Welcome to this demonstration. Today we're going to show you a brief look at the performance of DDN Infinia in Oracle Cloud Infrastructure. Because this is a tech preview, the information presented is for potential future integrations.The overall capabilities, including the performance of this feature, can and will change. No timelines for delivering this capability should be inferred from this demo. The Infinia architecture provides a broad set of capabilities for data management.starting with a variety of ...

Core Insights - Bloom Energy has announced a partnership with Oracle to power data centers, leading to a significant increase in its stock price by 20.2% [1][3] - The partnership will involve Bloom Energy deploying its fuel cell solutions at specific Oracle Cloud Infrastructure data centers in the United States [3][4] - The collaboration aims to provide Oracle with reliable, clean, and cost-efficient power to support its growth strategy, particularly in the context of increasing demand for AI and cloud computing [4][6] Company Developments - Bloom Energy is expected to deliver fuel cell-generated power for an entire data center within 90 days [5] - While the current deal may not be a game changer for Bloom Energy, it positions the company favorably for future partnerships as AI companies invest heavily in data center infrastructure [6] - The deal enhances Bloom Energy's attractiveness to investors seeking exposure to fuel cell technology [7]

AI Innovation & Open Platform - AMD emphasizes the importance of an open platform like AMD ROCm for driving AI innovation across industries [1] - The future of AI will be built collaboratively, not by a single company [1] - AMD is fostering AI progress by enabling developers to build on a flexible, open foundation [1] Strategic Partnerships & Collaboration - Mahesh Thiagarajan, EVP at Oracle Cloud Infrastructure, supports the open platform approach [1] - AMD is promoting collaboration to accelerate AI development [1] Legal & Trademark Information - The content includes a copyright notice for 2025 Advanced Micro Devices, Inc [1] - Mentions AMD trademarks and other trademarks for informational purposes [1]

Collaboration & Technology - AMD and Oracle Cloud Infrastructure are collaborating to deliver powerful compute capabilities [1] - The collaboration focuses on deep integration across networking and storage to facilitate AI data movement at scale and speed [1] Legal & Trademark - The content includes a trademark notice for Advanced Micro Devices, Inc (AMD) [1] - Mentions the AMD Arrow Logo as a trademark [1] - Notes that other names mentioned are for informational purposes and may be trademarks of their respective owners [1] Community & Social Media - Encourages viewers to subscribe to AMD's YouTube channel [1] - Invites viewers to join the AMD Red Team Discord server [1] - Provides links to AMD's Facebook, Twitter, Twitch, LinkedIn, and Instagram accounts [1]

Core Viewpoint - Oracle's recent earnings report shows strong growth in cloud revenues and overall financial performance, indicating a positive outlook for the company moving forward [2][3][16]. Financial Performance - Oracle reported Q4 fiscal 2025 non-GAAP earnings of $1.70 per share, exceeding estimates by 3.66% and increasing 5% year over year [2]. - Total revenues rose 11% year over year to $15.9 billion, driven by the Oracle Cloud Infrastructure (OCI) business [3]. - Operating income was $7.03 billion, up 5% year over year, with an operating margin of 44%, which contracted by 244 basis points [11]. Revenue Breakdown - Revenues from the Americas increased 12.2% to $10.03 billion, while Europe/Middle East/Africa revenues rose 12.9% to $3.99 billion [4]. - Cloud services and license support revenues grew 14% year over year to $11.7 billion, with total cloud revenues (SaaS plus IaaS) up 27% to $6.7 billion [5][6]. - Cloud Infrastructure (IaaS) revenues surged 52% year over year to $3 billion, while Cloud Application (SaaS) revenues increased 12% to $3.7 billion [6]. Strategic Developments - Oracle's strategic SaaS products are experiencing strong bookings and higher renewal rates, contributing to accelerated growth [5]. - The company is expanding its cloud services, currently operating in 23 cloud regions with plans for an additional 47 [7]. Future Guidance - For Q1 fiscal 2026, Oracle expects total revenues to grow 11-13% in constant currency and 12-14% in USD, with cloud revenues projected to grow 26-30% [15]. - The company anticipates total revenues to reach at least $67 billion in fiscal 2026, reflecting a 16% growth in constant currency [16]. - Capital expenditures are expected to exceed $25 billion in fiscal 2026, up from $21.2 billion, to meet demand [17]. Market Position - Oracle's remaining performance obligations (RPO) grew 56% year over year, indicating strong future revenue potential [13]. - The company has a Zacks Rank 3 (Hold), suggesting an in-line return expectation in the coming months [21].

