One scenario that would be ‘major issue’ for Oracle-TikTok deal

00:04 Speaker A

Oracle shares are rising again. This is by increasing the ongoing interviews between the US and China about the ongoing interviews and AI explosion.

00:13 Speaker A

How do we play the sector with the Yahoo Finance Game Book and now we agree with me, there is CT Panigrahi, General Manager of Mizuho America’s CT, CT Panigrahi, nice to see you. Therefore, I want to start UH CT with Oracle, which rises further in today’s trade.

00:27 Speaker A

President Trump points to a Tiktok agreement. A recipient is not called CT, but as you know, Oracle is specified as a possible contestant. CT, which is interesting to take your thoughts there, as a financial analyst covering its name.

00:46 CT Panigrahi

Yes. Thank you for keeping me here. Look, I can say UH Tiktok, big customer and UH Oracle Cloud infrastructure. Oh, you know, in a news for a while.

01:00 CT Panigrahi

If there is a prohibition for Tiktok, how will it play if someone buys? Look, at this point, Oracle is a kind, you know, at this point they are home to Tiktok. Any news will definitely be affected, but so far, the current news, at this point any kind of UH, you know, we do not see a significant problem.

01:21 CT Panigrahi

Until I saw that they lost UH Tiktok as a customer.

01:27 Speaker A

I’m just curious, how much of a speech is how much? I mean, how often do they bring this up when talking to your customers about Oracle?

01:38 CT Panigrahi

It’s not this year anymore. You know, yes, yes, it was in the news. UH mostly remember last year’s November, December time period. There’s a lot of discussion about Tiktok. This time this year, I haven’t heard much about Tiktok.

01:57 Speaker A

So CT, you are looking at this stock, today is green. This year is around 80%. Still, are you discussing the risk prize here is still attractive?

02:09 CT Panigrahi

Yes, look uh oracle now in a second stage of growth, I can say. You know, if you go back to the last decade, you know, 2010-2020, you know, their top line was like 10 years of cagr 4%.

02:22 CT Panigrahi

But now if you look at our estimation from 2020 to 2030, it will be 20% plus.

02:33 CT Panigrahi

Now, Oracle has become a growth story at this point. And this is artificial intelligence. Oracle is now a structural winner. You know, now you see all AI companies that use Oracle as infrastructure, but the next stage

02:49 CT Panigrahi

Oracle is when businesses begin to adopt AI. You know, because Oracle starts from applications, there is a heap from end to end

02:57 CT Panigrahi

You have the AI ​​infrastructure and then the Agent platform is taken to the database of the data, the leading database to the market. So you have a pile of end -to -end for businesses.

03:10 CT Panigrahi

So, there are definitely too many opportunities for Oracle for the next few years.