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🔹 Adj. Revenue: $17.19B (Est. $16.89B) 🟢; +22% YoY
🔹 Adj. EPS: $1.79 (Est. $1.70) 🟢; +21% YoY
🔹 RPO: $553B; +325% YoY
Raises FY Guide:
🔹 FY27 Revenue: $90B (Est. $86B) 🟢
🔹 FY26 Revenue: $67B
🔹 FY26 Capital Expenditures: $50B
Raises Q4 Guide:
🔹 Total Revenue: +19% to +21% YoY (USD)
🔹 Total Cloud Revenue: +46% to +50% YoY (USD)
🔹 Adj. EPS: $1.96 to $2.00; +15% to +17% YoY
Q3 Segment Revenue:
🔹 Cloud (IaaS + SaaS): $8.9B (Est. $8.84B) 🟢; +44% YoY
🔹 Cloud Infrastructure (IaaS): $4.9B (Est. $4.74B) 🟢; +84% YoY
🔹 Cloud Application (SaaS): $4.0B (Est. $4.0B) 🟡; +13% YoY
🔹 Software: $6.12B (Est. $5.97B) 🟢; +3% YoY
🔹 Software Support: $4.97B (Est. $4.89B) 🟢
🔹 Software License: $1.15B (Est. $1.1B) 🟢
🔹 Hardware: $714M (Est. $723M) 🔴; +2% YoY
🔹 Services: $1.44B (Est. $1.35B) 🟢; +12% YoY
Other Metrics:
🔹 Oracle Cloud Database Revenue (IaaS): +35% YoY
🔹 Multicloud Database Revenue: +531% YoY
🔹 Fusion Cloud ERP Revenue: $1.1B; +17% YoY
🔹 NetSuite Cloud ERP Revenue: $1.1B; +14% YoY
🔹 Short-term Deferred Revenue: $9.9B
Financials:
🔹 Adj. Operating Income: $7.38B (Est. $7.21B) 🟢; +19% YoY
🔹 Adj. Operating Margin: 43% (Est. 42.7%) 🟢
🔹 Operating Cash Flow (LTM): $23.5B; +13% YoY
Capital Return:
🔹 Dividend: $0.50/share
Переходи в чат t.me/USstocksnews_chat
«В третьем квартале впервые за 15 лет органический рост общей выручки и прибыли на акцию (без учета GAAP) составил 20%».
#orcl
