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2011 Annual Stockholder Meeting


October 12, 2011

Jeff Henley Chairman of the Board

Safe Harbor Statement


Statements in this presentation relating to Oracle's or its Board of Directors future plans, expectations, beliefs, intentions and prospects are "forward-looking statements" and are subject to material risks and uncertainties. Many factors could affect our current expectations and our actual results, and could cause actual results to differ materially. We presently consider the following to be among the important factors that could cause actual results to differ materially from expectations: (1) Economic, political and market conditions, including the recent recession and global economic crisis and the current situation in Japan caused by the recent earthquake and resulting tsunami, can adversely affect our business, results of operations and financial condition, including our revenue growth and profitability, which in turn could adversely affect our stock price. (2) We may fail to achieve our financial forecasts due to such factors as delays or size reductions in transactions, fewer large transactions in a particular quarter, unanticipated fluctuations in currency exchange rates, delays in delivery of new products or releases or a decline in our renewal rates for software license updates and product support. (3) Our hardware systems business may not be successful, and we may fail to achieve our financial forecasts with respect to this business. (4) We have an active acquisition program and our acquisitions may not be successful, may involve unanticipated costs or other integration issues or may disrupt our existing operations. (5) Our international sales and operations subject us to additional risks that can adversely affect our operating results, including risks relating to foreign currency gains and losses, risks relating to compliance with international and U.S. laws that apply to our international operations and risks to the sales of our products and services and supply chain operations caused by the recent earthquake and tsunami in Japan. (6) Intense competitive forces demand rapid technological advances and frequent new product introductions and could require us to reduce prices or cause us to lose customers. (7) If we are unable to develop new or sufficiently differentiated products and services, or to enhance and improve our products and support services in a timely manner or to position and/or price our products and services to meet market demand, customers may not buy new software licenses or hardware systems products or purchase or renew support contracts. A detailed discussion of these factors and other risks that affect our business is contained in our SEC filings, including our most recent reports on Form 10-K and Form 10-Q, particularly under the heading "Risk Factors." Copies of these filings are available online from the SEC or by contacting Oracle Corporation's Investor Relations Department at (650) 506-4073 or by clicking on SEC Filings on Oracles Investor Relations website at http://www.oracle.com/investor. All information set forth in this presentation is current as of October 12, 2011. Oracle undertakes no duty to update any statement in light of new information or future events.

Non-GAAP Financial Measures


To supplement our financial results presented on a GAAP basis, we use nonGAAP measures, which exclude certain business combination accounting entries and expenses related to acquisitions, as well as other significant expenses including stock-based compensation, that we believe are helpful in understanding our past financial performance and our future results. Our nonGAAP financial measures are not meant to be considered in isolation or as a substitute for comparable GAAP measures and should be considered only in conjunction with our consolidated financial statements prepared in accordance with GAAP. Todays discussion includes certain non-GAAP financial measures, which were included in our earnings releases.

Oracle Strategy

Complete Stack
Best-of-breed Open Vertical Integration Extreme Performance Engineered Systems

Complete Customer Choice


On-premise Private Cloud Public Cloud Hybrid Cloud

Best-in-Class Leader
Database Database on Solaris and on Linux Data Warehousing Embedded Database Middleware Application Servers Identity and Access Management Enterprise Performance Management Human Capital Management Customer Relationship Management Project Portfolio Management Communications Retail Financial Services Banking Insurance Public Sector Professional Services

Oracle Corporation
Scale
$36B FY11 #1 in 50 product or industry categories 380,000 customers in 145 countries 20,000 partners 109,400 employees 14 million developers in Oracle online communities 32,000 developers and engineers 18,000 customer support specialists, speaking 27 languages 17,000 implementation consultants 1.5 million students supported annually 848 independent Oracle user groups with 798,000 members

Innovation and Investment

Headcount current as of Q1 FY2012.

