Oracle Misses Q2 Earnings Estimates, Shares Drop: ETFs in Focus

Oracle ORCL reported lackluster second-quarter fiscal 2025 outcomes on Monday after the bell, lacking earnings estimates. Oracle shares dropped 8% in after market hours.

Following the outcomes, ETFs with the best allocation to this software program large are in focus for the approaching weeks. These embrace Pacer Information and Digital Revolution ETF TRFK, First Belief NASDAQ Know-how Dividend Index Fund TDIV, FT Vest Know-how Dividend Goal Revenue ETF TDVI, LAFFER | TENGLER Fairness Revenue ETF TGLR and First Belief Innovation Leaders ETF ILDR.

Oracle Earnings in Focus

The corporate’s earnings per share had been $1.47, lacking the Zacks Consensus Estimate by a penny however growing 10% from the year-ago earnings. Revenues rose 9% 12 months over 12 months to $14.1 billion and had been according to the Zacks Consensus Estimate (see: all the Technology ETFs here).

The enterprise is booming as a result of hovering demand for computing energy that may deal with synthetic intelligence initiatives. Revenues from its cloud infrastructure unit soared 52% 12 months over 12 months to $2.4 billion.

The corporate expects fiscal third-quarter income development of 7-9% and earnings per share within the vary of $1.41 to $1.47. Oracle maintained that income development will speed up additional within the coming quarters. Whole cloud income development is anticipated to be between 23% and 25%. Cloud revenues are anticipated to achieve $25 billion this fiscal 12 months, with vital development in AI workloads and multi-cloud agreements.

ETFs in Focus

Allow us to delve into every ETF under:

Pacer Information and Digital Revolution ETF (TRFK)

Pacer Information and Digital Revolution ETF goals to supply traders publicity to globally listed shares and depositary receipts of information and digital revolution corporations. It follows the Pacer Information Transmission and Communication Revolution Index, holding 78 shares in its basket. Oracle takes the highest spot, accounting for 9.9% of the belongings.

Pacer Information and Digital Revolution ETF has amassed $52.4 million in its asset base and fees 60 bps in annual charges. It trades in a mean every day quantity of 10,000 shares.

First Belief NASDAQ Know-how Dividend Index Fund (TDIV)

First Belief NASDAQ Know-how Dividend Index Fund offers publicity to dividend payers within the know-how sector by monitoring the Nasdaq Know-how Dividend Index. TDIV holds about 86 securities in its basket. Of those companies, ORCL occupies the highest place, making up 9.4% of the belongings.

First Belief NASDAQ Know-how Dividend Index Fund has $2.9 billion in its asset base and trades in a average quantity of about 92,000 shares per day. The ETF fees 50 bps in annual charges (learn: A Guide to Dividend Aristocrat ETFs).

FT Vest Know-how Dividend Goal Revenue ETF (TDVI)

FT Cboe Vest Know-how Dividend Goal Revenue ETF is an actively managed fund that seeks to supply a goal degree of present revenue and capital appreciation by holding a portfolio of dividend-paying U.S. know-how corporations. The fund invests primarily in U.S. securities contained within the Nasdaq Know-how Dividend Index and by using an “choice technique” consisting of writing (promoting) U.S. exchange-traded name choices on the Nasdaq-100 Index and/or the S&P 500 Index or exchange-traded funds that monitor the Nasdaq-100 Index or the S&P 500 Index.

FT Vest Know-how Dividend Goal Revenue ETF holds 86 securities in its basket, with ORCL taking the highest spot at 9.4% share. It has amassed $48.3 million in its asset base and trades in a quantity of twenty-two,000 shares per day on common. TDVI fees 75 bps in annual charges.

LAFFER | TENGLER Fairness Revenue ETF (TGLR)

LAFFER | TENGLER Fairness Revenue ETF is an actively managed fund that seeks to realize its funding goal by investing in high-quality, large-cap shares which can be believed to have sturdy earnings and dividend development potential and an above-market dividend yield. It holds 31 shares in its basket with Oracle taking the highest spot at 6.2% share.

LAFFER | TENGLER Fairness Revenue ETF has managed belongings value $13.8 million and trades in a mean every day quantity of two,000 shares. It fees 95 bps in annual charges.

First Belief Innovation Leaders ETF (ILDR)

First Belief Innovation Leaders ETF is an actively managed ETF searching for to supply publicity to corporations which will profit from the event or utility of scientific and technological innovation. It holds 65 shares in its basket with Oracle occupying the third place at 6.1% share.

First Belief Innovation Leaders ETF has $53.7 million in its asset base and trades in a paltry quantity of about 13,000 shares per day. The ETF fees 76 bps in annual charges.