Oracle, every mention
18 scenes (2025), the whole family · ← back to Oracle
tap a year for its mentions
every year 2025 anyone David Rosenthal 35Ben Gilbert 34Steve Ballmer 2
Verbatim, from the transcripts: the passages where Oracle comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 3:25:48 David Rosenthal And then they hired the former president of Oracle, Thomas Kurian.
- ▶ 3:26:47 Ben Gilbert So David, as you said, the former president of Oracle, Thomas Kurian, is hired in late 2018.
- ▶ 3:26:53 Ben Gilbert You couldn't ask for a better person who understands the needs of the enterprise than the former president of Oracle.
The Steve Ballmer Interview · Acquired
- ▶ 38:28 Steve Ballmer You had Oracle out there.
- ▶ 1:42:13 Steve Ballmer Um, Oracle had done some invention, but we came on and did our own invention.
Epic Systems (MyChart) · Acquired
- ▶ 1:00:43 David Rosenthal Well, I think I want to come back to it later in the episode and in analysis because yes, Epic is and always will be constrained by being a vertical software provider instead of a horizontal software provider like Microsoft or Google or…
- ▶ 1:20:45 David Rosenthal Now, we haven't really talked about Cerner so far in this episode, part of Oracle today, as we will get into later.
- ▶ 1:21:37 Ben Gilbert But it's worth saying, before they were acquired by Oracle, was a merger of 24 different companies.
- ▶ 2:35:55 Ben Gilbert Meanwhile, I think post-Oracle acquisition, Oracle's trying to rewrite it all anyway.
- ▶ 2:46:37 David Rosenthal And then finally, December, 2021, as we've been alluding to, Cerner gets bought by Oracle for twenty eight billion dollars.
- ▶ 2:47:09 David Rosenthal Oracle, again, acquired them in 2021.
- ▶ 2:47:12 David Rosenthal Oracle now no longer reports Cerner's financials as a separate segment within the company.
- ▶ 2:47:19 David Rosenthal And they talk about Cerner and Oracle Health being a quote-unquote headwind to overall growth and profitability for the company.
- ▶ 2:47:26 David Rosenthal There've been a lot of layoffs within Oracle Health.
- ▶ 2:47:30 David Rosenthal You know, maybe it's too early to tell, but I think this is probably one of Oracle's worst acquisitions of all time.
- ▶ 2:47:37 David Rosenthal You'd be hard-pressed to find an analyst who would say that this was a great acquisition by Oracle, shall we say.
- ▶ 3:06:43 Ben Gilbert If you do the very conservative thing of looking at Cerner's EBITDA multiple of 30 times when Oracle bought them, and you assume conservatively, again, a 30% EBITDA margin at Epic, that would give you
- ▶ 3:20:03 Ben Gilbert If you compare this to Athena Health, a competitor, that's 10%, or Oracle all up is 23%, or if you look outside this industry, it's actually equivalent to Apple at 36% of their operating expenses of R&D, Amazon's 28%, so 35% is quite…