📈 Oracle beats expectations: AI and cloud revenues are growing! ☁️
Oracle Corporation $ORCL is a technology company that specializes in developing and delivering software and cloud solutions for businesses. Its products include database systems, cloud infrastructure and business management applications. Oracle is one of the leaders in cloud services (SaaS, IaaS) and is increasingly focused on integrating artificial intelligence into its technologies.
The company once again shone in the results for 1Q of the fiscal year 2025. It beat analysts' expectations in both revenue and profitability. 📊
🔹 Cloud Services segment, which consists of 79 % of revenue, grew year-over-year by 10 % to $10.52 billion. Cloud licensing revenue grew by 7,5 % to $870 million, beating market expectations. 💡 AI technology and cloud infrastructure are driving growth.
🔹 IaaSrevenue (Infrastructure as a Service) grew by an impressive 47 % to $2.2 billion, while SaaS (Software as a Service) saw growth 13 % to $3.5 billion. These figures confirm the growing demand for cloud solutions and artificial intelligence, which Oracle is heavily integrating into its services. 🚀
🔹 Investors react positively, with the company's shares rising by more than
11 % reaching new all-time highs. 📈
💬 According to a Morgan Stanleyanalyst, it was licensing and cloud services that accelerated revenue growth to solid 8 %. Oracle is in a strong position thanks to its expanded partnerships with giants like Microsoft and Google. 🤝
💰 Shareholders can look forward to a quarterly dividend of $0.40, which will be paid out October 24, 2024.
What's your opinion of Oracle?
Quality company, but the stock is currently expensive.
Why buy Oracle stock when I can just buy $MSFT or $GOOGL stock . To me, investing in Oracle makes no sense.
It's great how Oracle works with other companies. The results have been good and investors are probably happy with the growth. I'd like to include their stock in my portfolio, but the price is not good for buying right now.
Very good numbers, but society is already expensive. I would wait here for at least a return of the price to pre-results values. At least $146.
The stock is up a lot right now. Even though the company looks good, I don't want to buy now after the growth.
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The company looks nice. I don't like to buy after a big rise in stock price, so I won't invest yet. I'll add the company to my watchlist and see if there's a correction and maybe I'll buy a little.