PSA IT Services / Software: Oracle (4716 JT) Japan Misses FY25 Q2 Estimates
Lindsay Whipp reviews the FY25 Q2 performance and notes that although the 20% decline in the share price over the past six months as lowered Oracle Japan’s FY26 EV/OP down to 18.5x, which is not too expensive for a company generating an OPM of 32.9%, uncertainty around the pace of OP growth this fiscal year remains a concern.Oracle is engaged in the provision of information technology services. New License and Cloud segment is engaged in the licensing services of its database management software, middleware, and application software, as well as providing access to its software and hardware through Oracle Cloud SaaS, PaaS and IaaS offerings. Updates and Product Support segment provides software upgrade and patch, and technical support. Hardware Systems segment offers servers, storage, networking, virtualization software, operating systems and management software to support diverse IT environments, including cloud computing environments. Services segment offers consulting services.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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