经济影响云支出！甲骨文季度营收低于预期、指引加速放缓，盘后跌超9%_老虎社区_美港股上老虎

经济影响云支出！甲骨文季度营收低于预期、指引加速放缓，盘后跌超9%

华尔街见闻2023-09-12

第一财季甲骨文EPS盈利同比超预期增长近16%，营收同比增9%，较前一财季增长17%超预期放缓，当季云许可业务营收同比降10%，降幅远超预期，云基础设施总营收增长66%，较前一季的77%增长放缓；第二财季EPS指引中值低于预期，云收入增速不到一财季一半。甲骨文最新季度销售增长放缓程度超出华尔街预期，体现了经济前景不确定性对企业云支出的打击。美东时间9月11日周一美股盘后，甲骨文公布，截至公历...

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Oracle's quarterly revenue was lower than expected, and the guidance accelerated and slowed down, falling more than 9% after hours","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ce8e1182bcb75cb9633b278a3da8ecf1","symbols_score_info":{"ORCL":1},"content_text":"第一财季甲骨文EPS盈利同比超预期增长近16%，营收同比增9%，较前一财季增长17%超预期放缓，当季云许可业务营收同比降10%，降幅远超预期，云基础设施总营收增长66%，较前一季的77%增长放缓；第二财季EPS指引中值低于预期，云收入增速不到一财季一半。甲骨文最新季度销售增长放缓程度超出华尔街预期，体现了经济前景不确定性对企业云支出的打击。美东时间9月11日周一美股盘后，甲骨文公布，截至公历2023年8月31日的2024财年第一财季（“一财季”），业绩喜忧参半，每股收益（EPS）高于预期，但营业收入增长超预期放缓：一财季营业收入124.5亿美元，同比增长9%，分析师预期为124.7亿美元，较截至5月31日的前一财季同比增速17%明显放缓。一财季非GAAP口径下调整后EPS为1.19美元，同比增长15.5%，分析师预期为1.15美元，较同比增长8.4%的前一财季加快增长，但环比剧减28.7%。一财季净利润为24.2亿美元，同比增长56%，增速远超前一财季的4.1%，但环比下降26.5%。财报公布后，周一收涨0.3%的甲骨文股价跳水，盘后跌超9%。云许可业务收入超预期下降 云基础设施总营收增长放缓 分业务看，甲骨文的云服务和技术许可支持业务一财季营收同比增长13%，增至95.5亿美元，高于分析师预期的94.4亿美元，前一财季营收增长23%。而云许可和本地部署许可业务当季营收8.09亿美元，同比下降10%，分析师预期仅同比降近1.3%至8.927亿美元，前一财季营收下降15%。一财季硬件业务营收同比下降6%至7.14亿美元，分析师预期同比降约3.1%至7.396亿美元。甲骨文披露，一财季公司的云基础设施总营收为15亿美元，同比增长66%，较前一财季的增速77%明显放缓。甲骨文的云业务收入还远低于亚马逊、微软和谷歌。二季度亚马逊云业务AWS营收221.4亿美元，同比增长12%，微软智能云业务营收同比增长15%至239.9亿美元，收入是甲骨文一财季云收入的十多倍，二季度谷歌云营收同比增长约28%至80.31亿美元，是甲骨文的五倍多。第二财季EPS指引中值低于预期 云收入增速不到一财季一半甲骨文公布的业绩指引未带来惊喜。其预计第二财季调整后EPS为1.30到1.34美元，中值1.32美元低于分析师预期的1.34美元。具体业务中，甲骨文预计旗下医疗健康IT公司Cerner第二财季销售将增长5%-7%，而分析师预期约增长8%。甲骨文还预计，第二财季剔除Cerner的云销售收入增长29%到31%，不到一财季增速的一半。甲骨文称，除了Cerner之外，本财年的其他营收增速将扩大。Cerner增速面临诸多短期的不利因素。本财年的资本开支将与上财年类似。最大的挑战在于，为满足需求打造数据中心。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}