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甲骨文Java审计率飙至73%,网友:还不换开源等着被查?
程序员的那些事· 2025-07-22 03:48
Core Viewpoint - The article highlights the increasing challenges and costs associated with Oracle's Java compliance audits, leading many organizations to consider migrating to open-source alternatives like OpenJDK due to financial pressures and the complexity of compliance management [1][12][21]. Compliance Challenges - 73% of companies have faced Oracle-initiated Java compliance audits in the past three years [1]. - 37% of respondents identify managing software licenses as their biggest challenge, while 36% struggle with discovering software licenses [4]. - 29% attribute compliance issues to the complexity of software development environments, making it difficult to track license usage across various platforms [5]. Financial Impact - Over 54% of organizations spend more than $100,000 annually to resolve licensing non-compliance issues, with 27% spending over $500,000 [6]. - The costs associated with compliance include not only fines but also the time and resources spent on audits and purchasing additional licenses [6][8]. Migration to Open Source - 79% of respondents have migrated to or plan to migrate to OpenJDK alternatives, with only 14% intending to continue using Oracle Java subscriptions [13][19]. - 15% have completed their migration, while 22% have started, and 25% are actively planning [15]. - The primary motivations for migrating include security and reliability (51%) and cost reduction (42%) [17]. Cost Comparison - More than two-thirds of respondents estimate they can save at least 40% on Java licensing costs after migrating to open-source solutions [23]. - Only 4% of respondents are unconcerned about Oracle's pricing and licensing policies [21]. Ongoing Compliance Awareness - Even after migrating to open-source, organizations must remain vigilant about Oracle Java usage, as over 75% of respondents undergo at least two compliance checks annually [25]. - Many companies are questioning the fairness of Oracle's licensing model due to the increasing costs and audit pressures [26].
金十图示:2025年07月22日(周二)全球富豪榜
news flash· 2025-07-22 03:03
Wealth Rankings - Elon Musk remains the richest person with a net worth of $412.6 billion, experiencing a decrease of $6.53 million or 0.16% [2] - Larry Ellison ranks second with a net worth of $289.5 billion, down by $21 million or 0.72%, associated with Oracle [2] - Mark Zuckerberg's net worth increased by $130 million or 1.22%, bringing it to $246 billion, linked to Meta [2] - Jeff Bezos saw an increase of $290 million or 1.2%, with a net worth of $242.1 billion, related to Amazon [2] - Larry Page's wealth rose by $140 million or 2.61%, totaling $156.6 billion, connected to Google [2] - Sergey Brin's net worth increased by $137 million or 2.55%, reaching $149.5 billion, also associated with Google [2] - Nvidia's Jensen Huang's wealth decreased by $8.87 million or 0.59%, totaling $149.2 billion [2] - The Arnault family's net worth decreased by $12 million or 0.82%, amounting to $144.4 billion, linked to LVMH [2] - Steve Ballmer's wealth remained stable with a slight increase of $2.2 million, totaling $143.5 billion, associated with Microsoft [2] - Warren Buffett's net worth increased by $4.3 million, reaching $142 billion, connected to Berkshire Hathaway [2] Additional Notable Figures - Michael Dell's net worth rose by $28.2 million or 0.22%, totaling $128.6 billion, linked to Dell [3] - Bill Gates' wealth decreased by $4.5 million or 0.04%, amounting to $116.9 billion, associated with Microsoft [3] - Amancio Ortega's net worth decreased by $6.3 million or 0.06%, totaling $115 billion, linked to Inditex [3] - The Walton family's wealth saw slight increases, with Rob Walton at $114.8 billion and Jim Walton at $113.8 billion, both up by approximately $5.68 million and $5.67 million respectively [3] - Mukesh Ambani's net worth decreased by $3.2 billion or 2.86%, totaling $108.3 billion, associated with Reliance Industries [3] - The Koch family remains stable at $67.5 billion, with no change reported [3]
X @外汇交易员
外汇交易员· 2025-07-22 02:03
华尔街日报:OpenAI、软银、甲骨文联合投资的5000亿美元AI项目星际之门(Stargate)在成立6个月后难以顺利实施,计划遭遇大幅缩减。软银与OpenAI在合作关键条款,尤其是在数据中心选址等问题上存在分歧。虽然软银与OpenAI在记者会上承诺“立即”投资1000亿美元,但该项目已将近期目标缩小为,今年年底前在俄亥俄建立一个小型数据中心。外汇交易员 (@myfxtrader):特朗普宣布,OpenAI、软银和甲骨文将组建一家名为Stargate的合资企业,对人工智能基础设施进行大规模投资,计划投资5000亿美元。白宫发言人莱维特稍早表示:“这将是一个大规模的计划,它将证明全世界都知道美国回来了。” https://t.co/Y4Mux7f4mC ...
