Zaid Admani

speaker

16,603 appearances 153 recordings 1 series first heard Oct 2025 last heard 11 Sep

Zaid Admani’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 153 in all, peaking in Jul 2026 with 29.

Appearances

newest first · ▶ plays the moment

The Rundown · Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors · 11 Sep 2026 podcast

Revenues jumped 30% from a year ago to $19.3 billion estimates, while adjusted earnings came in at $1.92 a share versus the $1.74 that was expected. voice-verified

So it was a strong quarter from Oracle. voice-verified

And you know, it was a year ago where Oracle really burst onto the scene. voice-verified

The market started taking them seriously as a potential winner of the AI boom. voice-verified

Oracle stock hit all-time highs back in September of 2025. voice-verified

But since then, it's been a bumpy ride. voice-verified

The stock is actually down 50% from those levels. voice-verified

But Oracle's business continues to crush it, especially their cloud infrastructure business. voice-verified

This is a part of the company that includes their data centers that they rent to companies for AI computing power. voice-verified

Revenues for the cloud infrastructure were up 120. voice-verified

21% from a year ago to $7.4 billion. voice-verified

And you know, if you take out that division, the rest of Oracle grew just 3%. voice-verified

So almost all of Oracle's growth is coming from AI. voice-verified

And the demand for AI compute is still ridiculously high. voice-verified

Oracle signed more than $30 billion in new AI cloud contracts last quarter, pushing their total backlog to $664 billion. voice-verified

That was well above what Wall Street was expecting. voice-verified

Now, there were a couple concerning things in the earnings report when you dig a little deeper. voice-verified

For one, almost half of Oracle's backlog is from a single customer, which is OpenAI. voice-verified

Oracle did say that their non-open AI backlog more than doubled in the past year, but still, there is pretty big concentration risk there. voice-verified

The other problem for Oracle is their capex. voice-verified

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