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
What is the story for Oracle?
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They're trying to build data centres fast and get that capacity online.
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Is it as simple as that?
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I spoke to Sam Altman, the OpenAI CEO last week when uh Astro was released.
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Uh and it was very interesting to see Oracle disclose that one of the the data central sites that they have online was very key to the training of Astro.
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What did they say?
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Let's end on the full year outlook.
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So they're saying at least ninety billion dollars of revenue, adjusted EPS, eight dollars and ten cents, um, which you know, that that's a bit of a hike, but how much of this will focus on the conversion of what the remaining performance obligation backlog into revenue?
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How how closely does the street look at that?
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Bloomberg's Brodie Ford, who's had a very busy week in the technology earnings context.
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We're gonna stay with Oracle.
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Joining us now is Stefan Sluinsky, BNP Parab, global head of software research.
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He hasn't outperformed on the stock but actually lowered his price target from two hundred and ninety dollars to two hundred and forty eight dollars.
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Let's start there, Stefan.
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W why maintain the cool but lower the the price target?
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Well Stefan, let's go into those nitpicks.
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We're showing that the the trading of the day.
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We're now down modestly four tenths of a percent.
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This is a stock that uh early in the session was up eight and a half percent.
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What what's changed in the last two hours to the mind of investors?
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Showing 21–40 of 6,555 · page 2 of 328
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