What podcasts say about Stefan Slavinsky

What Stefan Slavinsky has said on podcasts

8 statements · 4 positive · 4 negative

1. on Oracle CorporationPositiveSep 11, 2026· Bloomberg Tech

   Oracle earnings will grow 25–30% annually over the next couple of years.

   “This is a company that's going to be growing earnings at 25%, 30% over the coming couple of years.”

   Listen at 6:15

   Open the episode · Oracle’s Cloud Growth; Debate Around AI Risks
2. on Oracle equityPositiveSep 11, 2026· Bloomberg Tech

   Oracle equity should perform if growth, margins, and cash flows materialize.

   “then the equity should perform.”

   Listen at 6:40

   Open the episode · Oracle’s Cloud Growth; Debate Around AI Risks
3. on Oracle free cash flowPositiveSep 11, 2026· Bloomberg Tech

   Oracle should return toward positive free cash flow within a few years.

   “For Oracle, there's light at the end of the tunnel. We should be inflecting back towards positive free cash flow in the next couple of years.”

   Listen at 9:01

   Open the episode · Oracle’s Cloud Growth; Debate Around AI Risks
4. on Oracle customer prepaymentsPositiveSep 11, 2026· Bloomberg Tech

   Customer prepayments reduce Oracle’s need for external financing.

   “Oracle needs to spend less of their own capital. need to raise less capital from the market in order to finance that.”

   Listen at 10:08

   Open the episode · Oracle’s Cloud Growth; Debate Around AI Risks
5. on Adobe backlogNegativeSep 11, 2026· Bloomberg Tech

   Adobe’s backlog declined sequentially in the third quarter.

   “the RPO, the backlog, actually declined quarter over quarter, which is very rare for Q3.”

   Listen at 10:46

   Open the episode · Oracle’s Cloud Growth; Debate Around AI Risks
6. on Adobe net new ARRNegativeSep 11, 2026· Bloomberg Tech

   Adobe’s net new ARR fell nearly 40% year over year.

   “The net new ARR was down 40% almost year over year.”

   Listen at 10:53

   Open the episode · Oracle’s Cloud Growth; Debate Around AI Risks
7. on Adobe core creative appsNegativeSep 11, 2026· Bloomberg Tech

   Adobe’s core creative applications slowed to approximately 8% growth.

   “The core creative apps slowed to around 8% growth.”

   Listen at 10:58

   Open the episode · Oracle’s Cloud Growth; Debate Around AI Risks
8. on Adobe freemium strategyNegativeSep 11, 2026· Bloomberg Tech

   Adobe revenue growth will slow as it expands freemium offerings.

   “revenue growth is going to slow here as they really push into freemium.”

   Listen at 11:27

   Open the episode · Oracle’s Cloud Growth; Debate Around AI Risks

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.