Oracle(US:ORCL) 智通财经网·2025-10-16 23:38Group 1 - Oracle has provided gross margin expectations for its large AI infrastructure projects, alleviating some concerns from Wall Street regarding the profitability of this key new business segment [1] - The company indicated that for an AI workload infrastructure project generating $60 billion in revenue over six years, the gross margin would reach 35% [1] - Oracle's stock rose nearly 6% following the announcement but later fell about 2% in after-hours trading after the company released long-term revenue and profit forecasts [1] Group 2 - Analyst Anurag Rana noted that the new information helps to ease market concerns about declining profitability, especially since some AI cloud business collaborations had a gross margin of only 14% [2] - Oracle expects its annual revenue for the fiscal year 2030 to reach $225 billion, exceeding the average analyst expectation of $198 billion [2] - The company anticipates adjusted earnings per share of $21 for fiscal year 2030, also higher than the average analyst estimate of $18.50 [2]