grin*
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J. A. Saglimbeni: Glad to see you here Gil, great book....hope to see more of you on SA.... -
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akoshi: you should know better than to expect a straight and honest answer from saibus lol
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Ocean Man: For those that ask for the incentives of shareholders to be aligned with management, here you go. Larry's saving $50M in taxes. -
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FortSumter
ORCL Stopped out after 15 years of holding stock. Wife is gonna hate that tax bill (<$3/shr cost basis). Oh well - View all 5 replies
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FortSumter: Thanks fellas! Caddy - I've watched INTC and others keep falling and am sick of buy and holding. With price strength will revisit.
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David Jackson
What's the best way to play SaaS growth? Buy stocks like $CSOD & $WDAY, or short $SAP& $ORCL? - View all 12 replies
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Modernist: Its not 1:1! SaaS is a push towards efficiency. Net earnings of sellers will be reduced.
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Jorge Aura: In my humble opinion, I think that playing short in $ORCL is a good idea, but the stock has a short % of float in 0.80%.
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FortSumter
ORCL Could be a strong day with conference kicking off today. Will be looking to sell more covered calls on long held position. - View all 1 replies
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FortSumter: RSI at low end of average, volume above average last 2 sessions, MACD rising from trough. Looks good to go.
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DAG1996: lol i actually think it's true. i just hate that "is the new" saying. no, 50 isn't the new 30 -- 50 is the same as it ever was -- 49 + 1