ORCL Earnings Prediction
The chart below shows how ORCL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ORCL sees a -1.02% change in stock price 10 days leading up to the earnings, and a +1.39% change 10 days following the report. On the earnings day itself, the stock moves by +0.28%. This data can give you a slight idea of what to expect for the next quarter's release.
ORCL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
14.06B
8.64%
5.65%
Gross Margin
67.90%
2.00%
1.04%
Operating Margin
30.83%
6.35%
0.62%
Net Margin
22.75%
15.72%
1.88%
EPS
1.10
23.60%
6.80%
No Data Available
ORCL Earnings Analysis
Oracle Corp Corporation (ORCL.N) Earnings Conference Call
Positive
Q2 Revenue Increase: Total revenue for Q2 reached $14.1 billion, up 9% from last year, driven by strong demand for cloud services.
Cloud Revenue Surge: Cloud revenue is expected to exceed $25 billion this fiscal year, reflecting robust growth in the sector.
Operating Income Improvement: Operating income grew 10% in Q2, with operating margins improving to 43%, up 60 basis points from last year.
Strong Non-GAAP EPS Growth: Non-GAAP EPS was $1.47, up 10% in USD and constant currency, indicating strong profitability.
Share Repurchase Commitment: The company repurchased nearly 1 million shares for a total of $150 million, demonstrating commitment to returning value to shareholders.
Negative
Cloud Revenue Decline: Total cloud revenue growth was negatively impacted by a 2% decline this quarter due to lower advertising business performance.
Negative Operating Cash Flow: Operating cash flow was negative at $2.7 billion, indicating a significant cash outflow despite positive operating cash flow of $1.3 billion.
Tax Rate Impact on EPS: The non-GAAP tax rate for the quarter was 20.1%, which is higher than the previously guided 19%, leading to a $0.02 reduction in EPS.
Deferred Revenue Growth Slowdown: The short-term deferred revenue balance increased by only 8%, indicating slower growth in future revenue recognition compared to previous quarters.
Investment Loss Impact: The company faced a significant investment loss in another company, negatively impacting Q3 EPS guidance by $0.05.
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ORCL Earning Call Sentiment
Oracle Corporation (ORCL) Q2 2025 Earnings Call Transcript
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ORCL.N
-13.79%Positive
The earnings call highlights strong financial performance with record cloud revenue growth, particularly in IaaS, and improved margins. The positive guidance and strategic partnerships further bolster confidence. Despite a negative free cash flow, the substantial increase in RPO and positive analyst sentiment during the Q&A, especially regarding OCI's expansion and SaaS growth, support a positive outlook. The dividend and share repurchase also add to shareholder value. Given these factors, a positive stock price movement of 2% to 8% is expected.