ORACLE WKN: 871460 ISIN: US68389X1054 Kürzel: ORCL Forum: Aktien Thema: Hauptdiskussion

https://www.fool.com/earnings/call-transcripts/2023/09/11/oracle-orcl-q1-2024-earnings-call-transcript/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&mod=mw_quote_news

https://www.tipranks.com/news/blurbs/new-buy-rating-for-oracle-orcl-the-technology-giant-4?mod=mw_quote_news

Eher nicht…

Die letzte Frage war:'John DiFucci -- Guggenheim Partners -- Analyst Thank you. My question is for Safra, I think. Safra, if the organic constant-currency cloud growth was in line with what you did last year and what you want to do for the -- for this year at 29%, while license, though it was a difficult comp, it was a bit weaker at least than the Street was expecting. And I also -- we also realized that cloud revenue for the same amount of business booked will be a lot less than the equivalent license revenue in the quarter. But does this mean we're seeing a move with stronger momentum to the cloud this quarter than we've -- we have seen? And I guess just -- just to clarify, given your guidance for the second quarter, you said you're maintaining your longer-term stuff, but I just want to clarify, are you maintaining your constant-currency organic cloud guidance for the year? Safra Catz -- Chief Executive Officer Yes. OK, let me start with yes. And as I want to remind you -- of course, as I want to remind you, 29% of bigger numbers is more, OK? So, you know, last year, we were smaller, and this year, we -- we continue to plan on doing the 20% percent, maybe better. All of it is dependent on us getting our data centers filled up and built out as fast as possible. The level of demand we have is stunning. Stunning is the only word I can use. And I don't want to get, you know, over -- overly exuberant simply because we do have to continue to build out our systems, etc. And so, yes, a very strong momentum to the cloud. And again, the focus, we told you, we're bringing our customers to the cloud, and that's going to have us focusing on growing that and stronger momentum there.'

Endschuldige dieser war von August 2023: bevor Earningscall

https://www.marketwatch.com/story/oracles-stock-wins-an-upgrade-as-wall-street-may-be-underestimating-its-ai-advantage-402a21b0?mod=mw_quote_news

Die Leute sind verrückt. Ich habe viel angekauft. Kommt morgen in Ordnung.

Nach dem run war schon sehr viel eingepreist. Zahlen ordentlich aber viele hatten wohl mit mehr gerechnet

Komisch

Oracle Q1 24 Earnings: - Adj EPS: $1.19 (est $1.15) - Adj Revenue: $12.5B (est $12.47B) - Cloud Revenue: $4.6B - Cloud Services & License Support Revenue: $9.55B, +13 (Y/Y) - Cloud Infrastructure Revenue: $1.5B - Operating cash flow: $7.0b, +9% - Free cash flow: $5.7b, +21% - Dividend: $0.40/share https://pbs.twimg.com/media/F5xVgmOW0AAZsep?format=jpg Eigentlich gut, geht trotzdem erstmal abwärts

💭 gehe von schlechten Zahlen aus 🔴 bin short

Aloha..dann schauen wir mal was heute abend an zahlen präsentiert wird 🍀

Stop Order auf 111,00€ gesetzt.

Wird mir persönlich zu heiß nach diesem Anstieg. Sehe nicht wie Oracle in sein KGV aktuell von über 40 reinwachsen soll.

Es gibt noch die Oracle Japan. Bin dort allerdings investiert. Finde dennoch, sie hat luft nach oben.