ORACLE WKN: 871460 ISIN: US68389X1054 Kürzel: ORCL Forum: Aktien Thema: Hauptdiskussion

Korrekt, bei Software as a Service gibt es wohl die Metrik Remaining Performance Obligation (RPO). Zwar sind Verträge geschlossen, aber da die Leistung noch nicht erbracht wurde, ist dies nicht als Gewinn erfasst

Q4 Total Remaining Performance Obligations up 44% to $98 billion

Wäre sehr stark

Ich bleibe investiert

Demand for Nvidia’s chips was emphasized by enterprise-software giant Oracle in the latter company’s own earnings report after the market closed on Tuesday. Oracle CEO Larry Ellison said the company was using Nvidia chips in a deal to provide additional AI training capacity for ChatGPT-developer OpenAl. Oracle said its capital spending is likely to double in 2025, which includes the cost of building a data center for OpenAI. While Oracle didn’t specify how many Nvidia chips would be used, it noted in a statement that its infrastructure for training AI models can scale up to 64,000 Nvidia Blackwell graphics-processing units or GB200 Grace Blackwell Superchips. www.marketwatch.com/articles/nvidia-s...

Diese Aussage verstehe ich nicht sorry

Scheint einiges an unrealisiertem Umsatz in der Pipeline zu stecken

“Throughout fiscal-year 2025, I expect continued strong AI demand to push Oracle sales and RPO even higher — and result in double-digit revenue growth this fiscal year,” Chief Executive Safra Catz said in a release. “I also expect that each successive quarter should grow faster than the previous quarter — as OCI capacity begins to catch up with demand.”

Nur so Nachbörsliche Kursbewegungen sind als schnell wieder abverkauft

Danke

Oracle Q4’24 Earnings: - Revenue: $14.3B (est $14.59B) - Adj EPS: $1.63 (est $1.53)

Glaube 22:20 Uhr

Scheinen gut zu sein..+8% gerade

Noch nicht

Hat jemand die Zahlen