{"id":25274,"date":"2026-09-11T09:48:33","date_gmt":"2026-09-11T02:48:33","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=25274"},"modified":"2026-09-11T09:48:33","modified_gmt":"2026-09-11T02:48:33","slug":"oracle-cloud-naik-kekhawatiran-capex-mereda","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/berita\/oracle-cloud-naik-kekhawatiran-capex-mereda-25274\/","title":{"rendered":"Oracle Cloud Melesat 121%, Kekhawatiran Capex Mereda"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Investasi besar-besaran <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=ORCL&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DORCL\"><span style=\"font-weight: 400;\">Oracle (ORCL)<\/span><\/a><span style=\"font-weight: 400;\"> pada infrastruktur <em>artificial intelligence<\/em> mulai menunjukkan hasil yang lebih konkret.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bisnis <\/span><i><span style=\"font-weight: 400;\">cloud infrastructure<\/span><\/i><span style=\"font-weight: 400;\"> perusahaan tumbuh tiga digit pada kuartal pertama fiskal, sementara kontrak AI baru terus menambah <em>backlog<\/em> yang sudah mencapai ratusan miliar dolar.<\/span><span style=\"font-weight: 400;\"> Pada saat bersamaan, arus kas keluar ternyata tidak sebesar yang dikhawatirkan Wall Street.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kombinasi tersebut menjadi penting bagi Oracle. Dalam beberapa bulan terakhir, investor bukan mempertanyakan besarnya permintaan AI yang datang, melainkan berapa banyak modal yang harus dikeluarkan Oracle untuk memenuhi permintaan tersebut dan seberapa cepat investasi itu dapat berubah menjadi pendapatan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hasil terbaru mulai memberikan jawaban. Saham ORCL naik sekitar 4% dalam perdagangan setelah jam bursa setelah sebelumnya ditutup di US$152,94.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_87 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Daftar Isi <\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/berita\/oracle-cloud-naik-kekhawatiran-capex-mereda-25274\/#Oracle_Cloud_Tumbuh_121_Pendapatan_Tembus_US193_Miliar\" >Oracle Cloud Tumbuh 121%, Pendapatan Tembus US$19,3 Miliar\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/berita\/oracle-cloud-naik-kekhawatiran-capex-mereda-25274\/#Backlog_Membesar_Tanpa_Seluruh_Beban_Ditanggung_Oracle\" >Backlog Membesar Tanpa Seluruh Beban Ditanggung Oracle\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nanovest.io/blog\/berita\/oracle-cloud-naik-kekhawatiran-capex-mereda-25274\/#ORCL_Rebound_Tapi_Eksekusi_Data_Center_Tetap_Jadi_Ujian\" >ORCL Rebound, Tapi Eksekusi Data Center Tetap Jadi Ujian<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Oracle_Cloud_Tumbuh_121_Pendapatan_Tembus_US193_Miliar\"><\/span><b>Oracle Cloud Tumbuh 121%, Pendapatan Tembus US$19,3 Miliar\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Oracle Cloud Infrastructure menjadi salah satu sorotan terbesar pada laporan kali ini. Pendapatan bisnis tersebut melonjak 121% menjadi US$7,4 miliar, lebih tinggi dari estimasi rata-rata analis sebesar US$7,19 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pertumbuhan itu membantu mendorong total pendapatan kuartal pertama fiskal naik 30% menjadi US$19,3 miliar, sedikit melampaui konsensus US$19,14 miliar. Laba disesuaikan mencapai US$1,92 per saham, juga berada di atas perkiraan sekitar US$1,74-US$1,75.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kinerja tersebut menunjukkan bagaimana Oracle semakin bergeser dari perusahaan yang identik dengan <\/span><i><span style=\"font-weight: 400;\">software database <\/span><\/i><span style=\"font-weight: 400;\">menjadi salah satu penyedia infrastruktur komputasi untuk <\/span><i><span style=\"font-weight: 400;\">workload <\/span><\/i><span style=\"font-weight: 400;\">AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perusahaan terus membangun kapasitas data center untuk OpenAI dan pelanggan lainnya. <\/span><span style=\"font-weight: 400;\">Dalam satu kuartal terakhir saja, Oracle mengatakan telah menambahkan sekitar 850 megawatt kapasitas <\/span><i><span style=\"font-weight: 400;\">data center<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ekspansi tersebut ikut membantu Oracle mengamankan lebih banyak kontrak. <\/span><span style=\"font-weight: 400;\">Perusahaan mencatat tambahan kontrak cloud AI senilai lebih dari US$30 miliar, membawa <\/span><i><span style=\"font-weight: 400;\">remaining performance obligations <\/span><\/i><span style=\"font-weight: 400;\">atau nilai kontrak yang belum diakui sebagai pendapatan menjadi US$664 miliar.