甲骨文公司近日发布的2024财年第三财季业绩报告显示，这家云基础设施巨头在AI驱动的云业务推动下实现了强劲增长，令市场超出预期。在3月12日的美股盘后交易中，甲骨文的股价大涨超过13%。本季度，甲骨文总营收达到133亿美元，同比增长7.1%，符合分析师的预测。调整后的每股收益为1.41美元，高于市场预期的1.38美元，显示出公司盈利能力的提升。
其中，甲骨文的云计算业务成为最大亮点，营收增长25%，达到51亿美元，远超市场预期。这表明市场对甲骨文的云服务需求正在急剧增加。值得注意的是，云业务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，显示出公司在多元化服务方面的成功。
甲骨文还透露，鉴于当前业务的强劲势头，公司计划与英伟达合作发布一项重大声明，预计这将进一步提升其在AI领域的影响力。甲骨文预计，到2025财年，其在数据中心建设方面的资本支出将达到100亿美元，这表明公司对未来云服务市场的持续看好和大规模投入的决心。
这一系列积极的财务数据和未来发展规划，无疑增强了投资者对甲骨文的信心，股价的盘后表现就是市场对此的热烈回应。随着AI技术的不断发展，甲骨文正加速在云计算领域的布局，以满足全球企业日益增长的数字化需求。
英语如下：
**News Title:** “Oracle’s Earnings Beat Expectations, AI-Driven Cloud Business Booms, Sending Shares Up 13% After Hours”
**Keywords:** Oracle, Cloud Business, AI-Powered
**News Content:** Oracle Corporation recently reported its Q3 fiscal 2024 earnings, demonstrating robust growth for the cloud infrastructure giant, fueled by AI-driven cloud services, surpassing market expectations. Following the release on March 12, Oracle’s stock soared more than 13% in after-hours trading. The company’s total revenue for the quarter reached $133 billion, a 7.1% year-over-year increase, aligning with analyst forecasts. Adjusted earnings per share stood at $1.41, higher than the anticipated $1.38, reflecting enhanced profitability.
The standout performer was Oracle’s cloud business, which saw a 25% revenue surge to $51 billion, significantly above market expectations. This indicates a sharp rise in demand for Oracle’s cloud services. Notably, the compute and storage rental segment contributed $18 billion in revenue, while application services accounted for $33 billion, demonstrating the company’s success in diversifying its offerings.
Oracle also disclosed that, given the strong business momentum, the company plans to make a significant announcement in collaboration with Nvidia, expected to further bolster its influence in the AI sector. The company forecasts that it will invest $100 billion in data center construction by fiscal 2025, signifying its continued optimism and commitment to the cloud services market.
These positive financial indicators and future growth plans have undeniably bolstered investor confidence in Oracle, with the after-hours stock performance serving as a testament to the market’s enthusiasm. As AI technology evolves, Oracle is accelerating its cloud computing strategy to cater to the growing digital needs of global enterprises.
【来源】https://wallstreetcn.com/articles/3710175
Views: 1