WER hat die ORACLE-Zahlen?

Ich tippe, die werden miserabel ausfallen und der
Nasdaq-Future wird morgen natuerlich "limit down" sein!!

mfg
  SIEGER

Wer hat sie denn nun die Zahlen?

1 Cent besser als die Markterwartung.

auch SAP wird bei L&S gleich hochgestuft!!
152,81 zu 154,31 Zeit: 22:08 und 43 Sek!

mfg
  SIEGER

REDWOOD SHORES, Calif., Jun 18, 2001 /PRNewswire via COMTEX/ --
(www.oracle.com/tellmemore/?782349) Today, Oracle Corporation announced
that fourth quarter income was $855 million, or $0.15 per share, on revenue of
$3.3 billion. For the full fiscal year, net income increased 25% to $2.6
billion, or $0.44 per share, while revenue increased 7% to $11 billion.

Monday June 18, 4:03 pm Eastern Time
Press Release
SOURCE: Oracle Corporation
Oracle Q4 Earnings Per Share $0.15, Operating Margin 40%, FY2001 Revenue $11 Billion, Income Up 25%, Operating Margin 35%
400 Customers Live on the E-Business Suite Including: Alcoa, BellSouth, Boeing, Cathay Pacific, Ford, GE, H-P, Sony
REDWOOD SHORES, Calif., June 18 /PRNewswire/ -- (www.oracle.com/tellmemore/?782349) Today, Oracle Corporation announced that fourth quarter income was $855 million, or $0.15 per share, on revenue of $3.3 billion. For the full fiscal year, net income increased 25% to $2.6 billion, or $0.44 per share, while revenue increased 7% to $11 billion.

``While the economy slowed our sales growth, we still managed to increase profits and improve margins to record levels this past year,'' said Oracle CFO, Jeff Henley. ``That's a pretty good financial result in this difficult economic climate.''

``Our technical accomplishments this year position us for accelerating sales next year,'' said Oracle CEO, Larry Ellison. ``We introduced Applications Release 11i -- the E-Business Suite -- just 12 months ago. In those 12 months more than 400 companies have gone live and are running their businesses using the E-Business Suite. In one short year the E-Business Suite has completed the transition from untested idea to proven technology. Our references are a who's-who of global business.''

``Several General Electric divisions use the E-Business Suite for Internet procurement, supply chain automation, manufacturing, accounting, and customer relationship management. One major GE implementation took less than 6 months and required not a single modification to Oracle software. Hewlett-Packard implemented sales force automation for more than 2,000 sales reps in 30 countries. Alcoa, Boeing and Ford went live with no software modifications. BellSouth automated 10,000 call center agents. Cap Gemini and Westpac and Cathay Pacific went live globally. And Sony Electronics took just 45 days to implement supply chain automation. Well, that's 10 of the more than 400 customers running their businesses on the E-Business Suite. Not bad after just one year in the market.''

``Just as the year ended we introduced new versions of our application server and database server -- Oracle9iAS and Oracle9iDB,'' Ellison continued. ``We have published several benchmarks showing that Oracle9iAS runs Java much faster than either the BEA or IBM application servers. And, the Oracle database continues to be by far the fastest technology on the market. How fast? Well, when IBM wanted to demonstrate the speed of their fastest new computer, IBM chose Oracle, not DB2. The Oracle9i database, with 'Real Application Clusters', extends our performance lead while making all Oracle applications fault tolerant. These performance and reliability advantages over IBM and Microsoft in database, and IBM and BEA in applications servers, place us in a strong competitive position at the beginning of the new fiscal year.''

Oracle Corporation is the world's second largest software company. With annual sales of $11 billion, Oracle provides the software that powers the Internet. For more information about Oracle, please call Investor Relations at 650-506-4073 or visit Oracle on the web at www.oracle.com/investor.

