Influencing Factors for ORACLE Earnings
digital transformation along with the continuation of remote work and mainstream
adoption of hybrid/flexible work model has likely helped drive demand for
Oracle Cloud Infrastructure (OCI) services as well as the company’s other
In the last reported quarter, Oracle’s Cloud services and license support
revenues (nearly 76% of total revenues) increased 6% year over year (up 5% at
cc) to $7.371 billion.
Iaas and PaaS.....
Oracle’s software-as-a-service (SaaS), infrastructure-as-a-service (IaaS) and
platform-as-a-service (PaaS) products will have influenced the future of Oracle
In the last
reported quarter, management noted that the company’s IaaS and SaaS business
now accounted for 25% of total quarterly revenues with an annual run rate of
momentum in back-office cloud-based Fusion Human Capital Management (“HCM”)
solutions along with NetSuite Enterprise Resource Planning (“ERP”) and Fusion
ERP applications will affect the direction of the future of Oracle earnings.
The migration of several large-scale SAP clients to Oracle Fusion ERP cloud and
increasing deal wins in several verticals especially banking and healthcare may
affect future growth.
NetSuite ERP and Fusion ERP cloud revenues were up 28% and 32%, respectively,
in the first quarter of fiscal 2022.
Factors To Help Determine Oracle Earnings.....
- The robust
adoption of Oracle’s next-generation autonomous database and Oracle Dedicated
Region Cloud, supported by machine learning (ML) and Artificial Intelligence
- Strength in
the Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) solution,
integrated with new capabilities that help companies foster innovation and
improve decision making.
These are a
concern as they will affect Oracle earnings ----
- Oracle is
suffering from higher expenses on product development, especially increased
investment toward cloud platform, might have dented fiscal second-quarter
competition in the cloud computing market from the likes of Amazon Web
Services, Azure platform and Google Cloud might have also limited margin
Additions That May Help Oracle Earnings....
2021, Oracle introduced the MySQL Autopilot feature for its MySQL Heatwave
service at no added costs to the Heatwave clients. MySQL Heatwave is an
in-memory query accelerator belonging to Oracle’s MySQL Database service.
latest Exadata Cloud@Customer service offering is gaining considerable traction
among on-premises clients. Higher customer acquisitions which includes independent
software vendors (ISVs), is also likely to have helped the expected Oracle
Portfolio Management LLC cut its holdings in shares of Oracle by 0.7% during
the 3rd quarter, according to its most recent Form 13F filing with the SEC. The
institutional investor owned 53,719 shares of the enterprise software
provider’s stock after selling 353 shares during the quarter. Oracle accounts for
approximately 1.1% of Bowling Portfolio Management LLC’s holdings, making the
stock its 16th biggest holding. Bowling Portfolio Management LLC’s holdings in
Oracle were worth $4,681,000 at the end of the most recent quarter.
about Oracle Earnings....