TSMC vs Oracle
TSMC vs Oracle: This page compares business models, financial performance, and market context to outline how both companies operate and compete. It presents neutral, accessible information about strategies, offerings, and market positions, without endorsements. Educational content, not financial advice.
TSMC vs Oracle: This page compares business models, financial performance, and market context to outline how both companies operate and compete. It presents neutral, accessible information about strat...
Why It's Moving
TSMC's Stellar Q4 Earnings and AI-Fueled Guidance Ignite a Fiery 2026 Start
- Q4 revenue hit NT$1.046 trillion, topping consensus by 1%, with profits up 22% YoY, underscoring relentless demand from Nvidia, AMD, and Apple for cutting-edge nodes.
- 2026 outlook shines with Q1 revenue guidance up to $35.8 billion—a potential 40% YoY jump—driving leading-edge margins beyond expectations amid the AI supercycle.
- U.S. license for China plant ops and accelerated Arizona Phase 2 production to H2 2027 ease supply fears, bolstering global expansion amid trade deal buzz.
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.
TSMC's Stellar Q4 Earnings and AI-Fueled Guidance Ignite a Fiery 2026 Start
- Q4 revenue hit NT$1.046 trillion, topping consensus by 1%, with profits up 22% YoY, underscoring relentless demand from Nvidia, AMD, and Apple for cutting-edge nodes.
- 2026 outlook shines with Q1 revenue guidance up to $35.8 billion—a potential 40% YoY jump—driving leading-edge margins beyond expectations amid the AI supercycle.
- U.S. license for China plant ops and accelerated Arizona Phase 2 production to H2 2027 ease supply fears, bolstering global expansion amid trade deal buzz.
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.
Investment Analysis
TSMC
TSM
Pros
- Global leader in semiconductor foundry services with dominant market share, critical supplier to major technology firms across industries.
- Revenue grew over 40% year-on-year in recent quarters, reflecting robust demand for advanced chips, especially in AI and high-performance computing.
- Strong balance sheet with low debt-to-equity ratio and high profitability, delivering industry-leading net margins above 40%.
Considerations
- Heavy reliance on geopolitical stability in Taiwan, exposing operations to regional tensions and potential supply chain disruption risks.
- Capital expenditure requirements remain very high, necessitating ongoing multi-billion-dollar investments to maintain technological leadership.
- Valuation multiples are elevated relative to historical levels, potentially limiting near-term upside if growth slows or margins compress.
Oracle
ORCL
Pros
- Diversified global provider of enterprise software and cloud infrastructure, with stable, recurring revenue streams from long-term customer contracts.
- Growing cloud revenue and strategic acquisitions bolster competitive position in hybrid and multi-cloud IT environments.
- Consistent cash flow generation supports share buybacks, dividends, and continued investment in innovation and expansion.
Considerations
- Slower organic growth compared to pure-play cloud peers, with legacy on-premises software still a significant portion of the business.
- Intense competition in cloud services from larger rivals pressures pricing and requires ongoing heavy investment to remain relevant.
- Exposure to currency fluctuations and global macroeconomic cycles, which can impact multinational revenue and profitability.
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TSMC (TSM) Next Earnings Date
Taiwan Semiconductor Manufacturing Company (TSM) reported its Q4 2025 earnings on January 15, 2026, before market open. The next earnings date for Q1 2026 is unconfirmed but forecasted for April 16, 2026, before market open, aligning with the company's historical mid-April pattern for first-quarter results. Investors should monitor for official confirmation from the company.
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.
TSMC (TSM) Next Earnings Date
Taiwan Semiconductor Manufacturing Company (TSM) reported its Q4 2025 earnings on January 15, 2026, before market open. The next earnings date for Q1 2026 is unconfirmed but forecasted for April 16, 2026, before market open, aligning with the company's historical mid-April pattern for first-quarter results. Investors should monitor for official confirmation from the company.
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.
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Published: September 25, 2025
Explore BasketInsider Confidence: What's Next for Stock Moves?
Tesla CEO Elon Musk's recent $1 billion stock purchase has boosted investor confidence, causing the share price to surge. This highlights a potential investment strategy focusing on companies where significant insider buying signals strong leadership conviction in future growth.
Published: September 16, 2025
Explore BasketWhich Baskets Do They Appear In?
AI Infrastructure Stocks (Nvidia's $100B Project)
Nvidia is investing up to $100 billion to build massive AI data centers for OpenAI, signaling a new era of large-scale AI infrastructure. This monumental project creates a significant opportunity for companies that provide the essential components and services for data center construction and operation.
Published: September 25, 2025
Explore BasketInsider Confidence: What's Next for Stock Moves?
Tesla CEO Elon Musk's recent $1 billion stock purchase has boosted investor confidence, causing the share price to surge. This highlights a potential investment strategy focusing on companies where significant insider buying signals strong leadership conviction in future growth.
Published: September 16, 2025
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