1 00:00:00,320 --> 00:00:03,800 Speaker 1: This is the business of sports. Should Major League Baseball 2 00:00:04,040 --> 00:00:06,880 Speaker 1: shorten up the season? How do we present football to 3 00:00:06,920 --> 00:00:08,920 Speaker 1: the audience of the future. I don't think that most 4 00:00:08,920 --> 00:00:12,160 Speaker 1: players understand the power that they have. The future of 5 00:00:12,200 --> 00:00:15,920 Speaker 1: Indy car racing is looking bright. Scott Snick very basic 6 00:00:16,000 --> 00:00:18,960 Speaker 1: math here, more bidders means more money, Evan Nobody Williams. 7 00:00:19,000 --> 00:00:22,119 Speaker 1: The team value has essentially quadruples. And the leaders in 8 00:00:22,160 --> 00:00:24,880 Speaker 1: the sports industry time to bring in our guest, Hal's 9 00:00:24,920 --> 00:00:28,200 Speaker 1: flid Runner, National Hockey League Commissioner Gary Bettman, Atlanta Braves 10 00:00:28,240 --> 00:00:32,320 Speaker 1: president Derek Schiller, Patriots President Jonathan Kraft. Bloomberg Business of 11 00:00:32,400 --> 00:00:36,360 Speaker 1: Sports from Bloomberg Radio. Hello, I'm Michael barn I'm Evan, 12 00:00:36,400 --> 00:00:40,040 Speaker 1: Novie Williams and Scottshnik. Every week at this time plus Monday's, 13 00:00:40,040 --> 00:00:42,560 Speaker 1: Wednesdays and Thursdays, we explore the big money issues in 14 00:00:42,600 --> 00:00:44,920 Speaker 1: the world of sports. On this week, shall we speak 15 00:00:44,960 --> 00:00:47,600 Speaker 1: with the oracle CEO Mark Heard. But first let's get 16 00:00:47,640 --> 00:00:52,479 Speaker 1: into the topics of the week. Hey, guess what's here? 17 00:00:53,080 --> 00:00:58,680 Speaker 1: March madness? You say that with such vim and figure excitement, 18 00:00:58,680 --> 00:01:02,440 Speaker 1: I'm not even doing brackets this year? What not even 19 00:01:02,440 --> 00:01:05,360 Speaker 1: doing brackets this year. Come on, I think sports betting 20 00:01:05,400 --> 00:01:10,240 Speaker 1: ruined it for everybody. Do one for fun? Okay, Syracuse 21 00:01:10,240 --> 00:01:12,600 Speaker 1: wins at all. There you go, there's my fun. Yes, 22 00:01:12,800 --> 00:01:18,000 Speaker 1: because after that suspension an easy time whatever. So they're 23 00:01:18,080 --> 00:01:21,760 Speaker 1: used to it. They always have somebody suspected it's all good. 24 00:01:21,959 --> 00:01:24,959 Speaker 1: A lot of money being changed. Say something. Oh yeah, 25 00:01:24,959 --> 00:01:29,080 Speaker 1: I mean there's this is I haven't wrote a story about. Yeah, 26 00:01:29,160 --> 00:01:31,480 Speaker 1: we we have a story today about. You know, it 27 00:01:31,520 --> 00:01:33,679 Speaker 1: seems like we say this every year. This year especially, 28 00:01:34,000 --> 00:01:36,760 Speaker 1: there is an unprecedented amount of pressure right now on 29 00:01:36,840 --> 00:01:40,080 Speaker 1: the n C a business model, and it's coming from 30 00:01:40,319 --> 00:01:43,000 Speaker 1: legal challenges. You know, we had a big antitrust ruling 31 00:01:43,000 --> 00:01:45,440 Speaker 1: that we've talked about a couple of weeks ago, shipping away. 32 00:01:45,520 --> 00:01:50,160 Speaker 1: It's coming from public scandals. You know, there are bribery, 33 00:01:50,960 --> 00:01:55,680 Speaker 1: big bribery stories about coaches paying athletes, about families paying coaches. 34 00:01:56,160 --> 00:02:00,720 Speaker 1: We have advocacy groups popping up. How about just smarter players, 35 00:02:00,800 --> 00:02:05,480 Speaker 1: by the way, smarter players really understand what's certainly on 36 00:02:05,520 --> 00:02:08,000 Speaker 1: that list. Um. You know, there there is a plethora 37 00:02:08,080 --> 00:02:09,919 Speaker 1: of things that are happening, and the n C itself 38 00:02:09,960 --> 00:02:12,760 Speaker 1: has admitted that change needs to happen. Um but you know, 39 00:02:12,919 --> 00:02:15,320 Speaker 1: as we head into the n c A tournament, reminder 40 00:02:15,360 --> 00:02:16,880 Speaker 1: to listeners, you know, the n c A does not 41 00:02:16,960 --> 00:02:22,160 Speaker 1: own or operate college football's playoffs, right they amount more 42 00:02:22,560 --> 00:02:24,880 Speaker 1: of the n c AS billion dollar annual revenue comes 43 00:02:24,880 --> 00:02:28,800 Speaker 1: from this tournament itself. Moving along, the NBA is hiring 44 00:02:29,240 --> 00:02:33,400 Speaker 1: China government liaison amazing. Well, everybody knows the relationship with 45 00:02:33,400 --> 00:02:36,920 Speaker 1: the Chinese government let's say tenuous attest sometimes good bad 46 00:02:36,960 --> 00:02:40,640 Speaker 1: trade deals we'll see. But the NBA has been in 47 00:02:40,800 --> 00:02:44,440 Speaker 1: China for a very long time and they're still trying 48 00:02:44,440 --> 00:02:47,200 Speaker 1: to figure it out. As we've said, you can't just 49 00:02:47,240 --> 00:02:49,400 Speaker 1: show up in China and like, oh, I'm here for business, 50 00:02:49,440 --> 00:02:52,000 Speaker 1: let's just open up. It doesn't work that way. You 51 00:02:52,040 --> 00:02:56,600 Speaker 1: need to have relationships, know how, familiarity, and the NBA 52 00:02:56,720 --> 00:02:59,919 Speaker 1: is taking that next step. Will report to the NBH 53 00:03:00,000 --> 00:03:02,920 Speaker 1: and a CEO. Um. Just you know, if you're if 54 00:03:02,919 --> 00:03:04,880 Speaker 1: you're going to succeed in China, and this may be 55 00:03:05,000 --> 00:03:07,280 Speaker 1: my understatement of the show, you're probably gonna need some 56 00:03:07,320 --> 00:03:09,480 Speaker 1: cooperation from the government. Yeah. I think these are the 57 00:03:09,560 --> 00:03:12,000 Speaker 1: natural next step, right. I mean, they don't release numbers, 58 00:03:12,000 --> 00:03:14,320 Speaker 1: but the NBA's business in China has grown double digits 59 00:03:14,400 --> 00:03:17,040 Speaker 1: every year since two thousand and eight. As you said, Scott, 60 00:03:17,080 --> 00:03:18,959 Speaker 1: they were the first league to have an office there, 61 00:03:19,240 --> 00:03:21,560 Speaker 1: first league to have a broadcast contract. They're they're they're 62 00:03:21,600 --> 00:03:24,680 Speaker 1: by far the most popular US league in China. And 63 00:03:24,720 --> 00:03:26,720 Speaker 1: this is the natural next step, right if you as 64 00:03:26,720 --> 00:03:29,000 Speaker 1: your business grows, there becomes more you need to protect. 65 00:03:29,040 --> 00:03:31,520 Speaker 1: You want to build an arena, government help, you want 66 00:03:31,520 --> 00:03:34,480 Speaker 1: to having an NBA branded league, You're gonna need government health. 67 00:03:34,880 --> 00:03:37,960 Speaker 1: So much like you see lobbyists around K Street, guess 68 00:03:37,960 --> 00:03:44,400 Speaker 1: what there too the UFC going on digitally EESPN plus. 69 00:03:44,600 --> 00:03:47,480 Speaker 1: It's the next step, big, big move. But you know 70 00:03:47,520 --> 00:03:50,720 Speaker 1: they've had some problems with the streaming. Now when you 71 00:03:50,760 --> 00:03:54,160 Speaker 1: get a huge Connor McGregor fight, that's a lot of 72 00:03:54,160 --> 00:03:58,640 Speaker 1: concurrent streams. Better not better not go down it better work. 73 00:03:59,160 --> 00:04:02,440 Speaker 1: But they're going all in on their pay per view 74 00:04:02,480 --> 00:04:04,880 Speaker 1: events with with ESPN. Big pick up, but it was 75 00:04:05,080 --> 00:04:11,280 Speaker 1: ESPN five six blucks a month. It's the ESPN plus Again. 76 00:04:11,880 --> 00:04:14,040 Speaker 1: The chords are being cut, the chords are never there. 