甲骨文将将重组成本增加5亿美元;花旗对结果和指导感到放心

2026-03-12 20:10

In conjunction with its strong quarterly results and outlook, Oracle (ORCL) disclosed that it will spend $2.1B on restructuring costs in fiscal 2026, $500M more than previously stated.
The IT giant said in a filing with the Securities and Exchange Commission that the total estimated restructuring costs will be $2.1B. Additionally, it has already recorded $156M and $982M of restructuring costs in connection with the plan for the three and nine months ended Feb. 28, respectively. In December, Oracle estimated its total restructuring costs would be $1.6B.
Oracle is implementing the layoffs, which are impacting thousands of employees, due in part to its immense spending on expanding data center capacity for artificial intelligence.
Separately, Citi analysts said on Thursday that the quarterly results were “reassuring” and helped “refute ongoing concerns around financing/data center delays.” As such, the firm reiterated its Buy rating on Oracle and raised its price target to $320 from $310.

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