Oracle is an AI-first cloud, making it structurally different than the "big three" cloud providers.On Sept. 10, Oracle (ORCL 1.50%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services.Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion i ...

NowVertical Group (OTCPK:NOWV.F) 2025 Conference September 16, 2025 11:00 AM ET Company ParticipantsSandeep Mendiratta - CEO & DirectorOperatorSure, we appreciate your participation in today's virtual event. Up next, we are pleased to introduce NowVertical Group Inc. If you'd like to ask a question during the webcast, you may drop them into the chat box button on the left side of your screen. Please type your question into the box and click "Send" to submit it. At this time, it is my pleasure to hand over t ...

BREAKING: Stock Futures Rise As Tesla, Amazon Climb Oracle (ORCL) stock got a massive boost last week from the bullish cloud growth forecast it gave with its fiscal first-quarter results. Wall Street analysts are now sizing up Oracle's chances to gain share and join the ranks of cloud "hyperscalers" Amazon (AMZN), Microsoft (MSFT) and Google parent company Alphabet (GOOGL) Oracle stock rocketed 41% last Wednesday on its Q1 results. The tech behemoth actually missed earnings estimates but reported eye-poppin ...

The London Stock Exchange Group (LSEG) said it facilitated the first transaction on a new blockchain-based platform for private funds. LSEG's Digital Markets Infrastructure (DMI), built using Microsoft Azure, is designed to use blockchain technology across the full lifecycle of an asset, from issuance to settlement, with greater scale and efficiencies than existing systems, according to a Monday announcement. Investment manager MembersCap and digital asset exchange Archax were onboarded as DMI's first cl ...

行业背景 - 现代云计算行业由亚马逊开创 亚马逊于2002年推出AWS云基础设施服务[1] - 云计算提供按需、可扩展的计算、软件、数据存储和网络能力[1] - AI发展推动云基础设施需求激增 因大语言模型需要大量数据中心计算能力[2] 市场竞争格局 - 云计算市场三大巨头份额：AWS占30% 微软Azure占20% 谷歌云占13%[6] - 甲骨文云基础设施(OCI)市场份额仅3% 排名第五[6] - 微软Azure在2025财年收入超过750亿美元 同比增长34%[10] - 2025年上半年AWS收入601亿美元(年化1202亿美元) 谷歌云收入259亿美元(年化518亿美元)[10] 甲骨文业绩表现 - 2026财年Q1总收入149亿美元 同比增长11% 调整后每股收益1.47美元增长6%[7] - 剩余履约义务(RPO)激增359%至4550亿美元 其中单季度签署3170亿美元合同[8][9] - CEO表示预计将签署多个数十亿美元客户 RPO可能超过5000亿美元[9] - 公司定位为AI工作负载的首选合作伙伴[9] 增长预测 - 2026财年云收入180亿美元增长77%[14] - 2027财年云收入320亿美元增长78%[14] - 2028财年云收入730亿美元增长128%[14] - 2029财年云收入1140亿美元增长56%[14] - 2030财年云收入1440亿美元增长26%[14] 长期展望 - 预计到2029年底AWS收入2250亿美元 Azure收入2410亿美元 谷歌云收入1570亿美元 甲骨文1440亿美元[15] - OCI有望在未来五年内对三大云提供商构成挑战[11] - 基于RPO转化为收入的假设 甲骨文可能改变云计算市场格局[9][11]

Oracle has delivered so far, but its new promises are in another league.After gaining a staggering 36% on Sept. 10, Oracle (ORCL -5.09%) has practically doubled in 2025 and is up more than 470% in the last five years.Oracle's rapid rise proves why it's time to forget about the "Magnificent Seven" and focus instead on the "Ten Titans," which is the Magnificent Seven (Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla) plus Broadcom, Oracle, and Netflix. The Magnificent Seven still has valu ...

CANADA - 2025/05/09: In this photo illustration, the IonQ logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesIonQ (NYSE: IONQ), a quantum computing company, has taken a major leap by figuring out how to mass-produce high-quality synthetic diamond films. Think of it this way: they can now bond these specialized diamonds onto standard computer chips—a potential game-changer for building quantum co ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Stocks rising as the latest read on inflation shows consumer prices ticking up in August and jobless claims rose to their highest level in nearly four years.We're looking at how that could impact a Fed rate cut decision. Right now, there's just an hour to go until the closing bell on stocks. They are higher.The Dow is up about 580 points. The S&P 500, your broad gauge is up about 8/10en of a percent. The tech heavy Nasda ...

