禁止TikTok,，受損失的不僅是網(wǎng)紅,，還有這家科技巨頭
彭博社
2024-06-27
潛在的TikTok禁令可能會(huì)給創(chuàng)作者和公司都帶來(lái)影響,。圖片來(lái)源：GETTY IMAGES
甲骨文（Oracle Corp）警告投資者,，潛在的TikTok禁令可能會(huì)損害其財(cái)務(wù)業(yè)績(jī)。
甲骨文周四在一份監(jiān)管文件中寫(xiě)道，美國(guó)總統(tǒng)喬·拜登（Joe Biden）4月簽署的法案“將使向TikTok提供互聯(lián)網(wǎng)托管服務(wù)成為非法行為”,，除非TikTok的中國(guó)母公司采取某些措施,。“如果我們無(wú)法向TikTok提供這些服務(wù),，并且不能及時(shí)重新部署這些容量,，我們的收入和利潤(rùn)將受到負(fù)面影響?！奔坠俏难a(bǔ)充說(shuō),，遵守新法案也可能增加開(kāi)支。
TikTok使用甲骨文的云基礎(chǔ)設(shè)施來(lái)存儲(chǔ)和處理美國(guó)用戶數(shù)據(jù),，許多華爾街分析師認(rèn)為,，TikTok是甲骨文（總部位于奧斯汀的公司）在這項(xiàng)受到密切關(guān)注的業(yè)務(wù)上最大客戶之一。道明考恩（TD Cowen）的分析師德里克·伍德（Derrick Wood）今年4月寫(xiě)道：“甲骨文可能會(huì)損失相當(dāng)一部分與托管TikTok大部分美國(guó)業(yè)務(wù)相關(guān)的收入,?！?/p>
Evercore ISI的分析師柯克·馬特內(nèi)（Kirk Materne）估計(jì)，甲骨文從這款熱門(mén)視頻應(yīng)用中獲得的年收入可能在4.8億至8億美元之間,。在截至5月31日的一年中,，該公司租用算力和存儲(chǔ)設(shè)備的部門(mén)創(chuàng)造了約69億美元的銷(xiāo)售額。在人工智能工作需求的推動(dòng)下,，云基礎(chǔ)設(shè)施業(yè)務(wù)不斷增長(zhǎng),，推動(dòng)甲骨文股價(jià)今年截至上周五收盤(pán)上漲了34%。
甲骨文沒(méi)有回應(yīng)置評(píng)請(qǐng)求,。
長(zhǎng)期以來(lái),，美國(guó)立法者一直擔(dān)心TikTok會(huì)對(duì)美國(guó)用戶構(gòu)成安全威脅。今年4月簽署的這項(xiàng)法案規(guī)定,，TikTok必須在270天內(nèi)找到買(mǎi)家,，否則將在美國(guó)被禁用，并有可能延長(zhǎng)期限,。
TikTok對(duì)這些擔(dān)憂進(jìn)行了反擊,，起訴要求推翻該法案。近年來(lái),，作為其辯護(hù)的一部分，TikTok援引其與甲骨文的合作,，將美國(guó)數(shù)據(jù)從其中國(guó)母公司字節(jié)跳動(dòng)（ByteDance Ltd.）封鎖,。這項(xiàng)名為“得克薩斯計(jì)劃”（Project Texas）的計(jì)劃是以甲骨文總部所在的州命名的。
盡管如此,，甲骨文歷來(lái)對(duì)其與TikTok的關(guān)系保持沉默,。甲骨文并未將該公司列入其旗艦云客戶名單。2020年，當(dāng)美國(guó)首次向字節(jié)跳動(dòng)施壓,，要求將該應(yīng)用出售給美國(guó)買(mǎi)家時(shí),，甲骨文也在考慮交易之列。該公司當(dāng)時(shí)拒絕回答任何有關(guān)其與TikTok關(guān)系的問(wèn)題,。
馬特內(nèi)寫(xiě)道,，如果TikTok被出售，那么取代云服務(wù)供應(yīng)商甲骨文的優(yōu)先級(jí)可能會(huì)很低,。（財(cái)富中文網(wǎng)）
譯者：中慧言-王芳
甲骨文（Oracle Corp）警告投資者,，潛在的TikTok禁令可能會(huì)損害其財(cái)務(wù)業(yè)績(jī)。
甲骨文周四在一份監(jiān)管文件中寫(xiě)道,，美國(guó)總統(tǒng)喬·拜登（Joe Biden）4月簽署的法案“將使向TikTok提供互聯(lián)網(wǎng)托管服務(wù)成為非法行為”,，除非TikTok的中國(guó)母公司采取某些措施?！叭绻覀儫o(wú)法向TikTok提供這些服務(wù),，并且不能及時(shí)重新部署這些容量，我們的收入和利潤(rùn)將受到負(fù)面影響,?！奔坠俏难a(bǔ)充說(shuō)，遵守新法案也可能增加開(kāi)支,。
TikTok使用甲骨文的云基礎(chǔ)設(shè)施來(lái)存儲(chǔ)和處理美國(guó)用戶數(shù)據(jù),，許多華爾街分析師認(rèn)為，TikTok是甲骨文（總部位于奧斯汀的公司）在這項(xiàng)受到密切關(guān)注的業(yè)務(wù)上最大客戶之一,。道明考恩（TD Cowen）的分析師德里克·伍德（Derrick Wood）今年4月寫(xiě)道：“甲骨文可能會(huì)損失相當(dāng)一部分與托管TikTok大部分美國(guó)業(yè)務(wù)相關(guān)的收入,。”
Evercore ISI的分析師柯克·馬特內(nèi)（Kirk Materne）估計(jì),，甲骨文從這款熱門(mén)視頻應(yīng)用中獲得的年收入可能在4.8億至8億美元之間,。在截至5月31日的一年中，該公司租用算力和存儲(chǔ)設(shè)備的部門(mén)創(chuàng)造了約69億美元的銷(xiāo)售額,。在人工智能工作需求的推動(dòng)下,，云基礎(chǔ)設(shè)施業(yè)務(wù)不斷增長(zhǎng)，推動(dòng)甲骨文股價(jià)今年截至上周五收盤(pán)上漲了34%,。
甲骨文沒(méi)有回應(yīng)置評(píng)請(qǐng)求,。
長(zhǎng)期以來(lái)，美國(guó)立法者一直擔(dān)心TikTok會(huì)對(duì)美國(guó)用戶構(gòu)成安全威脅,。今年4月簽署的這項(xiàng)法案規(guī)定,，TikTok必須在270天內(nèi)找到買(mǎi)家，否則將在美國(guó)被禁用,，并有可能延長(zhǎng)期限,。
TikTok對(duì)這些擔(dān)憂進(jìn)行了反擊，起訴要求推翻該法案。近年來(lái),，作為其辯護(hù)的一部分,，TikTok援引其與甲骨文的合作，將美國(guó)數(shù)據(jù)從其中國(guó)母公司字節(jié)跳動(dòng)（ByteDance Ltd.）封鎖,。這項(xiàng)名為“得克薩斯計(jì)劃”（Project Texas）的計(jì)劃是以甲骨文總部所在的州命名的,。
