甲骨文回应“SaaS末日论”

Core Viewpoint - Oracle predicts that growth in the artificial intelligence sector will continue at least until 2027, raising its revenue forecast for that year to $90 billion, which led to an over 8% increase in its stock price in after-hours trading [2]. Financial Performance - For the third quarter ending February 28, total revenue was $17.19 billion, with expectations for fourth-quarter revenue growth of 19% to 21% in dollar terms, and cloud business revenue growth of 46% to 50% [2]. - Remaining Performance Obligations (RPO) grew by 325% year-over-year to $553 billion, up from $523 billion in the previous quarter, primarily driven by large AI contracts [3]. AI Investment and Strategy - Oracle is investing billions to expand into the AI computing sector and is significantly shifting towards building data centers for partners like OpenAI and Meta [3]. - The CEO indicated that the profit margins for cloud business should improve over time, with AI chip rentals from partners like NVIDIA yielding profit margins of 30% to 40% [3]. Cost Management and Software Development - The company is undergoing layoffs and is utilizing smaller engineering teams along with AI programming tools to launch new software for large enterprise clients [4]. - Oracle's co-founder stated that despite concerns about AI programming tools reducing demand for commercial software, the company is actively using these tools to develop new Software as a Service (SaaS) products [4].