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美股異動 | 甲骨文(ORCL.US)盤前漲1.52% Q1雲業務增長45% 預計Q2增速加快
格隆匯 09-13 16:14
格隆匯9月13日丨甲骨文(ORCL.US)盤前漲1.52%,報78.25美元。該公司今日發佈2023財年第一財季業績,營收增長17.7%至114.5億美元,符合市場預期,剔除匯率波動則同比增長23%;其中雲業務營收增長45%至36億美元,剔除匯率波動則增長50%;Cerner營收為14億美元,高於預期的13.6億美元;調整後經營利潤增長3%至45億美元,剔除匯率波動則增長10%;調整後每股盈餘1.03美元,低於市場預期的1.07美元。公司CEO Safra Catz説:“隨着我們開發全新的醫療雲服務套件,我們預計Cerner在未來幾個季度會做得更好。”(注:Cerner是醫院和醫療系統中使用的數字信息系統的領先提供商,甲骨文於今年6月8日完成對Cerner的收購。)Catz預計第二財季營收為119-121億美元,市場預期為121億美元;預計雲業務的營收將增長46-50%;預計調整後每股盈餘為1.16-1.2美元,市場預期為1.27美元;預計剔除匯率波動後每股盈餘為1.2至-1.27美元。Catz還預計2023財年雲業務將有超過30%的增速;預計雲業務的有機收入增長將在23財年加速;Cerner的業務將在第二財季和全財年增加公司利潤。

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