Oracle Corp. diskutieren
Oracle Corp.
WKN: 871460 / Symbol: ORCL / Name: Oracle / Aktie / Software & Informationsdienstleistungen / Large Cap /
161,56 €
-4,67 %
Buy Oracle Corp.
Oracle mit Q3 Report - weiterhin starker Auftragseingang und Wachstum der Cloud Erlöse.
https://www.oracle.com/news/announcement/q3fy25-earnings-release-2025-03-10/
https://www.oracle.com/news/announcement/q3fy25-earnings-release-2025-03-10/
- Q3 Remaining Performance Obligations $130 billion, up 62% in USD & up 63% in constant currency
- Q3 GAAP Earnings per Share up 20% to $1.02, Non-GAAP Earnings per Share up 4% to $1.47
- Q3 Total Revenue $14.1 billion, up 6% in USD and up 8% in constant currency
- Q3 Cloud Revenue (IaaS plus SaaS) $6.2 billion, up 23% in USD and up 25% in constant currency
- Q3 Cloud Infrastructure (IaaS) Revenue $2.7 billion, up 49% in USD and up 51% in constant currency
- Q3 Cloud Application (SaaS) Revenue $3.6 billion, up 9% in USD and up 10% in constant currency
- Q3 Fusion Cloud ERP (SaaS) Revenue $0.9 billion, up 16% in USD and up 18% in constant currency
- Q3 NetSuite Cloud ERP (SaaS) Revenue $0.9 billion, up 16% in USD and up 17% in constant
“Oracle signed sales contracts for more than $48 billion in Q3,” said Oracle CEO, Safra Catz. “This record sales number pushed our Remaining Performance Obligations, or RPO, up 63% to over $130 billion. We have now signed cloud agreements with several world leading technology companies including: OpenAI, xAI, Meta, NVIDIA and AMD. We expect that our huge $130 billion sales backlog will help drive a 15% increase in Oracle’s overall revenue in our next fiscal year beginning this June. And we expect RPO to continue to grow rapidly—as we look forward to signing our first Stargate contract—yet another big opportunity for Oracle to expand both its AI training and AI inferencing businesses in the near future.”
Zusätzlich wurde eine Erhöhung der Quartalsdividende auf 50 Cent verkündet. Diese Ergebnisse verfehlten die hochgesteckten Erwartungen, jedoch erholte sich der Aktienkurs zunächst nachbörslich von den Tagesverlusten, um dann angesichts des schwachen Umfeldes weiter abzufallen. Der Auftragseingang bestätigt aber, dass die Wachstums Story weiterhin intakt ist und der Ausblick auf das Fiskaljahr 2026 von Optimismus geprägt ist.
Zusätzlich wurde eine Erhöhung der Quartalsdividende auf 50 Cent verkündet. Diese Ergebnisse verfehlten die hochgesteckten Erwartungen, jedoch erholte sich der Aktienkurs zunächst nachbörslich von den Tagesverlusten, um dann angesichts des schwachen Umfeldes weiter abzufallen. Der Auftragseingang bestätigt aber, dass die Wachstums Story weiterhin intakt ist und der Ausblick auf das Fiskaljahr 2026 von Optimismus geprägt ist.
Link zum Earnings-Call-Transcript
https://www.nasdaq.com/articles/oracle-orcl-q3-2025-earnings-call-transcript
https://www.nasdaq.com/articles/oracle-orcl-q3-2025-earnings-call-transcript
Oracle Health Government Services erhält 26 Mill. USD Zahlung vom Department of Veterans Affairs
https://www.nasdaq.com/articles/government-contract-update-26m-payment-oracle-health-government-services-inc
Interessant ist der Link auf Quiver Quantitative in der Nachricht
https://www.quiverquant.com/stock/ORCL/
.
https://www.nasdaq.com/articles/government-contract-update-26m-payment-oracle-health-government-services-inc
Interessant ist der Link auf Quiver Quantitative in der Nachricht
https://www.quiverquant.com/stock/ORCL/
.
Oracle mit starkem Q4 und optimistischen Ausblick auf das neue Fiskaljahr
https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-2025-Fourth-Quarter-and-Fiscal-Full-Year-Financial-Results/default.aspx
https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-2025-Fourth-Quarter-and-Fiscal-Full-Year-Financial-Results/default.aspx
"FY25 was a very good year—but we believe FY26 will be even better as our revenue growth rates will be dramatically higher," said Oracle CEO, Safra Catz. "We expect our total cloud growth rate—applications plus infrastructure—will increase from 24% in FY25 to over 40% in FY26. Cloud Infrastructure growth rate is expected to increase from 50% in FY25 to over 70% in FY26. And RPO is likely to grow more than 100% in FY26. Oracle is well on its way to being not only the world's largest cloud application company—but also one of the world's largest cloud infrastructure companies."
- Q4 Remaining Performance Obligations up 41% to $138 billion
- Q4 GAAP Earnings per Share $1.19, non-GAAP Earnings per Share $1.70
- Q4 Total Revenue $15.9 billion, up 11%
- Q4 Cloud Revenue (IaaS plus SaaS) $6.7 billion, up 27%
- Q4 Cloud Infrastructure (IaaS) Revenue $3.0 billion, up 52%
- Q4 Cloud Application (SaaS) Revenue $3.7 billion, up 12%
- Q4 Fusion Cloud ERP (SaaS) Revenue $1.0 billion, up 22%
- Q4 NetSuite Cloud ERP (SaaS) Revenue $1.0 billion, up 18%
- FY 2025 Total Revenue $57.4 billion, up 8%
Link zum Earnings Call Transcript
https://ng.investing.com/news/transcripts/earnings-call-transcript-oracle-q4-2025-beats-eps-forecast-stock-dips-93CH-1963565
In der Nacht zog der Kurs der Aktie im nachbörslichen Handel deutlich an.
https://ng.investing.com/news/transcripts/earnings-call-transcript-oracle-q4-2025-beats-eps-forecast-stock-dips-93CH-1963565
In der Nacht zog der Kurs der Aktie im nachbörslichen Handel deutlich an.
