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Mark L. Moerdler

Research Analyst at Sanford C. Bernstein & Co. LLC

Mark L. Moerdler is Managing Director, Senior Vice President, and Senior Research Analyst at Sanford C. Bernstein & Co. LLC, specializing in global software coverage with a strong focus on leading technology companies such as Microsoft, Oracle, Salesforce, Adobe, Workday, SAP, and Sabre. Moerdler has achieved a robust performance record, with a success rate of over 70% and an average return per recommendation of approximately 17%, including standout calls like a 94% return on Sabre and consistent outperformance on major software stocks. He joined Bernstein in 2010 after serving as Vice President in multiple strategic and technical roles at CA Technologies, and earlier as President and co-founder of MDY Advanced Technologies, following the completion of his Ph.D. in Computer Science and Artificial Intelligence from Columbia University. Moerdler holds FINRA securities licenses and is recognized for his deep industry expertise and top-tier analyst rankings across several independent platforms.

Mark L. Moerdler's questions to ORACLE (ORCL) leadership

Question · Q1 2026

Mark L. Moerdler questioned how Oracle plans to establish a differentiated moat in the AI training business to prevent commoditization and ensure sustained strong earnings and free cash flow, even if the demand for AI training eventually slows.

Answer

Larry Ellison (Chairman and CTO) concisely stated that Oracle's differentiation stems from its networks' ability to move data 'very, very fast.' He explained that superior performance in their GPU superclusters translates directly into cost advantages for customers; if Oracle is twice as fast, it effectively halves the cost for hourly billing, thereby creating a robust competitive moat. Safra Catz (CEO) concurred with this assessment.

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Question · Q1 2026

Mark L. Moerdler questioned how Oracle plans to differentiate its AI training business to prevent commoditization and ensure strong earnings and free cash flow, even if training demand slows.

Answer

Chairman & CTO Larry Ellison succinctly stated that Oracle's differentiation lies in its extremely fast networks and GPU superclusters, which offer significant performance advantages, effectively reducing customer costs by being twice as fast.

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