Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
OracleVisa

Oracle vs Visa

Oracle Corp. and Visa, Inc. are presented side by side to illustrate their business models, financial performance, and market context. This page compares how each operates, the markets they serve, and...

Why It's Moving

Oracle

Oracle's Stock Surges on Stellar Q2 Earnings, Crushing Expectations with Massive Backlog Growth

  • Remaining performance obligations exploded 438% to $523 billion, highlighting locked-in future revenue from high-demand cloud deals.
  • GAAP earnings per share rocketed 91% to $2.10, with non-GAAP EPS also posting strong gains, reflecting operational efficiency and AI tailwinds.
  • Stock rebounded 2.47% to $178.18 after recent dips, as investors focus on growth trajectory over valuation concerns pegging it as overvalued.
Sentiment:
🐃Bullish
Visa

Visa Stock Steadies Amid Hype for Earnings as Analysts Eye Upside Potential.

  • Adjusted EPS hit $2.98 in recent quarter, edging past forecasts of $2.97 and highlighting resilient transaction volumes despite policy volatility.
  • Q1 2026 EPS estimates near $3.14 signal strong double-digit gains, fueled by value-added services, B2B payments modernization, and stablecoin opportunities.
  • Major institutions maintain Strong Buy ratings, citing Visa's inflation-linked revenue model, hefty buybacks, and edge in agentic commerce over fintech rivals.
Sentiment:
🐃Bullish

Investment Analysis

Oracle

Oracle

ORCL

Pros

  • Oracle maintains a strong market position in cloud infrastructure and enterprise software, benefiting from ongoing digital transformation trends.
  • The company has demonstrated consistent revenue growth and profitability, supported by a diversified business model across cloud, license, and hardware segments.
  • Oracle's strategic partnerships in artificial intelligence and high-performance computing have enhanced its technological capabilities and long-term growth prospects.

Considerations

  • Recent share price volatility has erased much of the year-to-date gains, reflecting investor concerns over valuation and competitive pressures.
  • Oracle faces intense competition from larger cloud providers, which could constrain its market share growth in key segments.
  • The company's high price-to-earnings ratio suggests limited margin for error and increased sensitivity to earnings disappointments.
Visa

Pros

  • Visa operates a highly scalable and resilient payments network, benefiting from global consumer spending and digital payment adoption trends.
  • The company consistently delivers strong cash flow generation and maintains a robust balance sheet, supporting shareholder returns.
  • Visa's international expansion and innovation in digital payments continue to drive long-term revenue growth opportunities.

Considerations

  • Visa's business is exposed to regulatory scrutiny and potential changes in interchange fee regulations, which could impact profitability.
  • The company's performance is closely tied to macroeconomic conditions, making it vulnerable to downturns in consumer spending.
  • Visa faces increasing competition from fintech firms and alternative payment platforms, which could erode its market dominance.

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Oracle (ORCL) Next Earnings Date

Oracle's next earnings date is estimated for March 9, 2026, covering the third quarter of fiscal year 2026 (Q3 2026). This follows the most recent Q2 2026 report released on December 8, 2025, which posted EPS of $2.26, beating estimates. Note that Oracle has not officially confirmed the exact date, with estimates ranging slightly to mid-March based on historical patterns.

Visa (V) Next Earnings Date

Visa, Inc. (V) is scheduled to report its next earnings on January 29, 2026, covering the fiscal first quarter of 2026 (Q1 2026). This follows the most recent Q4 2025 results released on October 28, 2025. The announcement is set for after market close, with a conference call to follow.

Which Baskets Do They Appear In?

Nigeria Market Access | Multinational Companies

Nigeria Market Access | Multinational Companies

Nigeria's core economic sectors are expanding, creating significant opportunities for growth and wealth generation. This basket provides access to these key themes by investing in the global companies that supply, finance, and build infrastructure for the Nigerian market.

Published: September 12, 2025

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Company Toolbox

Company Toolbox

Invest in the businesses that power other businesses. These carefully selected companies provide the essential tools, platforms, and services that enterprises can't live without. With recurring revenue models and high customer retention, they form the backbone of our digital economy.

Published: June 17, 2025

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