77 00:04:14,560 --> 00:04:18,320 Speaker 1: Increasingly the customers and those sub fees will come from 78 00:04:18,360 --> 00:04:21,919 Speaker 1: these digital subscriptions. You better have some content that people 79 00:04:21,960 --> 00:04:25,400 Speaker 1: want to see or else, what's the motivation to sign up? 80 00:04:25,520 --> 00:04:28,320 Speaker 1: And and you have C now is all in with ESPN? 81 00:04:28,640 --> 00:04:31,080 Speaker 1: When when Lawrence Epstein, their CEO, was on the podcast 82 00:04:31,120 --> 00:04:32,919 Speaker 1: a couple of months ago, he talked about how important 83 00:04:32,960 --> 00:04:35,400 Speaker 1: it was for them in their new broadcast contract to 84 00:04:35,400 --> 00:04:38,200 Speaker 1: sign with ESPN. Now all the pay per view is 85 00:04:38,200 --> 00:04:41,680 Speaker 1: going to roll through ESPN as well. Um, great, I mean, 86 00:04:41,720 --> 00:04:43,800 Speaker 1: I think it's a good move for ESPN Plus right 87 00:04:43,920 --> 00:04:46,400 Speaker 1: as we talk about them trying to get as much 88 00:04:46,400 --> 00:04:49,360 Speaker 1: different types of content as possible. Now, if you are 89 00:04:49,440 --> 00:04:51,960 Speaker 1: a UFC or an m M A fan, you have 90 00:04:52,000 --> 00:04:53,920 Speaker 1: to have it right there. There's no real other way 91 00:04:54,000 --> 00:04:56,400 Speaker 1: to watch UFC. You can't get a pay per view. 92 00:04:56,440 --> 00:04:58,919 Speaker 1: You can't even be a one off guy right to 93 00:04:59,000 --> 00:05:01,960 Speaker 1: get st To get UFC pay per views, you have 94 00:05:02,000 --> 00:05:05,120 Speaker 1: to be an ESPN Plus member as well. Just kind of, 95 00:05:05,320 --> 00:05:08,560 Speaker 1: as you said, Scott, just beefing up the ecosystem, making 96 00:05:08,600 --> 00:05:11,560 Speaker 1: it so that if you're a sports fan of any kind, uh, 97 00:05:11,680 --> 00:05:13,960 Speaker 1: you kind of need to have ESPN Plus. Let's talk 98 00:05:14,000 --> 00:05:18,599 Speaker 1: about Major League Baseball. They've kicked off the opening season 99 00:05:18,680 --> 00:05:23,120 Speaker 1: in the regular games with Oakland and the opening season 100 00:05:23,160 --> 00:05:25,240 Speaker 1: of the regular games that book came out of your mouth. 101 00:05:26,000 --> 00:05:29,760 Speaker 1: I mean you should be on the radio now because 102 00:05:30,440 --> 00:05:33,599 Speaker 1: this is what it gets confusing. All right, the Seattle 103 00:05:33,640 --> 00:05:37,840 Speaker 1: Mariners in the Oakland A's they are playing regular season games, yes, 104 00:05:38,200 --> 00:05:43,760 Speaker 1: but there's still exhibition games going on. And that's that's 105 00:05:43,760 --> 00:05:46,400 Speaker 1: the confusing part. Games that count taking place in Japan 106 00:05:46,440 --> 00:05:47,839 Speaker 1: if you want to say, until two thirty in the 107 00:05:47,839 --> 00:05:50,360 Speaker 1: morning to watch them, and been you got home late 108 00:05:50,440 --> 00:05:56,120 Speaker 1: last right, like, yeah, the opening pitch by an hour 109 00:05:56,240 --> 00:05:59,000 Speaker 1: or so. It Mariners too and gonna be on pace 110 00:05:59,080 --> 00:06:01,839 Speaker 1: to be sixty two and people were worried, they weren't 111 00:06:01,839 --> 00:06:05,000 Speaker 1: looking to win. And by the way, one word each 112 00:06:05,120 --> 00:06:08,360 Speaker 1: arrow and he got a hit and the crowd went wild. 113 00:06:08,760 --> 00:06:10,720 Speaker 1: Yeah I'm not happy that, but its the last spad. 114 00:06:10,760 --> 00:06:12,359 Speaker 1: I think he struck out looking That's not how I 115 00:06:12,360 --> 00:06:14,480 Speaker 1: want that to happen. Yeah, well, how about a bomb 116 00:06:14,480 --> 00:06:16,839 Speaker 1: on your or even just even an infield single go 117 00:06:16,920 --> 00:06:19,440 Speaker 1: out the way it really is. But he did a 118 00:06:19,440 --> 00:06:21,839 Speaker 1: lot for the game. He did a lot for the game. 119 00:06:21,960 --> 00:06:25,240 Speaker 1: He had a billion hits between Japan and fundamentally, in 120 00:06:25,279 --> 00:06:29,400 Speaker 1: the steroid era, a guy was super exciting for slapping 121 00:06:29,440 --> 00:06:31,800 Speaker 1: the ball and running and if you don't know about 122 00:06:31,839 --> 00:06:35,080 Speaker 1: his All Star PEP talks to the American League team. 123 00:06:35,320 --> 00:06:38,560 Speaker 1: Go google it. This guy used to give a profanity 124 00:06:38,839 --> 00:06:42,280 Speaker 1: laced F bomb here. He spoke English pretty well, and 125 00:06:42,279 --> 00:06:44,520 Speaker 1: then we covered it. But go read the stories about 126 00:06:44,640 --> 00:06:48,159 Speaker 1: his All Star PEP talk every year. I mean, folks 127 00:06:48,240 --> 00:06:50,160 Speaker 1: looked for the people wanted to make the All Star team. 128 00:06:50,360 --> 00:06:51,840 Speaker 1: More for that than to play in the game. And 129 00:06:51,920 --> 00:06:54,800 Speaker 1: open open YouTube and and search each row's favorite joke 130 00:06:55,320 --> 00:07:01,120 Speaker 1: and you are in for seconds of pure delight. Laughter. Yeah, 131 00:07:01,120 --> 00:07:03,160 Speaker 1: I go take a look at those videos, folks. Now 132 00:07:03,240 --> 00:07:06,520 Speaker 1: let's get into this week's interview. We have Mark her 133 00:07:06,560 --> 00:07:09,040 Speaker 1: the chief executive officer of a workal corporation. He is 134 00:07:09,080 --> 00:07:11,920 Speaker 1: also a member of the company's board of directors. He 135 00:07:12,040 --> 00:07:16,560 Speaker 1: joined Oracle in bringing more than thirty years of technology 136 00:07:16,600 --> 00:07:21,840 Speaker 1: industry leadership, computer hardware expertise, and executive management experience to 137 00:07:21,960 --> 00:07:24,360 Speaker 1: his role with the company. Mark, thanks for taking the 138 00:07:24,400 --> 00:07:26,800 Speaker 1: time to chat with us. My pleasure. Than are you 139 00:07:26,840 --> 00:07:29,360 Speaker 1: hanging out in Las Vegas? Right about hanging out? But 140 00:07:29,480 --> 00:07:34,000 Speaker 1: I'm I'm I'm working. Yeah, we've got a large customer 141 00:07:34,040 --> 00:07:38,239 Speaker 1: conference here. We've actually got several customer conferences that run simultaneously, 142 00:07:38,280 --> 00:07:41,440 Speaker 1: so I'm here doing some uh speaking, I get to 143 00:07:41,520 --> 00:07:45,120 Speaker 1: leave you and go see investors, which is always an 144 00:07:45,160 --> 00:07:48,600 Speaker 1: interesting event. So yeah, but I'm not hanging out. Well, 145 00:07:48,640 --> 00:07:53,240 Speaker 1: I like the term investors is interesting. It definitely is. Um. 146 00:07:53,320 --> 00:07:55,440 Speaker 1: We hear so much about the business getting done on 147 00:07:55,480 --> 00:07:57,320 Speaker 1: the golf course. Is there a tennis court around? I 148 00:07:57,320 --> 00:07:59,000 Speaker 1: know you're a big tennis guy. Do you ever do 149 00:07:59,040 --> 00:08:01,520 Speaker 1: business on the tennis court? Tennis courts are tough to 150 00:08:01,520 --> 00:08:03,600 Speaker 1: do business because you're you know, on the other side 151 00:08:03,600 --> 00:08:07,280 Speaker 1: of the net. And uh so not too much. And 152 00:08:07,280 --> 00:08:09,600 Speaker 1: there not many tennis courts in Las Vegas. Not many 153 00:08:09,640 --> 00:08:11,800 Speaker 1: golf courses in Las Vegas. There's a lot of actually 154 00:08:12,520 --> 00:08:17,200 Speaker 1: casinos and convention centers. Uh but plenty of opportunities do 155 00:08:17,240 --> 00:08:19,360 Speaker 1: business here. But but but not on the tennis courtter 156 00:08:19,400 --> 00:08:21,800 Speaker 1: golf course, at least here in Vegas. Well, you just 157 00:08:21,880 --> 00:08:25,120 Speaker 1: recently finished up tennis tournament out in California and Indian Wells, 158 00:08:25,760 --> 00:08:27,520 Speaker 1: what sorts of business getting done there? How did that 159 00:08:27,520 --> 00:08:31,120 Speaker 1: go for you guys? It was unbelievable. I just think 160 00:08:31,160 --> 00:08:36,320 Speaker 1: it's um, you know, attendance wise, Um, we hit just 161 00:08:36,520 --> 00:08:41,520 Speaker 1: under five hundred thousand at the tournament. Uh, if depending 162 00:08:41,559 --> 00:08:46,400 Speaker 1: on what happens, that would probably be third behind the 163 00:08:46,920 --> 00:08:50,959 Speaker 1: US Open in the Australian Open. Um. We do that 164 00:08:51,040 --> 00:08:54,959 Speaker 1: with several less days than than the French and Wimbledon have, 165 00:08:55,720 --> 00:09:00,520 Speaker 1: so attendance wise really just off the charts. I think. 