<\/span><span style=\"font-weight: 400;\"> Angka itu melampaui perkiraan analis sekitar US$639,89 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Oracle memperkirakan sekitar 50% dari <\/span><i><span style=\"font-weight: 400;\">backlog <\/span><\/i><span style=\"font-weight: 400;\">tersebut akan dikonversi menjadi pendapatan dalam 36 bulan ke depan, memberikan visibilitas yang lebih jelas terhadap potensi pertumbuhan bisnis <\/span><i><span style=\"font-weight: 400;\">cloud <\/span><\/i><span style=\"font-weight: 400;\">beberapa tahun mendatang.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Backlog_Membesar_Tanpa_Seluruh_Beban_Ditanggung_Oracle\"><\/span><b>Backlog Membesar Tanpa Seluruh Beban Ditanggung Oracle\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Besarnya backlog sebelumnya juga menjadi sumber kekhawatiran. Untuk memenuhi kontrak AI bernilai besar, Oracle membutuhkan data center, chip, jaringan, listrik, dan infrastruktur lain yang membutuhkan investasi besar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, laporan terbaru menunjukkan model pembiayaan yang lebih ringan dibandingkan asumsi sebagian investor.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Oracle mencatat belanja modal atau capex sebesar US$28,50 miliar pada kuartal tersebut. Dari jumlah itu, sekitar US$11,36 miliar ditutupi oleh pembayaran di muka pelanggan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perusahaan juga menjelaskan bahwa sebagian besar kontrak baru menggunakan mekanisme pembayaran di muka, pelanggan membawa <\/span><i><span style=\"font-weight: 400;\">hardware <\/span><\/i><span style=\"font-weight: 400;\">sendiri, atau struktur lain yang membuat Oracle tidak harus mengeluarkan tambahan modal besar untuk membeli chip.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hal ini memungkinkan Oracle mempertahankan rencana pengeluaran tahunannya di kisaran US$90 miliar hingga US$95 miliar, meskipun kontrak AI terus bertambah.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dampaknya mulai terlihat pada arus kas. <\/span><i><\/i><i><span style=\"font-weight: 400;\">Free cash flow<\/span><\/i><span style=\"font-weight: 400;\"> Oracle memang masih negatif US$5,40 miliar, tetapi angka tersebut jauh lebih baik dibandingkan ekspektasi negatif US$9,56 miliar.<\/span> <span style=\"font-weight: 400;\">Posisi itu juga membaik dibandingkan <\/span><i><span style=\"font-weight: 400;\">free cash flow<\/span><\/i><span style=\"font-weight: 400;\"> negatif US$11,48 miliar pada kuartal ketiga fiskal 2026.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perbaikan ini menjadi penting setelah tingginya capex sebelumnya menimbulkan kekhawatiran mengenai neraca Oracle. Pada Juli, S&amp;P Global bahkan menurunkan peringkat kredit perusahaan dengan menyoroti lemahnya arus kas dan meningkatnya risiko bisnis.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Oracle juga telah menyelesaikan program penjualan saham senilai US$20 miliar yang sebelumnya diumumkan dan dilakukan secara bertahap melalui pasar. Langkah pendanaan tersebut sempat mendapat perhatian investor menjelang laporan keuangan terbaru.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"ORCL_Rebound_Tapi_Eksekusi_Data_Center_Tetap_Jadi_Ujian\"><\/span><b>ORCL Rebound, Tapi Eksekusi Data Center Tetap Jadi Ujian<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Reaksi awal investor cukup positif. Saham Oracle naik sekitar 4% setelah jam perdagangan, setelah sebelumnya berada di bawah tekanan tajam akibat kekhawatiran mengenai kebutuhan pendanaan, biaya komponen, dan pembangunan data center.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tekanan tersebut cukup besar. Menurut Bloomberg, ORCL telah turun sekitar 38% dari level tertingginya pada 1 Juni, sementara Reuters mencatat saham turun hampir 25% sejak laporan earnings Juni dan lebih dari 21% sepanjang tahun sebelum hasil terbaru dirilis.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Investor sebelumnya juga menyoroti proyek Stargate, terutama setelah muncul laporan mengenai tantangan pembangunan infrastruktur AI terkait tenaga kerja, perizinan, dan ketersediaan listrik.