2026 Q3 -tulosraportti
4 päivää sitten
‧45 min
0,50 USD/osake
Irtoamispäivä 9.4.
1,26%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 16.6. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 10.3. | ||
2026 Q2 -tulosraportti 10.12.2025 | ||
Vuosittainen yhtiökokous 2025 18.11.2025 | ||
2026 Q1 -tulosraportti 9.9.2025 | ||
2025 Q4 -tulosraportti 11.6.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenWhat a boost!
·2 päivää sittenFirst (bought myself before the earnings call, but will sell out at an opportune time): Oracle is fundamentally a Software as a Service (SaaS) provider with its own proprietary database as its foundation. Now they are trying to transform into a hyperscaler on par with AWS, Google and Azure to deliver AI. To achieve this, the company has taken on extreme amounts of debt and is building out data centers. From a technical perspective, this is probably being done because the Oracle database does not function optimally as an AI-backend. Their solution seems to be to push in quantities of AI agents to make the transition easier for users. Oracle has allied itself with Trump folk, the Stargate project, Softbank and OpenAI. The problem is that several of these partners, especially OpenAI, are themselves overleveraged and losing market share to Google. (Softbank has gone down nearly 20% and seems to lack financial strength for the venture) Furthermore, Oracle has currently primarily built out for H200 chips where water cooling has been optional. For M300 GPUs, which the Irishman, for example, has bought, water cooling is required. Even though the new ruby GPUs promise 10 times performance, they also require enormous amounts of power and compute. The biggest obstacle, however, is the power supply. None of these new facilities currently have sufficient power. New legislation now requires data centers themselves to provide their own power supply. Add an acute shortage of skilled personnel like electricians to build out this infrastructure, and we see an extreme cost increase. It seems Oracle's strategy is to lock existing customers into its own software, make it more expensive to switch technology, and then use its own and others' AI solutions to generate revenue from customers' internal data. H200 has a lifespan of well over 2-3 years and must be replaced soon, H300s are expensive and difficult to obtain. H300 promises up to 10x performance, but the price is extremely expensive, and delivery times are already extending far into 2027 due to a lack of HBM memory. So then AMD and Google stand with CUDA as alternatives. AMD is betting on ROCm as an open alternative to Nvidia's closed CUDA ecosystem. If companies like OpenAI or Meta decide to move away from CUDA, Oracle's Nvidia-heavy data centers lose much of their value. And then we have the problem with the US Cloud Act, which states that companies must share data from an American provider, even if it is stored abroad. The EU Sovereign Cloud has been created as a counterweight and requires that hyperscalers are operated by companies in Europe and by European personnel. Google and Microsoft are so rich that they can circumvent this by establishing local companies, something Oracle cannot do. So, in summary; Pressure on margins: proprietary SaaS to proprietary AI solutions that are cheaper (today the margins are 70-80). Pressure on margins Uses 75% of revenue for investments. (capex), Pressure on future revenues: 533 billion signed in contracts, but if Nvidia/OpenAI encounter problems, customers can withdraw and bet on AMD and CUDA. Debt: 124 billion ++ dollars in debt. 20 billion dollars in cash. = Risky investment
·1 päivä sittenHmm - I'm currently leaning most towards Bank of America and 300 :-). https://www.tipranks.com/news/its-just-the-beginning-bank-of-america-says-oracle-stock-orcl-could-hit-300 Bought 27/3 and 4/3 - GAK 146.87. But if OpenAI clearly fails, then it's bad - but before it gets that far, we have been well above the current level, if the next 3-4 quarters confirm the progress. Many woes are factored into the price drop from 350 in Sept'2025
·3 päivää sittenOracle exceeds expectations in latest financial report: "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have recently strengthened their financial positions quite substantially. These market dynamics enable Oracle to comfortably meet and likely exceed our revenue growth rate forecast for FY27 and beyond. AI models for generating computer code have become so efficient that we have been restructuring our product development teams into smaller, more agile and productive groups. This new AI Code Generation technology is enabling us to build more software in less time with fewer people. Oracle is now building more SaaS applications for more industries at a lower cost. AI code generation is making our SaaS application suites more competitive and more profitable."
