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全球首富,是他?
Sou Hu Cai Jing· 2025-09-11 00:27
当地时间9月9日,甲骨文公布截至8月31日的2026财年第一财季业绩,公司报告期间营收149.3亿美元, 同比增长12%,低于市场预期的150.3亿美元;非GAAP下净利润为43亿美元,同比增长8%;调整后每 股收益为1.47美元,略低于市场预期的1.48美元;运营利润率为42%,市场预期为41%。 分业务来看,甲骨文第一财季的云计算收入同比增长28%至71.86亿美元,占总营收的48%;软件收入同 比下降1%至57.21亿美元,占总营收的38%;硬件收入增长2%至6.70亿美元;服务收入增长7%至13.49 亿美元。 令市场振奋的是,甲骨文表示,公司的剩余履约义务(RPO,客户已签约但尚未计入收入的合同)金额 已经在本财季达到4550亿美元,同比增长超四倍,环比增长超三倍,该数字在上一财季末为1380亿美 元。今年7月,OpenAI曾宣布与甲骨文签署协议,在美国建设4.5吉瓦(gigawatts)容量的数据中心,预 计该协议的每年价值达到300亿美元。 甲骨文CEO萨弗拉·卡兹(Safra Catz)透露,公司在上财季与三家大客户签署了四笔价值分别达到"数十 亿美元"的合同,预计RPO有望在未来几个月超过5 ...
马斯克让位,全球首富换成他了,财富达3930亿美元
Sou Hu Cai Jing· 2025-09-10 15:45
Core Viewpoint - Oracle's financial performance and strategic partnerships position it favorably in the growing AI and cloud computing markets, leading to a significant increase in its remaining performance obligations (RPO) and overall market valuation [3][4][5]. Financial Performance - For the first fiscal quarter of 2026, Oracle reported revenue of $14.93 billion, a year-over-year increase of 12%, but below market expectations of $15.03 billion [3]. - Non-GAAP net profit was $4.3 billion, up 8% year-over-year, with adjusted earnings per share at $1.47, slightly below the expected $1.48 [3]. - Cloud computing revenue grew 28% year-over-year to $7.186 billion, accounting for 48% of total revenue [3]. Remaining Performance Obligations (RPO) - Oracle's RPO reached $45.5 billion, a year-over-year increase of over four times and a sequential increase of over three times from $13.8 billion in the previous quarter [3][4]. - CEO Safra Catz indicated that RPO is expected to exceed $50 billion in the coming months due to significant contracts signed with major clients [4]. Strategic Partnerships and Market Position - Oracle has signed substantial contracts with AI companies such as OpenAI, xAI, and Meta, enhancing its cloud infrastructure offerings [4]. - The company has agreements with Amazon, Alphabet, and Microsoft to run its cloud services on their infrastructures, indicating strong market positioning [4]. Growth Projections - Oracle anticipates cloud infrastructure revenue to grow 77% year-over-year to $18 billion in the current fiscal year, with expectations of reaching over $100 billion in the next four years [4]. - The company raised its capital expenditure guidance from $25 billion to approximately $35 billion due to high demand [4]. AI Market Strategy - Oracle introduced a new "AI database" aimed at dominating the AI inference market, ensuring user privacy while providing access to advanced AI models [5]. - The company's stock price rose by 1.27% to $241.51, with a market capitalization of $678.36 billion, and it is projected to exceed $800 billion if the upward trend continues [5].