甲骨文预计第三财季营收增长19%—21%

Core Viewpoint - Oracle's Q2 FY2026 performance fell short of analyst expectations, with total revenue of $16.1 billion and cloud revenue of $8 billion, both below forecasts [1] Financial Performance - Q2 remaining performance obligations increased by 438% year-over-year to $523 billion [1] - Q2 capital expenditures were $12 billion, with an expected total capital expenditure of approximately $50 billion for FY2026, an increase of about $15 billion from previous estimates [1] Debt Situation - Oracle has accumulated significant debt, recently issuing approximately $18 billion in new bonds, with total outstanding debt exceeding $100 billion, making it the largest in debt among investment-grade tech companies [1] Future Outlook - Oracle anticipates Q3 revenue growth of 19% to 21%, with cloud business growth projected at 40% to 44%, and reaffirms annual revenue target of $67 billion [1]