甲骨文(ORCL)盘前跌超1% Q3调整后运营利润迅预期

金吾财讯
11 Mar

金吾财讯 | 甲骨文(ORCL)盘前跌超1%,截至发稿,报146.96美元。消息面上,甲骨文公布第三财季业绩。期内,净利润同比增长22%,达29.4亿美元;调整后EPS为1.47美元,低于分析师预期1.49美元。调整后运营利润率44%,高于分析师预期43.6%;调整后运营利润62.0亿美元,低于分析师预期62.5亿美元。期内,调整后营收141.3亿美元,同比增长6%,低于分析师预期143.9亿美元。其中,第三财季云营收为62亿美元,低于分析师预期63亿美元,按恒定汇率增长25%;第三财季云基建营收为27亿美元,同比增长49%,分析师预期27.1亿美元。指引方面,甲骨文预计2025财年资本开支大约为160亿美元,预计2027财年营收将增长大约20%。

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