``Safe Harbor'' Statement Under the Private Securities Litigation Reform Act of 1995: Information in this release relating to Oracle's future prospects which are ``forward-looking statements'' are subject to certain risks and uncertainties that could cause actual results to differ materially, including, but not necessarily limited to, the following: (1) A weakening of economic indicators may affect the overall demand for computer software and services which could result in decreased revenues or lower revenue growth rates. (2) Management's ability to manage growth, continuously hire and retain significant numbers of qualified employees, forecast revenues and control expenses, especially on a quarterly basis, continues to be a challenge. An unexpected decline in the growth rate of revenues without a corresponding and timely slowdown in expense growth could have a material adverse effect on results of operations. (3) The market for Oracle's products is intensely competitive and is characterized by rapid technological advances and frequent new product introductions, including Oracle 9i, a new version of Oracle's core database product. There can be no assurances that Oracle will continue to introduce new products and new versions of existing products that keep pace with technological developments, satisfy increasingly sophisticated customer requirements and achieve market acceptance. (4) Delays in product delivery or closing of sales can cause quarterly revenues and income to fall significantly short of anticipated levels. (5) Oracle is introducing new products, such as internet procurement and supply chain management software, customer relationship management applications and application hosting services, as well as assisting its customers in forming exchanges for a number of business procurement needs; the market acceptance and contribution to Oracle's revenues of these products cannot be assured. (6) Oracle has recently changed its pricing model and is contemplating further changes which could lead to a decline or delay in sales as its sales force and customers adjust to the new pricing policies. Intense competition in the various markets in which Oracle competes may also put pressure on Oracle to reduce prices on certain products. Oracle undertakes no obligation to update information contained in this release. For further information regarding risks and uncertainties associated with Oracle's business, please refer to the ``Risk Factors'' section of Oracle Corporation's SEC filings, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q, copies of which may be obtained by contacting Oracle Corporation's Investor Relations Department at 650-506-4073 or Oracle's Investor Relations website at www.oracle.com/.


                             ORACLE CORPORATION

                   CONSOLIDATED STATEMENTS OF OPERATIONS
               (amounts in thousands, except per share data)


                              Three Months Ended       Twelve Months Ended
                                    May 31,                   May 31,
                               2001         2000         2001         2000
   REVENUES
     Licenses and other    $1,656,238   $1,840,609   $4,706,797   $4,446,795
     Services               1,607,646    1,533,701    6,152,875    5,683,333

       Total revenues       3,263,884    3,374,310   10,859,672   10,130,128

   OPERATING EXPENSES
     Sales and marketing      811,888      852,194    2,691,322    2,616,749
     Cost of services         718,550      725,498    2,796,040    2,942,679
     Research and development 319,829      270,229    1,138,591    1,009,882
     General and
      administrative          118,691      137,878      456,628      480,658

       Total operating
        expenses            1,968,958    1,985,799    7,082,581    7,049,968

   OPERATING INCOME         1,294,926    1,388,511    3,777,091    3,080,160

     Net investment gains
      (losses) related to
      equity securities (A)     3,385    6,521,496      (17,087)   6,936,955
     Other income, net         27,364       48,372      211,226      106,319

   INCOME BEFORE TAXES      1,325,675    7,958,379    3,971,230   10,123,434

     Provision for income
      taxes                   470,781    3,045,972    1,410,134    3,826,631

   NET INCOME                $854,894   $4,912,407   $2,561,096   $6,296,803

   EARNINGS PER SHARE
     Basic                      $0.15        $0.87        $0.46        $1.11
     Diluted                    $0.15        $0.82        $0.44        $1.05

   WEIGHTED SHARES OUTSTANDING
     Basic                  5,602,590    5,637,856    5,596,721    5,678,839
     Diluted                5,800,032    6,009,586    5,864,806    5,995,842


   (A) Net investment gains related to equity securities in the quarter ended
       May 31, 2000 of $6,521,496 relate to the gain on sale of existing
       shares in Oracle Japan in connection with its Secondary Public
       Offering, gains on sales of other marketable securities, and the
       Company's equity share in the results of non-consolidated
       subsidiaries.  Excluding the effect of these transactions, the
       effective income tax rate and provision for income taxes would have
       been 35.6% and $510,984, respectively, and net income and fully
       diluted earnings per share would have been $925,899 and $0.15,
       respectively.

