Oracle Corp. diskutieren

• Q3 GAAP Earnings per Share $0.85, Non-GAAP Earnings per Share up 16% to $1.41
• Q3 Total Revenue $13.3 billion, up 7% in both USD and constant currency
• Q3 Total Remaining Performance Obligations up 29% to $80 billion
• Q3 Cloud Revenue (IaaS plus SaaS) $5.1 billion, up 25% in USD, up 24% in constant currency
• Q3 Cloud Infrastructure (IaaS) Revenue $1.8 billion, up 49% in both USD and constant currency
• Q3 Cloud Application (SaaS) Revenue $3.3 billion, up 14% in both USD and constant currency
• Q3 Fusion Cloud ERP (SaaS) Revenue $0.8 billion, up 18% in both USD and constant currency
• Q3 NetSuite Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD, up 20% in constant currency

"Large new cloud infrastructure contracts signed in Q3 drove Oracle's total Remaining Performance Obligations up 29% to over $80 billion—an all-time record," said Oracle CEO, Safra Catz. "We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite the fact we are opening new and expanding existing cloud datacenters very, very rapidly. We expect that 43% of our current $80 billion of Remaining Performance Obligations will be recognized as revenue over the next four quarters, and that our Gen2 Cloud Infrastructure business will remain in a hypergrowth phase—up 53% in Q3—for the foreseeable future."
"In Q3, Oracle finished moving the majority of Cerner customers to Oracle's Gen2 Cloud Infrastructure," said Oracle Chairman and CTO, Larry Ellison. "In Q4, Oracle will start delivering its completely new Ambulatory Clinic Cloud Application Suite to these same customers. This new AI-driven system features an integrated voice interface called the Clinical Digital Assistant that automatically generates doctors' notes and updates Electronic Health Records—saving precious time and improving health data accuracy. The delivery of this revolutionary new healthcare technology will enable the rapid modernization of our customers' health systems over the coming year, and transform Cerner and Oracle Health into a high-growth business for years to come."

Broadcom is suspending all VMware sales and upgrades—along with nine other critical features —for a week so it can move VMware’s SAP-based ERP (enterprise resource planning) system to an Oracle ERP system.

Musk's xAI startup would become one of Oracle's largest customers, according to the report. The Information cited a person involved in the talks. The year-old xAI hopes to challenge OpenAI as a developer of large language models that power generative AI tools.
On the stock market today, Oracle stock is up more than 3% at 119.89. Shares jumped as high as 122 following the news before easing back slightly. 

The palaeoloxodon in the room is that the Department of Defense (DoD) has now finished successfully implementing the Cerner electronic heath record system to rave reviews. We were unaware the internet had page limits, but BI could only see fit to include 20 words of Oracle’s 124-word statement in a nearly 4,500-word story. We include the entirety of the statement below (for ease of the reader we bold everything BI ignored):
“Our veterans and the people who care for them deserve a world-class EHR system, and Oracle is delivering it. Since Oracle took over the VA’s EHR modernization project two years ago, we have made thousands of improvements to enhance the performance, reliability, and usability of the system. The technology being deployed at the VA is the same technology helping doctors and nurses provide reliable, quality care at all 3,890 DoD locations—the largest EHR implementation in the world. The recent highly successful go-live at the joint DoD and VA operated Lovell Federal Health Care Center in Chicago is a powerful demonstration of our ability and commitment to provide veterans with unsurpassed care, and we look forward to extending this success across every VA facility.”
You see from our statement the fact that Oracle/Cerner was successfully deployed at nearly 4,000 DoD facilities. That part of our statement inconveniently contradicts BI’s core thesis. So they ignored it.

Q4 Bericht in der Nacht - AI treibt den Auftragseingang im IAAS Geschäft
https://investor.oracle.com/investor-news/news-details/2024/Oracle-Announces-Fiscal-2024-Fourth-Quarter-and-Fiscal-Full-Year-Financial-Results/default.aspx
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"In Q3 and Q4, Oracle signed the largest sales contracts in our history—driven by enormous demand for training AI large language models in the Oracle Cloud," said Oracle CEO, Safra Catz. "These record level sales drove RPO up 44% to $98 billion. 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. I also expect that each successive quarter should grow faster than the previous quarter—as OCI capacity begins to catch up with demand. In Q4 alone, Oracle signed over 30 AI sales contracts totaling more than $12.5 billion—including one with Open AI to train ChatGPT in the Oracle Cloud."

These astonishing RPO numbers, 44% and $98 billion, were driven by massive increases in sales of Oracle Cloud Infrastructure, OCI. So, who are the companies choosing to use Oracle Cloud Services and Oracle data centers? Well, here are a few names: Nvidia, Microsoft, Google, xAI, OpenAI, Cohere, and dozens more. In other words, the world's largest cloud companies and the world's most successful and accomplished AI companies choose to use Oracle Cloud Services and data centers. So, excuse me again -- so why are they working with Oracle? Because Oracle's Gen 2 Cloud Infrastructure is different.
OCI's RDMA network moves data much faster. And when you charge by the minute, faster also means less expensive. OCI trains large language models several times faster and at a fraction of the cost of other clouds. OCI's critical cloud software, the operating system, and the database are fully autonomous.

Obwohl Oracle in den letzten Monaten einige interessante Neuerungen präsentiert hat, sehe ich bei der Aktie aktuell eher Abwärtspotenzial. Die Übernahme von Paramount durch den Sohn des Oracle-Chefs klingt zwar spannend, wirft aber auch Fragen zur Strategie und Fokussierung des Konzerns auf. Außerdem scheint der Aktienkurs angesichts der derzeitigen Marktbewertung etwas zu hoch zu sein. Insgesamt würde ich vorerst zum Verkaufen raten und eine Erholung des Kurses auf etwa 125 Euro abwarten, bevor ich wieder zu einem Kauf rate.

A multi-year agreement to rent Nvidia processors from Oracle for a planned supercomputer was underway, but talks were held back by issues such as Musk's demands to build a supercomputer faster than Oracle deemed possible, the Information said.

The specific capacity that Oracle was talking about with xAI has been contracted to another customer, a source familiar with the matter told Reuters.

"Oracle's powerful and flexible cloud infrastructure, combined with Palantir's decision acceleration platforms, helps customers rapidly scale AI capabilities across its operations," said Rand Waldron, vice president, Oracle. "This will enable customers to get the most value out of their data, while meeting their sovereignty and security standards."
Palantir's Foundry and AIP are certified on OCI, jointly supported, and available across OCI's distributed cloud offerings, including public cloud regions; OCI Dedicated Regions; Oracle Alloy; Oracle EU Sovereign Cloud; Oracle Government Cloud; Oracle Roving Edge, and Oracle's air-gapped regions for defense and intelligence customers. Palantir Foundry and AIP deployed on OCI can give customers the advantage of OCI's flexible compute infrastructure that provides efficiency, performance, and security.
Oracle is the only hyperscaler capable of delivering AI and a full suite of 100+ cloud services across dedicated, public, and hybrid cloud environments, anywhere in the world. With OCI's sovereign cloud offerings, customers can meet regulatory, security, and performance requirements while getting the full benefits of the cloud and AI.