Oracle Java审计率飙至73%,网友:还不换开源等着被查?
3 6 Ke· 2025-07-22 00:34
Core Insights - The report highlights the increasing compliance challenges faced by companies using Oracle Java, with 73% of surveyed organizations experiencing compliance audits initiated by Oracle in the past three years [1][18] - The financial burden of non-compliance is significant, with over 25% of respondents spending more than $500,000 annually to resolve licensing issues, including audit responses and penalties [1][6] - A shift towards open-source alternatives like OpenJDK is underway, with 79% of respondents having migrated or planning to migrate away from Oracle Java due to cost and compliance pressures [12][22] Compliance Challenges - 37% of respondents identified managing software licenses as their biggest challenge, while 36% found discovering software licenses to be a headache [3] - The complexity of software development environments and billing models contributes to compliance difficulties, with 29% and 25% of respondents respectively citing these as major issues [4] - A lack of automation tools and resource constraints further exacerbate compliance challenges, with 21% relying on manual processes [4] Financial Implications - Organizations face severe penalties for non-compliance, including high costs associated with audits and the need to purchase additional licenses [6][9] - 54% of respondents reported spending over $100,000 annually to address licensing non-compliance, with 27% spending more than $500,000 [6] - The cost of compliance issues not only includes direct financial penalties but also the time and resources diverted from core business activities [9] Oracle Java Licensing Changes - Oracle's licensing policies have evolved, with significant changes introduced in 2019 that required companies to pay for commercial Java SE subscriptions to receive updates and security patches [11] - The new subscription model introduced in January 2023 bases fees on total employee count rather than the number of employees using Java SE, leading to increased costs for larger organizations [12][13] - Gartner's analysis indicates that companies adopting the new subscription model may see costs increase by 2-5 times per employee compared to previous licensing models [13] Migration to Open Source - The primary drivers for migrating to open-source Java solutions include security and reliability (51%) and cost reduction (42%) [17] - Over two-thirds of respondents estimate they can save at least 40% on Java licensing costs after migrating to open-source alternatives [22] - Despite migrating to open-source, organizations must remain vigilant about Oracle Java usage, as 75% of respondents undergo at least two compliance checks annually [24] Industry Sentiment - There is a growing sentiment among organizations to abandon Oracle Java due to dissatisfaction with licensing practices and compliance pressures [27] - Many companies are sharing experiences of successfully transitioning to open-source solutions, indicating a shift in industry attitudes towards Oracle's licensing model [27]
传甲骨文(ORCL.US)将与Skydance-派拉蒙(PARA.US)达成亿元云服务协议
智通财经网· 2025-07-22 00:23
Group 1 - Oracle is negotiating a significant software agreement with Skydance Media, which will take effect after Skydance completes its acquisition of Paramount Global [1] - The annual value of the contract is approximately $100 million, allowing Paramount and its subsidiaries to fully adopt Oracle's cloud software services [1] - Skydance has invested $2.2 million in Oracle's cloud infrastructure and platform products for the fiscal year ending May 2024 [1] Group 2 - The merger between Paramount and Skydance is pending final approval from the Federal Communications Commission (FCC) [2] - David Ellison has made a special presentation to FCC officials regarding the merger [2] - Oracle has been expanding in the cloud computing market by focusing on artificial intelligence clients, with notable customers including TikTok, Zoom, and Uber [2]
X @Bloomberg
Bloomberg· 2025-07-21 21:56
Oracle is in discussions with Skydance Media for a major software deal once the media company’s acquisition of Paramount Global is complete https://t.co/BFRgoHuFep ...