166 00:09:01,120 --> 00:09:05,040 Speaker 1: In addition to that, the fan experience has been just 167 00:09:05,160 --> 00:09:09,680 Speaker 1: greatly enhanced. We had you know, will bring almost a thousand. 168 00:09:09,800 --> 00:09:14,160 Speaker 1: We oracle brought almost a thousand customers through the uh 169 00:09:14,280 --> 00:09:18,080 Speaker 1: the event. Uh So it's a very popular place to 170 00:09:18,120 --> 00:09:19,719 Speaker 1: go to watch an event, and a lot of that's 171 00:09:19,760 --> 00:09:22,679 Speaker 1: because of all the enhancements that that Larry has made 172 00:09:22,679 --> 00:09:24,520 Speaker 1: to the tournament. What are we talking about that we 173 00:09:24,559 --> 00:09:28,000 Speaker 1: hear a lot about at home versus in arena, and 174 00:09:28,120 --> 00:09:31,920 Speaker 1: technology obviously drives the in arena experience. What sorts of 175 00:09:31,960 --> 00:09:34,960 Speaker 1: things are fans telling you that they want at sporting events? 176 00:09:35,040 --> 00:09:38,280 Speaker 1: Real time stats uh during the match? Right, So you've 177 00:09:38,320 --> 00:09:43,600 Speaker 1: got the opportunity now to um to Every court, not 178 00:09:43,679 --> 00:09:47,600 Speaker 1: just center court, not just court to UM has hawkeye, 179 00:09:48,160 --> 00:09:52,600 Speaker 1: every court has serf speed, Every court has stats which 180 00:09:52,640 --> 00:09:55,400 Speaker 1: will tell you how many you know, winners, un forced 181 00:09:55,480 --> 00:09:59,280 Speaker 1: airs with the ratios of each are together by player. 182 00:10:00,120 --> 00:10:02,640 Speaker 1: So it's it's you know, it's real time information, real 183 00:10:02,679 --> 00:10:09,199 Speaker 1: time stats, you know, scoreboards everywhere, um, everything in the gardens, 184 00:10:09,200 --> 00:10:12,120 Speaker 1: which is a sort of a central area for the 185 00:10:12,160 --> 00:10:16,160 Speaker 1: tournament grounds. You know, there's huge big screen TVs everywhere. 186 00:10:16,200 --> 00:10:19,440 Speaker 1: You can watch multiple courts at the same time. It's 187 00:10:19,480 --> 00:10:24,200 Speaker 1: just a very automated experience and uh and one that 188 00:10:24,240 --> 00:10:27,240 Speaker 1: I think fans really enjoy. You guys are obviously involved 189 00:10:27,280 --> 00:10:29,400 Speaker 1: in a lot of different sports. How does kind of 190 00:10:29,400 --> 00:10:33,280 Speaker 1: the tennis demographic overlap with the demographic that you guys 191 00:10:33,320 --> 00:10:36,520 Speaker 1: are looking to from a customer basis? Yeah, I mean 192 00:10:36,520 --> 00:10:38,720 Speaker 1: that's right. I mean, well that you asked a question, 193 00:10:38,720 --> 00:10:40,920 Speaker 1: and I'm sort of saying that's right. You can't really 194 00:10:40,920 --> 00:10:43,440 Speaker 1: say that to your question, but many people don't say 195 00:10:43,480 --> 00:10:45,000 Speaker 1: that would have been asked the question, by the way, 196 00:10:45,000 --> 00:10:50,800 Speaker 1: Mark Evans, Uh, you know it really is for us, 197 00:10:51,760 --> 00:10:53,800 Speaker 1: you know, how do we get the customer engaged? And 198 00:10:53,880 --> 00:10:56,360 Speaker 1: so when we do in a lot of our our 199 00:10:56,840 --> 00:11:00,880 Speaker 1: our tournaments that we sponsor, is create a fan experience 200 00:11:00,880 --> 00:11:05,679 Speaker 1: where the fan gets to to to mix with the players, uh, 201 00:11:05,960 --> 00:11:11,080 Speaker 1: whether they be uh, pro ams, clinics, talks, um. You know. 202 00:11:11,160 --> 00:11:14,000 Speaker 1: At the at any and Wells, we had no we 203 00:11:14,040 --> 00:11:16,280 Speaker 1: had multiple events where you would get a legend of 204 00:11:16,320 --> 00:11:19,439 Speaker 1: the sport, whether it be uh Chris Evart, whether it 205 00:11:19,480 --> 00:11:22,880 Speaker 1: be Tommy Haas, uh you know, Michael Chang, et cetera. 206 00:11:23,360 --> 00:11:25,480 Speaker 1: And you'd get a customer with the customers with the 207 00:11:25,480 --> 00:11:28,640 Speaker 1: opportunity to have an up close experience with them, UM, 208 00:11:29,080 --> 00:11:30,959 Speaker 1: talk to them about the sport, the direction of the 209 00:11:31,000 --> 00:11:33,560 Speaker 1: sport through Q and A with them. We had some 210 00:11:33,600 --> 00:11:37,120 Speaker 1: of the same players doing uh clinics for them, and 211 00:11:37,160 --> 00:11:42,120 Speaker 1: so the opportunity for customers to get engaged directly in 212 00:11:42,200 --> 00:11:46,079 Speaker 1: the sport, it's it's it's tremendous for us. Is tennis 213 00:11:45,960 --> 00:11:49,520 Speaker 1: the most representative of your customer base from you know, 214 00:11:49,559 --> 00:11:52,200 Speaker 1: from a demographic standpoint, what sports really look a lot 215 00:11:52,320 --> 00:11:54,720 Speaker 1: like Oracle customers when you drill down to the ye 216 00:11:54,880 --> 00:11:58,679 Speaker 1: that golf are probably the two you know, biggest demographic uh. 217 00:11:59,320 --> 00:12:03,760 Speaker 1: You know for for us, we've chosen to put investment 218 00:12:03,800 --> 00:12:07,160 Speaker 1: into tennis. I think it differentiates us. Uh so those 219 00:12:07,200 --> 00:12:10,640 Speaker 1: that are tennis zelots. I don't think there's anybody who 220 00:12:10,760 --> 00:12:13,480 Speaker 1: who gives you the up close and personal fan experience 221 00:12:13,520 --> 00:12:17,319 Speaker 1: that uh that we can do and attempt to do 222 00:12:18,040 --> 00:12:21,400 Speaker 1: with our customers across multiple events, whether they be you know, 223 00:12:21,480 --> 00:12:25,120 Speaker 1: big time events like Indian Wells or frankly challenger tournaments, 224 00:12:25,120 --> 00:12:28,280 Speaker 1: college tournaments, uh, and some of those are you know, 225 00:12:28,320 --> 00:12:31,520 Speaker 1: extremely Give you an example, we did a Challenger tournament, 226 00:12:31,559 --> 00:12:36,440 Speaker 1: which is the very high level tournament, just pre tour level, 227 00:12:36,840 --> 00:12:41,640 Speaker 1: and uh we had we were getting people a day 228 00:12:41,920 --> 00:12:43,880 Speaker 1: uh to the tournament and getting you know, a hundred 229 00:12:43,920 --> 00:12:47,960 Speaker 1: customers uh to it. And you know, we did a 230 00:12:48,080 --> 00:12:52,920 Speaker 1: thing at the tournament where we had Andy Roddick, James Blake, uh, 231 00:12:53,000 --> 00:12:56,520 Speaker 1: Tommy Hodson, Marty Fish come play in one of the 232 