Oracle Corp. diskutieren

• Q3 GAAP Earnings per Share $0.68, Non-GAAP Earnings per Share $1.22
• Q3 Total Revenue $12.4 billion, up 18% in USD, up 21% in constant currency
• Q3 Cloud Revenue (IaaS plus SaaS) $4.1 billion, up 45% in USD, up 48% in constant currency
• Q3 Cloud Infrastructure (IaaS) Revenue $1.2 billion, up 55% in USD, up 57% in constant currency
• Q3 Cloud Application (SaaS) Revenue $2.9 billion, up 42% in USD, up 44% in constant currency
• Q3 Fusion Cloud ERP (SaaS) Revenue $0.7 billion, up 25% in USD, up 28% in constant currency
• Q3 NetSuite Cloud ERP (SaaS) Revenue $0.7 billion, up 23% in USD, up 26% in constant currency
• Oracle Board of Directors declared a quarterly cash dividend of $0.40 per share, up 25% from $0.32

Nettogewinn und Free Cashflow liegen deutlich höher als im 3. Quartal des Vorjahres trotz hoher Investitionen

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• Q1 GAAP Earnings per Share $0.86, Non-GAAP Earnings per Share $1.19
• Q1 Total Revenue $12.5 billion, up 9% in USD, up 8% in constant currency
• Q1 Cloud Revenue (IaaS plus SaaS) $4.6 billion, up 30% in USD, up 29% in constant currency
• Q1 Cloud Infrastructure (IaaS) Revenue $1.5 billion, up 66% in USD, up 64% in constant currency
• Q1 Cloud Application (SaaS) Revenue $3.1 billion, up 17% in USD, up 17% in constant currency
• Q1 Fusion Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD, up 20% in constant currency
• Q1 NetSuite Cloud ERP (SaaS) Revenue $0.7 billion, up 21% in USD, up 21% in constant currency

"Is Generative AI the most important new computer technology ever? Maybe!," said Oracle Chairman and CTO, Larry Ellison. "Self-driving cars, molecular drug design, voice user interfaces—billions of dollars are being invested in AI. As of today, AI development companies have signed contracts to purchase more than $4 billion of capacity in Oracle's Gen2 Cloud. That's twice as much as we had booked at the end of Q4. The largest AI technology companies and the leading AI startups continue to expand their business with Oracle for one simple reason—Oracle's RDMA interconnected NVIDIA Superclusters train AI models at twice the speed and less than half the cost of other clouds."

In the current quarter. we expect our Cerner health business to be awarded two large new contracts with a total value of over $1 billion. And I'm now -- now able to announce that all nine utility companies owned by Berkshire Hathaway are in the process of replacing all their existing ERP systems and standardizing on Oracle's Fusion Cloud Applications. Let me conclude with a few words about our database business and our upcoming announcement with Microsoft later this week. We will be substantially expanding our existing multi-cloud partnership with Microsoft by making it easier for Microsoft Azure customers to buy and use the latest Oracle Cloud database technology in combination with Microsoft Azure Cloud Services.

Oracle weiterhin mit hohem Wachstum der Cloud Lösungen und wohl bester AI Player
https://investor.oracle.com/investor-news/news-details/2023/Oracle-Announces-Fiscal-2024-First-Quarter-Financial-Results/default.aspx

• Q1 GAAP Earnings per Share $0.86, Non-GAAP Earnings per Share $1.19
• Q1 Total Revenue $12.5 billion, up 9% in USD, up 8% in constant currency
• Q1 Cloud Revenue (IaaS plus SaaS) $4.6 billion, up 30% in USD, up 29% in constant currency
• Q1 Cloud Infrastructure (IaaS) Revenue $1.5 billion, up 66% in USD, up 64% in constant currency
• Q1 Cloud Application (SaaS) Revenue $3.1 billion, up 17% in USD, up 17% in constant currency
• Q1 Fusion Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD, up 20% in constant currency
• Q1 NetSuite Cloud ERP (SaaS) Revenue $0.7 billion, up 21% in USD, up 21% in constant currency

Nachbörslich gibt der Kurs der Aktie zunächst nach - ein guter Quartalsbericht war bereits im Vorfeld erwartet worden.

@ValueFreak @BUY Oracle Corp.

... ist Dir eigentlich klar, dass Larry Ellison, Gründer und CEO/CTO von Oracle, einer der größten Aktionäre von Tesla ist?

Seine Tesla Aktien sind heute einen zweistelligen Milliardenbetrag wert. Und bis letztes Jahr saß er dort auch im Verwaltungsrat. E weiß sehr genau wer - bei "Self-driving cars" - ein Technologieführer ist.

Subdi schrieb am 16.09.23: 

@ValueFreak @BUY Oracle Corp.

... ist Dir eigentlich klar, dass Larry Ellison, Gründer und CEO/CTO von Oracle, einer der größten Aktionäre von Tesla ist?

Seine Tesla Aktien sind heute einen zweistelligen Milliardenbetrag wert. Und bis letztes Jahr saß er dort auch im Verwaltungsrat. E weiß sehr genau wer - bei "Self-driving cars" - ein Technologieführer ist.

@Subdi

Ich schätze Larry Ellison sehr und mir wäre lieber, wenn er seine Aktivität auf Oracle konzentrieren würde. Aber vielleicht verschafft diese Verbindung Oracle weitere Einnahmen über die Cloud Produkte.