       Net investment gains related to equity securities in the fiscal year
       ended May 31, 2000 of $6,936,955 relate to the gain on sale of
       existing shares in Liberate Technologies and Oracle Japan in
       connection with Secondary Public Offerings, gains on sales of other
       marketable securities, and the Company's equity share in the results
       of non-consolidated subsidiaries.  Excluding the effect of these
       transactions, the effective tax rate and provision for income taxes
       would have been 35.5% and $1,131,199, respectively, and net income and
       fully diluted earnings per share for the fiscal year ended May 31,
       2000 would have been $2,055,280 and $0.34, respectively.


                             ORACLE CORPORATION

                   CONDENSED CONSOLIDATED BALANCE SHEETS
                              ($ in thousands)

                                                      May 31,       May 31,
                                                       2001          2000

   ASSETS

   Current Assets
     Cash and short term investments                $5,887,661    $7,761,998
     Trade receivables, net                          2,432,131     2,533,964
     Prepaid and refundable income taxes               272,742       212,829
     Other current assets                              370,616       374,543

       Total current assets                          8,963,150    10,883,334

   Long-term cash investments                                0       110,000
   Property and equipment, net                         974,751       934,455
   Prepaid taxes                                       376,030       322,379
   Other assets                                        716,229       826,611

   TOTAL ASSETS                                    $11,030,160   $13,076,779


   LIABILITIES AND STOCKHOLDERS' EQUITY

   Current Liabilities
     Notes payable, including current maturities        $2,849        $2,691
     Accounts payable                                  270,112       287,495
     Income taxes                                      767,087     2,821,776
     Customer advances and unearned revenues         1,213,529     1,133,482
     Other current liabilities                       1,663,042     1,616,794

       Total current liabilities                     3,916,619     5,862,238

   Long-term debt                                      300,847       300,770

   Long-term liabilities                               207,135       186,178

   Deferred income taxes                               327,788       266,130

   Stockholders' equity                              6,277,771     6,461,463

   TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY      $11,030,160   $13,076,779




                             ORACLE CORPORATION
                           Q4 FISCAL 2000 RESULTS
     SUPPLEMENTAL ANALYSIS OF EFFECT OF SALES OF MARKETABLE SECURITIES
                  ($ in thousands, except per share data)

                                      Three Months Ended May 31, 2000

                                                        Other net
                                            Gain on     investment
                                            sale of       gains
                                           shares in    related to
                                 As          Oracle       equity      As
                              Reported       Japan      securities  Adjusted


   REVENUES
     Licenses and other      $1,840,609           $--        $--  $1,840,609
     Services                 1,533,701            --         --   1,533,701
       Total Revenues         3,374,310            --         --   3,374,310

   OPERATING EXPENSES
     Sales and marketing        852,194            --         --     852,194
     Cost of services           725,498            --         --     725,498
     Research and development   270,229            --         --     270,229
     General and
      administrative            137,878            --         --     137,878
       Total Operating
        Expenses              1,985,799            --         --   1,985,799
   OPERATING INCOME           1,388,511                            1,388,511

     Net investment gains
      related to equity
      securities (A)          6,521,496     6,466,378     55,118          --
     Other income, net           48,372            --         --      48,372
   INCOME BEFORE TAXES        7,958,379     6,466,378     55,118   1,436,883

     Provision for income
      taxes                   3,045,972     2,515,421     19,567     510,984
   NET INCOME                $4,912,407    $3,950,957    $35,551    $925,899

   EARNINGS PER SHARE
     Basic                        $0.87         $0.70      $0.01       $0.16
     Diluted                      $0.82         $0.66      $0.01       $0.15


   (A)  Net investment gains related to equity securities in the quarter
        ended May 31, 2000 of $6,521,496 relate to the gain on sale of
        existing shares in Oracle Japan in connection with its Secondary
        Public Offering, gains on sales of other marketable securities, and
        the Company's equity share in the results of non-consolidated
        subsidiaries.  Excluding the effect of these transactions, the
        effective income tax rate and provision for income taxes would have
        been 35.6% and $510,984, respectively and net income and fully
        diluted earnings per share would have been $925,899 and $0.15,
        respectively.



