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Oracle (ORCL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Oracle (ORCL - Free Report) reported $14.13 billion in revenue for the quarter ended February 2025, representing a year-over-year increase of 6.4%. EPS of $1.47 for the same period compares to $1.41 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $14.36 billion, representing a surprise of -1.59%. The company delivered an EPS surprise of -0.68%, with the consensus EPS estimate being $1.48.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Oracle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Geographic Revenue- Americas: $9 billion compared to the $9.05 billion average estimate based on two analysts. The reported number represents a change of +8.8% year over year.
  • Geographic Revenue- Asia-Pacific: $1.71 billion versus $1.80 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.9% change.
  • Geographic Revenue- Europe, Middle East and Africa: $3.42 billion versus the two-analyst average estimate of $3.48 billion. The reported number represents a year-over-year change of +3.2%.
  • Revenue- Hardware: $703 million versus $719.61 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a -6.8% change.
  • Revenue- Cloud license and on-premise license: $1.13 billion compared to the $1.20 billion average estimate based on eight analysts. The reported number represents a change of -10.1% year over year.
  • Revenue- Cloud services and license support: $11.01 billion compared to the $12.39 billion average estimate based on seven analysts. The reported number represents a change of +10.5% year over year.
  • Cloud Services and License Support Revenues by Ecosystem: $11.01 billion versus the seven-analyst average estimate of $11.20 billion. The reported number represents a year-over-year change of +10.5%.
  • Revenue- Services: $1.29 billion compared to the $1.25 billion average estimate based on seven analysts. The reported number represents a change of -1.2% year over year.
  • Revenues by Offerings- Cloud services: $6.21 billion versus the two-analyst average estimate of $6.31 billion.
  • Revenues by Offerings- License support: $4.80 billion versus $4.86 billion estimated by two analysts on average.
  • Cloud Services and License Support Revenues by Ecosystem- Applications cloud services and license support: $4.81 billion versus $4.85 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5% change.
  • Cloud Services and License Support Revenues by Ecosystem- Infrastructure cloud services and license support: $6.20 billion compared to the $6.32 billion average estimate based on two analysts. The reported number represents a change of +15.2% year over year.
View all Key Company Metrics for Oracle here>>>

Shares of Oracle have returned -11.1% over the past month versus the Zacks S&P 500 composite's -4.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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