上一财季甲骨文营收同比加快增长9%,云服务收入加快增长逾24%,当季EPS增长放缓至9.7%,均略低于预期。本财季营收指引中值和EPS指引区间均低于预期,增长较第二财季进一步放缓。CEO称上一财季甲骨文云基础设施收入增长52%,超过其他对手,预计本财年云计算收入超250亿美元。虽然云基础设施收入受益于人工智能(AI)热潮带来的需求,但甲骨文最近一个财季的收入未能像华尔街预期的那么炸裂,本财季的指引...
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