earnings
confidence high
sentiment positive
materiality 0.85
Oracle Q3 revenue $12.4B (+18% YoY); non-GAAP EPS $1.22; dividend raised to $0.40
ORACLE CORP
2023-Q3 EPS reported
$1.88
revenue$36,118,000,000
- GAAP EPS $0.68; non-GAAP EPS $1.22 (up 13% constant currency); revenue $12.4B (+18% USD, +21% CC).
- Cloud revenue $4.1B (+45% USD, +48% CC); IaaS $1.2B (+55% USD), SaaS $2.9B (+42% USD).
- Dividend declared $0.40/share, 25% increase from $0.32; payable Apr 24 to record Apr 11, 2023.
- Cerner contributed $1.5B to total revenue; healthcare contract base grew ~$5B since acquisition.
- Operating cash flow $15.5B TTM; non-GAAP operating margin 42%; short-term deferred revenue $8.6B.