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Why ADF Mobile Will Improve OracleAdetokunbo Abiola • Mon, May 20 -
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Marketwire (May 14, 2013)
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Marketwire (May 13, 2013)
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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 MarketWatch.com (Wed, 1:52PM)
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at CNBC.com (Wed, 5:40PM)
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Marketwire (May 14, 2013)
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at MarketWatch.com (May 13, 2013)
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Marketwire (May 13, 2013)
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Marketwire (May 10, 2013)
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Marketwire (May 9, 2013)
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at MarketWatch.com (May 8, 2013)
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at CNBC.com (May 6, 2013)
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at Fox Business (May 6, 2013)
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at MarketWatch.com (May 6, 2013)
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at CNBC.com (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
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Monday, February 4, 8:06 AM Oracle (ORCL) will buy Acme Packet (APKT) for $29.25 per share in a $1.7B transaction expected to close in the first half of the year. ORCL -2.0% premarket, APKT halted. 1 Comment [Tech, M&A, Breaking News]
- Friday, February 1, 11:19 AM Oracle (ORCL +1.5%) makes new 52-week highs after receiving an upgrade to Outperform from BMO's Karl Keirstad, who cites improving top-line growth. "Enterprise data software spending is improving after a rough 2012," he argues - recent earnings reports back this up to an extent - and Exadata system sales have grown to the point where they'll "have a discernible impact" on 2013 growth. Keirstad also sees further room for margin improvement. 2 Comments [Tech]
- Wednesday, January 30, 10:57 AM Though VMware, EMC, and BMC Software's Q1 guidance hasn't exactly stoked enthusiasm about the IT spending environment, Gartner is forecasting global IT spending will grow a healthy 4.2% in 2013 to $3.7T, after rising just 1.2% last year. A re-accelerating China, a stabilizing Europe, and a resolution (for now) of the fiscal cliff drama are all seen lifting demand. Needham thinks growth could hit 5%. (previous) Comment! [Tech]
- Tuesday, January 15, 12:00 PM With shares nearly priced to perfection following a big 6-month rally, SAP (SAP -4.3%) is selling off after pre-announcing light operating income and revenue (€5.06B vs. €5.12B consensus) for Q4. The report does note Hana revenue surged to nearly €200M from Q3's €83M, but software license growth of 9% Y/Y is a slowdown from Q3's 17%. Cloud subscription/support revenue nearly doubled Q/Q to €159M, but is still just 3% of total sales. EMEA software sales +8%, Americas +3%, Asia-Pac +23%. Oracle recently claimed it took share from SAP in Europe. 1 Comment [Tech, On the Move, Earnings]
- Thursday, January 10, 4:03 PM SAP (SAP +2.9%) closes higher after announcing its core Business Suite ERP, CRM, and HR apps will now be supported by its popular Hana in-memory database. This significantly expands the addressable market for Hana, whose ability to enable real-time analytics and reporting for other SAP apps has already fueled blistering growth. Bernstein has predicted Hana support will also be extended to non-SAP apps. Oracle (ORCL) is trying to counter Hana via its costly Exadata X3 system. (more) Comment! [Tech, On the Move]
- Monday, December 24, 2012, 2:25 PM The 17% Y/Y license revenue growth Oracle (ORCL) posted for FQ2 was fueled by a 56% increase in revenue from $3M+ transactions. That worries Macquarie's Brad Zelnick a little: though granting Oracle's acquisition spree makes bigger deals logical, he cautions they "tend to be lumpier, more difficult to comp over time, and can skew seasonal trends." Zelnick also asks if fiscal cliff worries led to a flurry of deal activity. Separately, an analytics software exec wonders if the Eloqua deal will fail due to clashing cultures. Comment! [Tech, Quick Ideas]
- Friday, December 21, 2012, 9:42 AM Eloqua (ELOQ -0.4%) has only a 10% chance of receiving a bid that tops Oracle's (ORCL) $23.50/share offer, says Pac Crest. Shares closed at $23.66 yesterday, but are down to $23.51 in early trading. The firm thinks Eloqua rival Responsys (MKTG), customer reviews/engagement platform Bazzarvoice (BV), and video hosting/distribution platform Brightcove (BCOV) could also be M&A targets. (Salesforce) Comment! [Tech, M&A, Quick Ideas]
