Oracle 第一季度财报在营收和每股收益上超出市场预期，尽管软件授权业务小幅不及预期，股价仍上涨逾9%。

Well, and Oracle made us wait an extra five and a half minutes, but they've just sent their numbers across the wire, so let's dive in here. We've got revenue coming in at 19.35 billion. The estimate was looking for 19.13, so a clean beat there. Also a clean beat on EPS, $1.92. The estimate was looking for $1.75. Their operating income for the first quarter, 8.15 billion. The expectation was for 7.81. Operating margins coming in better than expected at 42%. Cloud infrastructure revenue, that's at 7.39 billion. That's also better than expected. Their software support revenue at 4.9 billion, a beat there as well. Software licensing revenue, 655 million. That's just slightly under the 718.8 million dollar consensus that the street was looking for here. But, we are up and more than 9% right now. They're also uh looking across their second quarter, which will be their current quarter. EPS they're projecting to be a dollar 85 to a dollar 93. We'll call that in line. The consensus uh was looking uh for about a dollar 90 here, a dollar 89. So, uh they've got their outlook here for EPS um in line with maybe perhaps a touch low at the midpoint there. Um but, how are you looking at these numbers? I mean, the street is accepting them. There were a lot of always questions around Oracle with the CapEx and their debt and their free cash flow. Uh but, we are up 7 and uh 3/4% right now.

Yeah, I think the big risk that you have for Oracle uh is the announcement of another shelf offering or try trying to raise uh more capital in order to uh spend more on CapEx. Hopefully, they're done with that. If they make that type of commentary on the conference call, uh the stock probably continue to run to the upside. In fact, the $200 calls pretty much uh across the curve if you're looking at the next uh 3 months on the monthly options expirations, they were getting a lot of attention here today. So, the conference call can take this over the top. I think a little bit of the weakness in the software side, we want to hear uh as to why that is actually occurring. It's actually, I believe, the second quarter that we've seen a little bit more of a uh weakness on the software front. Uh but, they talk about also deploying a significant amount of uh usage actually for Q1. They delivered 850 MW of additional data center capacity in Q1. Uh obviously, we've heard a lot about these new products as far as the agentic AI and the the personal agents, if you will. Uh we've had Meta announce one, Open AI announce one uh today as well. Uh they have a agreement and a working relationship with Open AI. They may be a part of that. If they talk about that on the conference call, that could also be a benefit for them. But, you do not want to hear about any more capital raises uh for this name, at least for this quarter, or even trying to pull back some of their expectations when it comes to CapEx spend in the future. I believe they actually provide an update on that CapEx guidance on the conference call. I don't think we get it out on the report. That could also be a major mover for this name.

Yeah, certainly could. It is not in the report that I'm seeing, but they are upping their fiscal uh their full year EPS and revenue estimates, just slightly above the consensus, but a beat there as well. Uh holding on to 5 and 1/2% gains for Oracle.