Key Points Oracle reported results that fell short of Wall Street's expectations. However, the company's backlog exploded higher, sending the stock into orbit. Oracle stock has seen a commensurate increase in its valuation. 10 stocks we like better than Oracle › Shares of Oracle (NYSE: ORCL) charged sharply higher on Wednesday, soaring as much as 41.3% in early trading. As of 10:42 a.m. ET, the stock was still up 39.1%. The catalyst that sent the enterprise database, cloud, and artificial intell ...

American software giant Oracle (NASDAQ: ORCL) is back in the spotlight on Wall Street after projecting strong future revenue growth, fueled mainly by new cloud contracts, despite its latest quarterly results falling short of expectations.The company reported adjusted earnings of $1.47 per share, just below the $1.48 forecast, while revenue came in at $14.93 billion versus estimates of $15.04 billion. Still, revenue grew 12% year-over-year, with net income steady at $2.93 billion.What grabbed investors’ atte ...

文章核心观点 公司季度业绩未达分析师预期 但对云基础设施业务持乐观态度 云基础设施业务因人工智能项目需求而蓬勃发展 同时公司调整了股息 [1][2][3] 财务表现 - 营收同比增长6% 从去年同期的133亿美元增至本季度的141.3亿美元 但低于预期的143.9亿美元 [1][4] - 净利润同比增长22% 从去年的24亿美元增至29.4亿美元 每股收益从85美分增至1.02美元 调整后每股收益为1.47美元 低于预期的1.49美元 [1][4] - 云服务业务营收同比增长10% 达到110.1亿美元 占总销售额的78% [1] - 云基础设施业务营收同比增长49% 达到27亿美元 [2] - 云和本地许可证业务本季度营收为11亿美元 同比下降10% [3] 业务发展 - 公司云基础设施业务因人工智能项目对计算能力的需求而蓬勃发展 公司计划在本历年将数据中心容量翻倍 [2] - 公司与OpenAI和SoftBank合作 参与美国人工智能基础设施建设项目 首个项目Stargate已在德克萨斯州开始建设数据中心 [2] 其他信息 - 公司将季度股息从每股40美分提高到50美分 [3] - 截至周一收盘 公司股价今年以来下跌近11% [3] - 公司将于美国东部时间下午5点与投资者举行季度电话会议并分享展望 [3]