Mark Moerdler: Oracle, The Cloud Transition

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In the Know

Bernstein Research

60 episodes

1 week ago

In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

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All content for In the Know is the property of Bernstein Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Hosted on Acast. See acast.com/privacy for more information.

Mark Moerdler: Oracle, The Cloud Transition

In the Know

33 minutes 42 seconds

6 months ago

Mark Moerdler: Oracle, The Cloud Transition

Global Software Analyst Mark Moerdler joins host Diana Wood to discuss multinational computer technology company, Oracle. We take a look into their story, looking into their transition to the Cloud and how their revenue, margins and earnings were impacted. Plus, we discuss the controversy of the Oracle database, the AI capabilities of Oracle OCI, MultiCloud, and the security offering from Oracle.

Hosted on Acast. See acast.com/privacy for more information.