异动解读 | 甲骨文第四财季业绩超预期，云业务强劲增长，夜盘大涨7.72%

异动解读

Jun 12

甲骨文（Oracle）公司于6月11日美股盘后公布了2025财年第四季度财报，业绩表现远超华尔街预期，推动其股价在夜盘交易中大涨7.72%。

财报显示，甲骨文第四财季调整后每股收益为1.70美元，高于分析师预期的1.64美元；营收达159亿美元，同比增长11%，也超过市场预估的155.9亿美元。其中，云业务表现尤为亮眼，第四财季整体云收入同比增长27%至67亿美元，占总营收的42%。云基础设施（IaaS）收入更是飙升52%至30亿美元。

除了当季业绩亮眼外，甲骨文对未来的乐观展望也提振了投资者信心。公司首席执行官Safra Catz预计，2026财年云基础设施营收将增长超过70%，总营收有望超过670亿美元。这一预期远高于分析师此前651.8亿美元的预期。Catz还表示，预计2026财年总云收入（包括应用和基础设施）增速将从2025财年的24%提升至40%以上。

值得注意的是，甲骨文的"尚未履行的业绩义务"（RPO）同比大增41%，达到1380亿美元，显示出公司未来营收的强劲增长潜力。分析人士认为，这凸显了甲骨文在云服务领域成功获取了大量长期客户承诺，进一步巩固了其在云计算市场的竞争地位。

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