Kursziel gesetzt auf 200,0
Kursziel geändert auf 235,0
Sell Oracle Corp.
Buy mit Kursziel 186,0
Im Nachgang zur Veröffentlichung des Quartalsberichtes zeigt sich die Aktie in freundlicher Verfassung und der Preis bricht fast täglich neue Rekorde
https://www.nasdaq.com/market-activity/stocks/orcl
Es hilft dabei natürlich, dass auch andere Unternehmen im AI Kontext weiterhin robustes Wachstum berichten - bis auf ein paar Ausnahmen, wo sich zu sehr Hoffnungen auf künftige Profite überschlagen.
https://www.nasdaq.com/market-activity/stocks/orcl
Es hilft dabei natürlich, dass auch andere Unternehmen im AI Kontext weiterhin robustes Wachstum berichten - bis auf ein paar Ausnahmen, wo sich zu sehr Hoffnungen auf künftige Profite überschlagen.
Buy Oracle Corp.
enormes Potenzial im Cloudsegment bei moderater Bewertung
Saftman hat das Wertpapier Oracle Corp. in seinem Wikifolio Langfristige Aufwärtstrends gekauft.
Buy Oracle Corp.
Dirk1 hat das Wertpapier Oracle Corp. in seinem Wikifolio Cybersecurity Innovators gekauft.
Oracle macht nach Veröffentlichung des Quartalsergebnisses im nachbörslichen Handel einen deutlichen Satz nach oben.
https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx
https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx
- Q1 Remaining Performance Obligations $455 billion, up 359% in both USD and constant currency
- Q1 GAAP Earnings per Share down 2% to $1.01, Non-GAAP Earnings per Share up 6% to $1.47
- Q1 Total Revenue $14.9 billion, up 12% in USD and up 11% in constant currency
- Q1 Cloud Revenue (IaaS plus SaaS) $7.2 billion, up 28% in USD and up 27% in constant currency
- Q1 Cloud Infrastructure (IaaS) Revenue $3.3 billion, up 55% in USD and up 54% in constant currency
- Q1 Cloud Application (SaaS) Revenue $3.8 billion, up 11% in USD and up 10% in constant currency
- Q1 Fusion Cloud ERP (SaaS) Revenue $1.0 billion, up 17% in USD and up 16% in constant currency
- Q1 NetSuite Cloud ERP (SaaS) Revenue $1.0 billion, up 16% in USD and up 15% in constant
"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build. Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars. The scale of our recent RPO growth enables us to make a large upward revision to the Cloud Infrastructure portion of Oracle's overall financial plan which we will be presenting in detail next month at the Financial Analyst Meeting. As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years. Most of the revenue in this 5-year forecast is already booked in our reported RPO. Oracle is off to a brilliant start to FY26."
"MultiCloud database revenue from Amazon, Google and Microsoft grew at the incredible rate of 1,529% in Q1," said Oracle Chairman and CTO, Larry Ellison. "We expect MultiCloud revenue to grow substantially every quarter for several years as we deliver another 37 datacenters to our three Hyperscaler partners, for a total of 71. And next month at Oracle AI World, we will introduce a new Cloud Infrastructure service called the 'Oracle AI Database' that enables our customers to use the Large Language Model of their choice—including Google's Gemini, OpenAI's ChatGPT, xAI's Grok, etc.—directly on top of the Oracle Database to easily access and analyze all their existing database data. This revolutionary new cloud service enables the tens of thousands of our database customers to instantly unlock the value in their data by making it easily accessible to the most advanced AI reasoning models. Oracle AI Cloud Infrastructure and the Oracle MultiCloud AI Database will both contribute to dramatically increasing cloud demand and consumption over the next several years. AI Changes Everything."
"MultiCloud database revenue from Amazon, Google and Microsoft grew at the incredible rate of 1,529% in Q1," said Oracle Chairman and CTO, Larry Ellison. "We expect MultiCloud revenue to grow substantially every quarter for several years as we deliver another 37 datacenters to our three Hyperscaler partners, for a total of 71. And next month at Oracle AI World, we will introduce a new Cloud Infrastructure service called the 'Oracle AI Database' that enables our customers to use the Large Language Model of their choice—including Google's Gemini, OpenAI's ChatGPT, xAI's Grok, etc.—directly on top of the Oracle Database to easily access and analyze all their existing database data. This revolutionary new cloud service enables the tens of thousands of our database customers to instantly unlock the value in their data by making it easily accessible to the most advanced AI reasoning models. Oracle AI Cloud Infrastructure and the Oracle MultiCloud AI Database will both contribute to dramatically increasing cloud demand and consumption over the next several years. AI Changes Everything."
Wenn Frau Catz sich in der Zukunftsprojektion schon so weit aus dem Fenster lehnt, kann es nicht verkehrt sein, die Aktie weitere Zeit zu halten.
Hier ist noch der Link zu den aktuellen Kommentaren von Markus Koch
https://www.youtube.com/watch?v=fVhpuLJ856I
Hier ist noch der Link zu den aktuellen Kommentaren von Markus Koch
https://www.youtube.com/watch?v=fVhpuLJ856I
Kursziel gesetzt auf 350,0
Kursziel geändert auf 360,0
Kursziel geändert auf 350,0
Buy Oracle Corp.
Neueste Beiträge
DerAlmanach100000 in Bechtle AG ADR diskutieren