00:12:56,559 --> 00:12:59,079 Speaker 1: evenings and got an incredible draw and customer interest out 233 00:12:59,080 --> 00:13:01,400 Speaker 1: of that. So we we just don't have tournaments. We 234 00:13:01,520 --> 00:13:04,120 Speaker 1: put events around the tournaments, creates some entertainment around the 235 00:13:04,160 --> 00:13:07,760 Speaker 1: tournaments and customers love it. We're talking with Mark her 236 00:13:07,840 --> 00:13:12,800 Speaker 1: the CEO of Oracle and congratulations, you guys have now 237 00:13:13,640 --> 00:13:16,920 Speaker 1: what was a t n T Now it's Oracle Park. 238 00:13:17,600 --> 00:13:22,920 Speaker 1: The simple question is investment as opposed to return? What 239 00:13:22,960 --> 00:13:25,720 Speaker 1: are you looking for? Well, first, I think you know 240 00:13:25,800 --> 00:13:29,520 Speaker 1: that there's there's It isn't just investment in returnal though 241 00:13:29,559 --> 00:13:32,440 Speaker 1: that's a key element to it. I think one is 242 00:13:32,480 --> 00:13:36,720 Speaker 1: that you know, obviously the Giants are a bay Area team, 243 00:13:37,480 --> 00:13:39,880 Speaker 1: the facility is a Bay Area facility or a Bay 244 00:13:39,920 --> 00:13:45,600 Speaker 1: Area company. UM. We certainly have experience in in naming 245 00:13:46,200 --> 00:13:50,880 Speaker 1: UM facilities through our experiences over the years. We've had 246 00:13:50,880 --> 00:13:55,120 Speaker 1: a long term relationship with the Giants that predates this 247 00:13:55,920 --> 00:13:58,000 Speaker 1: UM and that's gone for for a long time and 248 00:13:58,080 --> 00:14:01,920 Speaker 1: has been very positive for us. So when the opportunity 249 00:14:01,960 --> 00:14:05,480 Speaker 1: opened up, UH, it made sense for us UH to 250 00:14:06,520 --> 00:14:09,880 Speaker 1: up our commitment. As part of that, there are just 251 00:14:09,960 --> 00:14:12,400 Speaker 1: a number of innovative things that we think we can 252 00:14:12,440 --> 00:14:16,520 Speaker 1: do VOTE from a fan engagement perspective, further automation of 253 00:14:16,600 --> 00:14:21,119 Speaker 1: the stadium UM as well as from a customer engagement perspective. 254 00:14:21,280 --> 00:14:22,880 Speaker 1: And what are the first two things you guys plan 255 00:14:23,000 --> 00:14:24,960 Speaker 1: to do well? I mean, I think you know, obviously 256 00:14:24,960 --> 00:14:27,640 Speaker 1: the Giants got a vote UH in that as well. 257 00:14:27,680 --> 00:14:31,400 Speaker 1: But the opportunity for us to to automate UM a 258 00:14:31,440 --> 00:14:35,160 Speaker 1: lot of the concessions, the ability to UM you know 259 00:14:35,200 --> 00:14:38,600 Speaker 1: have in seat ordering, UM, being able to do that 260 00:14:38,680 --> 00:14:42,400 Speaker 1: all in an automated way, the ability to get UH 261 00:14:42,560 --> 00:14:47,200 Speaker 1: different customer engagements UH, you know, automated customer engagements with 262 00:14:47,320 --> 00:14:49,800 Speaker 1: the fan base. All of those are I don't want 263 00:14:49,800 --> 00:14:54,400 Speaker 1: to say simple, but relatively um straightforward things for us 264 00:14:54,440 --> 00:14:57,800 Speaker 1: to get done relatively quickly. We're as a company, uh, 265 00:14:58,120 --> 00:15:01,960 Speaker 1: we're the leader in in state UM automation UM, and 266 00:15:02,000 --> 00:15:04,080 Speaker 1: so it's gonna make sense to not only do what 267 00:15:04,160 --> 00:15:07,640 Speaker 1: we do everywhere else at at Oracle at Oracle Park, 268 00:15:07,720 --> 00:15:09,680 Speaker 1: but to do it better and innovate. And one of 269 00:15:09,720 --> 00:15:11,480 Speaker 1: the things we talked about with the Giants from the 270 00:15:11,480 --> 00:15:14,320 Speaker 1: beginning is is to have the Giants always on the 271 00:15:14,360 --> 00:15:17,000 Speaker 1: forefront of everything we're doing and to be you know, 272 00:15:17,040 --> 00:15:18,560 Speaker 1: if you will, I don't want to say a test case, 273 00:15:18,640 --> 00:15:23,320 Speaker 1: but uh, an early adopter of our latest capabilities. We're 274 00:15:23,320 --> 00:15:26,400 Speaker 1: also one of the leaders and customer engagement software and 275 00:15:26,480 --> 00:15:29,400 Speaker 1: there's no reason for that not to be applicable uh 276 00:15:29,440 --> 00:15:32,480 Speaker 1: in in in baseball as well. So there are just 277 00:15:32,640 --> 00:15:34,960 Speaker 1: many opportunities for us to team with the Giants from 278 00:15:34,960 --> 00:15:37,640 Speaker 1: a technical perspective. Market. Of course, baseball a few more 279 00:15:37,680 --> 00:15:40,000 Speaker 1: games than some of the other sports, so you get 280 00:15:40,040 --> 00:15:41,880 Speaker 1: a lot of dates that are used. But I'm always 281 00:15:41,920 --> 00:15:45,200 Speaker 1: fascinated by the off days at stadiums and how they 282 00:15:45,240 --> 00:15:48,080 Speaker 1: are utilized. I mean, what's cooler than the bar mitzvah 283 00:15:48,520 --> 00:15:51,440 Speaker 1: at a green Bay right at Lambeau field. I love 284 00:15:51,480 --> 00:15:54,400 Speaker 1: that off day usage. What sorts of things are we 285 00:15:54,440 --> 00:15:58,400 Speaker 1: talking about four Oracle and the stadium when the Giants 286 00:15:58,400 --> 00:16:01,040 Speaker 1: are not playing well. The last couple of years we've 287 00:16:01,040 --> 00:16:07,480 Speaker 1: had our User conference UM concert at at at the park. 288 00:16:08,280 --> 00:16:10,800 Speaker 1: So we have a user conference that brings you know, 289 00:16:10,840 --> 00:16:13,760 Speaker 1: over sixty people to the Bay area UH to talk 290 00:16:13,760 --> 00:16:16,120 Speaker 1: about technology. And then at the end of the conference, 291 00:16:16,920 --> 00:16:20,280 Speaker 1: we bring our customers together for a for a closing 292 00:16:20,320 --> 00:16:22,840 Speaker 1: concert and we hold it UH and have held it 293 00:16:22,840 --> 00:16:26,400 Speaker 1: at a T n T now Oracle Park. So that's 294 00:16:26,400 --> 00:16:30,120 Speaker 1: certainly one use. The opportunity there is to you know 295 00:16:30,280 --> 00:16:33,400 Speaker 1: that there's that they have a nice club club in 296 00:16:33,480 --> 00:16:38,320 Speaker 1: the in the stadium that we can use for customer dinners. UH. 297 00:16:38,400 --> 00:16:40,920 Speaker 1: There they do great things with their actual with their 298 00:16:40,920 --> 00:16:44,080 Speaker 1: believing or not their clubhouse where they turn that into 299 00:16:44,080 --> 00:16:47,680 Speaker 1: a place for entertainment. Obviously, we have sweet opportunities to 300 00:16:47,800 --> 00:16:52,280 Speaker 1: entertain there. So it's a very unique experience when you 301 00:16:52,320 --> 00:16:55,760 Speaker 1: can take a bunch of customers into a clubhouse and 302 00:16:56,120 --> 00:16:59,080 Speaker 1: h put a jersey in a locker with their name 303 00:16:59,120 --> 00:17:02,000 Speaker 1: on it. It's pretty interesting when you can then let 304 00:17:02,000 --> 00:17:03,880 Speaker 1: them put the jersey on, come out to the field 305 00:17:03,880 --> 00:17:07,600 Speaker 1: and take batting practice. UM put their picture up on 306 00:17:07,640 --> 00:17:11,439 Speaker 1: the scoreboard right under the the Oracle logo. Says, well, 307 00:17:11,480 --> 00:17:13,720 Speaker 1: I did a story years ago on those who buy 308 00:17:13,880 --> 00:17:15,959 Speaker 1: limited stakes and pro sports teams, you know, the one 309 00:17:16,320 --> 00:17:19,480 Speaker 1: to percent owners, and they said one of the reasons 310 00:17:19,520 --> 00:17:22,280 Speaker 1: they do it is because it gives them the opportunity 311 00:17:22,400 --> 00:17:24,600 Speaker 1: to separate themselves from the competitors. If there are two 312 00:17:24,600 --> 00:17:27,720 Speaker 1: percent owner and let's say it's the Giants, the opportunity 313 00:17:27,760 --> 00:17:30,439 Speaker 1: to close a business meeting after a tour of the 314 00:17:30,440 --> 00:17:33,240 Speaker 1: clubhouse or introducing to a players are on the team plane. 