KI: Oracle dank KI-Boom mit Rekordumsatz – Jahresziele angehoben

Frankfurt - Oracle, the US software giant, has announced a significant boost to its annual targets and record quarterly revenue due to its massive investments in artificial intelligence (AI) data centers. The surge in the cloud division has propelled the company ahead of its rival, SAP, and led to a surge in profits.

The company's cloud division is driving Oracle's success, with earnings and profits surging by around 30% over the past three months. The company's net income rose by 54% to 1.56 dollars per share, and its order book grew surprisingly sharply. Consequently, Oracle raised its annual targets on Thursday, expecting a net profit of 8.10 dollars per share for the fiscal year 2026/2027, up from 8.05 dollars, and a revenue of at least 90 billion dollars.

For the current quarter, Oracle anticipates a 30-34% increase in revenue and a profit of between 1.83 and 1.91 dollars per share. In the past three months, the company increased its revenue and operating profit by roughly 30% each to 19.3 billion and 8.2 billion dollars, respectively. The net result grew by 54% to 1.56 dollars per share, and the order book reached 664 billion dollars.

The news was well-received by investors, with Oracle shares jumping seven percent in after-hours trading on Wall Street. However, the company's growing debt had previously raised concerns among traders, as it now holds liabilities amounting to over 120 billion dollars. In the current fiscal year, Oracle plans to raise almost 40 billion dollars, with about half of the sum expected to come from the sale of new shares.