Why do you think Oracle RSU are as attractive as FAAMG’s?

Oracle
ExAA87

Go to company page Oracle

ExAA87
Feb 5, 2021 7 Comments

FAAMG like companies are still growing so I understand how their RSU and stocks are attractive. But why are people excited about Oracle RSUs?

Oracle’s revenues, operating margin, free cash flow are almost flat for a decade. It is not a growth company and your salary will also be harder to grow than any other tech company. Company is milking on it great products but above still remains same. That being said Oracle could be a fantastic company for culture, work life balance and for retiring.

You may ask me what I am doing here. I am sunk and trying to get out. I am looked upon with certain skill set which is good and bad

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TOP 7 Comments
  • Oracle
    benhxhrl

    Go to company page Oracle

    benhxhrl
    Just like microsoft stock was shit and then they exploded, same can happen to us too. Cloud biz growing at 35% on 10 bill annual run rate
    Feb 5, 2021 0
  • Oracle
    Ex007

    Go to company page Oracle

    Ex007
    Has Oracle’s share in cloud changed or it is just transfer of on-prem to cloud. Our products have higher switching cost and has got lot of new customers and new licenses in last decade so; How come revenues and net profit are flat on M*? Is it implying Oracle is getting new customers at that same rate old customers are exiting to competitors? May be that’s how Salesforce and Workday grew.

    One thing for sure most of the Oracle stock gains are from buybacks. You can compare Microsoft’s data. They are second in cloud share + 360 Licenses+ gaming+ linked. A lot has changed and Microsoft has grown a lot.
    Feb 5, 2021 3
    • Oracle
      Ex007

      Go to company page Oracle

      Ex007
      True our products are good and are getting better offering cutting edge technology in every industry. It just that it is not being reflected in Revenues or Profits. Most of the stock growth has been due to buybacks (almost 1/3). Something is not adding up. One day it might become like GE.

      Microsoft, Apple, Google and Amazon products are not only B2B but also globally in people’s home. Even increasing 1 dollar ever two years brings lot of revenues.

      Oracle/Salesforce/SAP are just catching up or almost mature and stopped growing organic or acquiring in new areas of core competencies. Lately no new products or acquisition in new areas. We shouldn’t compare Microsoft with Oracle because Microsoft has lot of other products and services than just MS databases and Enterprise softwares. Microsoft has grown in so many wags outside windows and Office. Xbox/Phone/Surface/VR/Cloud/ LinkedIn/ others.

      Hopefully stock will go up in next few quarters when earnings with benefit from Oracle reducing cost of office buildings with new fLexible WFH policy.
      Feb 5, 2021
    • Oracle
      benhxhrl

      Go to company page Oracle

      benhxhrl
      For sure, that’s true. We can compare Microsoft enterprise to ours but their enterprise is fucking huge with 365. If I were to put a number, surface and Xbox business would be around 150 bill market cap (mapping to Sony which might be a bit of a stretch), VR would be a future bet, cloud be ginormous and LinkedIn prob close to 50-100b. Their office suite is so deeply coupled in their sales and is prob what gives them their crazy rev growth, they sell 365+windows+security+teams as a single suite lol. Hoping oci takes of, we might be getting another flagship customer soon
      Feb 5, 2021
  • Do people think Oracle RSUs are attractive?
    Feb 5, 2021 1