315 00:17:33,400 --> 00:17:35,640 Speaker 1: It sounds like from a business perspective, even a large 316 00:17:35,640 --> 00:17:39,160 Speaker 1: scale like Oracle, it's the same sort of thing going on. Yeah, 317 00:17:39,240 --> 00:17:40,840 Speaker 1: I think I think that's right. And I think you're 318 00:17:40,840 --> 00:17:45,080 Speaker 1: only limited by your imagination. So the examples you gave 319 00:17:45,160 --> 00:17:47,040 Speaker 1: of playing on the team playing, you know, there's a 320 00:17:47,040 --> 00:17:49,080 Speaker 1: couple of extra seats on the on the on the plane. 321 00:17:49,160 --> 00:17:52,399 Speaker 1: Yet can we get them shure? Um? And And I 322 00:17:52,480 --> 00:17:54,760 Speaker 1: won't say we always can, but if if, if, if 323 00:17:54,760 --> 00:17:58,000 Speaker 1: they can, I think they accommodate. And yeah, imagine you're 324 00:17:58,000 --> 00:18:00,960 Speaker 1: going to uh the Giant, if you're going to Fenway 325 00:18:01,000 --> 00:18:04,000 Speaker 1: Park and they're gonna play the Red Sox and you're 326 00:18:04,000 --> 00:18:05,639 Speaker 1: gonna be able to take a customer with you on 327 00:18:05,680 --> 00:18:08,880 Speaker 1: the cup, on the UH team plane and take them 328 00:18:08,920 --> 00:18:12,159 Speaker 1: to box seats at Fenway Park. And I mean, I 329 00:18:12,359 --> 00:18:15,480 Speaker 1: can keep going through example after example, but your points correct. 330 00:18:15,600 --> 00:18:18,880 Speaker 1: I mean, there's truly opportunities to differentiate in the customer 331 00:18:18,880 --> 00:18:23,560 Speaker 1: engagement UM and you know through a fan experience that 332 00:18:23,680 --> 00:18:25,920 Speaker 1: otherwise we wouldn't have. I know a lot of companies 333 00:18:25,960 --> 00:18:28,520 Speaker 1: think about their sports sponsorships kind of in two different 334 00:18:28,560 --> 00:18:31,159 Speaker 1: buckets right there. There's the sponsorships you do just to 335 00:18:31,200 --> 00:18:34,000 Speaker 1: get your name out there, to grow name recognition, and 336 00:18:34,000 --> 00:18:36,320 Speaker 1: then there's the sponsorships you do that kind of directly 337 00:18:36,440 --> 00:18:40,119 Speaker 1: tie into expanding your client base or you know, just 338 00:18:40,200 --> 00:18:44,600 Speaker 1: offering more opportunities to to pre existing clients. Is this 339 00:18:44,640 --> 00:18:47,600 Speaker 1: deal the Major League Baseball stadium? Is that more in 340 00:18:47,600 --> 00:18:50,679 Speaker 1: bucket one or bucket two for you? Most everything for 341 00:18:50,800 --> 00:18:53,880 Speaker 1: us is in bucket two. Okay, So we're we're really 342 00:18:54,560 --> 00:18:56,960 Speaker 1: be too be business to business as opposed to business 343 00:18:57,000 --> 00:19:00,639 Speaker 1: to consumer. So you know, most of our almost all 344 00:19:00,680 --> 00:19:03,800 Speaker 1: of our business we have we have small and medium business. 345 00:19:03,840 --> 00:19:08,680 Speaker 1: So because small and medium businesses UM behave to some 346 00:19:08,760 --> 00:19:10,960 Speaker 1: degree a bit like consumer. Obviously, there are lots of 347 00:19:11,040 --> 00:19:15,840 Speaker 1: small businesses, so name recognition certainly has relevance. Most of 348 00:19:15,880 --> 00:19:18,760 Speaker 1: what we do is tied to, you know, a direct 349 00:19:19,160 --> 00:19:22,520 Speaker 1: you know, one to one engagement, direct customer activity where 350 00:19:22,520 --> 00:19:25,360 Speaker 1: we get the benefit of a direct touch with the customer. 351 00:19:26,119 --> 00:19:27,600 Speaker 1: I want to go back to what we were talking 352 00:19:27,600 --> 00:19:31,680 Speaker 1: about earlier about the many sports that you sponsor. When 353 00:19:31,720 --> 00:19:35,840 Speaker 1: you are a major sponsor in any sport, uh, I 354 00:19:35,840 --> 00:19:38,399 Speaker 1: mean that's a huge undertaking. Doesn't make a difference whether 355 00:19:39,080 --> 00:19:44,360 Speaker 1: it's baseball, football, basketball, hockey, name a sport whatever. Uh. 356 00:19:44,720 --> 00:19:47,879 Speaker 1: Can you take us through what it's like as a 357 00:19:48,000 --> 00:19:53,800 Speaker 1: sponsor to be involved with action packed sports like this? Well, 358 00:19:53,840 --> 00:19:55,479 Speaker 1: I mean it's it's a you know, first of all, 359 00:19:55,560 --> 00:19:59,359 Speaker 1: it's a it's a it's a commitment to Uh, you 360 00:19:59,400 --> 00:20:03,640 Speaker 1: want a team with the right franchise. I don't think 361 00:20:03,640 --> 00:20:06,119 Speaker 1: this is for everybody, and I don't think you should 362 00:20:06,160 --> 00:20:08,119 Speaker 1: team with everybody. Just a team with him, right, You 363 00:20:08,160 --> 00:20:11,720 Speaker 1: have to the team with the right management team. I 364 00:20:11,760 --> 00:20:15,760 Speaker 1: think we've been fortunate to to team with These are 365 00:20:15,760 --> 00:20:18,919 Speaker 1: big decisions to your point, Um, you know, and it 366 00:20:19,000 --> 00:20:21,640 Speaker 1: isn't it for us because it's about innovation, Because it's 367 00:20:21,640 --> 00:20:25,360 Speaker 1: about experiences. You want a team with somebody who's who 368 00:20:25,440 --> 00:20:28,240 Speaker 1: understands the spirit. To be an example about when we 369 00:20:28,240 --> 00:20:32,360 Speaker 1: did this with the Giants, we spent several meetings together 370 00:20:33,760 --> 00:20:39,080 Speaker 1: just talking about innovative fan experiences and client experiences. It 371 00:20:39,160 --> 00:20:41,840 Speaker 1: would make this an exciting thing for for both sides. 372 00:20:42,520 --> 00:20:45,560 Speaker 1: And you know, that sort of collaboration is what's at 373 00:20:45,600 --> 00:20:49,240 Speaker 1: the core of of of making these things work. So 374 00:20:49,320 --> 00:20:52,720 Speaker 1: it's not about you know, can can I get can 375 00:20:52,760 --> 00:20:54,760 Speaker 1: Mark heard go to see a game or something? This 376 00:20:54,840 --> 00:20:57,880 Speaker 1: is about the broader How does the broader oracle get 377 00:20:57,960 --> 00:21:00,800 Speaker 1: value out of the broader relationship. How do we get 378 00:21:01,280 --> 00:21:04,600 Speaker 1: a whole broad you know, input impact for our customer 379 00:21:04,600 --> 00:21:07,520 Speaker 1: base and make it personal, make it probably I always 380 00:21:07,600 --> 00:21:10,240 Speaker 1: use the comment that for us, you know, our objective 381 00:21:10,280 --> 00:21:12,879 Speaker 1: is to make memories for our customers, to make memories 382 00:21:12,920 --> 00:21:15,359 Speaker 1: that are unique, make memories that are different, make memories 383 00:21:15,440 --> 00:21:19,000 Speaker 1: that otherwise couldn't be facilitated for them by anybody other 384 00:21:19,040 --> 00:21:22,240 Speaker 1: than the Oracle. And and so for us, that's how 385 00:21:22,280 --> 00:21:24,640 Speaker 1: we think about this as we go into these engagements. 