Oracle’s latest earnings call provided incremental clarity on its approach to funding the accelerated build-out of AI-driven data center capacity. Management reaffirmed its commitment to maintain investment-grade ratings, while outlining a deliberately flexible and multi-channel financing strategy spanning public bonds, bank debt, vendor arrangements, leasing structures, and potentially private capital.
22 Dec 2025
Accessing CDS Risk Premia: The Case of Oracle
Sign up for free to access
Get access to the latest equity research in real-time from 12 commissioned providers.
Get access to the latest equity research in real-time from 12 commissioned providers.
Accessing CDS Risk Premia: The Case of Oracle
Oracle’s latest earnings call provided incremental clarity on its approach to funding the accelerated build-out of AI-driven data center capacity. Management reaffirmed its commitment to maintain investment-grade ratings, while outlining a deliberately flexible and multi-channel financing strategy spanning public bonds, bank debt, vendor arrangements, leasing structures, and potentially private capital.