Breaking News

Can Oracle Shine Above The Clouds?

By Estimize Stock MarketsDec 14, 2016 11:55PM ET

www.investing.com/analysis/%D0%9E%D0%B1%D0%BB%D0%B8%D0%B3%D0%B0%D1%86%D0%B8%D0%B8-%D1%81%D0%B5%D0%B3%D0%BE%D0%B4%D0%BD%D1%8F-200169777

Can Oracle Shine Above The Clouds?

By Estimize | Dec 14, 2016 11:55PM ET

Saved. See Saved Items.

This article has already been saved in your Saved Items

ORCL

-2.68%

Add to/Remove from Watchlist

Key Takeaways

The Estimize consensus is calling for earnings per share of 62 cents on $9.18 billion in revenue, 1 cent higher than Wall Street on the bottom line and $50 million on the top
After a long back and forth with investors, Larry Ellison got his way and closed the deal to purchase Netsuite for $9.2 billion
Strong growth in SaaS and PaaS will help offset weakness in Oracle’s legacy licensing business

Oracle (NYSE:ORCL) is scheduled to report its fiscal second quarter earnings today after the closing bell. The tech giant is typically one of the earlier reports in the season that doesn’t officially kick off until Alcoa’s report on January 9. Oracle is coming off a weak first quarter, failing to meet analysts estimates on both the top and bottom line. The expected rollout of new products and the integration of Netsuite should help reverse the persisting weakness over the past few quarters.

Analysts aren’t optimistic that Oracle’s strategic initiatives will pay off this quarter. The Estimize consensus is calling for earnings per share of 62 cents, down 2% from a year earlier. That estimate has ratcheted down 8% likely in response to the Netsuite deal valued at $9.2 billion. Revenue for the period is forecasted to jump 2% to $9.17 billion, reflecting the progress being made in shifting to a subscription based model.

Oracle Corporation Historical EPS

Oracle Corporation Historical EPS

Oracle’s transition to cloud computing in its Saas, PaaS and Big Data divisions has been encouraging. While the company enjoys a leading position in enterprise and database management systems, they are also gaining ground in the rapidly growing cloud sector. New products and the acquisition of NetSuite should help capture greater market share in spite of falling licensing revenue. Further strategic acquisitions will also play a significant role in expanding the company’s product portfolio.

Most of the upside this quarter will come from sales growth in SaaS and PaaS services which management predicts will climb 78% to 82%. Revenue from software, cloud (includes SaaS and PaaS) net software licenses and software supports is forecasted in the range of 3% to 5%.

Despite a dedicated focus on cloud computing, it won’t be all smoothing sailing. The software provider is operating in a top heavy industry, facing competition from the likes of Google, Salesforce and Amazon.

Oracle Corporation Historical Revenue

Oracle Corporation Historical Revenue

Original post

Related Articles

Will Alibaba’s $53B AI Bet Be the Key to Tech Supremacy? By Leo Miller - Feb 27, 2025 1

Shares of Alibaba (NYSE:BABA) are on a tear to start off 2025. The consumer discretionary and tech stock is up by 52% this year as of the Feb. 25 close. The company’s cloud...

2 Best AI-Driven CEP Stocks to Own in 2025 By Thomas Hughes - Feb 27, 2025

Every investor should know the term CEP, or customer engagement platform, because it is central to businesses' use of AI. CEPs provide software services to connect and communicate...

Sector Rotation Taking Hold as Healthcare Surges, Financials Lag By James Picerno - Feb 27, 2025

As markets try to look through the blizzard of policy changes flowing out of Washington, the crowd has shifted its preferences considerably in recent weeks based on a sector lens....

Add a Comment

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation, don’t trash it.
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.
Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.
Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read Investing.com's comments guidelines and agree to the terms described.

