{"id":19627,"date":"2025-12-11T17:44:01","date_gmt":"2025-12-11T10:44:01","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=19627"},"modified":"2025-12-11T17:44:01","modified_gmt":"2025-12-11T10:44:01","slug":"oracle-meleset-dari-target-wall-street-capex-ai-naik-tajam-us15-miliar","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/saham-as\/oracle-meleset-dari-target-wall-street-capex-ai-naik-tajam-us15-miliar-19627\/","title":{"rendered":"Oracle Meleset dari Target Wall Street, Capex AI Naik Tajam US$15 Miliar"},"content":{"rendered":"<p><span style=\"font-weight: 400\">Oracle Corp., raksasa perangkat lunak dan cloud asal Amerika Serikat, kembali menjadi sorotan pasar global setelah ramalannya gagal memenuhi ekspektasi analis Wall Street, sementara belanja modal (capex) melonjak tajam hingga US$15 miliar lebih tinggi dari proyeksi sebelumnya \u2014 sebuah sinyal kuat bahwa strategi <\/span><i><span style=\"font-weight: 400\">AI Cloud<\/span><\/i><span style=\"font-weight: 400\"> masih menghadapi ujian profitabilitas.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Pasar bereaksi cepat: harga saham Oracle terjun lebih dari 10% dalam perdagangan setelah jam pasar (after-hours), mencerminkan kekecewaan investor terhadap pertumbuhan pendapatan yang lebih lambat dan kekhawatiran akan beban investasi yang membengkak<\/span><\/p>\n<p><strong>Angka Utama: Forecast &amp; Realisasi yang Mengecewakan<\/strong><\/p>\n<p><span style=\"font-weight: 400\">Oracle mengatakan bahwa untuk kuartal fiskal ketiga, laba disesuaikan diperkirakan berada di kisaran US$1,64 \u2013 US$1,68 per saham, di bawah konsensus analis yang sebesar US$1,72 per saham. Proyeksi pertumbuhan pendapatan 16 \u2013 18% juga gagal mencapai estimasi pasar 19,4%.<\/span><a href=\"https:\/\/uk.finance.yahoo.com\/news\/oracle-reports-higher-quarterly-remaining-211416627.html\/?utm_source=chatgpt.com\"><span style=\"font-weight: 400\">\u00a0<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400\">Selain itu, metrik <\/span><i><span style=\"font-weight: 400\">cloud sales<\/span><\/i><span style=\"font-weight: 400\"> \u2014 yang menjadi indikator utama seberapa serius Oracle memenangkan kontrak dari perusahaan yang mengembangkan kecerdasan buatan \u2014 juga di bawah target analis.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Intinya: pertumbuhan masih positif, tetapi tidak cukup cepat untuk memuaskan pasar yang haus hasil kuat dari sektor cloud &amp; AI.<\/span><\/p>\n<p><strong>Capex Melonjak \u2013 Siapa yang Bayar?<\/strong><\/p>\n<p><span style=\"font-weight: 400\">Bagian paling sensasional dari laporan ini adalah kenaikan capex untuk tahun fiskal 2026 sebesar US$15 miliar, jauh di atas angka US$35 miliar yang diprediksi pada panggilan laba sebelumnya. <\/span><span style=\"font-weight: 400\">Ini menunjukkan dua hal penting:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Oracle masih agresif membangun pusat data dan infrastruktur AI, terutama untuk memenuhi kontrak besar seperti dengan OpenAI.<\/span><a href=\"https:\/\/www.reuters.com\/business\/retail-consumer\/oracle-reports-higher-quarterly-remaining-performance-obligations-2025-12-10\/?utm_source=chatgpt.com\"><span style=\"font-weight: 400\">\u00a0<\/span><\/a><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Namun, kecepatan transformasi itu belum sebanding dengan arus kas yang dihasilkan saat ini, sehingga investor mempertanyakan bagaimana perusahaan akan mendukung ekspansi tanpa merusak neraca.<\/span><\/li>\n<\/ul>\n<p><strong>Kontrak Masa Depan: Backlog Naik Tapi Tak Sesuai Harapan<\/strong><\/p>\n<p><span style=\"font-weight: 400\">Oracle melaporkan $523 miliar dalam future contracts (remaining performance obligations) \u2014 naik hampir 15% dari $455 miliar sebelumnya. Namun angka ini tetap lebih rendah dari ekspektasi analis sebesar $526 miliar, yang berarti backlog belum cukup meyakinkan untuk menenangkan kekhawatiran pasar.<\/span><a href=\"https:\/\/www.thestar.com.my\/tech\/tech-news\/2025\/12\/11\/oracle-reports-higher-quarterly-remaining-performance-obligations?utm_source=chatgpt.com\"><span style=\"font-weight: 400\">\u00a0<\/span><\/a><\/p>\n<p><i><span style=\"font-weight: 400\">Backlog<\/span><\/i><span style=\"font-weight: 400\"> yang naik menandakan permintaan tetap kuat, tetapi ekspektasi pasar terlalu tinggi, menciptakan celah psikologis yang memukul saham Oracle.