软件和科技巨头甲骨文公司（纽约证券交易所股票代码：ORCL）周一在市场闭市后公布了第二季度财务业绩。 事件情况：甲骨文报告第二季度收入为140.6亿美元，同比增长9%。根据Benzinga Pro的数据，这一收入总额未达到市场共识预期的141.1亿美元。 公司报告调整后的每股收益为1.47美元，未达到市场共识预期的1.48美元。 该季度的总云收入为59亿美元，同比增长24%。公司表示，云服务和许可证支持收入为108亿美元，同比增长12%。云许可证和本地收入为12亿美元，同比增长1%。 甲骨文首席执行官萨弗拉·卡茨表示，“创纪录的AI需求推动甲骨文云基础架构收入在第二季度增长了52%，这个增长率远高于我们的任何超大规模云基础架构竞争对手。” 卡茨称AI领域的增长“非同寻常”。 “在这个季度，GPU耗用量增长了336%——我们交付了全球最大和最快的AI超级计算机，规模达到了65,000个NVIDIA H200 GPUs。” 甲骨文董事长兼首席技术官拉里·埃利森表示，公司培训了全球一些最重要的生成型AI模型，“因为我们比其他云更快且更便宜。” 埃利森特别提到甲骨文与Meta Platforms签署了一项关于甲骨文AI Cloud基础架构的协议。 后续情况：卡茨表示，甲骨文有970亿美元的未履行绩效义务。 “我们相信我们已经令人印象深刻的增长率将继续攀升。今年财政年度，总甲骨文云收入应该会超过250亿美元，”卡茨说。 埃利森表示，得益于人工智能，甲骨文将继续实现令人印象深刻的增长。 “甲骨文训练的AI模型和AI代理将提高全球范围内的科学发现率、经济发展和企业增长。机会的规模是不可想象的，”埃利森说。 ORCL股价表现：甲骨文股价在周一盘后交易中下跌6.3%，至178.37美元，而52周交易区间为99.26美元至198.31美元。在周一盘后交易前，甲骨文股价年初至今上涨了82%。

以上内容来自Benzinga Earnings专栏，原文如下：

Software and technology giant Oracle Corporation (NYSE:ORCL) reported second-quarter financial results after the market close Monday.

What Happened: Oracle reported second-quarter revenue of $14.06 billion, up 9% year-over-year. The revenue total missed a Street consensus estimate of $14.11 billion, according to data from Benzinga Pro.

The company reported adjusted earnings per share of $1.47, missing a Street consensus estimate of $1.48.

Total cloud revenue for the quarter was $5.9 billion, up 24% year-over-year. The company said cloud services and license support revenues were $10.8 billion, up 12% year-over-year. Cloud license and on-premise revenues were $1.2 billion, up 1% year-over-year.

"Record level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors," Oracle CEO Safra Catz said.

Catz called the growth in the AI segment "extraordinary."

"GPU consumption was up 336% in the quarter – and we delivered the world's largest and fastest AI SuperComputer scaling up to 65,000 NVIDIA H200 GPUs."

Oracle Chairman and Chief Technology Officer Larry Ellison said the company trains several of the world's most important generative AI models "because we are faster and less expensive than other clouds."

Ellison highlighted Oracle signing an agreement with Meta Platforms for the Oracle AI Cloud Infrastructure.

Read Also: Oracle’s Q2 Earnings: Strong Chart Signals, But Watch That RSI

What's Next: Catz said Oracle has remaining performance obligations of $97 billion.

"We believe our already impressive growth rates will continue to climb even higher. This fiscal year, total Oracle Cloud revenue should top $25 billion," Catz said.

Ellison said Oracle will continue to see impressive growth thanks to artificial intelligence.

"Oracle trained AI models and AI Agents will improve the rate of scientific discovery, economic development and corporate growth throughout the world. The scale of the opportunity is unimaginable," Ellison said.

ORCL Price Action: Oracle stock is down 6.3% to $178.37 in after-hours trading Monday versus a 52-week trading range of $99.26 to $198.31. Oracle stock was up 82% year-to-date prior to the after-hours movement Monday.

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