Will Oracle’s Partnership With TikTok Ensure Its Future?

Will Oracle’s Partnership With TikTok Ensure Its Future?
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E-commerce expert and founding partner of RMG Media Ryan Gellis on how TikTok has selected Oracle over Microsoft to be their corporate partner in the US.

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Q2 2020 hedge fund letters, conferences and more

Oracle-TikTok Partnership

A source within Microsoft told the NY Times yesterday that TikTok has chosen Oracle for its US operations over Microsoft's offer. TikTok’s popularity has been rising rapidly in the last two years. Parent company ByteDance, founded in 2012, has raised billions of dollars in funding reaching a valuation of $100 billion according to PitchBook.

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Oracle, much like Microsoft, is primarily an enterprise software and data company that seeks to modernize itself to stay relevant in today’s evolving technology marketplace. TikTok’s value to Oracle lies in advertising space and user data, especially for the prized millennial and generation Z demographic.  The question is whether Oracle can capitalize properly on TikTok.

Ryan Gellis also notes the following points/questions

  • Ten years ago Fox bought MySpace, which at the time was the biggest social media platform in the world--and proceeded to run it into the ground. Can Oracle avoid the same mistakes?
  • YouTube is rolling out a product called Shorts and testing it in India to compete with TikTok.
  • Will Oracle be able to set up strategies that target a new market for them  - millennials and generation Z?

Do you agree with Trump's big move on TikTok? Will the company have a successful future? Or is it just a fad which will burn out over time? Tell us by sounding off in the comments section below.

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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver
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