JA

Jackson Ader

Person

Heard in 1 episode across 1 show since Oct 2026

Jackson Ader is a technology equity research analyst at KeyBanc Capital Markets. He is known for analyzing technology companies and markets, with a focus that includes software, cloud computing, and artificial intelligence.

Episodes

1
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20261

What Jackson Ader has said on podcasts

6 statements

  1. on Oracle CorporationNegativeOct 14, 2026· Closing Bell

    Oracle now trades like a higher-duration neocloud and is more rate-sensitive than in recent years.

    “Oracle trades like more of a neocloud, and it trades with higher duration and higher sensitivity to rates than it has in a number of years.”

    Listen at 4:24

    Open the episode · AI Trade Faces a Reality Check 10/14/26
  2. on Oracle Cloud InfrastructurePositiveOct 14, 2026· Closing Bell

    OCI will comprise about half of Oracle revenue by fiscal 2027.

    “We predict that by the end of their fiscal 2027, it's going to be about half of the company's revenue.”

    Listen at 4:59

    Open the episode · AI Trade Faces a Reality Check 10/14/26
  3. on Oracle CorporationNegativeOct 14, 2026· Closing Bell

    Oracle is expected to remain free-cash-flow negative for many years.

    “we're talking about going negative free cash flow for many years.”

    Listen at 5:20

    Open the episode · AI Trade Faces a Reality Check 10/14/26
See all 6 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Jackson Ader, newest first

Jackson Ader · PodLume