甲骨文在2024年第二财季的业绩表现,令市场投资者颇有微词。
根据公司财报,甲骨文第二财季的营业收入同比增长9%至140.6亿美元,但低于华尔街分析师的预期141.2亿美元。公司调整后每股收益为1.47美元,增长9.7%,但也低于分析师预期的1.48美元。
不过,在人工智能(AI)需求推动下,甲骨文云基础设施营收大涨52%至24亿美元,这一增长远超其他同行。公司CEO Safra Catz表示,创纪录的AI需求是推动云基建业务强劲增长的主因。
尽管第二财季营收和利润增长未达预期,但甲骨文对其云计算业务充满信心。公司预期,2025财年的云总收入将超过250亿美元。董事长Larry Ellison还透露,甲骨文的云基础设施正在为全球数个重要的生成式AI模型进行训练。
分析师认为,市场此前对于甲骨文的业绩预期过于乐观,从而造成了投资者的失望情绪,导致财报公布后公司股价盘后大跌逾7%。但从长远来看,人工智能的发展或许将给甲骨文带来新的增长动力。
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