报告行业投资评级 - 报告对Oracle的投资评级为买入 预计股价超越基准15%以上 [110] 报告核心观点 - Oracle FY26Q1业绩超预期 RPO和资本支出显著高于预期 云业务成为核心增长动力 管理层对未来4-5年高速增长充满信心 [1][4][5] - AI业务成为关键驱动力 与OpenAI、xAI、Meta等顶级客户签署数十亿美元合同 推动RPO同比增长359% [5][8][22] - 资本支出大幅增加至350亿美元 主要用于GPU和网络设备 以支持云基础设施扩张和AI需求 [5][35][47] - 云数据库和多云战略进展显著 收入同比增长32% 多云部署收入环比增长1529% [5][8][92] 财务表现 - 总收入149亿美元 同比增长12% 低于预期0.72% 云服务收入72亿美元 同比增长28% [3][10][14] - 营业利润42.77亿美元 同比下降5.58% 净利润29.27亿美元 同比下降6.73% [3][24] - 毛利率67% 同比下降3个百分点 主要受云基础设施业务扩张影响 [3][27][28] - 资本支出85亿美元 同比增长269% 远超预期57亿美元 [5][34][35] 业务细分 - 云基础设施OCI收入33亿美元 同比增长54% 消费收入增长57% [8][14][44] - 云数据库年化收入28亿美元 同比增长32% 自治数据库增长43% [5][8][92] - 云应用收入38亿美元 同比增长10% 其中战略后端应用增长16% [8][92] - 硬件收入6.7亿美元 同比增长2.66% 服务收入10.99亿美元 同比下降13.12% [10][17] 区域表现 - 美洲收入96.62亿美元 同比增长15.41% 超预期10.89% [17][18] - 欧洲中东非洲收入34.81亿美元 同比增长7.84% 低于预期20.41% [17] - 亚太地区收入17.83亿美元 同比增长4.45% 低于预期6.79% [17] AI业务亮点 - 签署OpenAI、xAI、Meta等大额合同 RPO达4550亿美元 同比增长359% [5][8][22] - 推出AI数据库 支持数据向量化和LLM集成 实现企业数据安全推理 [8][95][96] - 建设千兆瓦级GPU数据中心 被Ellison称为全球最快性价比最高AI训练平台 [8][95] - AI推理市场布局覆盖自动化工厂、医疗影像、金融流程自动化等场景 [8] 资本支出与基础设施 - FY26Q1资本支出85亿美元 同比增长269% 环比下降6.57% [34][35] - 全年资本支出指引上调至350亿美元 此前为250亿美元 [5][35][47] - 计划扩展多云数据中心至71个 目前已部署34个 [5][8][92] - 参与Stargate项目 采购40万枚NVIDIA GB200芯片 支持AI算力需求 [69][73][77] 业绩指引 - FY26Q2收入预计增长14-16% 云收入增长33-37% EPS 1.61-1.65美元 [99][100] - FY26 OCI收入预计增长77%至180亿美元 未来四年目标分别为320亿、730亿、1140亿和1440亿美元 [15][99][100] - 管理层预计营业利润中双位数增长 FY2027年利润率将强劲回升 [25] 行业对比 - 科技巨头云业务增长强劲 Microsoft Azure增长39% Google云增长35% Amazon AWS增长17% [38][44] - 行业资本支出加速 CY2025Q2合计1035亿美元 同比增长89.47% [47] - Oracle OCI收入增速领先 预计FY2026增长77% 高于同业平均水平 [44][99] 竞争壁垒 - OCI在训练速度和成本效率上优于竞争对手 客户验收周期最短仅需一周 [95] - 多云战略与AWS、Azure、GCP深度合作 增强跨云兼容性和覆盖范围 [8][95] - AI数据库结合向量化和多LLM集成 形成独特的数据安全推理能力 [95][96] - SaaS套件全面集成AI agents 应用自动生成 提升业务效率 [8][95]

POLAND - 2025/09/07: In this photo illustration, the Oracle Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesOracle’s meteoric rise continues to defy expectations. With a 30% surge in extended trading following its latest earnings and a cumulative 3x gain since early 2023, the enterprise software giant is rewriting the playbook for cloud transformation. But here’s the million-dollar q ...