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- NDA_NameNDA_Name
  ·2023-11-27
  $NVIDIA Corp(NVDA)$
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- NDA_NameNDA_Name
  ·2021-06-17
  $Starbucks(SBUX)$ stars
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- NDA_NameNDA_Name
  ·2021-06-17
  Really
  Could Tesla Commercials Be Coming? Musk Suggests Advertising Under Consideration
  For years, Tesla has relied on word of mouth and its strong brand awareness as its main marketing plan of action. New comments from Elon Musk suggest the company could be considering commercials or some form of mainstream advertisements.What Happened:A response on Twitter Inc from Tesla Inc CEO Musk has prompted a discussion on whether the electric vehicle manufacturer will soon launch advertisements, according to Teslerati.“Most people have no idea just how good the Tesla air purification syste
  Could Tesla Commercials Be Coming? Musk Suggests Advertising Under Consideration
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- NDA_NameNDA_Name
  ·2021-06-16
  Yes
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- NDA_NameNDA_Name
  ·2021-06-15
  Nic3
  Oracle: The Turning Point Of The Business
  Summary After having a go at SAP during the last earnings release in March, Oracle is due to announ
  Oracle: The Turning Point Of The Business
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- NDA_NameNDA_Name
  ·2021-06-15
  Nice
  Oracle: The Turning Point Of The Business
  Summary After having a go at SAP during the last earnings release in March, Oracle is due to announ
  Oracle: The Turning Point Of The Business
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The comment came in discussion of the car’s&nbsp;HVAC system.</p>\n<p>“Maybe we should advertise informationally just so people know stuff like this exists.”</p>\n<p>With a lack of information out on Tesla products and some disinformation, Tesla’s commercials or advertisements would likely feature facts and figures about Tesla.</p>\n<p><b>Why It’s Important:</b>Musk has been against&nbsp;Tesla commercials, and the company has been limited in the amount of information it provides to the media, disbanding its PR department last year.</p>\n<p>While everyone knows Tesla as an electric vehicle manufacturer, specific advertisements centered on the company’s energy storage, solar panel business or push into HVAC could help show the company is more than a car company.</p>\n<p>The field of companies in the electric vehicle market is growing and many&nbsp;large automotive companies are investing heavily in manufacturing and also marketing campaigns.</p>\n<p>Several companies spent big bucks on Super Bowl commercials to highlight electric vehicles.</p>\n<p>Companies like&nbsp;<b>Ford Motor Company</b>&nbsp;and Lucid Motors, which is merging with&nbsp;<b>Churchill Capital Corp IV</b>, aired&nbsp;electric vehiclecommercialsduring Musk’s appearance on \"Saturday Night Live.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Tesla Commercials Be Coming? Musk Suggests Advertising Under Consideration</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Tesla Commercials Be Coming? Musk Suggests Advertising Under Consideration\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-17 08:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>For years, Tesla has relied on word of mouth and its strong brand awareness as its main marketing plan of action. New comments from&nbsp;<b>Elon Musk</b>&nbsp;suggest the company could be considering commercials or some form of mainstream advertisements.</p>\n<p><b>What Happened:</b>A&nbsp;response&nbsp;on&nbsp;<b>Twitter Inc</b>&nbsp;from&nbsp;<b>Tesla Inc</b>&nbsp;CEO Musk has prompted a discussion on whether&nbsp;the electric vehicle manufacturer will soon launch advertisements, according to&nbsp;Teslerati.</p>\n<p>“Most people have no idea just how good the Tesla air purification system is,” Musk tweeted. The comment came in discussion of the car’s&nbsp;HVAC system.</p>\n<p>“Maybe we should advertise informationally just so people know stuff like this exists.”</p>\n<p>With a lack of information out on Tesla products and some disinformation, Tesla’s commercials or advertisements would likely feature facts and figures about Tesla.</p>\n<p><b>Why It’s Important:</b>Musk has been against&nbsp;Tesla commercials, and the company has been limited in the amount of information it provides to the media, disbanding its PR department last year.</p>\n<p>While everyone knows Tesla as an electric vehicle manufacturer, specific advertisements centered on the company’s energy storage, solar panel business or push into HVAC could help show the company is more than a car company.</p>\n<p>The field of companies in the electric vehicle market is growing and many&nbsp;large automotive companies are investing heavily in manufacturing and also marketing campaigns.</p>\n<p>Several companies spent big bucks on Super Bowl commercials to highlight electric vehicles.</p>\n<p>Companies like&nbsp;<b>Ford Motor Company</b>&nbsp;and Lucid Motors, which is merging with&nbsp;<b>Churchill Capital Corp IV</b>, aired&nbsp;electric vehiclecommercialsduring Musk’s appearance on \"Saturday Night Live.