- Thursday, December 20, 2012, 6:33 PM Salesforce (CRM) might respond to Oracle-Eloqua by making a cloud marketing purchase of its own, thinks BMO's Karl Keirstead. He views the deal as a "modest net negative" for Salesforce, believing it will make it a little tougher to eat away at Oracle's (ORCL) traditional Siebel CRM software base. Startups Marketo and HubSpot are named as potential Salesforce targets - both compete with Eloqua, and would complement Salesforce's Marketing Cloud offerings. (previous) 1 Comment [Tech, M&A]
- Thursday, December 20, 2012, 10:13 AM ExactTarget (ET +4.5%) is rallying on news of Oracle's (ORCL +0.3%) deal to acquire cloud marketing rival Eloqua (ELOQ +31.1%). Oracle's purchase comes a few months after it snapped up social media marketing plays Vitrue, Collective Intellect, and Involver. The purchase could allow Oracle to offer a more comprehensive marketing solution (for now, anyway) than Salesforce.com (CRM), which (relying on Buddy Media) recently launched its social media-focused Marketing Cloud suite. GigaOm notes Eloqua has 1,200 customers for Oracle to cross-sell to. Comment! [Tech, On the Move, M&A]
- Thursday, December 20, 2012, 8:07 AM Oracle (ORCL) purchases cloud marketing software provider Eloqua (ELOQ) for $23.50/share, about $871M. Eloqua shares are halted premarket. They closed last night at $17.92. (PR) Comment! [M&A, Tech, On the Move]
- Wednesday, December 19, 2012, 11:31 AM Some enterprise software names are rallying in the wake of Oracle's (ORCL +3.4%) FQ2 beat, which was fueled by strong software license sales. VMW +3.7%. WDAY +2.9%. SPLK +2.6%. INFA +2.2%. JIVE +3.5%. Also, Mellanox (MLNX +4.9%) is getting a lift from the strong performance of Oracle's engineered systems business. Oracle noted on its earnings call its app license growth was north of 30%. Goldman estimates total license growth received a 600 bps boost from acquisitions, but is still impressed. Comment! [Tech, On the Move]
- Tuesday, December 18, 2012, 5:21 PM Oracle (ORCL) guides on its FQ2 call (webcast) for FQ3 revenue growth of 1%-5% Y/Y and EPS of $0.64-$0.68, in-line with a consensus for 4.3% growth and $0.66. New software license/cloud subscription growth is expected to be anywhere from 3%-13%, and hardware product sales flat to -10% (a decent improvement, though easier comps help). Engineered systems unit bookings rose 70% Q/Q, and Larry Ellison claims share was gained against SAP in Europe. Shares +1.8% AH. (FQ2 results: I, II) Comment! [Tech, Earnings]
- Tuesday, December 18, 2012, 4:25 PM More on Oracle: Another $3B in buybacks lifted EPS. New software license/cloud subscription sales +17% Y/Y, a nice improvement from FQ1's +6%. License update/product support +7% (+3% prior). Hardware product sales still ugly at -23% (-24% prior). High-margin services revenue -5% (-6% prior). Opex -1%, below revenue growth of 3%. Headcount up by 1.3K to 117.2K. Americas sales +6% and Asia-Pac +8%, EMEA a weak spot, -2%. ORCL +1.7% AH. CC at 5PM ET (webcast), expect guidance and the usual Larry Ellison theatrics. (PR) 1 Comment [Tech, Earnings]
- Tuesday, December 18, 2012, 4:22 PM Oracle (ORCL): FQ2 EPS of $0.64 beats by $0.03. Revenue of $9.09B (+3% Y/Y) beats by $60M. Shares +1.4% AH. (PR) Comment! [Tech, Earnings]
- Tuesday, December 18, 2012, 9:40 AM H-P (HPQ -0.6%) opens lower after Topeka's Brian White, best known for praising all things Apple, downgrades shares to Sell in response to their rally. H-P's product line issues, a weak IT spending environment, and Cisco and EMC's ambitions to become broader IT solutions providers are named as concerns. White also notes H-P's European exposure (EMEA was 36% of FQ4 sales), and says his firm believes "IT spending in the region has deteriorated further over the past few weeks." (yesterday) 2 Comments [Tech, Quick Ideas]
- Tuesday, December 18, 2012, 7:58 AM Oracle (ORCL) is due to release its FQ2 results after the bell, with analysts expecting that EPS rose to $0.61 from $0.54 and that revenue edged up 2.5% to $9.03B, helped by a strong increase in software-license revenue. Pacific Crest Securities has "heard about more large deals than we have in the recent past," although JMP Securities says the "hardware business (Sun) in the U.S. may have again been light." Comment! [Tech, Earnings]
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Chines33: I don't think it will go there right away though. Will be choppy, but think it goes there before they report again.
