甲骨文-2026 财年第二季度业绩：市场疑虑重燃

December 11, 2025 06:39 AM GMT Oracle Corporation | North America 2Q26 Results – Resumption of Disbelief? Cloud growth at the low-end of the guide with building pressure on gross margins and op margins may further sap investor confidence in ORCL's ability to execute efficiently against a large and growing book of GPUaaS business, leaving the shares lacking a clear catalyst. PT & estimates under review. $84 Billion in Bookings… How Bad Could That Be? In Q2, Oracle added $67.7 billion to its RPO balance, exit ...