Will Broad Cloud Access Boost Momentum for Oracle's Hardware Business?
ZACKS· 2025-07-21 15:00
Core Insights - Oracle is enhancing its hardware business by partnering with major cloud providers, allowing enterprises to utilize its database services within their preferred ecosystems, thereby reducing reliance on Oracle's own cloud [1][10] - Recent initiatives include the launch of Oracle Database@Google Cloud in Japan and Oracle Database@AWS, which are expected to drive hardware segment growth through increased sales of Exadata systems and related services [2][10] - Oracle is investing heavily in AI infrastructure, committing over $40 billion to acquire Nvidia chips and planning additional investments in data centers in Germany and the Netherlands [3][10] Hardware Business Expansion - Oracle's hardware revenues are projected to reach $3 billion in fiscal 2026, reflecting a 6.82% year-over-year increase in the fourth quarter of fiscal 2025, indicating strong growth driven by partnerships [4] - The company faces significant competition in the hardware space from Hewlett-Packard and Dell Technologies, which offer advanced solutions that challenge Oracle's offerings [5][6][7] Competitive Landscape - Hewlett-Packard provides powerful hardware solutions for AI workloads, including ProLiant Gen11 servers and energy-efficient systems that compete with Oracle's Exadata [6] - Dell Technologies offers flexible alternatives to Exadata, such as PowerEdge servers and VxRail systems, which have attracted customers seeking cost savings and reduced licensing exposure [7] Financial Performance and Valuation - Oracle's shares have appreciated 47.3% year to date, underperforming the broader technology sector and the software industry [8] - The company is currently trading at a trailing 12-month EV/EBITDA multiple of 30.15x, which is significantly higher than the industry average of 20.55x, indicating potential overvaluation [11] - The Zacks Consensus Estimate for Oracle's fiscal 2026 revenues is $66.57 billion, representing a 15.97% year-over-year growth, with earnings projected at $6.73 per share, suggesting an 11.61% increase from fiscal 2025 [14]
Supply Chain Management Market Surges to $58.42 billion by 2030 - Dominated by SAP (Germany), Oracle (US), Infor (US)
GlobeNewswire News Room· 2025-07-21 13:30
Delray Beach, FL, July 21, 2025 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Supply Chain Management Market growth is projected to reach USD 58.42 billion by 2030 from USD 38.51 billion in 2025, at a Compound Annual Growth Rate (CAGR) of 8.7% during the forecast period. Browse in-depth TOC on "Supply Chain Management Market" 340 - Tables 58 - Figures 361 - Pages Download Report Brochure @ https://www.marketsandmarkets.com/pdfdownloadNew.asp?id=190997554 Supply Chain Management Market Dyn ...
