It's Wednesday, March 21st, and this is Market Foolery.

I'm Chris Hill and joining me in studio today for Montlepool's stock advisor, Jason Moser,

and for Montlepool Inside Value, Uncle Jailmaker.

Gentlemen, good to see you as always.

What's happening?

We have got earnings from General Mills.

We are going to talk about what's going on in the beverage industry,

some big things going on there, but we are going to start with Oracle

earnings from Oracle late Tuesday Oracle reported an 18% increase in third quarter

earnings Joe Mager this is a company you follow.

This seems like they're just cranking it out.

Yeah, they're killing it.

The one number you really need to watch with Oracle is new licenses and new revenue, because

where they really kill it is bringing in new customers. and new

customers, because where they really kill it is bringing in new customers and because

Oracle's products are so sticky and they're so successful at cross-selling

that that is the real big leading indicator where they're bringing in new

clients and then they're going to work their magic on them for years to come.

So again in this quarter was it was up depending on which metric you look at but single

digits which was good.

I think it was a win of a quarter, and they're doing very well.

Jason, what do you think?

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