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11.09.26 - 04:06
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Oracle′s AI cloud build-out is now rewriting its cost structure (Digitimes)
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Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire income statement. Revenue for the quarter ended August 31, 2026, rose 30% to US$19.3 billion, the company said on September 10, and every headline growth rate was strong. The more consequential shift sits one line lower, in what it now costs Oracle to deliver that revenue....
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11.09.26 - 00:57
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Oracle Rises After Cloud Revenues Beat Thanks To Massive CapEx, Soaring Debt (ZeroHedge)
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Oracle Rises After Cloud Revenues Beat Thanks To Massive CapEx, Soaring Debt
Earnings season may be over, but the occasional earnings reports are still trickling through, and moments ago we got the latest off-season report from the most indebted company in AI, Oracle, which reported adjusted revenue for the first quarter that beat the average analyst estimate, and which helped push the stock higher, but just barely above where it opened.
Here's what ORCL reported moments ago for its fiscal first quarter:
Adjusted revenue $19.35 billion, +30% y/y, beating estimates of $19.13 billion
Cloud Infrastructure revenue (IaaS) $7.39 billion vs. $3.3 billion y/y, beating estimates of $7.19 billion
Software revenue $5.55 billion, -3% y/y, missing estimates of $5.67 billion
Hardware revenue $774 million, +16% y/y, beatring estimate $671.1 million
Service revenue $1.41 billion, +4.8% y/y, estimate $1.38 billion
Software Support revenue $4.90 billion, -1.2% y/y, beating estimates of $4.88 bill...
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11.09.26 - 00:24
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Closing Bell: Gegenwind (MarktEinblicke)
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Der Gegenwind an der Wall Street bleibt hoch. Die steigenden Ölpreise drücken auf die Stimmung. Die Zahlen von Oracle und Adobe fallen gemischt aus.
The post Closing Bell: Gegenwind first appeared on marktEINBLICKE....
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10.09.26 - 23:18
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Oracle and AI Earnings Better Than Feared, RBC′s Jaluria Says (Bloomberg)
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Rishi Jaluria, RBC Capital Markets software equity research managing director, reacts to Oracle's first-quarter earnings. Speaking on "Bloomberg The Close," Jaluria also says the overall AI trade is more durable than the market is giving it credit for right now. (Source: Bloomberg)...
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10.09.26 - 23:01
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KI-Nachfrage treibt Oracle an - Aktie im Aufwind (DPA-AFX)
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AUSTIN (dpa-AFX) - Der US-Software- und Datencenter-Konzern Oracle hat im ersten Quartal (per Ende August) kräftig von der Nachfrage nach KI-Infrastruktur profitiert. Die Umsätze mit Cloud-Infrastruktur - das sind vor ......
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