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q3 -tulosraportti
4 päivää sitten
‧45 min
0,50 USD/osake
Irtoamispäivä 9.4.
1,26%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenWhat a boost!
- ·2 päivää sittenFirst (bought myself before the earnings call, but will sell out at an opportune time): Oracle is fundamentally a Software as a Service (SaaS) provider with its own proprietary database as its foundation. Now they are trying to transform into a hyperscaler on par with AWS, Google and Azure to deliver AI. To achieve this, the company has taken on extreme amounts of debt and is building out data centers. From a technical perspective, this is probably being done because the Oracle database does not function optimally as an AI-backend. Their solution seems to be to push in quantities of AI agents to make the transition easier for users. Oracle has allied itself with Trump folk, the Stargate project, Softbank and OpenAI. The problem is that several of these partners, especially OpenAI, are themselves overleveraged and losing market share to Google. (Softbank has gone down nearly 20% and seems to lack financial strength for the venture) Furthermore, Oracle has currently primarily built out for H200 chips where water cooling has been optional. For M300 GPUs, which the Irishman, for example, has bought, water cooling is required. Even though the new ruby GPUs promise 10 times performance, they also require enormous amounts of power and compute. The biggest obstacle, however, is the power supply. None of these new facilities currently have sufficient power. New legislation now requires data centers themselves to provide their own power supply. Add an acute shortage of skilled personnel like electricians to build out this infrastructure, and we see an extreme cost increase. It seems Oracle's strategy is to lock existing customers into its own software, make it more expensive to switch technology, and then use its own and others' AI solutions to generate revenue from customers' internal data. H200 has a lifespan of well over 2-3 years and must be replaced soon, H300s are expensive and difficult to obtain. H300 promises up to 10x performance, but the price is extremely expensive, and delivery times are already extending far into 2027 due to a lack of HBM memory. So then AMD and Google stand with CUDA as alternatives. AMD is betting on ROCm as an open alternative to Nvidia's closed CUDA ecosystem. If companies like OpenAI or Meta decide to move away from CUDA, Oracle's Nvidia-heavy data centers lose much of their value. And then we have the problem with the US Cloud Act, which states that companies must share data from an American provider, even if it is stored abroad. The EU Sovereign Cloud has been created as a counterweight and requires that hyperscalers are operated by companies in Europe and by European personnel. Google and Microsoft are so rich that they can circumvent this by establishing local companies, something Oracle cannot do. So, in summary; Pressure on margins: proprietary SaaS to proprietary AI solutions that are cheaper (today the margins are 70-80). Pressure on margins Uses 75% of revenue for investments. (capex), Pressure on future revenues: 533 billion signed in contracts, but if Nvidia/OpenAI encounter problems, customers can withdraw and bet on AMD and CUDA. Debt: 124 billion ++ dollars in debt. 20 billion dollars in cash. = Risky investment·1 päivä sittenHmm - I'm currently leaning most towards Bank of America and 300 :-). https://www.tipranks.com/news/its-just-the-beginning-bank-of-america-says-oracle-stock-orcl-could-hit-300 Bought 27/3 and 4/3 - GAK 146.87. But if OpenAI clearly fails, then it's bad - but before it gets that far, we have been well above the current level, if the next 3-4 quarters confirm the progress. Many woes are factored into the price drop from 350 in Sept'2025
- ·3 päivää sittenOracle exceeds expectations in latest financial report: "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have recently strengthened their financial positions quite substantially. These market dynamics enable Oracle to comfortably meet and likely exceed our revenue growth rate forecast for FY27 and beyond. AI models for generating computer code have become so efficient that we have been restructuring our product development teams into smaller, more agile and productive groups. This new AI Code Generation technology is enabling us to build more software in less time with fewer people. Oracle is now building more SaaS applications for more industries at a lower cost. AI code generation is making our SaaS application suites more competitive and more profitable."