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hasil kuartal ini belum menghilangkan risiko tersebut. <\/span><span style=\"font-weight: 400;\">Dengan capex tahunan US$90 miliar-US$95 miliar dan <\/span><i><span style=\"font-weight: 400;\">backlog <\/span><\/i><span style=\"font-weight: 400;\">US$664 miliar, kemampuan Oracle membangun kapasitas tepat waktu tetap menjadi faktor penting untuk mengubah kontrak menjadi pendapatan aktual.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, pertumbuhan OCI sebesar 121%, <\/span><i><span style=\"font-weight: 400;\">backlog <\/span><\/i><span style=\"font-weight: 400;\">yang lebih tinggi dari perkiraan, dan kebutuhan kas yang lebih terkendali memberikan bukti bahwa investasi AI Oracle mulai menghasilkan pertumbuhan yang terlihat dalam laporan keuangan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perusahaan bahkan menaikkan proyeksi laba disesuaikan tahun fiskal 2027 menjadi US$8,10 per saham dari US$8,05, sedikit di atas konsensus analis US$8,07. Oracle juga masih memperkirakan pendapatan tahunan setidaknya US$90 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dengan demikian, fokus investor berikutnya bukan lagi hanya seberapa besar kontrak AI yang bisa dikumpulkan Oracle. <\/span><span style=\"font-weight: 400;\">Kecepatan konversi <\/span><i><span style=\"font-weight: 400;\">backlog <\/span><\/i><span style=\"font-weight: 400;\">menjadi pendapatan, kebutuhan modal untuk membangun kapasitas, dan kemampuan menjaga arus kas akan menentukan apakah ekspansi AI ini dapat menghasilkan return yang sepadan dengan skalanya.<\/span><\/p>\n<div style=\"background: linear-gradient(135deg, #111827, #1F2937); padding: 24px; border-radius: 14px; margin: 28px 0; text-align: center; color: #ffffff;\">\n<p style=\"margin: 0 0 8px; font-size: 21px; line-height: 1.4; color: #ffffff;\"><strong>Pantau Oracle di Tengah Ledakan Permintaan AI<\/strong><\/p>\n<p style=\"max-width: 650px; margin: 0 auto 20px; font-size: 14px; line-height: 1.7; color: #e5e7eb;\">Pantau saham Oracle dan perusahaan teknologi AS lainnya melalui Nanovest. Ikuti juga perkembangan AI, cloud, earnings, dan sentimen Wall Street lewat News &amp; Artikel Tips Nanovest.<\/p>\n<div style=\"display: flex; flex-wrap: wrap; justify-content: center; gap: 10px;\">\n<p><a style=\"display: inline-flex; align-items: center; justify-content: center; padding: 11px 18px; border-radius: 8px; background: #7C3AED; color: #ffffff; font-size: 14px; font-weight: bold; text-decoration: none;\" href=\"https:\/\/nanovest.io\" target=\"_blank\" rel=\"noopener noreferrer\">Investasi di Nanovest<br \/>\n<\/a><\/p>\n<p><a style=\"display: inline-flex; align-items: center; justify-content: center; padding: 11px 18px; border-radius: 8px; background: #ffffff; color: #7c3aed; font-size: 14px; font-weight: bold; text-decoration: none;\" href=\"https:\/\/nanovest.io\/blog\/\" target=\"_blank\" rel=\"noopener noreferrer\">Baca News &amp; Artikel Tips \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<p style=\"max-width: 650px; margin: 16px auto 0; font-size: 11px; line-height: 1.55; color: #9ca3af;\">Investasi memiliki risiko. Lakukan riset mandiri dan pertimbangkan profil risiko sebelum mengambil keputusan investasi. Nanovest terdaftar dan diawasi oleh OJK.<span style=\"color: #333333; font-size: 14px;\">\u00a0<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Investasi besar-besaran Oracle (ORCL) pada infrastruktur artificial intelligence mulai menunjukkan hasil yang lebih konkret. Bisnis cloud infrastructure perusahaan tumbuh tiga digit pada kuartal pertama fiskal, sementara kontrak AI baru terus menambah backlog yang sudah mencapai ratusan miliar dolar. Pada saat bersamaan, arus kas keluar ternyata tidak sebesar yang dikhawatirkan Wall Street. Kombinasi tersebut menjadi penting<\/p>\n","protected":false},"author":35,"featured_media":25275,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[80,39],"tags":[74,370,28,52,29],"class_list":["post-25274","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berita","category-saham-as","tag-berita","tag-oracle","tag-saham-amerika","tag-saham-as","tag-us-stocks"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Oracle Cloud Infrastructure melonjak 121% menjadi US$7,4 miliar dan backlog mencapai US$664 miliar, sementara arus kas membaik. 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