Why Oracle Became the Quiet Giant of Tech M&A

Episode 3 of Tech M&A with Fexingo examines Oracle's transformation into a disciplined acquirer. Lucas and Luna break down how Oracle has spent over $50 billion on acquisitions since 2020, focusing on cloud infrastructure and healthcare IT. They discuss the Cerner acquisition's integration challenges, the strategic rationale behind buying startups like Adatao and Aconex, and how Oracle's approach differs from Salesforce's splashier deals. With Oracle's stock down 1.6% over the past five days, they consider whether the market is skeptical of its M&A strategy or simply waiting for returns. The hosts also touch on the broader software deal landscape, referencing the IGV's 0.8% five-day gain and Palantir's 2.6% rise as counterpoints. A must-listen for anyone tracking enterprise software consolidation. #Oracle #TechM&A #SoftwareAcquisitions #Cerner #CloudInfrastructure #HealthcareIT #M&AStrategy #EnterpriseSoftware #LarryEllison #Adatao #Aconex #SafraCatz #Business #Technology #MergersAndAcquisitions #FexingoBusiness #BusinessPodcast #TechDeals Keep every episode free: buymeacoffee.com/fexingo