ORCL

Mar. 29, 2018 Summary Oracle reported the results of its fiscal Q3 last week. The results for the quarter were at least in line and showed continued improvements in operating margins. Some analysts, befuddled by a new strategy called “Bring Your Own  License”,  felt that Oracle’s transition to a cloud enterprise had hit a speed bump.…

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Mar. 29, 2018 Summary Oracle reported the results of its fiscal Q3 last week. The results for the quarter were at least in line and showed continued improvements in operating margins. Some analysts, befuddled by a new strategy called “Bring Your Own  License”,  felt that Oracle’s transition to a cloud enterprise had hit a speed…

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Dec. 20, 2017 Summary Oracle reported the results of its fiscal Q2 last week. The results were considered by some to be disappointing, and the shares have pulled back 5%. Contrary to the received wisdom, Oracle had a successful quarter in which it beat guidance for both revenues and earnings despite headwinds from currency and…

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Oct. 13, 2017 Summary Earlier this month, Oracle made a series of product announcements of some significance. These announcements at the least allow Oracle to compete for new database workloads that had increasingly been migrating to both Microsoft and Amazon solutions. The company also finally entered the emerging market for both Blockchain and for Container…

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Sep. 19, 2017 Summary Late last week, Oracle reported the results of its fiscal Q1. The company’s results were a small beat-pretty m uch what investors expect from the company. The company’s guidance for Q2 showed trends that were a bit tyroublesome to some investors and the shares fell by 5%. On careful examination, the…

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Jun. 24, 2017 Summary Oracle reported the results of its fiscal Q4 and 2017 fiscal year the other evening. The quarter showed significant beats in terms of revenues. Earnings as reported were also a beat. Guidance, both for the current quarter and the full year of fiscal 2018, was increased. There were many positive trends…

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Mar. 17, 2017 Summary Oracle reported the results of its fiscal Q3 last evening. The results were a beat on earnings and a small miss on revenues. The company’s guidance for Q4 was consistent with prior consensus expectations for both revenues and EPS. Management continued to make bold pronouncements about dramatic growth in various cloud…

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Dec. 18, 2016 Summary Oracle reported the results of its fiscal Q2 Thursday evening. EPS was a modest beat, revenues were a small miss and guidance was somewhat disappointing. Oracle’s numbers, carefully parsed, suggest a company continuing to struggle with its transition and falling behind competitors in doing so. Oracle management remains committed to transmitting…

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September 17, 2016 Summary Oracle reported the results of its fiscal Q1 Thursday evening. The results missed and the company guided down. At current levels the shares do not reflect many risks that have yet to be appreciated. The company has a cash flow that is built on an installed base whose longevity must be…

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July 29, 2016 Summary Oracle has announced that it had reached an agreement to buy NetSuite for $9.3 billion. The premium, measured from recent levels, is massive – more than 60% premium compared to a month ago share prices. The financial justification is more than a bit murky – the accretion expected by management seems…

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