Oracle(US:ORCL) 半导体芯闻·2025-10-22 10:30Core Viewpoint - Oracle is strategically positioning itself to capitalize on the AI era by enhancing hardware flexibility, deepening multi-cloud partnerships, and developing AI agents, with a goal of achieving $225 billion in total revenue by FY2030, representing a CAGR of 31% [1][6]. Revenue Goals - Oracle aims to reach a total revenue of $225 billion by FY2030, with a CAGR of 31% [1]. - The company has achieved $500 billion in remaining performance obligations (RPO) and added approximately $65 billion in total contract value (TCV) for its cloud infrastructure (OCI) in about 30 days [1][2]. AI and Cloud Infrastructure - Oracle has raised its revenue expectations for OCI, projecting significant growth from $18 billion in FY2026 to $34 billion in FY2027, $77 billion in FY2028, $129 billion in FY2029, and $166 billion in FY2030, indicating a CAGR of 75% [6]. - The company emphasizes hardware flexibility and has optimized OCI for various hardware accelerators, aiming to reduce customer network costs [6][7]. AI Applications and Data Utilization - Oracle is helping clients leverage structured and unstructured data for AI applications, resulting in improved operational efficiency and strategic focus [12]. - The company anticipates that revenue from AI databases and platforms will grow from approximately $2.4 billion in FY2025 to around $20 billion by FY2030, with a CAGR of 53% [13]. AI Agents Development - Oracle has developed over 400 AI agents within its Fusions application suite, with applications in various sectors, including healthcare and finance [15]. - The company has expanded its AI Agent Studio, allowing for the creation and deployment of AI agents, enhancing operational efficiency across different business functions [16]. Multi-Cloud Strategy - Oracle has deepened collaborations with major cloud service providers like Microsoft, AWS, and Google, achieving a 16-fold increase in multi-cloud consumption revenue [21]. - The company has launched a new resale partner program, enabling solution providers to offer Oracle databases across multiple cloud platforms [22]. Sales Opportunities and Payment Models - There are significant upsell opportunities in AI, with potential customer spending increasing by 150 times when expanding from a single application to a full suite [24]. - Oracle has introduced a new multi-cloud universal credit licensing model, simplifying payment processes for customers using its AI database and OCI services across different cloud platforms [24].