Key Takeaways Oracle Database@AWS launch completes hyperscaler partnerships, driving 40.4% YTD stock surge. ORCL's Q4 2025 cloud infrastructure revenues surged 52%, with total revenues reaching $15.9 billion. Oracle's $30 billion OpenAI deal validates AI infrastructure capabilities and competitive edge.Oracle Corporation (ORCL) reached a critical inflection point with its Oracle Database@AWS launch, completing partnerships across all major hyperscalers, including Amazon (AMZN) , and positioning the compan ...

电子行业动态 Oracle 签 300 亿美元大单，英伟达算力需求旺盛 2025 年 07 月 09 日 ➢ 事件：7 月 1 日，据新浪财经报道，Oracle 公开表示已签署多项大型云服务 协议，其中一项关键订单预计自 2028 财年起，每年将为公司带来超过 300 亿美 元的营收，约占 2025 财年总收入的 52%，相当于公司 OCI 业务收入的近三倍。 为满足大体量算力需求，Oracle 已采购约 40 万张英伟达 GB200 高端算力卡， 成为全球第二大 NV 算力卡持有者。我们此前持续强调英伟达 GB200 出货节奏 改善，而 Oracle 订单超预期，验证了英伟达的 GPU 算力需求旺盛。 ➢ 除了传统云厂商的需求以外，英伟达 GPU 还有三大需求场景。Oracle 的算 力供给更偏重租赁，其主要需求由第三方大模型训练、主权 AI 建设和 To B 定制 化私有云三大应用场景驱动——1）第三方 LLM 训练：以 OpenAI、Anthropic 等为代表的 AI 公司正在推进超大参数量模型的开发训练，对高密度通用算力资 源的需求持续攀升；2）主权 AI：随着数据安全和技术自主的战略地位提升，欧 ...

Core Insights - Oracle is set to report its fiscal fourth-quarter 2025 results on June 11, with total revenues expected to grow between 9-11% at constant currency and 8-10% in dollar terms, with a consensus estimate of $15.54 billion, indicating an 8.8% increase year-over-year [1][2] Revenue and Earnings Expectations - Non-GAAP EPS is projected to grow between 0% to 2%, ranging from $1.62 to $1.66 at constant currency and $1.61 to $1.65 in USD, with a consensus estimate of $1.64 per share, reflecting a 0.61% growth from the previous year [2] - The company experienced a negative earnings surprise of 0.68% in the last reported quarter, missing earnings expectations in three of the last four quarters [4][5] Factors Influencing Results - Strong cloud momentum is countered by recent execution challenges, with remaining performance obligations reaching $130 billion, indicating robust demand fundamentals despite a revenue miss in Q3 [6][7] - Strategic partnerships with Google Cloud and Microsoft Azure are expected to enhance Oracle's market reach and address growth constraints [8] - AI initiatives have gained traction, with integrations enhancing product differentiation and sector-specific solutions potentially driving adoption [9] Capacity and Competitive Landscape - Capacity constraints that affected growth in the previous quarter may continue to limit revenue conversion despite strong booking activity [10] - Oracle's shares have declined by 10.1% over the past six months, underperforming the Zacks Computer and Technology sector [11] - Competitors like AWS, Google Cloud, and Microsoft Azure dominate the cloud space, accounting for 63% of total enterprise spending on cloud infrastructure services in Q1 2025 [15] Valuation Considerations - Oracle is trading at a premium price/book ratio of 27.73X compared to the Zacks Computer-Software industry average of 8.89X, indicating a stretched valuation [16] - The investment proposition presents a balanced risk-reward scenario, with strong long-term fundamentals but recent execution challenges suggesting near-term volatility [19] Conclusion - Oracle's substantial cloud backlog and AI positioning support long-term growth prospects, but recent performance volatility and premium valuation warrant caution [20]

转自：新华财经 5月15日，《2025凯度BrandZ最具价值全球品牌100强》榜单在沪发布。榜单显示，2025年，全球百强品 牌的总价值达到10.7万亿美元，同比增长29%，这一增长主要得益于科技驱动型品牌的强劲表现。在发 布活动现场，《世界品牌年鉴（2025）》全球品牌案例征集正式启动。 2025凯度BrandZ最具价值全球品牌10强 | 2025 年排名 | 品牌 | 2025 年品牌价值 ( 亿美元 ) | 价值同比变化 vs 2024( % ) | | --- | --- | --- | --- | | 1 | 苹果 | 12996.55 | +28% | | 2 | 谷歌 | 9441.37 | +25% | | 3 | 微软 | 8848.16 | +24% | | 4 | 亚马逊 1 | 8661.18 | +50% | | 5 | 英伟达 | 5094.42 | +152% | | ნ | Facebook | 3006.62 | +80% | | 7 | Instagram | 2289.47 | +101 % | | 8 | 麦当劳 | 2210.79 | 0% | | 9 | 甲骨文公 ...

Oracle Autonomous Database on OCI enabled Sphere to build and deploy applications on its AI platform in just 45 daysMIAMI, May 1, 2025 /PRNewswire/ -- Oracle CloudWorld Tour -- Sphere, a deep tech company empowering governments, NGOs, and businesses, is leveraging Oracle Database 23ai on Oracle Autonomous Database to support its secure AI platform, OrgBrain. By taking advantage of Oracle Database's converged architecture and integrated development services, Sphere was able to build and deploy custom-built a ...

MongoDB (MDB) shares have plunged 54.1% in the trailing 12 months, underperforming the Zacks Computer and Technology sector, the S&P 500 index and the Zacks Internet - Software industry’s return of 3.1%, 6.9% and 10.4%, respectively.The company is facing a challenging near-term landscape due to an uncertain macroeconomic climate and rising competitive pressures. The stock has also been swept up in the broader market sell-off, driven by concerns over reduced consumer demand and the trade war. Let’s take a cl ...