甲骨文公司近日发布的2024财年第三财季业绩报告显示，其在AI驱动的云业务领域取得了显著增长，令市场惊喜。本季度，甲骨文总营收达到133亿美元，同比增长7.1%，与市场预期相符。调整后的每股收益（EPS）为1.41美元，超出了分析师预估的1.38美元，显示出公司盈利能力的稳健提升。
尤为引人注目的是，甲骨文的云计算业务收入实现了25%的强劲增长，达到51亿美元，远超市场预期。这表明随着人工智能的快速发展，市场对甲骨文的云服务需求正在急剧增加。此外，云基础设施中的算力和存储出租业务贡献了18亿美元的收入，而应用程序业务则实现了33亿美元的营收，显示出其多元化业务的强劲势头。
在财报发布后，甲骨文宣布即将与英伟达共同发布一项激动人心的联合声明，预示着两家公司在技术创新和数据中心领域的合作将进一步深化。甲骨文还透露，计划在2025财年投入100亿美元用于数据中心建设，以满足不断增长的云服务需求。受此消息影响，该公司股价在盘后交易中大涨超过13%，显示出市场对甲骨文未来发展的乐观态度。
英语如下：
News Title: “Oracle’s Earnings Beat Expectations, AI Cloud Business Booms, Sending Shares Up 13% Post-Market”
Keywords: Oracle, Cloud Business, AI Growth
News Content: Oracle Corporation recently announced its Q3 fiscal year 2024 financial results, revealing substantial growth in its AI-driven cloud business, delighting the market. For the quarter, the company reported total revenue of $133 billion, an increase of 7.1% year-over-year, in line with market expectations. Adjusted earnings per share (EPS) stood at $1.41, surpassing analysts’ estimates of $1.38, demonstrating a solid improvement in the company’s profitability.
Notably, Oracle’s cloud business revenues surged 25% to $51 billion, significantly exceeding market forecasts. This reflects the escalating demand for Oracle’s cloud services amid the rapid advancement of artificial intelligence. Additionally, its cloud infrastructure business, which rents computing power and storage, contributed $18 billion in revenue, while application services brought in $33 billion, indicating strong momentum across its diversified operations.
Following the earnings release, Oracle announced an upcoming joint statement with NVIDIA, hinting at a deepening collaboration between the two companies in technological innovation and data centers. The company also disclosed plans to invest $100 billion in data center construction in fiscal year 2025 to cater to the growing demand for cloud services. In response to this news, Oracle’s shares rallied more than 13% in after-hours trading, reflecting a bullish market sentiment towards the company’s future prospects.
【来源】https://wallstreetcn.com/articles/3710175
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