Oracle & Salesforce 10-21-25 - Becker Business

Summary2 min read

Becker Business Podcast: “Oracle & Salesforce 10-21-25” – Episode Summary

Host: Scott Becker
Date: October 21, 2025
Theme: Quick Updates on Oracle and Salesforce’s Recent Performance in the Business Landscape

Main Theme Overview

This brief episode centers on Scott Becker’s analysis of the current business trajectories of two major tech companies, Oracle and Salesforce. He discusses their recent stock performance, contrasting their responses to the artificial intelligence (AI) boom and highlighting what makes each company notable in the current market landscape.

Key Discussion Points & Insights

1. Salesforce’s Struggles with the AI Boom (00:15–01:00)

Stock Performance:
- Salesforce is down approximately 23% year to date.
- Becker refers to Salesforce as “the top customer relationships management company sort of in the world.”
AI Miss:
- Current narratives suggest Salesforce has missed the AI boom, contributing to its lagging stock performance.
“There’s a lot of stories on why Salesforce, the top customer relationships management company sort of in the world, has sort of missed the AI boom. They’re down 23% year to date.”
— Scott Becker [00:18]

2. Oracle’s Outperformance and Market Perception (01:00–01:45)

Stock Performance:
- Oracle recently dropped 5% in a single day.
- Despite this fluctuation, Oracle remains up 66% year to date.
Winning the AI Race:
- Oracle is perceived as a beneficiary of the AI boom, unlike Salesforce.
“In contrast, Oracle... dropped 5% yesterday, but remains up 66% year to date. They have really won sort of the AI jump or boom, and we’ll see how that goes.”
— Scott Becker [01:05]
Cautions & Uncertainties:
- Becker brings a note of humility and caution, admitting he doesn’t have specialized investing expertise in either company.
“I’m not particularly keen or know enough to invest in either one of them.”
— Scott Becker [01:24]

Notable Quotes & Memorable Moments

Highlighting Market Contrasts:

“Salesforce… has sort of missed the AI boom. They’re down 23% year to date. In contrast, Oracle… remains up 66% year to date.”
— Scott Becker [00:18, 01:05]
Acknowledging Production Team:

“Thank you as always to Chanel Bunger, a remarkable producer who we just, just absolutely love working with.”
— Scott Becker [01:35]

Timestamps for Important Segments

00:15 — Introduction to Salesforce's current struggle
00:40 — Overview of AI’s impact on Salesforce and Oracle
01:05 — Oracle’s strong performance and market optimism
01:24 — Scott’s investment disclaimer
01:35 — Appreciation for producer Chanel Bunger

Conclusion

Scott Becker provides a concise update on two tech giants’ diverging fortunes in the face of the AI revolution. Salesforce is seen as slipping behind, while Oracle is hailed for capitalizing on AI-driven momentum. While offering these observations, Becker remains clear about his own investment limitations, closing with gratitude for his team. This summary delivers an efficient snapshot for listeners seeking succinct business insights.

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Transcript1 lines

[00:00]
A
This is Scott Becker with the Becker Private Equity and the Becker Business podcast. Today's discussion really revolves around Oracle and Salesforce. So here's what's going on with these two companies. One, Salesforce is down about 23% year to date. There's a lot of stories on why Salesforce, the top customer relationships management company sort of in the world, has sort of missed the AI boom. They're down 23% year to date. In contrast, Oracle and many people are expressing some concerns about Oracle. It's dropped 5% yesterday, but remains up 66% year to date. They have really won sort of the aai, the AI jump or boom, and we'll see how that goes. Those are a couple of things we're watching with Oracle and Salesforce. I'm not particularly keen or know enough to invest in either one of them, but thank you for listening again to the Becker Business, the Becker Private Equity podcast, and thank you as always to Chanel Bunger, a remarkable producer who we just, just absolutely love working with. Thank you very much for listening.