The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how data infrastructure stocks fared in Q4, starting with Oracle (NYSE: ORCL).

Generating insights from system level data is an increasing priority for most businesses, but to do so requires connecting and analyzing piles of data stored and siloed in separate databases. This is the demand driver for cloud based data infrastructure software providers, who can more readily integrate, distribute and process information vs. legacy on-premise software providers.

The 5 data infrastructure stocks we track reported a mixed Q4. As a group, revenues missed analysts’ consensus estimates by 4% while next quarter’s revenue guidance was 0.5% below.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 13.1% since the latest earnings results.

Oracle (NYSE: ORCL)

Starting as a database company in 1977 and now powering mission-critical systems across the globe, Oracle (NYSE: ORCL) provides enterprise software and hardware products and services that help businesses manage their information technology needs.

Oracle reported revenues of $16.06 billion, up 14.2% year on year. This print fell short of analysts’ expectations by 0.8%. Overall, it was a softer quarter for the company with a slight miss of analysts’ revenue estimates and a miss of analysts’ billings estimates.

"Oracle is very good at building and running high-performance and cost-efficient cloud datacenters," said Oracle CEO, Clay Magouyrk.

Unsurprisingly, the stock is down 35.1% since reporting and currently trades at $144.75.

Read our full report on Oracle here, it’s free.

Best Q4: Teradata (NYSE: TDC)

Pioneering data warehousing technology in the 1980s before "big data" was a common term, Teradata (NYSE: TDC) provides cloud-based data analytics and AI platforms that help large enterprises integrate, analyze, and leverage their data across multiple environments.

Teradata reported revenues of $421 million, up 2.9% year on year, outperforming analysts’ expectations by 5.4%. The business had an exceptional quarter with EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.

Teradata achieved the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 7.1% since reporting. It currently trades at $31.32.

Is now the time to buy Teradata? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: C3.ai (NYSE: AI)

Named after the three Cs of its original focus—carbon, cloud computing, and customer relationship management—C3.ai (NYSE: AI) provides enterprise AI software that helps organizations develop, deploy, and operate large-scale artificial intelligence applications across various industries.

C3.ai reported revenues of $53.26 million, down 46.1% year on year, falling short of analysts’ expectations by 29.6%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and revenue guidance for next quarter missing analysts’ expectations significantly.

C3.ai delivered the weakest performance against analyst estimates, slowest revenue growth, and weakest full-year guidance update in the group. As expected, the stock is down 23% since the results and currently trades at $7.97.

Read our full analysis of C3.ai’s results here.

Elastic (NYSE: ESTC)

Built on the powerful open-source Elasticsearch technology that powers search functionality for thousands of websites worldwide, Elastic (NYSE: ESTC) provides a search and AI platform that helps organizations find insights from their data, monitor applications, and protect against security threats.

Elastic reported revenues of $449.9 million, up 17.7% year on year. This print topped analysts’ expectations by 2.6%. Overall, it was a strong quarter as it also recorded an impressive beat of analysts’ EBITDA estimates and full-year EPS guidance exceeding analysts’ expectations.

Elastic achieved the highest full-year guidance raise among its peers. The stock is down 15% since reporting and currently trades at $52.35.

Read our full, actionable report on Elastic here, it’s free.

Confluent (NASDAQ: CFLT)

Built by the original creators of Apache Kafka, the popular open-source messaging system, Confluent (NASDAQ: CFLT) provides a data infrastructure platform that enables organizations to connect their applications, systems, and data layers around real-time data streams.

Confluent reported revenues of $314.8 million, up 20.5% year on year. This number beat analysts’ expectations by 2.2%. It was a strong quarter as it also produced an impressive beat of analysts’ EBITDA estimates and a decent beat of analysts’ revenue estimates.

Confluent delivered the fastest revenue growth among its peers. The company added 34 enterprise customers paying more than $100,000 annually to reach a total of 1,521. The stock is flat since reporting and currently trades at $30.59.

Read our full, actionable report on Confluent here, it’s free.

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