軟件和科技巨頭甲骨文公司（紐約證券交易所股票代碼：ORCL）周一在市場閉市後公布了第二季度財務業績。 事件情況：甲骨文報告第二季度收入為140.6億美元，按年增長9%。根據Benzinga Pro的數據，這一收入總額未達到市場共識預期的141.1億美元。 公司報告調整後的每股收益為1.47美元，未達到市場共識預期的1.48美元。 該季度的總雲收入為59億美元，按年增長24%。公司表示，雲服務和許可證支持收入為108億美元，按年增長12%。雲許可證和本地收入為12億美元，按年增長1%。 甲骨文首席執行官薩弗拉·卡茨表示，「創紀錄的AI需求推動甲骨文雲基礎架構收入在第二季度增長了52%，這個增長率遠高於我們的任何超大規模雲基礎架構競爭對手。」 卡茨稱AI領域的增長「非同尋常」。 「在這個季度，GPU耗用量增長了336%——我們交付了全球最大和最快的AI超級計算機，規模達到了65,000個NVIDIA H200 GPUs。」 甲骨文董事長兼首席技術官拉里·埃利森表示，公司培訓了全球一些最重要的生成型AI模型，「因為我們比其他雲更快且更便宜。」 埃利森特別提到甲骨文與Meta Platforms簽署了一項關於甲骨文AI Cloud基礎架構的協議。 後續情況：卡茨表示，甲骨文有970億美元的未履行績效義務。 「我們相信我們已經令人印象深刻的增長率將繼續攀升。今年財政年度，總甲骨文雲收入應該會超過250億美元，」卡茨說。 埃利森表示，得益於人工智能，甲骨文將繼續實現令人印象深刻的增長。 「甲骨文訓練的AI模型和AI代理將提高全球範圍內的科學發現率、經濟發展和企業增長。機會的規模是不可想象的，」埃利森說。 ORCL股價表現：甲骨文股價在周一盤後交易中下跌6.3%，至178.37美元，而52周交易區間為99.26美元至198.31美元。在周一盤後交易前，甲骨文股價年初至今上漲了82%。

以上內容來自Benzinga Earnings專欄，原文如下：

Software and technology giant Oracle Corporation (NYSE:ORCL) reported second-quarter financial results after the market close Monday.

What Happened: Oracle reported second-quarter revenue of $14.06 billion, up 9% year-over-year. The revenue total missed a Street consensus estimate of $14.11 billion, according to data from Benzinga Pro.

The company reported adjusted earnings per share of $1.47, missing a Street consensus estimate of $1.48.

Total cloud revenue for the quarter was $5.9 billion, up 24% year-over-year. The company said cloud services and license support revenues were $10.8 billion, up 12% year-over-year. Cloud license and on-premise revenues were $1.2 billion, up 1% year-over-year.

"Record level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors," Oracle CEO Safra Catz said.

Catz called the growth in the AI segment "extraordinary."

"GPU consumption was up 336% in the quarter – and we delivered the world's largest and fastest AI SuperComputer scaling up to 65,000 NVIDIA H200 GPUs."

Oracle Chairman and Chief Technology Officer Larry Ellison said the company trains several of the world's most important generative AI models "because we are faster and less expensive than other clouds."

Ellison highlighted Oracle signing an agreement with Meta Platforms for the Oracle AI Cloud Infrastructure.

Read Also: Oracle’s Q2 Earnings: Strong Chart Signals, But Watch That RSI

What's Next: Catz said Oracle has remaining performance obligations of $97 billion.

"We believe our already impressive growth rates will continue to climb even higher. This fiscal year, total Oracle Cloud revenue should top $25 billion," Catz said.

Ellison said Oracle will continue to see impressive growth thanks to artificial intelligence.

"Oracle trained AI models and AI Agents will improve the rate of scientific discovery, economic development and corporate growth throughout the world. The scale of the opportunity is unimaginable," Ellison said.

ORCL Price Action: Oracle stock is down 6.3% to $178.37 in after-hours trading Monday versus a 52-week trading range of $99.26 to $198.31. Oracle stock was up 82% year-to-date prior to the after-hours movement Monday.

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