近日,云计算及数据库供应商甲骨文(ORCL)公布了2025财年第二财季业绩。报告显示,公司因市场需求放缓,营收同比微增9%至140.6亿美元,略低于市场预期。
分业务来看,收入增长主要来自于公司的云服务业务。其中,被视为公司"最大增长引擎"的云基础设施部门营收大涨52%至24亿美元,创下历史新高。公司表示,创纪录的人工智能需求推动了这一增长。
不过,甲骨文第三季度业绩指引不及市场预期,令投资者对公司未来前景感到失望。公司预计下季度营收同比增长7%至9%,调整后每股收益亦低于分析师预期。投资者担忧,公司云计算业务在激烈竞争下可能放缓增长步伐。
尽管如此,甲骨文依然对云计算及人工智能业务充满信心。CEO Safra Catz表示,公司2025财年云总收入将超过250亿美元。董事长Larry Ellison也透露,公司正在为多个重要的生成式AI模型提供训练资源。分析指出,人工智能的发展或将为公司带来新的增长动能,但同时也需要大量资本投入。
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