Latest Articles
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Cloudera Or Altair Engineering, Which To Choose?
Altair Engineering’s stock (NASDAQ: ALTR) is up by 39% since December 2018. On the other hand, peer Cloudera’s stock (NYSE: CLDR) is up merely 8% during the same period. This, despite the fact that Cloudera’s revenue growth for FY 20...
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Why Is Oracle’s Stock Up 45% In Last 3 Years Despite Only Modest Revenue Increase?
Would you expect the stock of a company, that barely saw 7% increase in revenue in 3 years, to go up 45% during the same period? That’s exactly the story of Oracle (NYSE:ORCL). So what really happened? Investors didn’t really change t...
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Is Oracle A Better Buy Than IBM?
IT software and Services industries are suffering from a fall in demand for software and web services as consumers are focusing solely on essentials and not discretionary products. That said, the industry has seen companies with a portfolio of so...
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Will Oracle See Top Line Growth In FY 2020?
Yes, as per Trefis estimates Oracle (NYSE:ORCL) will see a growth of 1.1% in its top line for FY 2020 (ended May 2020). Oracle’s Cloud services and license support business is expected to contribute $27.1 billion to Oracle’s 2020 rev...
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Why An Amazon-Oracle Merger Is A Very Real Possibility
Per Trefis analysis, a merger of Amazon (NASDAQ:AMZN) and Oracle (NYSE:ORCL) could unlock significant value. While the idea may sound very ambitious, in order to keep itself at the top of the cloud technology food-chain, Oracle may be the best ac...
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Oracle’s Cloud Business Momentum Makes Us Revise Our Fair Value Estimate Upward
Oracle (NYSE:ORCL) reported its fiscal Q4 and full year 2019 results on Wednesday, June 19. The company beat consensus estimates on revenue and earnings. The Oracle management confidently disclosed that the growth in the company’s cloud bus...
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Did Cloud Revenues Arrest The Decline In Oracle’s Top Line Over Fiscal Q4?
Oracle (NYSE:ORCL) will report its fiscal Q4 and full year 2019 results on Wednesday, Jun 19. The company has delivered results that have exceeded market’s expectations the last couple of quarters. However, the growth in cloud revenues is yet to ...
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Oracle Q3: Cloud Continues To Surprise
Oracle (NYSE:ORCL) reported its fiscal Q3 results on Thursday, March 14. The company beat expectations on revenue and EPS, driven by traction in cloud. We note that excluding FX, the net growth for Oracle continues to hover around 3-4%. While the...
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Can Oracle Continue Surprising The Market In Q3?
Oracle (NYSE:ORCL) will report its fiscal Q3 results on Thursday, March 14. If the company can continue to build on Larry Ellison’s Analyst Day narrative and again beat consensus expectations as it did in Q2, the stock’s valuation cou...
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How Does Oracle Look Post-Q2 Results?
Oracle (NYSE:ORCL) reported its fiscal Q2 results on December 17, beating market expectations on revenue and EPS. Despite the impact of forex headwinds, Oracle’s results point towards potential acceleration, and the company’s management con...
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What To Expect From Oracle’s Q2 Results
Ever since Amazon publicly announced that it will be moving off of Oracle ‘s (NYSE:ORCL) databases moving forward, there has been some negative sentiment surrounding the company. Oracle’s business is largely expected to show some signs o...
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Does Anaplan’s Stock Have Any Upside?
Anaplan (NYSE:PLAN) has grown rapidly in the past few years, as its Hyperblock technology – which enables intelligent planning across the Finance, Sales, Supply Chain, Marketing and Workforce domains – gains traction among customers. ...
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What Is Oracle’s Near-Term Outlook?
Oracle ‘s (NYSE:ORCL) fiscal first quarter results beat market expectations on EPS, while missing on revenue. Management’s focus on its Gen 2 Cloud and Autonomous Database was again highlighted during the company’s financial analyst day in ...
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What To Expect From Oracle Through FY’19 After Recent Slowdown In Revenues
Oracle (NYSE:ORCL) announced its fiscal Q1 2019 results on Monday, September 17, reporting a modest 1% annual increase in revenues to $9.2 billion. While core Cloud Services and License Support revenues were up 3% to $6.6 billion, the company re...
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What To Expect From Oracle’s First Quarter Earnings?
Oracle (NYSE:ORCL) is scheduled to announce its fiscal Q1 results on Monday, September 17. The company reported a solid 6% annual increase in revenues to $40 billion through the fiscal year ended May. However, Oracle reported a slowdown in Cloud ...