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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
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BBZ10USER: Will get stuck with very huge inventory of iphones, cuz of the stupid contracts they signed with apple
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SKS1586: techwonk: Results are good with Joel Greenblatt's MFI Stocks (Warren Buffett Formula). Magic Diligence works exclusively with these stocks.
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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
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LATEST REPLIES
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FortSumter: No kidding! I have had it on my watch list for a few months but never pulled the trigger. Woulda, coulda, shoulda.
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James Hartje
$ORCL prospects look good w/ recent upgrade. Rule of Thought, if Larry Ellison's out there buying islands we know the good times are coming! - View all 2 replies
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FortSumter: Surprised he hasnt become the new rally cry for the wall-tards and the underprivledged 99%.
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James Hartje: Haha you're right there, when will they start bashing him? Maybe once he kicks everyone off his Hawaiian islands & keeps it to himself.
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FortSumter
Bought a protective July $28 put ofor $0.15 as cheap insurance on my long term ORCL shares. Too far to fast imo for this stock. - View all 3 replies
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FortSumter: Never have. This is one stock I've had forever. My cost basis is around $3. The one b&h I've held.
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DaLatin: beunooooo.. I think I have owned it 35 to 40 times and always made money. I always buy it on bad news !
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The Oxen Group
The Oxen Group downgrades $ORCL from Buy to Hold and decreases PT from $42 to $36. http://stks.co/3TPK - View all 1 replies
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Garfield23: yeah, dont know if orcl is the best move this wk, we IBM + silver as a good pop up, weighted 25% 75% with 10% pop in silver avg returns 8%
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Brian Benda: But the bottom line is that AAPL is the technology (and broad market) driving force right now. Like today, all major indices down but $NDX. -
Brian Benda: From broad market perspective, you can make good argument that outside of financials, AAPL controls the near-term fate of the market.
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Alex Rasmussen
ORCL can go lower. Great entry at $26. Would rather own IBM but would have to be $175 and the Buffett premium won't let it get back to there - View all 2 replies
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WisPokerGuy: Possible but long in the future. Company I work with has a $35 million cloud project on the table and Oracle isn't even being considered.
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WisPokerGuy: Yeah... I realize that. The point was that ORCL wasn't even in the running due to lack of mature products that matched up w/ CRM or SAP.
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rishabhsach
Anyone trading ORCL right now? What are the chances of them getting from $0.54 to $0.56 EPS? - View all 8 replies
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FortSumter
ORCL to announce March 20th. Think they go for 2-for-2 on missing earnings? Have to believe Ellison to competitive for that. - View all 1 replies
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FortSumter: I tried to play earnings last time and got my ass handed to me. Lesson learned. That means this time it will go up. Cant win for losing.
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Jacob Wolinsky
#Salesforce's Execs "Planned Sales" Uncanny Market Timing http://bit.ly/yNJ3zg $CRM $ORCL - View all 1 replies
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Sunil Shah: nice summary on 'planned sales'. something very weird about officer selling and broker recs. It's just too correlated to be chance...
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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
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