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分析师:甲骨文云业务不及预期 市场担忧订单积压无法兑现
Ge Long Hui A P P· 2025-12-11 13:16
Core Viewpoint - Oracle's Q2 financial results failed to alleviate investor concerns regarding its short-term outlook, leading KeyBanc analysts to lower the target price from $350 to $300 [1] Group 1: Financial Performance - The total remaining performance obligations (RPO) of the company exceeded $500 billion [1] - Revenue and gross margin from Oracle's cloud business did not meet expectations, intensifying market doubts about the company's ability to effectively fulfill its large order backlog [1] Group 2: Investor Sentiment - Analysts emphasized that investors are currently seeking execution rather than future commitments [1] - The company's failure to meet its previously set expectations has raised questions about its capability to deliver on future promises [1]