386 00:21:24,840 --> 00:21:26,840 Speaker 1: And when you get the right franchise, like what we've 387 00:21:26,880 --> 00:21:28,840 Speaker 1: been able to do with the Warriors, and we'll being 388 00:21:28,880 --> 00:21:30,320 Speaker 1: able to what I think we're gonna be able to 389 00:21:30,320 --> 00:21:33,320 Speaker 1: do with the Giants. Um, it just makes all the 390 00:21:33,320 --> 00:21:35,280 Speaker 1: difference in the world. And like you said, broader, I 391 00:21:35,320 --> 00:21:37,960 Speaker 1: mean right now, like you said, you are your Bay 392 00:21:38,040 --> 00:21:42,320 Speaker 1: Area based company, and obviously the Giants are Bay Area folks. 393 00:21:42,359 --> 00:21:44,720 Speaker 1: But there's nothing wrong with you guys coming out on 394 00:21:44,760 --> 00:21:47,440 Speaker 1: the East Coast and there there are many opportunities out 395 00:21:47,480 --> 00:21:50,919 Speaker 1: there too. Have you guys thought about that? Well, if 396 00:21:50,920 --> 00:21:54,560 Speaker 1: you ask if we thought about it, sure, Um, doing 397 00:21:54,600 --> 00:21:57,080 Speaker 1: it is different from thinking about it. And I think 398 00:21:57,119 --> 00:22:00,359 Speaker 1: that you know, for us, it's much easier to do 399 00:22:00,480 --> 00:22:03,040 Speaker 1: many of these innovative things where you have mass presence. 400 00:22:03,920 --> 00:22:05,560 Speaker 1: So we have a presence on the East Coast. I mean, 401 00:22:05,600 --> 00:22:09,280 Speaker 1: we've got a fairly sizeable presence in in Boston. UM. 402 00:22:09,359 --> 00:22:12,840 Speaker 1: And obviously we're of course buried global as well as 403 00:22:12,960 --> 00:22:15,920 Speaker 1: very uh, very well dispersed across the country. We have 404 00:22:16,000 --> 00:22:19,600 Speaker 1: large employee base in Los Angeles and Austin, UH in Boston, 405 00:22:19,760 --> 00:22:24,280 Speaker 1: d C. Etcetera. But I think these decisions, the ones 406 00:22:24,320 --> 00:22:27,199 Speaker 1: that we're talking about, are very major decisions made at 407 00:22:27,240 --> 00:22:30,399 Speaker 1: the top of the company where the alignment is pretty 408 00:22:30,440 --> 00:22:35,159 Speaker 1: close between the both management teams. So I think for 409 00:22:35,240 --> 00:22:37,840 Speaker 1: us to do something that's uh not in the very 410 00:22:37,840 --> 00:22:40,320 Speaker 1: area would obviously be something we'd we'd have to take 411 00:22:40,359 --> 00:22:43,640 Speaker 1: into into very careful consideration that we could still make 412 00:22:44,119 --> 00:22:47,840 Speaker 1: those sorts of different innovative situations occur and make the 413 00:22:47,840 --> 00:22:50,480 Speaker 1: sort of lasting memories that I've described. Mark, I want 414 00:22:50,480 --> 00:22:53,000 Speaker 1: to ask you about sailing, another sport that you guys 415 00:22:53,040 --> 00:22:55,680 Speaker 1: are involved in. I think even kind of casual. America's 416 00:22:55,720 --> 00:22:58,600 Speaker 1: Cup fans know that Larry Ellison, co founder of Oracle, 417 00:22:58,720 --> 00:23:01,440 Speaker 1: put together a sailing team in the America's Cup for 418 00:23:01,480 --> 00:23:04,679 Speaker 1: a while. Was was the two thou America's Cup the 419 00:23:04,720 --> 00:23:07,199 Speaker 1: most kind of the most amazing sporting event comeback that 420 00:23:07,280 --> 00:23:11,000 Speaker 1: you've seen in your in your experience in sports. Well, 421 00:23:11,040 --> 00:23:13,600 Speaker 1: I couldn't believe it. It wasn't just that we came back. 422 00:23:14,160 --> 00:23:17,119 Speaker 1: It was the timing of it. Um it happened to 423 00:23:17,119 --> 00:23:20,359 Speaker 1: be in San Francisco at the same time as our 424 00:23:20,480 --> 00:23:26,480 Speaker 1: user conference. So imagine literally sixty thou plus Oracle customers 425 00:23:26,520 --> 00:23:30,440 Speaker 1: are in San Francisco as this this thing is going down, 426 00:23:31,080 --> 00:23:34,360 Speaker 1: and you know we're down eight one if I remember correctly, 427 00:23:34,960 --> 00:23:38,840 Speaker 1: and you know they actually want it, you probably don't 428 00:23:38,840 --> 00:23:42,760 Speaker 1: remember all the details, but yeah, they want it and 429 00:23:42,880 --> 00:23:45,720 Speaker 1: ran out of time and they took too long to 430 00:23:45,840 --> 00:23:49,160 Speaker 1: one to win the race they won. So as a result, 431 00:23:49,520 --> 00:23:53,040 Speaker 1: when the race timed out, um they never won again. 432 00:23:53,760 --> 00:23:57,240 Speaker 1: And and and you know, it got so interesting in 433 00:23:57,280 --> 00:24:01,439 Speaker 1: that the New Zealand team was checking out of their 434 00:24:01,480 --> 00:24:04,520 Speaker 1: hotels because they thought they were bound to win a 435 00:24:04,640 --> 00:24:08,520 Speaker 1: race somewhere and of course when they wound up having 436 00:24:08,560 --> 00:24:13,080 Speaker 1: to stay as they kept losing, who had all the hotels? 437 00:24:14,080 --> 00:24:18,000 Speaker 1: We did? It was our users? Was their price gouging 438 00:24:18,080 --> 00:24:20,960 Speaker 1: going on? Is that what you're telling me? No, No, 439 00:24:21,000 --> 00:24:24,480 Speaker 1: that's something that was that was fun. But I thought 440 00:24:24,520 --> 00:24:26,959 Speaker 1: it was. It was interesting that you know, as as 441 00:24:27,000 --> 00:24:30,280 Speaker 1: they were ready to check out Saturday, Sunday, Monday, you know, 442 00:24:30,320 --> 00:24:33,840 Speaker 1: they're having to lengthen their hotel rooms and they don't 443 00:24:33,840 --> 00:24:36,080 Speaker 1: have reservations and the town is sold out because of 444 00:24:36,119 --> 00:24:39,400 Speaker 1: the Oracle User conference. Um so, but it was Yeah, 445 00:24:39,400 --> 00:24:43,439 Speaker 1: it was a great comeback. It was very uh I 446 00:24:43,480 --> 00:24:45,960 Speaker 1: think emotional, and I think the fact that it was 447 00:24:46,000 --> 00:24:50,560 Speaker 1: in San Francisco in the Bay uh done, you know, 448 00:24:50,680 --> 00:24:53,359 Speaker 1: in front of everybody in San Francisco and our customers 449 00:24:53,400 --> 00:24:57,520 Speaker 1: simultaneously you couldn't write a better script. It sounds like 450 00:24:57,560 --> 00:25:00,320 Speaker 1: give you everything in the purview of your customer, like 451 00:25:00,400 --> 00:25:02,159 Speaker 1: do you take a moment? Can you enjoy any of 452 00:25:02,200 --> 00:25:05,320 Speaker 1: this just to sort of mark heard or does everything 453 00:25:05,440 --> 00:25:09,080 Speaker 1: exists in the world of How does this affect Oracle 454 00:25:09,160 --> 00:25:13,000 Speaker 1: and its customers? Yeah, I mean I think first it 455 00:25:13,080 --> 00:25:14,840 Speaker 1: starts with the customers, So we wouldn't do it if 456 00:25:14,840 --> 00:25:17,560 Speaker 1: it wasn't for the customers. UM do I enjoy some 457 00:25:17,600 --> 00:25:22,639 Speaker 1: of the stuff short, but but the primary objective for 458 00:25:22,680 --> 00:25:27,800 Speaker 1: our sports marketing is to really um benefit our customers, right, 459 00:25:27,880 --> 00:25:30,639 Speaker 1: and to put our customers in again, you know, a 460 00:25:30,720 --> 00:25:34,080 Speaker 1: different position they ordinarily would be in UM and and 461 00:25:34,160 --> 00:25:38,680 Speaker 1: clearly we're we're selfish. I mean, we're trying to um 462 00:25:39,000 --> 00:25:41,560 Speaker 1: endear them to us so they understand at the same time, 463 00:25:41,960 --> 00:25:44,719 Speaker 1: you can have a great time and learn about our 464 00:25:44,720 --> 00:25:47,520 Speaker 1: products while you're having a great time. And and then 465 00:25:47,600 --> 00:25:49,960 Speaker 1: you know, my job is to help facilitate that and 466 00:25:50,040 --> 00:25:53,240 Speaker 1: so but yeah, no I sneak off like I love 467 00:25:53,320 --> 00:25:55,680 Speaker 1: Indian Wells. You've talked about just coming back from there. 