盡管如此，甲骨文歷來(lái)對(duì)其與TikTok的關(guān)系保持沉默,。甲骨文并未將該公司列入其旗艦云客戶名單,。2020年，當(dāng)美國(guó)首次向字節(jié)跳動(dòng)施壓,，要求將該應(yīng)用出售給美國(guó)買(mǎi)家時(shí),，甲骨文也在考慮交易之列。該公司當(dāng)時(shí)拒絕回答任何有關(guān)其與TikTok關(guān)系的問(wèn)題,。
馬特內(nèi)寫(xiě)道,，如果TikTok被出售，那么取代云服務(wù)供應(yīng)商甲骨文的優(yōu)先級(jí)可能會(huì)很低,。（財(cái)富中文網(wǎng)）
譯者：中慧言-王芳
Oracle Corp. warned investors that a new law potentially banning TikTok in the US threatens to hurt its financial results.
The law signed by President Joe Biden in April “will make it unlawful to provide internet hosting services to TikTok” unless certain steps are taken by its China-based owners, Oracle wrote Thursday in a regulatory filing. “If we are unable to provide those services to TikTok, and if we cannot redeploy that capacity in a timely manner, our revenues and profits would be adversely impacted.” Compliance with the new law may also increase expenses, the company added.
TikTok uses Oracle’s cloud infrastructure to store and process US user data, and is considered by many Wall Street analysts to be one of the Austin-based company’s largest customers for that closely watched business. “Oracle could lose a sizable portion of revenue associated with hosting the bulk of TikTok’s US business,” Derrick Wood, an analyst at TD Cowen, wrote in April.
Oracle’s annual revenue from the popular video app may be in the range of $480 million to $800 million, estimated Kirk Materne, an analyst at Evercore ISI. The company’s unit that rents computing power and storage generated about $6.9 billion in sales in the year ended May 31. The growing cloud infrastructure business, fueled by demand for artificial intelligence work, has helped propel Oracle’s shares to a 34% gain this year through Friday’s close.
Oracle didn’t respond to a request for comment.
US lawmakers have long been concerned that TikTok poses a security threat to US users because China requires its companies, upon request, to share any national security-related data with the government. The law signed in April gives TikTok 270 days to find a buyer or be banned in the US, with some possibility of an extension.
TikTok has pushed back on these concerns, suing to overturn the law. As part of its defense in recent years, TikTok has invoked its work with Oracle to cordon off US data from its Chinese parent, ByteDance Ltd. The initiative, dubbed “Project Texas,” was named after the state of Oracle’s headquarters.
Still, Oracle has traditionally been mute on its relationship with TikTok — it doesn’t list the company among its flagship cloud customer successes. In 2020, when the US first pressed ByteDance to sell the app to a US buyer, Oracle was among those considering a deal. The company at that time declined to answer any questions about its relationship with TikTok.
If TikTok is sold, replacing Oracle as a cloud vendor would likely be a very low priority, Materne wrote.
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