Group 1 - Piper Sandler upgraded Oracle's rating from "neutral" to "overweight" and raised the target price from $190 to $270, reflecting strong stock performance with a 41% increase this year [1] - The shift in IT budgets towards AI and cloud infrastructure, rather than traditional software applications, positions Oracle as a major beneficiary [1][2] - Oracle's collaboration with SoftBank and OpenAI on the $500 billion "Stargate" AI infrastructure project has become a focal point in the industry [1] Group 2 - A survey by Piper Sandler indicated that 85% of North American IT decision-makers plan to increase their IT budgets by 2025, with 93% intending to boost spending on AI infrastructure [2] - The percentage of companies planning to increase spending on Oracle Cloud Infrastructure (OCI) is expected to rise from 4% in December 2023 to 27% by July 2025, indicating a rapid increase in demand for Oracle's services [2] - Oracle's management expressed confidence in future growth, projecting a 100% increase in unrecognized revenue backlog and a 70% growth in cloud infrastructure-related business, excluding potential gains from the "Stargate" project [2] Group 3 - Piper Sandler maintained an "overweight" rating on Microsoft, raising its target price from $475 to $600, highlighting competition in the cloud infrastructure space [3]

Core Insights - Oracle has formed a strategic alliance with Metron to develop scalable decision support solutions for multi-domain operations, enhancing the capabilities of defense organizations in making swift, informed decisions based on data insights [1][2][4] - The collaboration aims to improve the OODA (observe, orient, decide, and act) loop for defense organizations, allowing them to outpace adversaries [1][2] - Metron brings over 40 years of experience in innovation and field-ready applications, particularly in advanced decision-aid technologies for the U.S. Department of Defense and the Department of Homeland Security [3] Company Contributions - Oracle's Cloud Infrastructure (OCI) provides a high-performance, cost-effective platform for Metron's decision support technology, enhancing data security and resilience across battlefield networks [1][4] - Metron's focus on solving national security challenges aligns with Oracle's commitment to helping defense organizations gain insights from their data to detect and deter threats [2][3] - The partnership is expected to deliver transformative solutions that enhance situational awareness, decision advantage, and mission effectiveness for defense customers [4] Strategic Goals - The collaboration aims to enable customers to identify targets sooner, decide faster, and execute more effectively in defense operations [4] - Both companies emphasize the importance of protecting national interests while also being cost-effective for taxpayers [4]

Core Insights - Oracle's stock increased over 7% in after-hours trading following the release of its fourth-quarter fiscal 2025 earnings, which surpassed both revenue and earnings expectations, leading to an upward revision of its annual revenue growth forecast due to strong demand for cloud services driven by artificial intelligence [1][11][20] Financial Performance - The company reported non-GAAP earnings of $1.70 per share, exceeding the Zacks Consensus Estimate by 3.66% and reflecting a 5% year-over-year increase [2] - Total revenues rose 11% year-over-year to $15.9 billion, driven by the Oracle Cloud Infrastructure (OCI) business, and surpassed the Zacks Consensus Estimate by 2.31% [3] - Cloud services and license support revenues increased 14% year-over-year to $11.7 billion, supported by OCI and strategic cloud applications [7] - Total cloud revenues reached $6.7 billion, up 27% year-over-year, with cloud infrastructure revenues surging 52% [8][11] Regional Performance - Revenues from the Americas grew 12.2% year-over-year to $10.03 billion, accounting for 63.1% of total revenues [4] - Europe/Middle East/Africa revenues increased 12.9% year-over-year to $3.99 billion, contributing 25.1% of total revenues [4] - Asia Pacific revenues rose 3.9% year-over-year to $1.87 billion [4] Cloud Business Growth - Oracle's cloud infrastructure business is rapidly expanding to meet the needs of AI startups and other cloud users, competing against larger rivals like Amazon, Google, and Microsoft [5] - The company's strategic back-office SaaS applications achieved annualized revenues of $9.3 billion, up 20% [12] - Cloud database services saw a 31% increase in revenues, with annualized revenues now at $2.6 billion [13] Operating Metrics - Non-GAAP operating income was $7.03 billion, reflecting a 5% year-over-year increase, while operating expenses rose 16% to $8.86 billion [15] - Remaining performance obligations (RPO) increased to $138 billion, up 41% year-over-year, with cloud RPO growing 56% [17] Guidance and Future Outlook - For fiscal 2026, Oracle expects total revenues to grow at least 16% year-over-year, with cloud revenues projected to increase over 40% [20] - Capital expenditures are anticipated to exceed $25 billion in fiscal 2026, up from $21.2 billion in fiscal 2025, to meet growing demand [21] - The company forecasts non-GAAP earnings per share for the first quarter of fiscal 2026 to be in the range of $1.44-$1.48, representing 4-6% growth [19]

We want to turn now to Oracle. The company's fourth quarter results hitting the wire here and it looks like beating estimates uh both on earnings per share and revenue. Earnings per share coming in at a buck 70.That is 6 cents better than had been anticipated. Revenue in the fourth quarter adjusted revenue 15.9% billion. Analysts have been looking for about 15.6% billion.And you see the shares moving higher even though they've already had um a pretty good run here. Um and then the company is making some for ...

Earnings Report Focus - Oracle 预计将在周三收盘后发布第四季度财报 [1] - 市场关注 Oracle 云基础设施 (Oracle Cloud Infrastructure) 的增长，这主要由对人工智能 (AI) 的需求驱动 [1]