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| Author | Topic: Oracle (ORCL) |
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dude |
posted 09-15-1999 10:58 AM
 
ORCL matched the consensus analyst numbers, but the Whisper number was 20 cents, and that's why the stock fell in overnight trading. Despite increased competition from MSFT, ORCL's long term story appears to be intact. They have almost $3 billion in cash, DSOs and long-term debt are falling, and they continue to save money by using their own products internally. I thought MSFT would crush them by now, but they seem to be doing pretty well. |
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Machiavelli |
posted 09-15-1999 09:20 AM
Some more specifics: Earnings: 1st Quarter net income rose 21%, to $236.7 million, or 16 cents a share, from $195 million, or 13 cents a share, a year earlier, matching the median consensus of software analysts of about 16 cents a share. The Full Release: |
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newsman |
posted 09-14-1999 06:08 PM
Shares of Oracle fell more than 4 points in after-hours trading today after the largest maker of database software hit Wall Street's target for its first-quarter earnings, traders said. Oracle traded at 41-1/4, off a closing price of 45-7/16. The in-line earnings results come after four consecutive quarters of Oracle beating estimates. |
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Machiavelli |
posted 09-10-1999 11:57 AM
Has anyone heard any rumors about the earnings release next week? Is it supposed to be as incredibily positive as the last one? |
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infooverload |
posted 08-02-1999 02:29 PM
Last week, Oracle unveiled its iHost suite, an application hosting program for Internet access providers. Does anyone know exactly what this program entails? Also, why doesn't Oracle take a risk and just buy a first-tier ISP. That way they would be able to integrate all of their software in an end-to-end type situation. Just a thought. |
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Machiavelli |
posted 06-21-1999 03:13 PM
Money.com (article from InvestorGuide Weekly) ranked Oracle as one of America's top six bargain stocks (although I don't know if I agree with one of their other ones - Compaq, whose instability and uncertainty can make it go either way), and even views it increasingly as basically an Internet stock. "Oracle trades at 25 times the $1 per share that it's expected to make in the next 12 months. Internet plays just don't get much cheaper." |
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Scott McCormick |
posted 06-18-1999 09:50 AM
To follow up on Machiavelli's point, I found this in a CNet article today: "Oracle's shining financial results--announced yesterday and strengthened by strong database software sales--buoyed the company's stock, but left some Wall Street analysts unconvinced that other enterprise software makers will fare as well. "While we find Oracle's results encouraging for big software companies, the lack of predictability in Oracle's business over the past couple of years makes it hard for us to turn to them for a bellwether of any sort," said Joe Farley, analyst at Donaldson Lufkin & Jenrette. At issue is whether the expected software slump due to Y2K fixes will prove as dire as predicted. Many software makers have warned of shortfalls as software buyers divert money to patching their existing computer systems in order to handle the turn of the millennium." |
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newsman |
posted 06-17-1999 09:10 AM
Oracle announced today that George Roberts and Sandy Sanderson have each been promoted to executive vice president and have also been appointed to join Oracle's Executive Committee. "The leadership that George and Sandy have demonstrated is a big part of the reason that Oracle is leading the e-business market, and itself has become a true e-business," said Ray Lane, Oracle president and COO. I think Lane is pushing it to say that Oracle is leading the e-business market (perhaps he's forgetting about IBM?), but I do agree that the latest earnings report shows that things are back on track after a few bumpy quarters. |
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gatsby |
posted 06-17-1999 09:06 AM
And plus, even though recently the demand for Net stocks has been waning, Internet stocks are still doing better than software stocks. So this simple fact in itself behooves companies like Oracle to spin off net businesses. |
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MaxPower |
posted 06-16-1999 12:06 PM
The following doesn't really relate to earnings, but it sure tells me that Oracle has adapted really well in a difficult situation: I've been reading more and more about how frustrated software companies (because of Y2K) have been trying to increase their overall value by building up their net presence, and then spinning off whatever was created through a separate IPO. The idea is that the parent company's stock gets a boost from this, while still maintaining a large share in the spinoff. Oracle seems like it has embraced this idea real well, with the upcoming Liberate Technologies IPO and future plans to spin off its recently acquired e-travel business and its new business online, or BOL, division, (which allows companies to buy Oracle applications online). I think even Microsoft may be able to learn something from this. |
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Trader Joe |
posted 06-16-1999 10:07 AM
ORCL is on fire this morning, up about 7 points. Part of it is the Nasdaq being up big today, but a lot of it is the positive earnings surprise. ORCL's results aren't terribly impressive - analysts were previously expecting more than 32 cents EPS but ORCL has been guiding them down over the last few months, so they basically met earlier expectations. |
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Machiavelli |
posted 06-16-1999 08:53 AM
Oracle actually did jump 2 1/2 during after hour trading. It will be interesting to see how it opens today. Anyone know why, with all the problems software companies are having with other businesses refraining from upgrading software due to Y2K fears, Oracle smashed their own earnings estimates? What are they doing right? |
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Bill Tarr |
posted 06-15-1999 06:59 PM
ORCL reported today after the bell - 36 cents a share, 4 cents above expectations. Revenues grew 22% over the same quarter last year. The stock should jump in the morning. |
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newsman |
posted 06-15-1999 11:36 AM
ORCL is reporting today. Analysts expect 32 cents EPS vs. 27 cents in the same quarter last year. |
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techbull |
posted 06-06-1999 10:11 AM
He may be too late. IBM has been doing a good job establishing itself as THE e-business company (in mind share if not market share). Oracle will be playing catch-up, and even with their boost in ad spending they still won't be spending nearly as much as IBM does on advertising. It's going to be an uphill battle, but even if they don't take first place, they'll still do fine, the internet will be big enough for several e-business companies. |
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