Detailed view for this entity.
“Oracle has the cash flow in their favor. Net debt to IBIDA.”
“Oracle is a highly debt driven company. So, high risk, high reward to say the least.”
“The biggest risk is from OpenAI which has committed to spending more than $30 billion on Oracle infrastructure services over the next 5 years.”
“So, it's hard for me to be extremely bearish on Oracle. I think the stock could play out. I don't think it's a bad buying opportunity, but I was just trying to highlight the risks.”
“if something goes wrong, uh Oracle is in a very vulnerable position and they will likely be in trouble.”
“Oracle reported quarterly financial results that disappointed stock market investors. As of this recording, the price is down over 12% on the day after the announcement.”
“I estimated Oracle's cost of debt after tax cost of debt at 6%.”
“if you compare that with the cost of equity, which is 13.16%, you can see how much lower the cost of debt is compared to the cost of equity.”