<\/span><\/p>\n<p><strong>Opini Analis: AI Tidak Selalu Emas<\/strong><\/p>\n<p><span style=\"font-weight: 400\">Pakar pasar memperingatkan bahwa optimisme AI yang mengangkat harga saham Oracle di September kini tertahan realitas biaya:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Belanja besar untuk pusat data<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Ketidakjelasan pembiayaan investasi<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Profitabilitas yang belum tumbuh secepat kontrak yang ditandatangani<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Jacob Bourne dari eMarketer bahkan menyatakan bahwa investor yang sudah berhati-hati kini semakin khawatir terhadap kesepakatan Oracle dengan OpenAI dan besarnya belanja AI.<\/span><\/p>\n<p><strong>Strategi Teknologi: Dari Chips hingga Model Pendanaan Baru<\/strong><\/p>\n<p><span style=\"font-weight: 400\">Dalam panggilan dengan analis, CEO Oracle Clay Magouyrk mengakui tantangan pendanaan kapex dan memaparkan ide-ide baru seperti:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Pelanggan membawa sendiri chip mereka ke pusat data<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Vendor menyewakan kapasitas daripada menjualnya outright<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Strategi ini menunjukkan bahwa Oracle sadar beberapa model tradisional sudah tak cukup dalam era transformasi cloud\/AI.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Sementara itu, Chairman Larry Ellison menyatakan Oracle akan netral terhadap pemilihan chip, menandai pergeseran dari investasi internal desain chip ke fokus pada kompatibilitas pelanggan dengan Nvidia dan vendor lain.<\/span><\/p>\n<p><strong>Dampak Ke Pasar Lebih Luas<\/strong><\/p>\n<p><span style=\"font-weight: 400\">Reaksi pasar terhadap Oracle tidak berdiri sendiri. Kekecewaan pada saham ini ikut <\/span><i><span style=\"font-weight: 400\">menekan sentimen<\/span><\/i><span style=\"font-weight: 400\"> terhadap sektor teknologi lebih luas, terutama perusahaan yang memperjuangkan investasi besar di AI sebagai mesin pertumbuhan masa depan.<\/span> <span style=\"font-weight: 400\">Investor kini bertanya:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Apakah AI cloud masih menjadi <\/span><i><span style=\"font-weight: 400\">profit engine<\/span><\/i><span style=\"font-weight: 400\">?<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Berapa lama perusahaan seperti Oracle bisa membakar modal besar tanpa tekanan margin?<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Apakah ini tanda gelembung AI mulai deflasi?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\"><strong>Kesimpulan:<\/strong> AI Cloud Masih Menjanjikan, Tapi Jalan Menuju Profit Belum Mulus Cerita Oracle kali ini memberi pelajaran penting bagi pelaku pasar dan investor:<\/span><\/p>\n<p><span style=\"font-weight: 400\">\u2705 Permintaan AI &amp; cloud tetap besar<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\"> \u274c Profitabilitas belum mengikuti ekspektasi<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\"> \u274c Capex tinggi menimbulkan kekhawatiran finansial<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\"> \u2753 Model bisnis AI data center masih dalam evolusi<\/span><\/p>\n<p><span style=\"font-weight: 400\">Oracle mungkin sedang di <\/span><i><span style=\"font-weight: 400\">\u201cujung tombak revolusi AI cloud\u201d<\/span><\/i><span style=\"font-weight: 400\">, tetapi pasar kini menilai bahwa semua investasi fantastis itu harus dibuktikan dengan angka profit yang nyata.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Oracle kembali membuat pasar gelisah setelah proyeksi pendapatan dan laba meleset dari estimasi analis, sementara belanja modal AI membengkak US$15 miliar. Saham jatuh 10% dan investor mempertanyakan keberlanjutan strategi cloud Oracle. <\/p>\n","protected":false},"author":33,"featured_media":19628,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[370,205],"class_list":["post-19627","post","type-post","status-publish","format-standard","has-post-thumbnail","category-saham-as","tag-oracle","tag-wall-street"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Oracle kembali membuat pasar gelisah setelah proyeksi pendapatan dan laba meleset dari estimasi analis, sementara belanja modal AI membengkak US$15 miliar. 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