                             ORACLE CORPORATION
                            FISCAL 2000 RESULTS
     SUPPLEMENTAL ANALYSIS OF EFFECT OF SALES OF MARKETABLE SECURITIES
                  ($ in thousands, except per share data)

                                  Twelve Months Ended May 31, 2000

                                                        Other net
                                  Gain on     Gain on   investment
                                  sale of     sale of     gains
                                 shares in    shares in  related
                        As        Liberate     Oracle   to equity      As
                     Reported   Technologies   Japan    securities  Adjusted

   REVENUES
     Licenses and
      other          $4,446,795        $--         $--       $--  $4,446,795
     Services         5,683,333         --          --        --   5,683,333
       Total
        Revenues     10,130,128         --                        10,130,128

   OPERATING EXPENSES
     Sales and
      marketing       2,616,749         --          --        --   2,616,749
     Cost of
      services        2,942,679         --          --        --   2,942,679
     Research and
      development     1,009,882         --          --        --   1,009,882
     General and
     administrative     480,658         --          --        --     480,658
       Total Operating
        Expenses      7,049,968         --          --        --   7,049,968
   OPERATING INCOME   3,080,160         --          --        --   3,080,160

     Net investment
      gains related
      to equity
      securities (A)  6,936,955    431,846   6,466,378    38,731          --
     Other income,
      net               106,319         --          --        --     106,319
   INCOME BEFORE
    TAXES            10,123,434    431,846   6,466,378    38,731   3,186,479

     Provision for
      income taxes    3,826,631    166,261   2,515,421    13,750   1,131,199
   NET INCOME        $6,296,803   $265,585  $3,950,957   $24,981  $2,055,280

   EARNINGS PER SHARE
     Basic                $1.11      $0.05       $0.70        nm       $0.36
     Diluted              $1.05      $0.04       $0.66        nm       $0.34


   (A)  Net investment gains related to equity securities in the fiscal year
        ended May 31, 2000 of $6,936,955 relate to the gain on sale of
        existing shares in Liberate Technologies and Oracle Japan in
        connection with Secondary Public Offerings, gains on sales of other
        marketable securities, and the Company's equity share in the results
        of non-consolidated subsidiaries.  Excluding the effect of these
        transactions, the effective income tax rate and provision for income
        taxes would have been 35.5% and $1,131,199, respectively, and net
        income and fully diluted earnings per share would have been
        $2,055,280 and $0.34, respectively.

SOURCE: Oracle Corporation

was er verdient!!
Natuerlich einen gruenen Stern,denn solch schnelle, informat
ive Postings sind bei Ariva sehr selten!
Topkopie!!!

mfg
  SIEGER

Hat jemand ne aktuellen Nasdaq-Future fuer mich?

Wenn "ja" -->> Besten Dank

15,30$
Das reißt niemand vom Hocker.
Am Nasdaq-Markt sind ebenso nur leichte Erholungstendenzen vorerst zu erkennen.
Aber die Nacht ist noch laaaang.


                    Gr.Gr.

                                 


                           

es hat ja auch wieder Gewinnwarnungen gegeben!

Da tun sich die wirklichen Fragen auf.

Kaufe Ciena bei 4 $  

nachbörslich.
Die Kleinanleger kaufen was das Zeug hält!
Die Aussichten kommen erst heute Nacht?
Wer weiß, wann der Ausblick kommt?

June 18, 2001 17:02

Oracle sees flat EPS in first quarter

PALO ALTO, Calif., June 18 (Reuters) - Jeff Henley, chief financial officer at Oracle Corp. on Monday told Reuters he expects the No. 2 software giant to post fiscal first-quarter earnings that match the company's year-earlier results and said the mood in its key U.S. market is improving.
Henley forecast "zero" revenue growth and flat earnings of 8 cents a share in the first quarter.

"We think, we hope that the worst is over," said Henley. "We can't be certain yet. In the U.S. people do feel like things are going to be better.

Oracle on Monday posted fiscal fourth-quarter earnings of 15 cents a share, matching last year's results and beating Wall Street forecasts by one penny. Net income, however, declined as sales were hampered the U.S. tech spending slowdown.

-----
www.newsalert.com/bin/...Q=orcl&Nav=na-search-&StoryTitle=orcl
-----

Hätte schlimmer kommen können, ausnahmsweise kein Anlaß zu Panikattacken ...