468 00:25:55,680 --> 00:25:58,480 Speaker 1: I had a great time, even though I was I 469 00:25:58,560 --> 00:26:01,359 Speaker 1: was probably we love to have seen more matches than 470 00:26:01,400 --> 00:26:03,240 Speaker 1: I did. Busier than I would like to be. But 471 00:26:03,320 --> 00:26:05,920 Speaker 1: that said, do I come out of it and aggregate 472 00:26:06,080 --> 00:26:09,119 Speaker 1: really enjoy it? I do. Is Larry Ellison still in 473 00:26:09,160 --> 00:26:10,920 Speaker 1: the market to buy a team in sort of the 474 00:26:10,960 --> 00:26:13,960 Speaker 1: four majors? Everybody knows that he was close on the 475 00:26:14,000 --> 00:26:17,120 Speaker 1: Warriors and we know what happened there. Is he still 476 00:26:17,160 --> 00:26:19,040 Speaker 1: in the market? Is he gonna own a Big four 477 00:26:19,040 --> 00:26:23,840 Speaker 1: sports team? Uh? That is a much better question for 478 00:26:23,920 --> 00:26:26,720 Speaker 1: him than all right, go get him on the phone. 479 00:26:26,760 --> 00:26:28,159 Speaker 1: I know you can do it. I get him on 480 00:26:28,160 --> 00:26:30,280 Speaker 1: the phone, so we get we can get him on 481 00:26:30,280 --> 00:26:34,920 Speaker 1: the phone. I don't think that he'll answer uh so 482 00:26:35,320 --> 00:26:37,879 Speaker 1: in terms of in terms of that question. So, but 483 00:26:38,040 --> 00:26:40,720 Speaker 1: I think you know, I'm not going to comment on 484 00:26:40,800 --> 00:26:45,359 Speaker 1: Larry's intentions. Mark, you're a computer technology provider, big in 485 00:26:45,359 --> 00:26:48,400 Speaker 1: the sports sponsorship world. Have you looked at I'm sure 486 00:26:48,400 --> 00:26:49,720 Speaker 1: you have. What do you what do you see in 487 00:26:49,800 --> 00:26:52,120 Speaker 1: the sports and do you see a place for Oracle 488 00:26:52,440 --> 00:26:55,760 Speaker 1: within that ecosystem? It's an interesting question. Boy, this stuff 489 00:26:55,840 --> 00:27:00,880 Speaker 1: is just exploding, and um it's funny. I'm I'm as 490 00:27:00,880 --> 00:27:03,600 Speaker 1: I'm here in Vegas. I'm next to uh a big 491 00:27:03,640 --> 00:27:06,040 Speaker 1: building that has you know, the sports I came here 492 00:27:06,080 --> 00:27:09,560 Speaker 1: and says the sports hall or facility right right on 493 00:27:09,600 --> 00:27:13,639 Speaker 1: it exactly where they have all these these these this 494 00:27:13,800 --> 00:27:17,919 Speaker 1: environment built for gamers. And so I don't know, actually 495 00:27:18,000 --> 00:27:21,600 Speaker 1: quickly evolving and uh. You know, I don't often comment 496 00:27:21,880 --> 00:27:24,880 Speaker 1: on our intent because our intent is to do more 497 00:27:24,920 --> 00:27:27,040 Speaker 1: in sports marketing, but I find when I talk about 498 00:27:27,040 --> 00:27:31,440 Speaker 1: our intent, other people tend to uh uh, I don't 499 00:27:31,440 --> 00:27:33,679 Speaker 1: know what the right word for it is, uh, use 500 00:27:33,760 --> 00:27:37,840 Speaker 1: it as a row material. And so I think, you know, well, 501 00:27:38,080 --> 00:27:39,959 Speaker 1: this is just like what's our next step in tennis? 502 00:27:40,000 --> 00:27:42,720 Speaker 1: What's our next step? And whatever it may be, I'd 503 00:27:42,720 --> 00:27:44,919 Speaker 1: give you the same answer I gave you about Larry 504 00:27:45,040 --> 00:27:48,800 Speaker 1: that I probably won't predict what we'll what we'll do next, 505 00:27:49,160 --> 00:27:51,240 Speaker 1: other than obviously we want to be We want to 506 00:27:51,240 --> 00:27:53,800 Speaker 1: stay active and do things that make sense, as you 507 00:27:53,800 --> 00:27:55,960 Speaker 1: guys have well said in the context of what benefits 508 00:27:55,960 --> 00:27:58,400 Speaker 1: our customers well in the B two B world, though 509 00:27:58,440 --> 00:28:02,240 Speaker 1: in sports, betting and live in venue certainly presents an 510 00:28:02,240 --> 00:28:05,960 Speaker 1: opportunity for Oracle, uh and others. Where do you see 511 00:28:06,000 --> 00:28:08,800 Speaker 1: it going? How do you foresee Oracle playing in that pond? 512 00:28:10,720 --> 00:28:14,320 Speaker 1: You know, it's interesting because obviously betting has gotten multiple dynamics. 513 00:28:14,320 --> 00:28:18,840 Speaker 1: I mean, the implication of sports betting has dramatically affected 514 00:28:18,840 --> 00:28:23,760 Speaker 1: the tennis world, and and and so yeah, there's an 515 00:28:23,760 --> 00:28:28,280 Speaker 1: automation opportunity in there. There's technology opportunity in there. Um, 516 00:28:28,320 --> 00:28:30,879 Speaker 1: there's uh, you know, and also an issue as it 517 00:28:30,920 --> 00:28:33,479 Speaker 1: relates to sports on how it eventually works. I'm not 518 00:28:34,480 --> 00:28:37,600 Speaker 1: a huge fan of the implication it's had on tennis. 519 00:28:38,360 --> 00:28:40,680 Speaker 1: Um and you all may or may not be familiar 520 00:28:40,720 --> 00:28:42,600 Speaker 1: with all that. Oh yeah, the telling the Tennis Integrity 521 00:28:42,680 --> 00:28:46,200 Speaker 1: Unit actually found that many matches, particularly at the lower level, 522 00:28:46,680 --> 00:28:50,400 Speaker 1: had had some sort of corruption. Well the real the 523 00:28:50,480 --> 00:28:54,120 Speaker 1: real issue that occurred was the selling of the data. 524 00:28:54,960 --> 00:28:58,160 Speaker 1: So what was going on was in the lower ranked tournaments, 525 00:28:58,200 --> 00:29:01,720 Speaker 1: lower level tournaments, there was no video, there was no 526 00:29:02,120 --> 00:29:05,640 Speaker 1: record of the match so to speak, and yet the 527 00:29:05,760 --> 00:29:10,000 Speaker 1: data was being sold in real time two third parties. 528 00:29:11,400 --> 00:29:15,560 Speaker 1: So this enabled um, you know, Betty and and so 529 00:29:15,920 --> 00:29:19,240 Speaker 1: the reaction to that was to cut out the tournaments 530 00:29:19,760 --> 00:29:22,040 Speaker 1: so instead of fixing anyway. That it gets into a 531 00:29:22,040 --> 00:29:26,000 Speaker 1: whole another conversation, um that I've I've morphed this into. 532 00:29:26,200 --> 00:29:29,280 Speaker 1: But but yeah, I mean there's there's opportunities on the 533 00:29:29,320 --> 00:29:34,600 Speaker 1: automation side. Uh, certainly. I think. Also, you know there's 534 00:29:34,600 --> 00:29:37,360 Speaker 1: another dimension, which is the one I described that that 535 00:29:37,360 --> 00:29:42,400 Speaker 1: that were sensitive sensitive to as well. Mark her CEO 536 00:29:42,520 --> 00:29:45,320 Speaker 1: of Oracle, thank you so much for taking the time 537 00:29:45,320 --> 00:29:48,840 Speaker 1: out talking with us. And thank you again, sir, thank 538 00:29:48,880 --> 00:29:51,480 Speaker 1: you very much. I really appreciate you have me on takeaways. 