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Aug 31, 2023

Oracle Q1 2024 Earnings Report

Oracle's first quarter of fiscal year 2024 financial results were announced, with total revenue up 9% and cloud revenue up 30%.

Key Takeaways

Oracle's Q1 2024 financial results showed a 9% increase in total revenue, reaching $12.5 billion. Cloud revenue (IaaS plus SaaS) grew by 30% to $4.6 billion, and GAAP earnings per share was $0.86.

Total revenue increased by 9% to $12.5 billion.

Cloud revenue (IaaS plus SaaS) grew by 30% to $4.6 billion.

GAAP earnings per share was $0.86, while non-GAAP earnings per share was $1.19.

Cloud Infrastructure (IaaS) revenue increased by 66% to $1.5 billion.

Total Revenue
$12.5B
Previous year: $11.4B
+8.8%
EPS
$1.19
Previous year: $1.03
+15.5%
Gross Profit
$8.84B
Previous year: $8.41B
+5.2%
Cash and Equivalents
$11.6B
Previous year: $10.4B
+11.2%
Free Cash Flow
$5.66B
Previous year: $4.68B
+21.1%
Total Assets
$137B
Previous year: $130B
+4.9%

Oracle

Oracle

Oracle Revenue by Segment

Oracle Revenue by Geographic Location

Forward Guidance

Oracle did not provide specific financial guidance in this earnings report. The focus was on the growth in cloud infrastructure and the potential impact of generative AI.

Positive Outlook

  • Oracle Cloud Infrastructure revenue grew 66% in Q1.
  • Total cloud services revenue, Infrastructure plus Applications, grew 30% to $4.6 billion in the quarter.
  • Oracle Cloud Services plus License Support revenue now accounts for 77% of Oracle’s total revenue.
  • Non-GAAP earnings per share grew 16%.
  • Free cash flow grew 21%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income