--- title: "Oracle’s Earnings Call Highlights Cloud and AI Growth" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/269447536.md" description: "Oracle's Q2 earnings call highlighted significant growth in cloud and AI sectors, with cloud revenue up 33% to $8 billion and a 66% rise in cloud infrastructure revenue. The company reported a record $523.3 billion in remaining performance obligations, driven by contracts with Meta and NVIDIA. Despite a negative free cash flow of $10 billion, Oracle remains optimistic, projecting strong future growth in cloud revenue and AI infrastructure." datetime: "2025-12-12T00:03:57.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/269447536.md) - [en](https://longbridge.com/en/news/269447536.md) - [zh-HK](https://longbridge.com/zh-HK/news/269447536.md) --- > 支持的语言: [English](https://longbridge.com/en/news/269447536.md) | [繁體中文](https://longbridge.com/zh-HK/news/269447536.md) # Oracle’s Earnings Call Highlights Cloud and AI Growth Oracle Corporation ((ORCL)) has held its Q2 earnings call. Read on for the main highlights of the call. ### TipRanks Cyber Monday Sale - Claim 60% off TipRanks Premium for data-backed insights and research tools you need to invest with confidence. - Subscribe to TipRanks' Smart Investor Picks and see our data in action through our high-performing model portfolio - now also 60% off Oracle’s recent earnings call painted a picture of robust growth and strategic advancements, particularly in the cloud and AI sectors. The sentiment was largely positive, with significant achievements overshadowing the challenges. The company reported impressive growth in cloud revenue, expansion in data center capacity, and notable progress in AI integration, although it faces hurdles with negative free cash flow and the capital-intensive nature of its AI infrastructure. ## Significant Growth in Cloud Revenue Oracle’s cloud revenue surged by 33%, reaching $8 billion, with cloud infrastructure revenue up by an impressive 66%. The company also reported a remarkable 177% increase in GPU-related revenue and a 30% rise in cloud database services revenue, underscoring its strong foothold in the cloud market. ## Record Remaining Performance Obligations (RPO) The quarter ended with Oracle’s RPO at a record $523.3 billion, marking a 433% increase from the previous year. This growth was fueled by significant contracts with major players like Meta and NVIDIA. The RPO expected to be recognized in the next twelve months grew by 40% year over year, indicating a strong pipeline of future revenue. ## Strong Performance in Cloud Applications Oracle’s cloud applications revenue reached $3.9 billion, reflecting an 11% increase. Key components of this growth included a 17% rise in Fusion ERP, an 18% increase in Fusion SCM, and a 14% growth in Fusion HCM, showcasing the company’s strength in enterprise applications. ## Expansion of Data Center Capacity Oracle continues to expand its data center capacity, operating 147 live customer-facing regions with plans for 64 more. The company delivered 50% more GPU capacity this quarter than in Q1, highlighting its commitment to supporting growing cloud and AI demands. ## AI Integration and Innovation Oracle is making significant strides in AI integration, with its AI database and data platform enabling advanced AI models to perform multistep reasoning on enterprise data while ensuring privacy and security. This positions Oracle as a leader in AI-driven enterprise solutions. ## Negative Free Cash Flow Despite the positive growth metrics, Oracle reported a negative free cash flow of $10 billion, with capital expenditures at $12 billion. This reflects the company’s substantial investments in expanding its data center infrastructure. ## Capital-Intensive AI Infrastructure Oracle’s AI infrastructure growth is proving to be more capital-intensive than previous ventures, presenting challenges in funding and managing cash flows. However, the company remains committed to its strategic focus on AI, viewing it as a critical area for future growth. ## Forward-Looking Guidance Oracle’s forward-looking guidance remains optimistic, with expectations of continued strong growth. The company projects total cloud revenue growth of 37% to 41% in constant currency for Q3, with total revenue growth anticipated to range from 16% to 18%. Oracle also forecasts non-GAAP EPS growth between 12% to 14% in constant currency, emphasizing its strategic focus on AI infrastructure and expansion plans. In conclusion, Oracle’s earnings call reflects a positive outlook, driven by substantial growth in cloud and AI sectors. While challenges like negative cash flow and capital-intensive infrastructure persist, the company’s strategic initiatives and robust performance metrics suggest a promising future. ### 相关股票 - [Oracle (ORCL.US)](https://longbridge.com/zh-CN/quote/ORCL.US.md) ## 相关资讯与研究 - [MyDIGITAL, Oracle to train 300,000 Malaysians in AI skills](https://longbridge.com/zh-CN/news/281611528.md) - [Oracle Targets Restaurant Industry With New AI Back Office Solution](https://longbridge.com/zh-CN/news/281171606.md) - [Oracle Data Center Nears $16 Billion in Financing](https://longbridge.com/zh-CN/news/281408478.md) - [Clearing Way for AI Strategy, Oracle Starts Thousands of Layoffs, Shares Get a Boost](https://longbridge.com/zh-CN/news/281342228.md) - [Oracle Unveils AI Data Platform for US Federal Government | ORCL Stock News](https://longbridge.com/zh-CN/news/281182262.md)