Análisis Oracle Corporation (ORCL)

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Análisis Oracle Corporation (ORCL)
Análisis Oracle Corporation (ORCL)
#1

Análisis Oracle Corporation (ORCL)



Perfil de la Empresa:
ORACLE CORPORATION ofrece productos y servicios que abordan todos los aspectos de los entornos corporativos de tecnologías de la información (IT), que incluyen infraestructura, plataformas y aplicaciones. Los negocios de la compañía incluyen servicios, hardware y software en la nube y en el servidor. Su negocio de software instalado y en la nube consta de tres segmentos, entre ellos, software en la nube y software instalado en los servidores, que incluye la oferta de software como servicio (SaaS) y plataforma como servicio (PaaS), infraestructura de nube como servicio (IaaS) y actualizaciones de licencia de software y soporte de productos. Su negocio de hardware consta de dos segmentos, que incluyen productos de hardware y soporte de hardware. El negocio de servicios de la empresa incluye el resto de los segmentos de la empresa. Su negocio de servicios incluye actividades como servicios de consultoría, servicios de soporte mejorado y servicios educativos, entre otros..

Comentarios: Oracle Corporation (ORCL), es alcista para largo plazo. En estos momentos, se encuentra realizando su pauta de continuidad. Si lo supera, podría tener un posible objetivo sobre los 66 dólares. El punto a vigilar para este trimestre serían los 52 dólares. Si lo perdiera, indicaría debilidad y sería mejor estar fuera del valor.

Los datos fundamentales indican un PER de 19. Su ratio de solvencia se sitúa en 2,66. Tiene una deuda total del 714%. El valor de la empresa es inferior a la capitalización del mercado. Mi ratio potencial sale a 3,24, indicando crecimiento económico. Mi fuerza de tendencia sale 10%, indicando crecimiento alcista.

Conclusión: Cuando rompa su pauta será buena oportunidad para tomar posiciones alcistas. Vigilar siempre el punto importante.

 


Disclaimer de Contenido
Las inversiones en bolsa son de alto riesgo y se puede perder el capital que se vaya a invertir. El usuario debe tener el conocimiento suficiente del funcionamiento y del riesgo de los productos de inversión que vaya a utilizar. Las ideas o análisis no garantiza rentabilidades en las inversiones, ni tampoco garantiza la ausencia de pérdidas que el usuario realice.
#2

Re: Análisis Oracle Corporation (ORCL)

Oracle Announces Fiscal 2021 Fourth Quarter and Fiscal Full Year Financial Results
Q4 FY21 Earnings Per Share: GAAP EPS up 39% to $1.37, Non-GAAP EPS up 29% to $1.54Q4 Cloud Application Revenue: Fusion ERP up 46%, Fusion HCM up 35%, NetSuite ERP up 26%Q4 Cloud Infrastructure Revenue: Gen2 Cloud plus Autonomous Database up over 100% AUSTIN,

Texas, June 15, 2021
– Oracle Corporation (NYSE: ORCL) today announced fiscal 2021 Q4 results. Total quarterly revenues were up 8% year-over-year to $11.2 billion. Cloud services and license support revenues were up 8% to $7.4 billion. 

Cloud license and on-premise license revenues were up 9% to $2.1 billion. Q4 GAAP operating income was up 5% to $4.5 billion, and GAAP operating margin was 40%. 

Non-GAAP operating income was up 6% to $5.4 billion and non-GAAP operating margin was 49%. GAAP net income was up 29% to $4.0 billion, and GAAP earnings per share was up 39% to $1.37. 

Non-GAAP net income was up 20% to $4.5 billion, and non-GAAP earnings per share was up 29% to $1.54. Short-term deferred revenues were up 10% from last year to $8.8 billion. Operating cash flow was up 21% to a record $15.9 billion during the trailing twelve months. Fiscal year 2021 total revenues were up 4% year-over-year to $40.5 billion. 

Cloud services and license support revenues were up 5% to $28.7 billion. Cloud license and on-premise license revenues were up 5% to $5.4 billion. Fiscal year 2021 GAAP operating income was up 9% to $15.2 billion, and GAAP operating margin was 38%. Non-GAAP operating income was up 9% to $19.0 billion, and non-GAAP operating margin was 47%. GAAP net income was up 36% to $13.7 billion, while non-GAAP net income was up 11% to $14.1 billion. 

GAAP earnings per share increased 48% to $4.55, while non-GAAP earnings per share was up 21% to $4.67. “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24,” said Oracle CEO, Safra Catz. “Our multi-billion dollar Fusion and NetSuite cloud applications businesses saw dramatic increases in their already rapid revenue growth rates: Fusion ERP was up 30% in Q3 and up 46% in Q4, Fusion HCM was up 23% in Q3 and up 35% in Q4, NetSuite was up 24% in Q3 and up 26% in Q4. Oracle Fusion is the world’s biggest cloud ERP business; Oracle NetSuite is the world’s second biggest cloud ERP business. Revenue from our Gen2 Cloud Infrastructure business including Autonomous Database grew over 100% in Q4. 

The accelerating growth rates of both our applications and infrastructure cloud businesses this year drove earnings per share growth up to 21% in FY21. 

That is the fourth consecutive year of double-digit earnings per share growth at Oracle Corporation." “The world’s two most popular databases are the Oracle Autonomous Database and Oracle MySQL,” said Oracle Chairman and CTO, Larry Ellison. “The Oracle Database once again delivered solid revenue growth in FY21. 

And while our Oracle Database business as measured by revenue currently dwarfs our MySQL database business—that is about to change because the latest version of Oracle MySQL has been upgraded to include a revolutionary new ultra-high-performance parallel processing query engine called HeatWave. Independent analysts have tested and confirmed that Oracle MySQL with HeatWave runs 10 to 100 times faster than Amazon’s version of MySQL called Aurora. 

This technological breakthrough is causing several of Amazon’s customers to start moving their Aurora workloads to Oracle MySQL. And industry analysts are telling us they are seeing a 10x increase in Oracle Cloud Infrastructure customer inquiries. Both the Oracle Autonomous Database and Oracle MySQL with HeatWave technology have captured the technology high-ground in the cloud database business—and that bodes well for the future of the Oracle Cloud.” The board of directors declared a quarterly cash dividend of $0.32 per share of outstanding common stock.
 
This dividend will be paid to stockholders of record as of the close of business on July 15, 2021, with a payment date of July 29, 2021.

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