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138650073","content_text":"For years, Tesla has relied on word of mouth and its strong brand awareness as its main marketing plan of action. New comments from Elon Musk suggest the company could be considering commercials or some form of mainstream advertisements.\nWhat Happened:A response on Twitter Inc from Tesla Inc CEO Musk has prompted a discussion on whether the electric vehicle manufacturer will soon launch advertisements, according to Teslerati.\n“Most people have no idea just how good the Tesla air purification system is,” Musk tweeted. The comment came in discussion of the car’s HVAC system.\n“Maybe we should advertise informationally just so people know stuff like this exists.”\nWith a lack of information out on Tesla products and some disinformation, Tesla’s commercials or advertisements would likely feature facts and figures about Tesla.\nWhy It’s Important:Musk has been against Tesla commercials, and the company has been limited in the amount of information it provides to the media, disbanding its PR department last year.\nWhile everyone knows Tesla as an electric vehicle manufacturer, specific advertisements centered on the company’s energy storage, solar panel business or push into HVAC could help show the company is more than a car company.\nThe field of companies in the electric vehicle market is growing and many large automotive companies are investing heavily in manufacturing and also marketing campaigns.\nSeveral companies spent big bucks on Super Bowl commercials to highlight electric vehicles.\nCompanies like Ford Motor Company and Lucid Motors, which is merging with Churchill Capital Corp IV, aired electric vehiclecommercialsduring Musk’s appearance on \"Saturday Night Live.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160464038,"gmtCreate":1623804678524,"gmtModify":1703819867539,"author":{"id":"3585299350972619","authorId":"3585299350972619","name":"NDA_Name","avatar":"https://static.tigerbbs.com/32368c1a54cf4ef85b15c645f47a06bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585299350972619","authorIdStr":"3585299350972619"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160464038","repostId":"2143765560","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187571327,"gmtCreate":1623760527569,"gmtModify":1703818406237,"author":{"id":"3585299350972619","authorId":"3585299350972619","name":"NDA_Name","avatar":"https://static.tigerbbs.com/32368c1a54cf4ef85b15c645f47a06bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585299350972619","authorIdStr":"3585299350972619"},"themes":[],"htmlText":"Nic3","listText":"Nic3","text":"Nic3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187571327","repostId":"1126045119","repostType":4,"repost":{"id":"1126045119","kind":"news","pubTimestamp":1623750156,"share":"https://ttm.financial/m/news/1126045119?lang=&edition=fundamental","pubTime":"2021-06-15 17:42","market":"us","language":"en","title":"Oracle: The Turning Point Of The Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1126045119","media":"seekingalpha","summary":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announ","content":"<p><b>Summary</b></p>\n<ul>\n <li>After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.</li>\n <li>The company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.</li>\n <li>The supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.</li>\n</ul>\n<p>It has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.</p>\n<p>Since my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).</p>\n<p><img src=\"https://static.tigerbbs.com/4a08709416117a896350dc343577c561\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Oracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.</p>\n<p><img src=\"https://static.tigerbbs.com/825d382b994b74c084f876e3f3c26bee\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>* data as of 1st of June 2021</i></p>\n<p><i>Source: Prepared by the author, using data from Seeking Alpha</i></p>\n<p>In the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/56473718354fdf7fa5affc87feb02b5e\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p>For the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.</p>\n<p><b>All aboutEnterprise Resource Planning Software (ERP)</b></p>\n<p>The cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).</p>\n<p><img src=\"https://static.tigerbbs.com/400db58385dd44eb40a3e120e7ea3cbd\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:netsuite.comandifs.com</i></p>\n<p>Although the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.</p>\n<p><img src=\"https://static.tigerbbs.com/e84f099064f653dea0294736c7d731f9\" tg-width=\"800\" tg-height=\"870\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:oracle.com</i></p>\n<p>Being the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.</p>\n<p><img src=\"https://static.tigerbbs.com/5903b921ea535c17457e78574b028738\" tg-width=\"635\" tg-height=\"452\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Secondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.