The earnings call presents a cautious optimism with the resolution of previous declines and potential growth opportunities through Alloy, despite some challenges with currency fluctuations and a temporary dip in profit margins.
Company Guidance
During the Q2 2025 earnings call for 4716.T, the executives provided several key insights into the company’s performance and future expectations. S. Krishna Kumar indicated that the reactionary revenue decline observed in Q2 following a price increase had stabilized and was not expected to continue into Q3 and Q4. He maintained the overall full-year revenue guidance, emphasizing that the company does not provide product-specific forecasts. Regarding pricing strategy, Kumar mentioned that while price hikes are driven by factors such as the depreciation of the Japanese yen, they are not reactionary and are based on comprehensive analysis. He also highlighted the strategic importance of Alloy, a unique offering expected to significantly boost Oracle's revenue in Japan, although contributions from NTT DATA's adoption of Alloy are not anticipated until the end of 2025. Furthermore, he addressed a drop in Q2 gross profit margin, attributing it to a different sales mix, and reassured that margins remain consistent on a year-over-year basis. Lastly, Kumar confirmed a strategic approach to headcount, with an increase of 9 employees in the past three months, suggesting continued hiring aligned with revenue growth and market expansion.
Resolution of Reactionary Decline
The reactionary decline observed in Q2 due to a previous price increase is expected to be over, with no anticipated carryover into Q3 and Q4. Full-year revenue estimates remain unchanged.
Alloy's Potential Impact
Alloy is a unique offering by Oracle, showing significant interest among system integrators in Japan. It's expected to drive significant revenue and value for Oracle and its partners in the future.
Strategic Headcount Increase
Headcount increased by 9 in the past 3 months, with a focus on strategic deployment to support revenue growth and market expansion. The company remains margin-conscious about hiring.
---
Oracle Japan (OCLCF) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
OCLCF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Dec 20, 2024
$93.31
$91.24
-2.22%
Sep 25, 2024
$96.46
$95.11
-1.40%
Jun 25, 2024
$73.64
$73.63
-0.01%
Mar 19, 2024
$81.55
$81.67
+0.15%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Oracle Corporation Japan (OCLCF) report earnings?
Oracle Corporation Japan (OCLCF) is schdueled to report earning on Mar 25, 2025, TBA Not Confirmed.
What is Oracle Corporation Japan (OCLCF) earnings time?
Oracle Corporation Japan (OCLCF) earnings time is at Mar 25, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.