异动解读 | 甲骨文季度业绩超预期,盘后股价大涨7.67%

异动解读
Jun 12

美国云计算巨头甲骨文(Oracle)今日盘后股价大涨7.67%,创下新高。这一显著涨幅主要源于公司公布的2025财年第四季度财报远超市场预期。

根据公布的财报数据,甲骨文第四季度调整后每股收益达1.70美元,高于分析师预期的1.64美元;调整后营收为159亿美元,同样超过市场预估的155.9亿美元。其中,云服务和许可证支持收入增长强劲,按美元和固定汇率计算同比增长14%,达到117亿美元。

甲骨文首席执行官萨弗拉·卡茨(Safra Catz)在财报中表示:"我们预计,公司的云计算总增长率(包括应用和基础设施)将从2025财年的24%提升至2026财年的40%以上。"这一乐观展望进一步提振了投资者信心。此外,公司还预计2026财年多云(MultiCloud)业务收入将保持三位数增长,显示出甲骨文在快速发展的云计算市场中的强劲竞争力。

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