Phil Mercer
speaker
6,555 appearances
112 recordings
5 series
first heard Feb 2025
last heard 5d ago
Phil Mercer’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 110 in all, peaking in Aug 2026 with 38.
Appearances
This is Bloomberg Tech coming up.
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Oracle's latest results help ease concerns around its massive AI infrastructure build out, plus the debate around AI's societal risks grow louder.
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With the Pentacons, Emil Michael now pushing back against those fears.
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And we'll discuss that debate as well as the data center build-out backlash and much more with the CEO of venture capital firm Eclipse, Lior Susan.
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Let's get right to Oracle.
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It's our main technology and earnings story.
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Actually, the stock right now completely flat.
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After the open, it hit a session high of more than 8%, then went to negative territory.
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I want to go through some of the big numbers.
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Cloud infrastructure in the quarter, $7.4 billion, a gain of 121% year on year.
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The backlog, as measured by RPO, $664 billion.
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But CapEx in that quarter that they reported, $28.5 billion.
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Was that the focus?
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They raised the full-year outlook for both.
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revenue and adjusted EPS.
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Let's get to Bloombox Brody Ford who leads our coverage of Oracle.
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What's going on?
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I'm gonna get through some of the the numbers and then we'll put the numbers to one side and that is debt on the balance sheet's a hundred and twenty billion dollars.
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Cash is about thirty six billion.
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So in a leverage context they're at three point four X, which I don't know, negative free cash flow is better than expected in the quarter,
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