</p>\n<p><img src=\"https://static.tigerbbs.com/9933f07166a78784598ebc3d1c3f3d36\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from Seeking Alpha</i></p>\n<p>Having a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:</p>\n<blockquote>\n <i>I'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a3340d3fff60b0093daa79d1a8330bb7\" tg-width=\"640\" tg-height=\"118\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:diginomica.com</p>\n<p>According to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.</p>\n<blockquote>\n <i>We are - reading the Gartner report,</i>\n <i><b>we are so dominant</b></i>\n <i>. Our product is</i>\n <i><b>so much better</b></i>\n <i>than anyone else's product in the cloud.</i>\n <i><b>We expect to get a significant number more than half of SAP's customers</b></i>\n <i>we'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>A month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.</p>\n<blockquote>\n <i><b>In the first quarter alone, we saw more than 250 wins replacing competitive solutions</b></i>\n <i>, underlining our relentless focus on customer value.</i>(...)\n <i>Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript</i>\n</blockquote>\n<p>Who's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.</p>\n<p><img src=\"https://static.tigerbbs.com/034dfdf4c80697ec0fcccb1cb50c3dc9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p><b>Cloud Infrastructure - supply constrained</b></p>\n<p>A common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.</p>\n<p><img src=\"https://static.tigerbbs.com/04441c38023b7d48801566262caf6fda\" tg-width=\"800\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:aws.amazon.com</i></p>\n<p>The reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.</p>\n<blockquote>\n <i>Now add to that,</i>\n <i><b>OCI, which is new for us</b></i>\n <i>, we've</i>\n <i><b>never been a platform company</b></i>\n <i>. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.</i>\n <i><b>We were portable and ran on lots of different platforms. Now we have our own platform for the first time.</b></i>\n <i>Lawrence Ellison - Co-Founder, Chairman &amp; CTOSource: Oracle Q2 2021 Earnings Transcript</i>\n</blockquote>\n<p>That is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.</p>\n<blockquote>\n <i>The Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f0a0016b57345a627686d804dac183b5\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: oracle.com</i></p>\n<p>That is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.</p>\n<blockquote>\n <i>As I mentioned last quarter,</i>\n <i><b>we experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically</b></i>\n <i>. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,</i>\n <i><b>we're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022</b></i>\n <i>. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>Offering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.</p>\n<p><b>Conclusion</b></p>\n<p>Oracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&amp;A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle: The Turning Point Of The Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOracle: The Turning Point Of The Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1126045119","content_text":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.\nThe supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.\n\nIt has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.\nSince my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).\nData byYCharts\nOracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.\n\n* data as of 1st of June 2021\nSource: Prepared by the author, using data from Seeking Alpha\nIn the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.\n\nSource: prepared by the author, using data from annual and quarterly reports\nFor the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.\nAll aboutEnterprise Resource Planning Software (ERP)\nThe cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).\n\nSource:netsuite.comandifs.com\nAlthough the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.\n\nSource:oracle.com\nBeing the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.\nData byYCharts\nSecondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.\n\nSource: prepared by the author, using data from Seeking Alpha\nHaving a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:\n\nI'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\n\nSource:diginomica.com\nAccording to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.\n\nWe are - reading the Gartner report,\nwe are so dominant\n. Our product is\nso much better\nthan anyone else's product in the cloud.\nWe expect to get a significant number more than half of SAP's customers\nwe'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nA month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.\n\nIn the first quarter alone, we saw more than 250 wins replacing competitive solutions\n, underlining our relentless focus on customer value.(...)\n Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript\n\nWho's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.