ORCL盈利超出预期，强劲的业绩指引以及资本开支担忧缓解推动股价上涨约5%。
逐段跳播
从股票的角度看，Oracle的财报我们昨天已经看到了。我们看到该股上涨，这或许减轻了一些对资本开支和投资回报的担忧。
From an equity standpoint, Oracle earnings, we had that yesterday. We are seeing that stock move to the upside, maybe reducing some of the fears about capex spending and the return on investment.
是的，我们看到该股上涨，本交易日上涨约5%。他们在营收和利润两方面都超出了预期。本季度营收为193亿美元，市场预期为191.4亿美元，同比增长约30%。云业务营收也略微超出了市场预期，但他们确实仍然达到或超过了市场预期。
现在，我认为自由现金流是这次财报发布中最大的头条推动因素之一，实际为54亿美元，这显然仍是亏损，但你要把它与市场预期的现金流为负约95.6亿美元相比。所以他们实际上略微调整了策略，在签署这些交易时寻求更多预付款，并利用这些预付款来运营业务，而不是动用现金储备或债券储备。
所以这是市场也在认识到的一点。他们业务的软件方面在这里略显疲软，但指引也相对强劲，因此我们看到该股上涨，以及对Oracle资本开支可能继续重新加速上行的担忧。他们的CFO基本上表示，目前他们没有这样的计划，如果他们确实这么做，影响显然会发生在2028财年，针对他们带来的一些较新客户，这再次是市场的一个次要方面。
>> Yeah, we are seeing the shares up. They're up about 5% in the session here. They were able to beat both on the top and bottom line. Revenue came in at 19.3 billion for the quarter. Street was looking for 19.14 billion. That's around a 30% increase on a year-over-year basis. and cloud revenue also did exceed the street's expectations slightly, but they did still meet or beat the street's expectations. Now, the free cash flow, I think, is one of the big headline movers for this earnings announcement that actually came in at5.4 billion, which obviously is still a loss, but you are actually comparing that to the expectation from the street of cash flow uh negative being around $9.56 billion. So they have actually readjusted their strategy a little bit looking for more prepayments when it comes to these deals that they are signing and they're leveraging those prepayments in order to uh operate their business rather than going into their cash reserves or uh some of their their bond reserves if you will. So that's something that the street is al also recognizing the software side of their business a little bit light here but the guidance was also relatively strong and so we are seeing the shares up and the fear that maybe capex spend is going to continue to reacelerate to the upside for Oracle. Their CFO is pretty much saying at this point in time they have no plans for that and if they do obviously that impact will actually happen in the fiscal year 2028 for some of the newer clients that they do bring on which once again is a side really for the market.
好，我们来谈谈你关注的一些财报。Oracle，该股正在上涨。我上次查看时，它正借着季度业绩上涨。这里最新情况如何？
All right, let's talk through some of the earnings that are on your radar. Oracle, those shares are gaining ground. I la at my last check, they were gaining ground off the back of its quarterly results. What's the latest here?
这个频道对 $ORCL 的历次判断
Schwab Network 在这只股票上共 5 条判断，这里只列相邻的几条。