Strong FY11 Financial Performance


FY11 FY10 Y/Y Growth

New Software License Revenue Software License Updates and Product Support Revenues Hardware Systems Revenues Total Revenues Operating Income Net Income Earnings per Share Free Cash Flow
(trailing 4 quarters)

$9,235 M $14,876 M $7,092 M $35,850 M $15,884 M $11,395 M $2.22 $10,764 M

$7,533 M $13,178 M $2,418 M $27,034 M $12,475 M $8,494 M $1.67 $8,451 M

+23% +13% +193% +33% +27% +34% +33% +27%

Figures in Millions, except per share data. Figures based on Non-GAAP results. GAAP to Non-GAAP reconciliations are available at www.oracle.com/investor.

Strong Q1 FY12 Financial Performance


Q1 FY12 Q1 FY11 Y/Y Growth

New Software License Revenue Software License Updates and Product Support Revenues Hardware Systems Revenues Total Revenues Operating Income Net Income Earnings per Share Free Cash Flow
(trailing 4 quarters)

$1,498 M $ 4,035 M $1,685 M $8,398 M $3,566 M $2,465 M $0.48 $12,326 M

$1,286 M $3,475 M $1,759 M $7,588 M $2,947 M $2,129 M $0.42 $8,467 M

+17% +16% -4% +11% +21% +16% +14% +46%

Figures in Millions, except per share data. Figures based on Non-GAAP results. GAAP to Non-GAAP reconciliations are available at www.oracle.com/investor.

Revenue
CAGR of 20% Over The Last Five Years

Figures based on GAAP results.

10

Revenue
FY2011 Line of Business Distribution and Growth
Hardware Systems Support
8% of Total, +197% y/y

Services Revenues
13% of Total, +19% y/y

Hardware Systems Products


12% of Total, +191% y/y

Software License Updates & Support


41% of Total, +13% y/y

New Software Licenses


26% of Total, +23% y/y

Y/Y growth rates FY2011 vs. FY2010 in USD.

Balanced New License Revenue Growth

13% CAGR

15% CAGR

Technology

Applications
12

Figures based on GAAP results.

Revenue
FY2011 Geographic Distribution and Growth
Asia Pacific
16% of Total, +42% y/y

Americas
52% of Total, +33% y/y

EMEA
32% of Total, +29% y/y

Y/Y growth rates FY2011 vs. FY2010 in USD.

Balanced New Software License Growth

15% CAGR

12% CAGR

13% CAGR

Americas

EMEA

Asia Pacific

Figures based on GAAP results.

Software License Updates & Product Support Have Grown


CAGR of 17% Over The Last Five Years

Figures based on GAAP results.

15

Strong EPS Growth


CAGR of 23% Over the Last Five Years

Figures above based on non-GAAP results. GAAP to non-GAAP reconciliations are available at www.oracle.com/investor.

Strong Free Cash Flow


CAGR of 20% Over the Last Five Years

Figures above presented in billions. Free Cash Flow is Cash Flow from Operations less Capital Expenditures.

Oracle Invests More In Development


Robust R&D Investment

Figures above presented in billions and based on GAAP results.

Oracle Acquisitions
(pending)

Middleware Platform and Management

Business Intelligence Data Integration

Identity & Access Management

Performance Management

Enterprise Content Management

Operating Systems

Systems Management

Virtual Machines

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A Very Healthy Balance Sheet Return on Equity (TTM) Return on Assets (TTM) Cash & Investment (MRQ) Debt to Equity (MRQ) Net Cash (MRQ)
24% 13% $31.7B .79X $16.9B

Figures presented above are based on GAAP results for the four most recent quarters including Q1 FY2012. TTM Trailing Twelve Months; MRQ Q1 FY2012.

Oracle
Worlds Most Complete, Open, and Integrated Business Software and Hardware Systems Company

Revenue Growth
+33% in FY11

Revenue Diversification
By Geographies and Industries

Operating Margin Strength


44% in FY11, 46% in FY10, 46% in FY09

Strong EPS Growth


+33% growth in FY11, +14% growth in Q1FY12

Very Healthy Balance Sheet

Based on non-GAAP results. GAAP to non-GAAP reconciliations are available at www.oracle.com/investor.

Oracle Stock Has Performed Well


Compared to Other Large Tech Companies

Figures represent 3 year Stock Price Change from September 23, 2008 to September 23, 2011.

Oracle Stock Has Performed Well


Compared to Broader Indices 5 Year

Chart above depicts indexed price changes from September 26, 2006 to September 23, 2011.

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