异动盘点0718|AI应用早盘走高,金山云涨超11%;耀才再涨8%;Lucid携手优步推出无人驾驶出租车队;奈飞盘后跌近2%
贝塔投资智库· 2025-07-18 04:02
Group 1: Hong Kong Stocks - Oriental Selection (01797) surged over 14% with the upcoming launch of a second sanitary napkin product, indicating growth potential in self-operated products [1] - AI application stocks rose in early trading, with Kingsoft Cloud (03896) and Innovation Works (02121) both up over 11%, and other companies like Kintor Pharmaceutical (01860) and Kingdee International (00268) also showing gains [1] - Yao Cai Securities (01428) increased over 8% as Ant Group actively develops stablecoins in Hong Kong, enhancing the prospects for Yao Cai's virtual asset business [1] - Meitu (01357) saw a rise of over 7% during trading, with institutions optimistic about the company's performance potential due to AI Agent product validation [1] - Jinli Permanent Magnet (06680) initially rose over 8%, with a projected net profit increase of up to 180% year-on-year for the first half of the year, as institutions reassess the value of rare earth strategic metals [1] - NIO-SW (09866) increased over 4% as the pre-sale price of the L90 model exceeded expectations, with Morgan Stanley forecasting monthly sales to surpass 5,000 units [1] - Guoquan (02517) rose over 11% following an earnings forecast, expecting a net profit of approximately 180 million to 210 million yuan for the first half of the year, a year-on-year increase of about 111%-146% [1][2] Group 2: US Stocks - PepsiCo (PEP.US) rose 7.45% after Q2 earnings exceeded expectations, with EPS at $2.12, surpassing the forecast of $2.03, and revenue growing 1.0% year-on-year to $22.73 billion [3] - Lucid (LCID.US) soared 36.24% as it announced a partnership with Uber to launch a self-driving taxi fleet [3] - Abbott (ABT.US) fell over 8% due to Q3 guidance falling short of expectations and a downward revision of the annual profit forecast [3] - AI application software stocks saw gains, with Unity Software (U.US) rising over 12% at one point, and other companies like SoundHound AI (SOUN.US) and AppLovin (APP.US) also increasing [3] - Taiwan Semiconductor Manufacturing Company (TSM.US) rose 3.38%, achieving a record high with Q2 EPS of $2.47, exceeding the forecast of $2.39, and revenue growing 44.4% year-on-year to $30.07 billion [4] - Oracle (ORCL.US) increased 3.09%, reaching a new high as it announced a $3 billion investment in AI and cloud infrastructure in Germany and the Netherlands over the next five years [4] - BigBear.ai Holdings (BBAI.US) rose 15.45% ahead of its earnings report, with expectations of a loss of $0.07 per share but revenue projected to reach $40.99 million, a year-on-year increase of 3.04% [4] Group 3: Drone and Streaming Stocks - Drone-related stocks strengthened, with Palladyne AI (PDYN.US) rising 31.4% and Joby Aviation (JOBY.US) increasing 8.51% amid U.S. Department of Commerce investigations into drone systems and key solar materials [5] - Netflix (NFLX.US) saw a slight decline of over 2% after reporting Q2 revenue of $11.079 billion, slightly above the forecast, but underperformed in the APAC and LATAM regions [5]
AI/R Company Accelerates Oracle Fusion Apps AI Agent Studio Implementation
GlobeNewswire News Room· 2025-07-17 19:51
Core Insights - The AI Revolution Company (AI/R) is positioning itself as a leading implementation partner for Oracle Fusion Cloud Applications customers to leverage Oracle AI Agent Studio capabilities [1][3] - Oracle AI Agent Studio is a comprehensive platform that allows enterprises to create, deploy, and manage AI agents without additional costs, enhancing accessibility through user-friendly tools and templates [2][4] - AI/R's extensive experience with Oracle products and its ecosystem of over 6,000 experts provide unique value in implementing AI solutions across various business functions [3][5] Group 1 - AI/R aims to help enterprises maximize the transformative potential of agentic AI through its deep technical expertise and proven methodologies [4][5] - The platform features native integration with Oracle Fusion, agent orchestration for complex workflows, and options for using various large language models [4][5] - AI/R focuses on democratizing AI agent creation while ensuring robust testing and security frameworks for enterprise-wide deployments [5] Group 2 - AI/R's mission is to embed AI into all operations, driving innovation and productivity across industries [6] - The company emphasizes the importance of bridging the gap between advanced AI capabilities and real-world business outcomes to achieve measurable ROI [5]