539 00:29:51,960 --> 00:29:55,280 Speaker 1: I'm always impressed. It's one thing to be on when 540 00:29:55,280 --> 00:29:58,600 Speaker 1: you see the other side of big sponsorship money and 541 00:29:58,640 --> 00:30:01,640 Speaker 1: talking to Mark Herd about, Hey, you put your name 542 00:30:01,840 --> 00:30:04,719 Speaker 1: up on the stadium, You've put your name up on 543 00:30:04,800 --> 00:30:07,280 Speaker 1: other things as well. Uh, it's a lot of coin 544 00:30:07,320 --> 00:30:09,640 Speaker 1: involved in that, a lot of exposure. Yeah, and I 545 00:30:09,680 --> 00:30:12,640 Speaker 1: wrote about this years ago. My takeaway is the fact 546 00:30:12,680 --> 00:30:15,000 Speaker 1: that these companies want more and more. And he spoke 547 00:30:15,000 --> 00:30:18,920 Speaker 1: about possibly bringing clients on the team plane that is 548 00:30:18,960 --> 00:30:22,680 Speaker 1: considered some serious territory that the players like for themselves. 549 00:30:23,040 --> 00:30:25,640 Speaker 1: But pay enough money, you need some return on investment. 550 00:30:26,000 --> 00:30:28,040 Speaker 1: I need to bring this important client on the plane 551 00:30:28,040 --> 00:30:30,720 Speaker 1: for that trip to Fenway Park. Uh. That that's how 552 00:30:30,760 --> 00:30:33,160 Speaker 1: the business works. And another thing he mentioned that we 553 00:30:33,160 --> 00:30:35,360 Speaker 1: don't talk about enough with these big naming rights deals 554 00:30:35,400 --> 00:30:37,320 Speaker 1: is the fact that you know, companies that come in 555 00:30:37,680 --> 00:30:39,920 Speaker 1: on these big deals also want to, you know, use 556 00:30:40,000 --> 00:30:43,080 Speaker 1: their their own product to improve the fan experience, right, 557 00:30:43,280 --> 00:30:44,760 Speaker 1: And he said that, you know, as soon as they 558 00:30:44,760 --> 00:30:46,840 Speaker 1: signed this deal, there are things they want to put 559 00:30:46,840 --> 00:30:50,160 Speaker 1: in place from a technology standpoint at Oracle Park in 560 00:30:50,160 --> 00:30:54,360 Speaker 1: San Francisco immediately, right. And and that's connecting either the 561 00:30:54,400 --> 00:30:58,440 Speaker 1: concessions to people's phones, maybe some improved WiFi, etcetera. That 562 00:30:58,480 --> 00:31:00,240 Speaker 1: there are a lot of things that Oracle wants to 563 00:31:00,280 --> 00:31:03,440 Speaker 1: do within Oracle Park immediately, kind of leveraging its own 564 00:31:03,440 --> 00:31:08,280 Speaker 1: technology to help fans. I'm not in It feels better 565 00:31:08,320 --> 00:31:10,040 Speaker 1: to be number one than number five. I'll wear a 566 00:31:10,120 --> 00:31:11,840 Speaker 1: number because of Mike. We have a chance to go 567 00:31:11,880 --> 00:31:13,680 Speaker 1: for three in a row. Good numbers at a good time. 568 00:31:13,720 --> 00:31:15,840 Speaker 1: And let's first started wearing the number. I would just 569 00:31:15,880 --> 00:31:19,880 Speaker 1: have the Floomberg business of sports. The number of the week. 570 00:31:21,720 --> 00:31:24,920 Speaker 1: Time now for the number of the week. And I 571 00:31:24,920 --> 00:31:28,160 Speaker 1: have a lot of thoughts about this too. Two hundred 572 00:31:28,200 --> 00:31:29,880 Speaker 1: that we got the number of this time. That's two 573 00:31:30,120 --> 00:31:33,080 Speaker 1: hundred the amount of points Ian Williamson is going to 574 00:31:33,160 --> 00:31:36,880 Speaker 1: score in the first two rounds. You're gonna say for 575 00:31:36,880 --> 00:31:39,440 Speaker 1: the whole tournament, that might be pretty good. I have 576 00:31:39,640 --> 00:31:44,400 Speaker 1: no idea this is the number that Kyle Busch hit 577 00:31:44,760 --> 00:31:52,360 Speaker 1: the number. I actually like that, Kyle. I don't even 578 00:31:52,400 --> 00:31:56,400 Speaker 1: know what he's talking to. My apologize. Come on, this 579 00:31:56,480 --> 00:32:00,400 Speaker 1: is Kyle Busch in NASCAR. He has two hundred wins. 580 00:32:01,040 --> 00:32:04,480 Speaker 1: And here's the problem, though, it's a problem. No. First 581 00:32:04,480 --> 00:32:08,600 Speaker 1: of all, congratulations to Kyle Busch. Congratulations, but those two 582 00:32:08,640 --> 00:32:12,280 Speaker 1: hundred wins are within the three divisions in the division 583 00:32:12,720 --> 00:32:17,160 Speaker 1: in the Infinity Series, and it is also in you know, 584 00:32:17,240 --> 00:32:20,400 Speaker 1: the top Echelondi, the Monster Energy. We gave you the 585 00:32:20,440 --> 00:32:26,520 Speaker 1: responsibility of number of the weeks. I'm not sure. Thank you. 586 00:32:26,600 --> 00:32:30,440 Speaker 1: Let the man finish. But it's being compared to Richard 587 00:32:30,480 --> 00:32:33,280 Speaker 1: Petty who won two hundred races. But he did that 588 00:32:33,400 --> 00:32:36,520 Speaker 1: all at the top of the top of the game, 589 00:32:37,080 --> 00:32:42,120 Speaker 1: and I'm not sure it's fair to Kyle. If I'm remembering, 590 00:32:42,280 --> 00:32:46,520 Speaker 1: I think, um, Kyle Busch also won the eight year 591 00:32:46,520 --> 00:32:49,000 Speaker 1: old division of the Soapbox Derby, so it's two hundred 592 00:32:49,000 --> 00:32:53,239 Speaker 1: and one as long as we're considering all divisions, I 593 00:32:53,280 --> 00:32:57,920 Speaker 1: think he won the soap and the amusement the amusement 594 00:32:57,960 --> 00:33:01,760 Speaker 1: park car two and to let's let us make sure 595 00:33:01,800 --> 00:33:04,160 Speaker 1: we count all divisions. This is the same argument. Do 596 00:33:04,200 --> 00:33:08,360 Speaker 1: we count euros three mlb? Here? Do we count his 597 00:33:08,480 --> 00:33:13,120 Speaker 1: forty three hundred world professionals. I'm saying, I am saying 598 00:33:13,360 --> 00:33:15,720 Speaker 1: that you thank you, Thank you man. You know what 599 00:33:15,960 --> 00:33:18,160 Speaker 1: I like the understand this is why people, this is 600 00:33:18,160 --> 00:33:21,240 Speaker 1: why people tweet and calling and says picks on everything. 601 00:33:22,960 --> 00:33:24,560 Speaker 1: Or as my son would say, I'm gonna have him 602 00:33:24,600 --> 00:33:26,760 Speaker 1: listen to this podcast just to the end to for 603 00:33:26,840 --> 00:33:29,800 Speaker 1: him to love me, saying at the end, why you 604 00:33:29,840 --> 00:33:32,880 Speaker 1: bully me? Apparently that's a thing with the kids. Why 605 00:33:32,920 --> 00:33:36,000 Speaker 1: do you bullieve me? That's a fortnite thing. Now Evan 606 00:33:36,040 --> 00:33:41,080 Speaker 1: has no idea. All the kids run around say why 607 00:33:41,080 --> 00:33:43,480 Speaker 1: are you bully me? Now, now I'm doing it on 608 00:33:43,520 --> 00:33:46,520 Speaker 1: the air. He will love that you have been listening 609 00:33:46,560 --> 00:33:48,840 Speaker 1: to the Bloomberg Business of Sports. Were here each and 610 00:33:48,840 --> 00:33:51,440 Speaker 1: every week for you at the same time, plus online 611 00:33:51,480 --> 00:33:54,360 Speaker 1: as an Apple podcast and you can catch that Mondays, 612 00:33:54,360 --> 00:33:57,240 Speaker 1: Wednesdays and Thursdays on Michael Bar on Twitter at Big 613 00:33:57,240 --> 00:34:00,719 Speaker 1: Bar Sports. I'm Evan Novie, Williams at no VI Underscore 614 00:34:00,880 --> 00:34:03,120 Speaker 1: William and I'm Scott Sashnik. You can follow me on 615 00:34:03,160 --> 00:34:05,600 Speaker 1: Twitter at sash Nick. Thanks for joining us. Please tune 616 00:34:05,640 --> 00:34:07,880 Speaker 1: in next week when we speak with the biggest and 617 00:34:07,880 --> 00:34:11,799 Speaker 1: brightest in the sports business industry, it will be Warriors 618 00:34:11,880 --> 00:34:16,680 Speaker 1: CEO Rick. We're here. They're pretty good, pretty good, pretty 619 00:34:16,680 --> 00:34:18,759 Speaker 1: good to moving to a pretty cool building. Wants to 620 00:34:18,800 --> 00:34:21,719 Speaker 1: talk about. You're listening to Bloomberg Business of Sports from 621 00:34:21,719 --> 00:34:24,280 Speaker 1: Bloomberg Radio around the world.