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2021-09-13

Oracle Q1 Earnings: Strong cloud business, cash flow in focus

Oracle (NYSE:ORCL) is scheduled to announce Q1 earnings results on Monday, September 13th, after mar

Oracle Q1 Earnings: Strong cloud business, cash flow in focus

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Despite potential opportunities within existing database customers and cloud-based ERP applications, offsets from waning businesses mean 2021 likely lacks the catalysts for the positive inflection in revenue growth investors would need to see to drive multiples higher,” Keith Weiss, equity analyst at Morgan Stanley said.</li>\n <li>Despite&nbsp;beating FQ4 estimates, the stock traded down after posting its earnings; YTD, the stock gained 38%.</li>\n <li>SA Contributor Vladimir Dimitrov, CFA in his&nbsp;recent article&nbsp;said, \"Long-term potential of the business remains intact, and provided there are no drastic changes to overall demand, Oracle is likely to continue to outperform its peers.\"</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle Q1 Earnings: Strong cloud business, cash flow in focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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cloud license and on-premise license revenue estimate $865.1M.\nAdj. operating margin estimated at 42.5%.\nStrengths: Oracle cloud regions globally (currently 30), cloud business, strong uptake of Oracle Cloud Infrastructure services and Autonomous Database offerings.\nAfter the company repurchased $21.6B in stock during FY21, analysts will be paying particular attention to cash flow.\nOver the last 2 years, ORCLhas beaten EPS estimates100% of the time and has beaten revenue estimates 63% of the time.\nOver the last 3 months, EPS estimates have seen 0upward revisions and 16 downward. 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