 Gruß, redcrx

Aber sicher können wir nicht sein....

Naja. Echt super Nachrichten. Nachbörslich +5% Wert.
Was für Zeiten!

Als ob man morgen keine Oracle mehr kaufen könnte.

Was bedeutet das für die allgemeine Stimmung ? Ist das die Wende ? Fragen über Fragen !
Besser ich kehr' der Börse mal den Rücken und laß nur noch Durchbruch-Alarme an mich ran!
BYE ARIVA ;-)

Das macht noch ein ganzes Prozent!

www.mis.dresdner-bank.de/cgi-dremis/...ll&Zt=992612595&La=DE&" style="max-width:560px" >

Spricht doch für sehr gutes Kostenmanagment. Da sollte der Gewinn rasant steigen, wenn die Umsätze mal wieder stimmen, oder?

                   calendar 2001... geographically, seeing some indications that demand
                   in U.S. will be improving and thinks that while European business has
                   softened a bit, it won't suffer the same sharp downturn like that seen in
                   the U.S.... Larry Ellison projects that it is reasonable to expect a
                   15-20% long-term growth rate in database business and sees no
                   reason why applications business couldn't return to 50-100%
                   long-term growth rate... ORCL +1.26; related competitors include
                   IBM +1.23; MSFT +1.12; and BEAS +2.18

                   Oracle Corp (ORCL) 14.84 -0.16: -- Update -- In Q&A portion of
                   call right now... nothing too telling yet, but it has been entertaining as
                   Larry Ellison hasn't been shy about criticizing IBM nor has he been
                   shy about talking up Oracle and its E-business suite from a price and
                   performance perspective versus the competition... ORCL +1.26

                   After Hours Movers : Oracle higher now on solid late session
                   volume.  The conference call has stirred buy interest in ORCL's
                   software peers but also many trading favorites...  ORCL +1.19,
                   SEBL +1.65, ITWO +0.80, BEAS +1.86.  Also higher in
                   sympathy... CSCO +0.30, INTC +0.33, SUNW +0.37, MSFT
                   +1.02.  Respective sector leaders also responding well to this release.

                   Oracle Corp (ORCL) 14.84 -0.16: -- Update -- Added detail for
                   fiscal Q4 results: license revenue growth -10% yr/yr; server growth
                   flat; applications business -24% (coming off tough comparison
                   period)... Geographically, notes sales in U.S. were down 8%; up 2%
                   in Europe on dollar basis and 9% in local currency; up7% in
                   Asia-Pacific on dollar basis and 20% in local currency... DSOs flat
                   with the yr-ago period at 67... ORCL +1.29

                   Oracle Corp (ORCL) 14.84 -0.16: -- Update -- On call, notes that
                   there are no guarantees at this time, but that it is cautiously
                   optimistic...  expects Q1 license growth to be flat and EPS to be flat
                   at $0.08 (consensus is $0.08); however, dangles carrot that there
                   might be more room for upside in those estimates than downside
                   based on its pipeline and field conversations... this is a turn from the
                   guidance provided for fiscal Q4 when it suggested there was more
                   room for downside than upside... ORCL +1.26

                   Oracle Corp (ORCL) 14.84 -0.16: -- Update -- On conference
                   call, says that there is less demand and less visibility for third quarter in
                   a row but it feels like it hit bottom in fiscal Q4.... encouraged by Fed's
                   actions, tax cuts, more confidence among business executives, a
                   smarter sales force that knows how to sell in current environment, less
                   stringent dot-com comparisons in Q1 and Q2, its solid customer
                   base, and the successful launch of its 9i database and application
                   server... ORCL +1.12

Nasi-F. bei +35 Punkten, S&P-F. bei +7,2 Punkten. Schön, wenn Schätzungen soweit vorher reduziert wurden, daß man selbige wieder einhalten kann 0oder übertrifft. Heute wird auf jeden Fall ein positiver Tag werden.

An "SchwarzerLord": Muß Dir beim Nasadaq-Future leider zusti
mmen, Nasdaq-Future 1735Pkte,+32,50 Pkte, S+P-Future 1226,10
Pkte,+6,30Pkte!

