Part 5/7:
Impending Risks: TikTok and Market Dynamics
The situation surrounding TikTok adds an additional layer of uncertainty for Oracle. Although the company has underscored its ability to replace potential losses should TikTok’s partnership diminish, Lura expressed skepticism about the ease with which Oracle could fill that gap. If TikTok were to be banned in the U.S., which could occur as early as January, Oracle might experience an immediate revenue drop with little recourse in the short term to recover that demand.