SAP WKN: 716460 ISIN: DE0007164600 Kürzel: SAPGF Forum: Aktien Thema: Hauptdiskussion

Einer der größten Kapitalvernichter weltweit?.

Bin mal gespannt ob wir heute die 150, xx sehen?

Die Zerstörung von Kapital setzt sich mit unverminderter Intensität fort. 📉👹.

Es sieht so aus, als würde der Abwärtstrend anhalten. 📉👹.

Oracle startet ganz klar einen Angriff auf Salesforce, indem es auch HCM ins Visier nimmt.

https://www.fool.com/earnings/call-transcripts/2026/03/10/oracle-orcl-q3-2026-earnings-call-transcript/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=af3a2953-38b0-41b4-b5f4-03de9748454b&mod=mw_quote_news

'The return to rapid growth has been driven by the cloud pivot. From fiscal year 2012 through 2020, Oracle sales grew at a 1% annualized rate, but growth has accelerated since then. The two-pronged strategy saw Oracle finally begin to offer cloud-based versions of its software after years of resisting the shift. Oracle gained a more reliable stream of revenue, while customers saw fewer internal IT risks and costs. But the larger part of the shift has been offering servers for rent in the cloud, a business pioneered by Amazon Web Services, and now includes Microsoft, Alphabet, and a host of smaller “neoclouds” like CoreWeave. While investors were initially wowed by cloud revenue and backlog growth, enthusiasm faded beginning in September as the scale of the costs sank in. The stock has fallen 54% since that peak.'

'Oracle’s legacy software, hardware, and services businesses grew by a combined 4%, to $8.3 billion. They are quickly being eclipsed by cloud. There’s a negative narrative around enterprise software, and Oracle’s stock has suffered along with its peers. Oracle CEO Mike Sicilia addressed the elephant in the room during his scripted remarks. After rattling off a long list of AI integrations with Oracle software, he said, “these are not systems that can be replaced by a small collection of niche features cobbled together and bolted on in the name of AI. So yes, some smaller or single focused SaaS players may well be disrupted, but Oracle will not be among them.” Guidance for the current quarter was in line with expectations, and Oracle didn’t change its guidance for the full fiscal year. The rocket growth of Oracle Cloud Infrastructure comes with a high cost. Though adjusted operating income remained strong, depreciation expenses from Oracle’s ramping capital expenditures are beginning to drag on operating margin. Even though operational cash flow hit $7 billion for the quarter, it was erased by $19 billion in data center capex. Oracle has all but ceased share buybacks. To pay for the capex, Oracle added another $27 billion in debt in the quarter, and is now carrying $135 billion on its balance sheet.' https://www.barrons.com/articles/oracle-earnings-stock-price-04a16ce2?mod=mw_quote_news&adobe_mc=MCMID%3D44835987675327575031597848403863228100%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1773202994

Sieht doch nicht so schlecht aus fuer morgen

Es ist schwierig einzuschätzen, wie Oracle im Vergleich zu SAP dasteht. Ein erheblicher Teil von Oracles Umsatz stammt aus den Rechenzentren. Doch eines ist sicher: Künstliche Intelligenz verdrängt keine Software. Im Gegenteil, Oracle profitiert von KI.

Oracle: Guidance for Q4 FY26 The company is providing the following forward-looking guidance for Q4 2026: Total revenues are expected to grow from 18% to 20% in constant currency and are expected to grow from 19% to 21% in USD. Total Cloud revenue is expected to grow between 44% to 48% in constant currency and is expected to grow from 46% to 50% in USD. Non-GAAP earnings per share is expected to grow between 15% to 17% and be between $1.92 and $1.96 in constant currency and grow between 15% to 17% and be between $1.96 and $2.00 in USD. Guidance for Fiscal Years 2026 and 2027 For fiscal year 2026, we expect revenue of $67 billion and capital expenditures of $50 billion. This is unchanged from our most recent previous guidance. For fiscal year 2027, we are raising total revenue guidance to $90 billion. Common Stock Quarterly Dividend

The AI Threat to Software Stocks Is Real, Warns Bank of America (BAC) Joel BagloleMar 10, 2026, 12:45 AM Bank of America says investors are right to be worried about the threat posed to software stocks by artificial intelligence (AI). In a new report on the ramifications of AI, Bank of America writes that startup company Anthropic’s annualized recurring revenue hit $19 billion in early March of this year, up 110% from $9 billion at the end of 2025. Consequently, Bank of America has slashed its price targets on European software stocks such as SAP and ASML Holdings . Bank of America warns in its report that AI poses a “generational threat” to the software sector and stocks of publicly traded software companies such as Salesforce , Adobe Microsoft MSFT -, and others. The unnerving report from Bank of America arrives on the same day that Anthropic raised $30 billion in a new funding round that valued the privately held concern at $380 billion. The AI Apocalypse As a group, software stocks have been brutalized in recent months, with many stocks down 30% or more from recent highs. While companies such as Salesforce and Adobe try to convince analysts and investors that AI will help rather than hurt their businesses, nothing so far has been able to shake the narrative that AI is a doomsday scenario for software companies and their stocks. A November 2025 survey conducted by consultancy McKinsey & Co. found that among 1,993 businesses, more than 80% had yet to see a meaningful impact on their organization from AI. Regardless, Bank of America says that it is still early days in the AI revolution and that the existential threat posed by the technology is real, at least for software companies.

Lassen wir uns überraschen, wo der Kurs nach der Veröffentlichung der Zahlen steht.Es ist gut möglich, dass er die 100-€-Marke unterschreitet. 📉👹.

Jo Leute, Hobelix ist ein Troll 😂 So wie Skankhunt42 in South Park. Wenn ihr die Folge nicht kennt schaut sie euch an dann wisst ihr worauf es ihn ankommt. Lasst ihn einfach schreiben, juckt doch keinen, jeder weiß es ist Schwachsinn.✌🏼

Na warten wir mal auf die Oracle Zahlen heute abend