A senior executive at Oracle recently revealed that, starting from the upcoming fourth-quarter earnings report, the company will disclose the financial performance of TikTok's U.S. operations as a separate business segment.

This means that investors will be able to gain a clearer understanding of the actual profits and losses of this social media giant's operations in the US. This move marks a significant improvement in financial transparency for TikTok's US business by Oracle. Previously, the financial data of this business was consolidated into the company's overall financial statements; now, listing it separately will help the market more accurately assess the commercial value of the partnership between the two parties. It is worth noting that the timing of this disclosure coincides with a critical juncture in the global development of TikTok's business, which is attracting significant industry attention. As data compliance requirements become increasingly stringent, Oracle, as TikTok's US technology partner, may have deeper strategic considerations behind the change in its financial disclosure approach.