Slide 1: Oracle Corporation Schedule 14A
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Conf
Slide 2: Investor Presentation October 2014
Investor Presentation October 2014
Slide 3: Executive Summary
Executive Summary Strong Performance and Commitment to Stockholder Returns. Oracle had Total Revenues of $38.3B for FY2014. Approximately 90% of aggregate FY2013 and FY2014 Free Cash Flow, or roughly $24.4B was returned to Oracle stockholders Pay-for-Performance. We substantially strengthened our ex
Slide 4: Overview of Oracle
Overview of Oracle #1 provider of enterprise software worldwide and leading provider of hardware and services for Oracle database and middleware software, application software, cloud infrastructure, and hardware systems Services US$38.3 billion total GAAP revenue in FY 2014 10% of Revenue Hardware 1
Slide 5: Company Transformation
Company Transformation Software Revenue Cloud Revenue 4 Year 30 4 Year Software and Cloud CAGR CAGR 25 IaaS SaaS/PaaS +88% 20 15 10 +12% 5 0 FY10 FY11 FY12 FY13 FY14 FY10 FY11 FY12 FY13 FY14 One of Oracle’s primary areas of focus over the next few years is becoming the #1 company in cloud computing’
Slide 6: Demonstrated Results
Demonstrated Results ~ 90% of FY13/FY14 Free Cash Flow Returned Free Cash Flow Grew 14% CAGR $14.3B to Stockholders $13.1B $13.6B 14 12 Buybacks Dividends $10.8B 10 $8.5B 8 6 4 2 0 FY10 FY11 FY12 FY13 FY14 FY10 FY11 FY12 FY13 FY14 Oracle Stock Has Outperformed EPS Grew 14% CAGR $2.87 $2.68 $2.46 $2.
Slide 7: Significant Compensation Changes for FY 2015
Significant Compensation Changes for FY 2015 The Board and Compensation Committee have taken steps to meaningfully enhance our compensation program and increase responsiveness to our stockholders We engaged with 13 of our top 20 stockholders, representing approximately 30% of unaffiliated shares in
Slide 8: Compensation Program Overview & Objectives
Compensation Program Overview & Objectives % of Performance- Compensation Designed 2014 Annual & Long-Term Incentive Metrics Based/ Element to Reward NEO “At Risk” Comp* Base Salary Experience, industry N/A 2% knowledge, duties, scope of responsibility Annual Success in achieving Bonus based on grow
Slide 9: Compensation Best Practices
Compensation Best Practices Vast majority of executive compensation is “at risk” or performance based o 96% of Named Executive Officer (“NEO”) compensation is equity-based o 50% of NEO long-term incentives are now structured as long-term, performance-based units o Annual incentive bonus is based on
Slide 10: Sound Corporate Governance Practices
Sound Corporate Governance Practices Annual director elections Stockholder ability to call a special meeting Stockholder ability to act by written consent Director majority voting policy Diverse and experienced Board with significant stockholder representation Independent Presiding Director Committe
Slide 11: Proxy Access Stockholder Proposal
Proxy Access Stockholder Proposal The Oracle Board of Directors opposes the “proxy access” proposal submitted by The Nathan Cummings Foundation and certain other stockholders for the following reasons and requests that stockholders vote “against” this proposal: Existing Governance Mechanisms Ensure
Slide 12: Safe Harbor Statement
SAFE HARBOR STATEMENT "Safe Harbor" Statement: Statements in this presentation relating to Oracle's future plans, expectations, beliefs, intentions and prospects are "forward- looking statements" and are subject to material risks and uncertainties. A detailed discussion of these factors and other ri
Slide 13: Oracle
ORACLE