From 2014 to 2024, Oracle’s revenue rose from $38 billion to $53 billion, a nominal increase of 38%. Let's adjust for inflation: 35 % cumulative U.S. inflation over the same period, soooo - this translates to just 2.5% real growth over 10 YEARS!!! Yet, Oracle’s stock price surged from about $38 to $165, a gain of over 300%. We barely outpaced inflation on the rev side - now, there is investor sentiment, layoffs & cost-cutting, buybacks, a shift to cloud and AI pixie dust... And macro effects.... and there you have it... an empty story...
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imagine that growth rate despite buying every legacy software they could find
jde, peoplesoft, hyperion, bea, sun, siebel, cerner, micros, netsuite - buying them all out and where possible ja--ing prices and going hard on anyone locked in.
and despite all that land grabbing and brutality, they managed to barely keep pace with inflation in the biggest stock bo-m from 2005 until now.
"A cash cow"
Sounds right, if you are feeding the cow money.
Time to send this cow to the sla-ghterhouse
It is HW sales which contributes to a sizable amount of that income. SUNW has provided $40b+ to the ORCL bottomline. A cash cow.
you are a dinosaur