Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Oracle Corporation had a strong performance in its third-quarter fiscal year 2024, with revenue in-line with expectations and EPS $0.02 above the high-end guidance.</li><li>However, both potential future performance and inherent risks were noted, which investors should closely observe.</li><li>A significant part of the discussion was centered on Oracle Cloud Infrastructure (OCI), tagged as the primary driver for the company's overall revenue acceleration.</li></ul>

Oracle Corporation had a strong performance in its third-quarter fiscal year 2024, with revenue in-line with expectations and EPS $0.02 above the high-end guidance.However, both potential future performance and inherent risks were noted, which investors should closely observe.A significant part of the discussion was centered on Oracle Cloud Infrastructure (OCI), tagged as the primary driver for the company's overall revenue acceleration.

Oracle Corporation: How Long Will The Cloud Revenue Growth Last? - Major Drivers

<ul><li>Oracle Corporation's Third Quarter Fiscal Year 2024 Earnings presented a mixed but predominantly positive picture.</li><li>Chief Executive Officer Safra Catz noted excellent overall quarterly performance, with quarterly revenue meeting expectations and earnings per share exceeding it by $0.02.</li><li>The company's infrastructure cloud business (OCI) was singled out for significant praise, as it has become the main factor accelerating the overall revenue growth rate, even outpacing their cloud competitors.</li></ul>

Oracle Corporation's Third Quarter Fiscal Year 2024 Earnings presented a mixed but predominantly positive picture.Chief Executive Officer Safra Catz noted excellent overall quarterly performance, with quarterly revenue meeting expectations and earnings per share exceeding it by $0.02.The company's infrastructure cloud business (OCI) was singled out for significant praise, as it has become the main factor accelerating the overall revenue growth rate, even outpacing their cloud competitors.

Oracle Corporation: Will The Expansion In Application Subscription Revenues Last? - Major Drivers

<ul><li>Oracle Corporation delivered mixed results for the previous quarter, with revenues well below analyst expectations but managed earnings beat.</li><li>Since cloud computing is growing more quickly than license support, the gross margins for cloud services and license support stood at 78%.</li><li>Cloud Services and License Support, constituting 74% of the revenue, showcased a significant growth of $1 billion this quarter, reaffirming Oracle's projection.</li></ul>

Oracle Corporation delivered mixed results for the previous quarter, with revenues well below analyst expectations but managed earnings beat.Since cloud computing is growing more quickly than license support, the gross margins for cloud services and license support stood at 78%.Cloud Services and License Support, constituting 74% of the revenue, showcased a significant growth of $1 billion this quarter, reaffirming Oracle's projection.

Oracle Corporation: Exclusive Insights into the Game-Changing Oracle Database@Azure & Other Major Drivers

<ul><li>Oracle managed to exceed the revenue expectations as well as the earnings expectations of Wall Street, with total revenue at $12.4 billion, an 8% increase, excluding Cerner.</li><li>Total cloud services and license support revenue for the quarter amounted to $9.5 billion, up 12%, driven by strategic cloud applications, the Autonomous Database, and Gen2 Oracle Cloud Infrastructure (OCI).</li><li>Infrastructure subscription revenues, including license support, reached $5.1 billion, up 14%, with Infrastructure Cloud services revenue growing by 64%.</li></ul>

Oracle managed to exceed the revenue expectations as well as the earnings expectations of Wall Street, with total revenue at $12.4 billion, an 8% increase, excluding Cerner.Total cloud services and license support revenue for the quarter amounted to $9.5 billion, up 12%, driven by strategic cloud applications, the Autonomous Database, and Gen2 Oracle Cloud Infrastructure (OCI).Infrastructure subscription revenues, including license support, reached $5.1 billion, up 14%, with Infrastructure Cloud services revenue growing by 64%.

Oracle Corporation.: Unveiling The Strategies Behind The Booming Cloud Services & Other Offerings! - Major Drivers

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul>
<li>Micron said we bottomed, wrung their hands a ton about gross margins and comparability, and said oh, inventory accounting has helped us out</li>
<li>Oracle had a huge announcement that majorly snubbed Intel.</li>
<li>There’s another rumored AI winner. Amkor was rumored (heavy emphasis, Digitimes can be untrustworthy) to be helping Nvidia with packaging.</li>
</ul>


Micron said we bottomed, wrung their hands a ton about gross margins and comparability, and said oh, inventory accounting has helped us out
Oracle had a huge announcement that majorly snubbed Intel.
There’s another rumored AI winner. Amkor was rumored (heavy emphasis, Digitimes can be untrustworthy) to be helping Nvidia with packaging.


Micron, Oracle Database Spending, GPU Restrictions, MLPerf, Amkor, and V Icor

United States

Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle's software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.

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Oracle Corp (ORCL US)

Oracle Corporation: How Long Will The Cloud Revenue Growth Last? - Major Drivers

Oracle Corporation had a strong performance in its third-quarter fiscal year 2024, with revenue in-line with expectations and EPS $0.02 above the...

Baptista Research

Oracle Corporation: Will The Expansion In Application Subscription Revenues Last? - Major Drivers

Oracle Corporation's Third Quarter Fiscal Year 2024 Earnings presented a mixed but predominantly positive picture. Chief Executive Officer Safra...

Baptista Research

Oracle Corporation: Exclusive Insights into the Game-Changing Oracle Database@Azure & Other Major Drivers

Oracle Corporation delivered mixed results for the previous quarter, with revenues well below analyst expectations but managed earnings...

Baptista Research

Oracle Corporation.: Unveiling The Strategies Behind The Booming Cloud Services & Other Offerings! - Major Drivers

Oracle managed to exceed the revenue expectations as well as the earnings expectations of Wall Street, with total revenue at $12.4 billion, an 8%...

Baptista Research

Micron, Oracle Database Spending, GPU Restrictions, MLPerf, Amkor, and V Icor

Micron's earnings are boring. And a Vicor signal boost. Micron said we bottomed, wrung their hands a ton about gross margins and comparability...

Fabricated Knowledge

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