Ich sehe fuer heute folgendes Szenario:

Wir werden bei Dow+Nasdaq sicherlich im plus eroeffnen,
doch dann wird es eine Gradwanderung werden!
Hierbei stellt sich mir die Frage was mehr wiegt:
1. gute Oraclezahlen
2. Die 2000er Marke der Nasdaq

Ich bin mir ziemlich sicher, daß sich die Oraclezahlen nur
zu Beginn der Sitzung positiv auf den Nasdaqkursverlauf
auswirken, dann werden sie Marktteilnehmer sehr gebannt auf
die 2000er Marke schaun!!

Nasdaqeroeffnung ueber 2000 Pkten--> ja
Nasdaqhigh: ca 2015
Closing unter der 2000er Marke!!

Ich werde mich heute nicht engagieren, da es ein schlechtes
Chance/Riskioverhaeltnis waere!!

mfg
  SIEGER

Beim Lesen der Bilanz fällt besonders in Auge:

Stagnation beim Umsatz
Einbrüche bei Gewinn, dieser aber im Vorjahr durch Sonderfaktoren
(Verkauf Beteiligungen) hoch
Kostenmanagement offensichtlich im Griff, aber angekündigte Sparpotenziale
wurden nicht ausgeschöpft, da Kostenreduktion eher marginal.

Bei weiterem Nullwachstum und Kostenreduktion ist es OK.
Allerdings sollte man von einem Marktführer in krisenzeiten erwarten,
dass er Markanteile hinzugewinnt.
:) Tetsuo

Donnerwetter

Oracel hat ueber den Erwartungen gelegen aufgrund von Kostensparungen. Die
Kunden von Oracel sowie die potentiellen Kunden sind derzeitig und in naher
Zukunft nicht gewillt die Auftragsbuecher von ORCL zu fuellen.
Was bedeutet, "Kein Wachstum" in Sicht fuer Oracel.

Starker Kauf sagen die Analysten nach Auswertung der letzten Quartis.  

Gut: Es ist beeindruckend, dass bereits ein Jahr nach der Einführung von 11i über 400 Kunden gewonnen werden konnten. Und noch beeindruckender ist, dass es in einem Jahr bereits 4000 sein sollen. In den Zahlen und im finanziellen Ausblick ist das indes bisher noch nicht zum Ausdruck gekommen. Und auch wenn Oracle es nicht wahrhaben will: Das Unternehmen ist nicht alleine auf der Welt, weder im immer noch dominierenden Geschäft mit Datenbanken noch bei den Anwendungsprogrammen. IBM, Microsoft und SAP sind nur drei von vielen Konkurrenten, mit denen man es nicht so gerne zu tun haben will.

Um den jetzigen Kurs zu rechtfertigen, müsste Oracle bei einem Diskontsatz von 8,5 Prozent selbst bei einer unterstellten Ausschüttungsquote von 50 Prozent noch bis 2009 um 20 Prozent jährlich wachsen. Das ist übrigens eine großzügige Annahme: Sogar zwischen 1997 und 2001 lag das Wachstum im Schnitt nur bei 17,6 Prozent. Natürlich spielt das kurzfristig keine Rolle. Eine freundliche Marktverfassung, und die Aktie kann brummen. Aber dass die Quartalsergebnisse von Oracle einen ganzen Markt beflügeln, ist schon ein bisschen lächerlich.

noch vor einem Monat wurde eine Gewinnwahrnung befürchtet, jetzt lag oracle knapp über den schätzungen - man sollte zufrieden sein und nicht wieder meckern, denn das tun die Leute schon seid einem halben Jahr und das kotzt irgendwann an. Seid geraumer Zeit versuchen viele Oracle schlecht zu machen - aber irgenwann wirds langweilig...
zu stox: welche kunden meinst du??? 10i verkauft sich ganz gut glaub ich. Oracle ist Marktführer, d.h. wenn ein Unternehmen seine DB umstellen will darf sie nicht nur mit den Kosten für die DB rechnen sondern auch die Umschulungen, technische umrüstung bla bla bla, und das ist letztendlich auch nicht so günstig.

gruss

RainMan