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ORCL
Benzinga
7 hrs

Oracle Stock Went 6x With One CEO—Now It's Two Again, And Last Time Was A Snooze

1. Oracle returns to co-CEO structure with Magouyrk and Sicilia. 2. Previous co-CEO period saw only modest gains of ~5-6% annually. 3. Solo CEO Catz led a 6x stock increase by embracing cloud and AI. 4. Market remains skeptical about co-CEO setups affecting decision-making. 5. Execution on cloud strategy is critical for future stock performance.

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FAQ

Why Neutral?

The transition to co-CEOs introduces uncertainty, recalling past underperformance, but new leaders are cloud experts.

How important is it?

Leadership changes can significantly impact strategy and investor confidence, making this announcement essential for ORCL.

Why Short Term?

Market will closely monitor co-CEOs' performance initially, with longer-term effects depending on execution.

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