\n\nSource: prepared by the author, using data from annual and quarterly reports\nCloud Infrastructure - supply constrained\nA common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.\n\nSource:aws.amazon.com\nThe reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.\n\nNow add to that,\nOCI, which is new for us\n, we've\nnever been a platform company\n. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.\nWe were portable and ran on lots of different platforms. Now we have our own platform for the first time.\nLawrence Ellison - Co-Founder, Chairman & CTOSource: Oracle Q2 2021 Earnings Transcript\n\nThat is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.\n\nThe Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.\n\n\nSource: oracle.com\nThat is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.\n\nAs I mentioned last quarter,\nwe experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically\n. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,\nwe're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022\n. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nOffering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.\nConclusion\nOracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187579960,"gmtCreate":1623760476650,"gmtModify":1703818403126,"author":{"id":"3585299350972619","authorId":"3585299350972619","name":"NDA_Name","avatar":"https://static.tigerbbs.com/32368c1a54cf4ef85b15c645f47a06bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585299350972619","authorIdStr":"3585299350972619"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187579960","repostId":"1126045119","repostType":4,"repost":{"id":"1126045119","kind":"news","pubTimestamp":1623750156,"share":"https://ttm.financial/m/news/1126045119?lang=&edition=fundamental","pubTime":"2021-06-15 17:42","market":"us","language":"en","title":"Oracle: The Turning Point Of The Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1126045119","media":"seekingalpha","summary":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announ","content":"<p><b>Summary</b></p>\n<ul>\n <li>After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.</li>\n <li>The company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.</li>\n <li>The supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.</li>\n</ul>\n<p>It has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.</p>\n<p>Since my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).</p>\n<p><img src=\"https://static.tigerbbs.com/4a08709416117a896350dc343577c561\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Oracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.</p>\n<p><img src=\"https://static.tigerbbs.com/825d382b994b74c084f876e3f3c26bee\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>* data as of 1st of June 2021</i></p>\n<p><i>Source: Prepared by the author, using data from Seeking Alpha</i></p>\n<p>In the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/56473718354fdf7fa5affc87feb02b5e\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p>For the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.</p>\n<p><b>All aboutEnterprise Resource Planning Software (ERP)</b></p>\n<p>The cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).</p>\n<p><img src=\"https://static.tigerbbs.com/400db58385dd44eb40a3e120e7ea3cbd\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:netsuite.comandifs.com</i></p>\n<p>Although the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.</p>\n<p><img src=\"https://static.tigerbbs.com/e84f099064f653dea0294736c7d731f9\" tg-width=\"800\" tg-height=\"870\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:oracle.com</i></p>\n<p>Being the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.</p>\n<p><img src=\"https://static.tigerbbs.com/5903b921ea535c17457e78574b028738\" tg-width=\"635\" tg-height=\"452\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Secondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.</p>\n<p><img src=\"https://static.tigerbbs.com/9933f07166a78784598ebc3d1c3f3d36\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from Seeking Alpha</i></p>\n<p>Having a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:</p>\n<blockquote>\n <i>I'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a3340d3fff60b0093daa79d1a8330bb7\" tg-width=\"640\" tg-height=\"118\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:diginomica.com</p>\n<p>According to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.</p>\n<blockquote>\n <i>We are - reading the Gartner report,</i>\n <i><b>we are so dominant</b></i>\n <i>. Our product is</i>\n <i><b>so much better</b></i>\n <i>than anyone else's product in the cloud.</i>\n <i><b>We expect to get a significant number more than half of SAP's customers</b></i>\n <i>we'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>A month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.</p>\n<blockquote>\n <i><b>In the first quarter alone, we saw more than 250 wins replacing competitive solutions</b></i>\n <i>, underlining our relentless focus on customer value.</i>(...)\n <i>Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript</i>\n</blockquote>\n<p>Who's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.