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ORCL

16 Mar 2017

Oracle FY 3Q17 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Larry Ellison Cloud opens up more opportunities for ERP “No, again, I couldn’t agree with Mark more. Our ability now to service much smaller customers than we could have serviced in the past is because the cloud allows you to … Continued

ORCL, Software, Technology
17 Mar 2016

Oracle FY 3Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Oracle’s (ORCL) CEOs Safra Catz and Mark Hurd on Q3 2016 Results Safra Catz SaaS and PaaS revenue 585m “I’m going to start with our SaaS and PaaS business, where we continue to see excellent momentum. Bookings grew 77% this … Continued

Enterprise Tech, ORCL, Technology
17 Dec 2015

Oracle FY 2Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Mark Hurd A sample of customer wins in PaaS vs. companies like Workday Now, I’m going to review a bunch of names. I just want you to get a context for sort of the brands we closed in the quarter. … Continued

Enterprise Technology, ORCL, Technology
18 Jun 2015

Oracle FY 4Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Currency headwinds ended up being higher than expected “The currency headwinds ended up being higher than consensus estimates would reflect, with 8% to software and cloud revenue as well as the total company revenue, 9% for hardware revenue and $0.09 … Continued

Enterprise Tech, ORCL, Technology
18 Mar 2015

Oracle FY 3Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Currency headwind was 6-7% “As you probably remember, I didn’t provide U.S. dollar guidance for Q3, given the unusually high volatility in exchange rates. The currency headwind ended up being 6% for software and cloud revenues as well as total … Continued

Enterprise Tech, ORCL, Technology
18 Sep 2014

Oracle FY 1Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Larry Ellison transitions to … Continued

Enterprise Tech, ORCL, Technology
20 Jun 2014

Oracle 1Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Made changes to reporting to break out cloud revenue “we’ve made some … Continued

Enterprise Tech, ORCL, Technology
20 Mar 2014

Oracle 4Q13 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. Revenue growth 6% “For the company, total revenue for the quarter was $9.3 billion, up 6% from last … Continued

Enterprise Tech, ORCL, Technology
21 Jun 2013

Oracle FY 4Q13 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued

Enterprise Tech, ORCL, Technology
21 Mar 2013

Earnings Call Notes FDX & ORCL Fiscal 3Q13

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued

FDX, ORCL, Shipping, Tech, Transports

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