Oracle has what it needs to be a ‘winner,’ analyst says

Mizuho Americas Managing Director Siti Panigrahi joins Market Domination to discuss the evolving landscape of the cloud sector, highlighting Oracle’s (ORCL) emergence as a market leader.

Panigrahi emphasizes Oracle’s transformation, noting that “no one really believed that Oracle can deliver double-digit growth” following a decade of modest 2% growth between 2012 and 2022. While acknowledging that the company’s recent success is “partly fueled by AI,” he stresses that artificial…