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Jefferies' Brent Thill: Oracle has tapped the right people to take over
甲骨文甲骨文(US:ORCL) Youtube·2025-09-22 15:14

Welcome back. Oracle announces uh leadership changes this morning. Clay McGor and Mike Cecilia as CEOs.Current CEO Safrey Catatz will become the executive vice chair of the board of directors. Jeffrey's research analyst Brent Phil joins us. Got a buy rating on Oracle price target 360.All right. What do you make of it, Brent. >> Well, timing is surprising.Uh David, I I think obviously Saffron and and Larry have had a good run together. Sapper's delivered incredible value for the last decade as CEO. Um, so I ...