ORCL Latest Report

Oracle's Financial Performance

As of February 28, 2025, Oracle Corporation (ORCL) had a total operating revenue of $14.13 billion. Although prior data was not provided, other financial indicators can help us understand the company's overall financial situation.

1. The total operating revenue of $14.13 billion reflects the company's sales performance during the period.

2. The gross profit of $9.935 billion and gross margin show the market competitiveness and pricing ability of its products.

3. The net profit of $2.936 billion reflects the company's profitability after deducting costs and expenses from revenue.

4. The research and development expense of $2.429 billion indicates the company's emphasis on technological innovation and product development, which may have a positive impact on future revenue growth.

Key Financial Data

1. Oracle's operating revenue in the first quarter of fiscal 2025 grew 7% year-on-year to $13.3 billion.

2. In the second quarter of fiscal 2025, Oracle's revenue grew 9%, and adjusted EPS grew 10%.

3. Oracle's cloud revenue grew 24% year-on-year in the quarter, showing strong growth.

4. 42% of Oracle's total revenue from cloud infrastructure comes from its cloud infrastructure and applications department, indicating the importance of this department.

Peer Comparison

1. Industry-wide analysis: The software and cloud computing industry as a whole showed growth in 2025, benefiting from digital transformation and increased demand for cloud services, with companies in the industry generally experiencing revenue growth, indicating strong market demand for related technologies and solutions.

2. Peer evaluation analysis: Oracle performed well in terms of total operating revenue and net profit, especially its high gross margin and net margin (21.73%), showing its competitiveness in the market and effective cost control ability. Oracle's cloud revenue growth outpaced its competitors, reflecting strong market demand and technological strength.

Summary

Oracle's financial performance shows strong growth potential in the software and cloud computing sectors, although no prior data was available for direct year-on-year analysis, but from industry trends and the company's gross and net margins, Oracle maintains a good competitiveness in the market. The increase in R&D expenses also provides momentum for future revenue growth.

Opportunities

1. Oracle's fast-growing cloud revenue may attract more investor attention.

2. The combination of continuous R&D investment and strong market demand may bring new business opportunities for the company.

3. Oracle's cooperation with companies such as OpenAI may provide additional market space for it in the field of artificial intelligence infrastructure.

Risks

1. Despite Oracle's good performance, it is necessary to be cautious about the market share pressure brought by the rapid growth of competitors.

2. High R&D expenses may affect the company's cash flow in the short term, and if it fails to achieve expected revenue growth, it will affect overall profitability.

3. The software market's technology update and replacement are fast, and Oracle needs to continue innovation to maintain market competitiveness.