OracleORCL
Oracle on podcasts: where it advertises, what it's offering listeners, and what hosts say about it when they're not being paid.
Sponsorships
No ad reads on tracked podcasts in the last 30 days. Hosts are talking about it anyway — see the earned side.
What hosts are saying
Most mentioned on
In their words
“Oracle is not like the other children in the big tech company classroom. Sure, the software giant is investing in artificial intelligence and the company's revenue is booming, but Oracle has irked the credit market by loading up on loans to make its data center dreams come true.”
Oracle is criticized for its high debt load, weak financial position, and concentration risk from reliance on OpenAI.
▶ Hear it“I want to talk a little bit about Oracle and what's happening there as well. This is not something that what we're seeing in terms of the credit concerns is not confined to the the specialized, you know, neo cloud startups. We're also seeing, you know, Oracle under pressure right now.”
Experiencing credit concerns with doubled debt burden approaching $200 billion and widened credit default swap spreads indicating increased default risk.
▶ Hear it“Oracle is heavily, you know, invested here and is like now just like right above junk bond status.”
Described as heavily invested in frontier AI but currently operating at near junk bond status, indicating financial distress.
▶ Hear itThe full picture
A weekly email with where each one advertised and what hosts said about them. Free.