</p>\n<p><img src=\"https://static.tigerbbs.com/034dfdf4c80697ec0fcccb1cb50c3dc9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p><b>Cloud Infrastructure - supply constrained</b></p>\n<p>A common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.</p>\n<p><img src=\"https://static.tigerbbs.com/04441c38023b7d48801566262caf6fda\" tg-width=\"800\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:aws.amazon.com</i></p>\n<p>The reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.</p>\n<blockquote>\n <i>Now add to that,</i>\n <i><b>OCI, which is new for us</b></i>\n <i>, we've</i>\n <i><b>never been a platform company</b></i>\n <i>. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.</i>\n <i><b>We were portable and ran on lots of different platforms. Now we have our own platform for the first time.</b></i>\n <i>Lawrence Ellison - Co-Founder, Chairman &amp; CTOSource: Oracle Q2 2021 Earnings Transcript</i>\n</blockquote>\n<p>That is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.</p>\n<blockquote>\n <i>The Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f0a0016b57345a627686d804dac183b5\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: oracle.com</i></p>\n<p>That is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.</p>\n<blockquote>\n <i>As I mentioned last quarter,</i>\n <i><b>we experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically</b></i>\n <i>. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,</i>\n <i><b>we're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022</b></i>\n <i>. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>Offering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.</p>\n<p><b>Conclusion</b></p>\n<p>Oracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&amp;A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle: The Turning Point Of The Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOracle: The Turning Point Of The Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1126045119","content_text":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.\nThe supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.\n\nIt has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.\nSince my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).\nData byYCharts\nOracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.\n\n* data as of 1st of June 2021\nSource: Prepared by the author, using data from Seeking Alpha\nIn the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.\n\nSource: prepared by the author, using data from annual and quarterly reports\nFor the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.\nAll aboutEnterprise Resource Planning Software (ERP)\nThe cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).\n\nSource:netsuite.comandifs.com\nAlthough the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.\n\nSource:oracle.com\nBeing the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.\nData byYCharts\nSecondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.\n\nSource: prepared by the author, using data from Seeking Alpha\nHaving a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:\n\nI'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\n\nSource:diginomica.com\nAccording to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.\n\nWe are - reading the Gartner report,\nwe are so dominant\n. Our product is\nso much better\nthan anyone else's product in the cloud.\nWe expect to get a significant number more than half of SAP's customers\nwe'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nA month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.\n\nIn the first quarter alone, we saw more than 250 wins replacing competitive solutions\n, underlining our relentless focus on customer value.(...)\n Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript\n\nWho's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.\n\nSource: prepared by the author, using data from annual and quarterly reports\nCloud Infrastructure - supply constrained\nA common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.\n\nSource:aws.amazon.com\nThe reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.\n\nNow add to that,\nOCI, which is new for us\n, we've\nnever been a platform company\n. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.\nWe were portable and ran on lots of different platforms. Now we have our own platform for the first time.\nLawrence Ellison - Co-Founder, Chairman & CTOSource: Oracle Q2 2021 Earnings Transcript\n\nThat is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.\n\nThe Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.\n\n\nSource: oracle.com\nThat is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.\n\nAs I mentioned last quarter,\nwe experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically\n. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,\nwe're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022\n. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nOffering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.\nConclusion\nOracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}