I Agree

Write your thoughts here

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d1-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d1-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d1-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
		</div>
    </div>
			</div>
			<div id="show-more-comments">
				<a class="showMoreComments block">
					<span class="arial_12 showArrowafter">Show more comments (<span class="js-amount"></span>)</span>
				</a>
			</div>
			<div id="show-more-replies">
				<a class="showMoreReplies block">
					<span class="arial_12 showArrowafter">Show more replies (<span class="js-amount"></span>)</span>
				</a>
			</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

	US 30	43,405.5	-28.8	-0.07%
	US 500	5,909.0	-47.2	-0.79%
	Dow Jones	43,414.45	-18.67	-0.04%
	S&P 500	5,908.73	-47.45	-0.80%
	Nasdaq	18,771.04	-304.22	-1.59%
	S&P 500 VIX	19.75	+0.65	+3.40%
	Dollar Index	107.160	+0.831	+0.78%

	Crude Oil WTI	70.35	+1.73	+2.52%
	Brent Oil	73.56	+1.49	+2.07%
	Natural Gas	3.932	-0.027	-0.68%
	Gold	2,888.30	-42.30	-1.44%
	Silver	31.563	-0.709	-2.20%
	Copper	4.6020	+0.0155	+0.34%
	US Soybeans	1,024.25	-0.75	-0.07%

	U.S. 10Y	4.286	+0.037	+0.87%
	U.S. 30Y	4.553	+0.046	+1.02%
	U.S. 5Y	4.105	+0.028	+0.69%
	U.S. 3M	4.306	+0.005	+0.12%
	US 10Y T-Note	110.59	-0.25	-0.23%
	Euro Bund	132.88	-0.05	-0.04%
	10-2 Yield Spread	17.88	-1.73	-8.82%

	Apple	240.21	-0.16	-0.06%
	Alphabet A	169.80	-2.94	-1.70%
	Tesla	285.71	-5.10	-1.75%
	Amazon.com	210.92	-3.43	-1.60%
	Netflix	970.35	-19.71	-1.99%
	Meta Platforms	663.23	-10.47	-1.55%
	Bank of America	44.23	+0.28	+0.65%

Most Popular Articles

Nvidia stock retreats after positive open despite solid sales outlook By Investing.com - Feb 27, 2025 78

Warner Bros jumps on streaming profits guide, encouraging studios, D2C... By Investing.com - Feb 27, 2025

Bitcoin price today: down for 4th day to $82.3k ahead of key inflation... By Investing.com - Feb 27, 2025 1

Amazon unveils quantum chip, aims to speed up commercial development By Investing.com - Feb 27, 2025

Ibotta down 40% after weak forecast triggers multiple downgrades By Investing.com - Feb 27, 2025

More News

Nvidia Q4 Earnings Preview: A Make-or-Break Moment for the AI Trade? By Jesse Cohen - Feb 26, 2025 2

Nvidia Earnings: Here's Why the Stellar Q4 Results Got a Cold Market... By David Wagner - Feb 27, 2025 5

Here's Why Analysts Estimates Have Gone Parabolic By Lance Roberts - Feb 27, 2025 7

Palantir: Down 30% This Week, Is It Time to Flee the High-Flying... By Alessandro Bergonzi - Feb 25, 2025 7

Nasdaq Bulls Stand Firm - But a Slip Below This Level May Spark... By Fawad Razaqzada - Feb 27, 2025 4

More Analysis

Central Banks Rates

	Central Banks		Interest Rates	Next Meeting
		FED	4.50%	Mar 19, 2025
		ECB	2.90%	Mar 06, 2025
		BOE	4.50%	Mar 20, 2025
		SNB	0.50%	Mar 20, 2025
		RBA	4.10%	Apr 01, 2025
		BOC	3.00%	Mar 12, 2025
		RBNZ	3.75%	Apr 09, 2025
		BOJ	0.50%	Mar 19, 2025
		CBR	21.00%	Mar 21, 2025
		RBI	6.25%	Mar 10, 2025
		PBOC	3.10%
		BCB	13.25%	Mar 19, 2025