甲骨文 周一盘后公布的第二财季财报未达华尔街预期,尽管人工智能驱动的云基础设施需求持续强劲。
财报发布后,甲骨文股价在盘后交易中下跌近了8%。
公司报告的调整后每股收益(EPS)为1.47美元,营收为140.6亿美元,略低于华尔街预期的1.48美元和141.2亿美元。
其剩余履约义务(RPO,一种衡量已预订收入的指标)增长了49%,达到970亿美元。
甲骨文首席执行官Safra Catz表示:“创纪录的AI需求推动第二财季甲骨文云基础设施收入增长了52%,这个增长率远超任何一家超大规模云基础设施竞争对手。”
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