Oracle Q1 2025 Earnings Summary $ORCL
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Sameer Advani에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sameer Advani 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In Oracle's Q1 2025 earnings call, the company showcased impressive results with a notable 22% surge in cloud revenue, reaching $5.6 billion, primarily driven by a 46% increase in infrastructure as a service. Total revenue rose to $13.3 billion, marking an 8% year-over-year growth. CEO Safra Catz outlined Oracle's confidence in its multi-cloud strategy, reinforcing partnerships with industry giants like Amazon, Microsoft, and Google, and indicated a strong demand through substantial growth in annualized recurring revenue. The CFO provided an optimistic outlook for the upcoming quarter, projecting total revenue growth of 7-9% and cloud revenue increases of 23-25%. Additionally, CTO Lawrence Ellison highlighted Oracle's extensive global data center expansion, a key component in advancing its AI capabilities and solidifying security measures. With a commitment to innovation and customer satisfaction, Oracle is well-positioned for sustained growth, making this episode a must-listen for investors seeking insight into the company's promising fiscal trajectory.
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45 에피소드