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 16.6. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 10.3. | ||
2026 Q2 -tulosraportti 10.12.2025 | ||
Vuosittainen yhtiökokous 2025 18.11.2025 | ||
2026 Q1 -tulosraportti 9.9.2025 | ||
2025 Q4 -tulosraportti 11.6.2025 |
2026 Q3 -tulosraportti
4 päivää sitten
‧45 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 16.6. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 10.3. | ||
2026 Q2 -tulosraportti 10.12.2025 | ||
Vuosittainen yhtiökokous 2025 18.11.2025 | ||
2026 Q1 -tulosraportti 9.9.2025 | ||
2025 Q4 -tulosraportti 11.6.2025 |
0,50 USD/osake
Irtoamispäivä 9.4.
1,26%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenWhat a boost!
- ·2 päivää sittenFirst (bought myself before the earnings call, but will sell out at an opportune time): Oracle is fundamentally a Software as a Service (SaaS) provider with its own proprietary database as its foundation. Now they are trying to transform into a hyperscaler on par with AWS, Google and Azure to deliver AI. To achieve this, the company has taken on extreme amounts of debt and is building out data centers. From a technical perspective, this is probably being done because the Oracle database does not function optimally as an AI-backend. Their solution seems to be to push in quantities of AI agents to make the transition easier for users. Oracle has allied itself with Trump folk, the Stargate project, Softbank and OpenAI. The problem is that several of these partners, especially OpenAI, are themselves overleveraged and losing market share to Google. (Softbank has gone down nearly 20% and seems to lack financial strength for the venture) Furthermore, Oracle has currently primarily built out for H200 chips where water cooling has been optional. For M300 GPUs, which the Irishman, for example, has bought, water cooling is required. Even though the new ruby GPUs promise 10 times performance, they also require enormous amounts of power and compute. The biggest obstacle, however, is the power supply. None of these new facilities currently have sufficient power. New legislation now requires data centers themselves to provide their own power supply. Add an acute shortage of skilled personnel like electricians to build out this infrastructure, and we see an extreme cost increase. It seems Oracle's strategy is to lock existing customers into its own software, make it more expensive to switch technology, and then use its own and others' AI solutions to generate revenue from customers' internal data. H200 has a lifespan of well over 2-3 years and must be replaced soon, H300s are expensive and difficult to obtain. H300 promises up to 10x performance, but the price is extremely expensive, and delivery times are already extending far into 2027 due to a lack of HBM memory. So then AMD and Google stand with CUDA as alternatives. AMD is betting on ROCm as an open alternative to Nvidia's closed CUDA ecosystem. If companies like OpenAI or Meta decide to move away from CUDA, Oracle's Nvidia-heavy data centers lose much of their value. And then we have the problem with the US Cloud Act, which states that companies must share data from an American provider, even if it is stored abroad. The EU Sovereign Cloud has been created as a counterweight and requires that hyperscalers are operated by companies in Europe and by European personnel. Google and Microsoft are so rich that they can circumvent this by establishing local companies, something Oracle cannot do. So, in summary; Pressure on margins: proprietary SaaS to proprietary AI solutions that are cheaper (today the margins are 70-80). Pressure on margins Uses 75% of revenue for investments. (capex), Pressure on future revenues: 533 billion signed in contracts, but if Nvidia/OpenAI encounter problems, customers can withdraw and bet on AMD and CUDA. Debt: 124 billion ++ dollars in debt. 20 billion dollars in cash. = Risky investment·1 päivä sittenHmm - I'm currently leaning most towards Bank of America and 300 :-). https://www.tipranks.com/news/its-just-the-beginning-bank-of-america-says-oracle-stock-orcl-could-hit-300 Bought 27/3 and 4/3 - GAK 146.87. But if OpenAI clearly fails, then it's bad - but before it gets that far, we have been well above the current level, if the next 3-4 quarters confirm the progress. Many woes are factored into the price drop from 350 in Sept'2025
- ·3 päivää sittenOracle exceeds expectations in latest financial report: "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have recently strengthened their financial positions quite substantially. These market dynamics enable Oracle to comfortably meet and likely exceed our revenue growth rate forecast for FY27 and beyond. AI models for generating computer code have become so efficient that we have been restructuring our product development teams into smaller, more agile and productive groups. This new AI Code Generation technology is enabling us to build more software in less time with fewer people. Oracle is now building more SaaS applications for more industries at a lower cost. AI code generation is making our SaaS application suites more competitive and more profitable."
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt