Sign in

Brad Alan Zelnick

Managing Director and Senior US Software Analyst at Deutsche Bank Ag\

Brad Alan Zelnick is a Managing Director and Senior US Software Analyst at Deutsche Bank AG, specializing in equity research for major technology and software companies such as Microsoft, Salesforce, and Zscaler. He covers 19 publicly traded firms, delivering a price target met ratio of 80.4%, a success rate of around 65-67%, and average recommendation returns above 8% per transaction. Zelnick began his analyst career in the late 2000s, holding senior roles at Bear Stearns, Macquarie Bank, Bank of America, Jefferies, and Credit Suisse, where he was Head of Software Equity Research before joining Deutsche Bank in 2021. He maintains professional credentials including FINRA registration and securities licenses alongside notable achievements such as frequent ranking among top Wall Street analysts and documented high-performing calls.

Brad Alan Zelnick's questions to ORACLE (ORCL) leadership

Question · Q1 2026

Brad Alan Zelnick inquired about Oracle's historical ability to navigate industry transitions, specifically regarding enterprise applications, and how its integrated advantages across database, infrastructure, and silicon position it against competitors, potentially leading to a market share shift or 'extinction event' for some.

Answer

Larry Ellison (Chairman and CTO) underscored Oracle's substantial advantages as both an infrastructure and application company. He detailed their use of AI application generators to build more efficient and superior applications, giving them a significant edge. He also highlighted Oracle's strategy of offering comprehensive application suites (e.g., ERP, CRM, medical) engineered for seamless integration, which solves a broader range of customer problems and reduces the need for multi-vendor system integration. He reiterated the unique value of the AI database for secure inferencing on private enterprise data combined with public data, enabling customers to ask critical business questions.

Ask follow-up questions

Question · Q1 2026

Brad Alan Zelnick asked for Oracle's perspective on the future of enterprise applications, particularly how companies without Oracle's integrated database and infrastructure advantages will fare amidst industry shifts.

Answer

Chairman & CTO Larry Ellison explained Oracle's substantial advantages as both an infrastructure and application company, emphasizing the use of AI application generators for efficiency and building comprehensive application suites that integrate seamlessly, solving a larger portion of customer problems.

Ask follow-up questions

Get Instant Answers from SEC Filings & Earnings Calls

Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.

Search across 8,000+ companies
Access millions of SEC filings & transcripts
Get answers cited to the source
Try Fintool for Free

Trusted by leading investment firms and analysts