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，推动公司股价在美股盘后交易中大涨超过13%。本季度，甲骨文实现总营收133亿美元，同比增长7.1%，与市场预期相符。调整后的每股收益为1.41美元，超出市场预期的1.38美元，显示出公司盈利能力的稳健提升。
尤为值得关注的是，甲骨文的云计算业务营收达到了51亿美元，同比增长25%，远超市场预期。这表明市场对甲骨文的云服务需求持续强劲，尤其是在算力和存储出租业务方面，营收达到18亿美元。此外，应用程序业务也表现出色，营收为33亿美元，为公司的多元化发展提供了有力支持。
甲骨文在财报中透露，得益于AI技术的快速发展，公司计划与英伟达共同发布一项激动人心的合作声明，预示着双方将在数据中心领域展开深度合作。甲骨文预计在2025财年将投入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，这进一步提振了投资者的信心。
这一系列积极的业绩和未来规划，显示出甲骨文在云服务市场的强劲竞争力，以及其在AI驱动的数字化转型中的领先地位。随着云计算市场的持续扩张，甲骨文有望继续保持强劲的增长势头。
英语如下：
**News Title:** “Oracle’s Earnings Beat Expectations, AI Cloud Business Booms, Sending Shares Up 13% After Hours”
**Keywords:** Oracle earnings, cloud business growth, post-market surge
**News Content:** Oracle Corporation recently announced its fiscal third-quarter 2024 results, showcasing substantial growth in its AI-driven cloud business, which propelled the company’s shares up more than 13% in after-hours trading on the US stock market. For the quarter, Oracle reported total revenues of $13.3 billion, a 7.1% year-over-year increase, meeting market expectations. Adjusted earnings per share stood at $1.41, exceeding the anticipated $1.38, indicating a robust improvement in the company’s profitability.
Notably, Oracle’s cloud services revenue reached $5.1 billion, up 25% year-over-year, surpassing market forecasts. This highlights sustained strong demand for Oracle’s cloud offerings, particularly in the compute and storage rental business, which generated $1.8 billion. Additionally, the applications business performed well, contributing $3.3 billion in revenue, providing strong support for the company’s diversification efforts.
In its earnings report, Oracle revealed plans, fueled by the rapid development of AI technology, to make an exciting joint announcement with NVIDIA, suggesting a deepening collaboration in the data center arena. The company anticipates investing $10 billion in data center construction in fiscal 2025 to cater to the escalating demand for cloud services, further bolstering investor confidence.
These positive results and future plans underscore Oracle’s strong competitiveness in the cloud services market and its leadership position in AI-driven digital transformations. With the ongoing expansion of the cloud market, Oracle is well-positioned to maintain its robust growth trajectory.
【来源】https://wallstreetcn.com/articles/3710175
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