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。财报显示，甲骨文第三财季总营收为133亿美元，同比增长7.1%，符合市场预期。调整后每股收益（EPS）达到1.41美元，超出市场预期的1.38美元。
在本次财报中，甲骨文的云计算业务成为亮点，收入猛增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迅速攀升。其中，算力和存储出租业务贡献了18亿美元的收入，而应用程序业务则达到33亿美元，显示出公司在云服务领域的多元化发展策略取得了显著成效。
甲骨文公司还透露，鉴于对云计算的强劲需求，公司计划与英伟达合作，即将发布一项令人振奋的联合声明，这无疑将进一步提升其在AI和云计算领域的竞争力。此外，甲骨文预计在2025财年将资本支出增加至100亿美元，用于数据中心的建设，以满足不断增长的云服务需求。
这一积极的财务表现和未来规划使得甲骨文股价在盘后交易中大涨超过13%，显示出市场对该公司未来发展的乐观态度。随着AI技术的快速发展和云服务市场的持续扩大，甲骨文有望在这一领域继续保持强劲增长势头。
英语如下：
News Title: “Oracle’s Earnings Beat Expectations, AI Cloud Business Booms, Sending Shares Soaring 13% Post-Market”
Keywords: Oracle earnings, cloud business growth, post-market surge
News Content: Oracle Corporation recently announced its fiscal third-quarter 2024 results, demonstrating robust growth for the cloud infrastructure giant, driven by AI-fueled cloud services. The report showed total revenue of $133 billion, a 7.1% year-over-year increase, meeting market expectations. Adjusted earnings per share (EPS) reached $1.41, surpassing the anticipated $1.38.
In this quarter’s earnings, Oracle’s cloud business emerged as the standout, with a 25% surge in revenue to $51 billion, significantly above market forecasts. This indicates a rapid rise in demand for Oracle’s cloud services. The company’s infrastructure services contributed $18 billion in revenue, while application services accounted for $33 billion, reflecting the success of its diversified cloud service strategy.
Oracle also disclosed that, given the strong demand for cloud services, it plans to collaborate with NVIDIA and is set to make an exciting joint announcement soon, poised to enhance its competitiveness in AI and cloud computing. Furthermore, the company anticipates increasing its capital expenditure to $100 billion in fiscal 2025 for data center construction to accommodate the growing cloud service demand.
This positive financial performance and future outlook propelled Oracle’s shares to surge more than 13% in after-hours trading, reflecting the market’s optimism about the company’s future growth. With the rapid advancement of AI technology and the continuous expansion of the cloud service market, Oracle is well-positioned to maintain its strong growth trajectory in this sector.
【来源】https://wallstreetcn.com/articles/3710175
Views: 1