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2021-12-21

Oracle Faces Potential Credit Rating Downgrade to Reflect Added Debt for Cerner Deal<blockquote>甲骨文可能面临信用评级下调，以反映Cerner交易增加的债务</blockquote>

Oracle could face a debt-rating downgrade tied to its announcement on Monday of an agreement to acqu

Oracle Faces Potential Credit Rating Downgrade to Reflect Added Debt for Cerner Deal<blockquote>甲骨文可能面临信用评级下调，以反映Cerner交易增加的债务</blockquote>

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As noted earlier, the enterprise software giant as of the end of November had about $22.8 billion in cash and securities, offset by about $73.4 billion in long-term debt, leaving them with $50.6 billion in net debt. Any way you do the math, it is clear Oracle will need to finance at least a portion of the purchase price. So far, the company has declined to provide any details on how it plans to finance the deal.<blockquote>甲骨文（股票代码：ORCL）已同意以每股95美元的价格收购Cerner(CERN)。如前所述，截至11月底，这家企业软件巨头拥有约228亿美元的现金和证券，被约734亿美元的长期债务抵消，净债务为506亿美元。无论你怎么算，很明显甲骨文至少需要支付部分收购价格。到目前为止，该公司拒绝提供有关计划如何为该交易融资的任何细节。</blockquote> The credit-ratings firm Moody’s late Monday said it has placed its debt ratings on Oracle under review for possible downgrade “to reflect the likelihood of a meaningful deterioration in Oracle’s cash balances and financial leverage after the acquisition of Cerner.”<blockquote>信用评级公司穆迪周一晚间表示，已对甲骨文的债务评级进行审查，可能会下调评级，“以反映甲骨文在收购Cerner后现金余额和财务杠杆可能大幅恶化”。</blockquote> Moody’s notes that Oracle should generate about $10 billion in annual free cash flow after paying dividends and including the impact of the Cerner deal. But Moody’s adds that “it could take 2 years or more for Oracle to fully offset the initially credit-negative impact of the Cerner acquisition.”<blockquote>穆迪指出，在支付股息并包括Cerner交易的影响后，甲骨文每年应产生约100亿美元的自由现金流。但穆迪补充说，“甲骨文可能需要2年或更长时间才能完全抵消收购Cerner最初对信用的负面影响。”</blockquote> Moody’s analyst Raj Joshi noted in a statement that the proposed acquisition “will strengthen Oracle’s position in the healthcare IT industry, a large industry vertical with strong long-term growth prospects.” Joshi added that Oracle is likely to generate “substantial revenue synergies from the combination over time.” But he adds that the deal “will meaningfully weaken Oracle’s financial profile initially and increase execution risk.”<blockquote>穆迪分析师Raj Joshi在一份声明中指出，拟议的收购“将加强甲骨文在医疗保健IT行业的地位，这是一个具有强劲长期增长前景的大型垂直行业。”Joshi补充说，甲骨文可能会“随着时间的推移，从合并中产生可观的收入协同效应”。但他补充说，这笔交易“最初将显着削弱甲骨文的财务状况，并增加执行风险。”</blockquote> Citi analyst Tyler Radke said in an interview that the deal likely puts at least a temporary end to Oracle’s aggressive stock repurchase program—the company bought back $7 billion of stock in the November quarter alone, and has repurchased close half of its outstanding stock over the last decade.<blockquote>花旗分析师泰勒·拉德克(Tyler Radke)在接受采访时表示，这笔交易可能至少暂时结束了甲骨文激进的股票回购计划——该公司仅在11月季度就回购了70亿美元的股票，并在过去十年中回购了近一半的已发行股票。</blockquote> Radke expects Oracle will “extract a lot of costs” from Cerner, and he adds that the company is likely to shift the cloud-based versions of Cerner’s software to Oracle’s own cloud platform and away from Amazon Web Services. The analyst adds that he thinks the price Oracle is paying seems reasonable, but notes that there is “a lot of execution risk.”<blockquote>Radke预计甲骨文将从Cerner“榨取大量成本”，他补充说，该公司可能会将Cerner软件的云版本转移到甲骨文自己的云平台，而不是亚马逊网络服务。这位分析师补充说，他认为甲骨文支付的价格似乎是合理的，但指出存在“很大的执行风险”。</blockquote> Oracle shares in Monday’s regular session fell 5.2%, to $91.64; the stock is 0.5% higher in after-hours trading.<blockquote>甲骨文股价在周一常规交易中下跌5.2%，至91.64美元；该股在盘后交易中上涨0.5%。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle Faces Potential Credit Rating Downgrade to Reflect Added Debt for Cerner Deal<blockquote>甲骨文可能面临信用评级下调，以反映Cerner交易增加的债务</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOracle Faces Potential Credit Rating Downgrade to Reflect Added Debt for Cerner Deal<blockquote>甲骨文可能面临信用评级下调，以反映Cerner交易增加的债务</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-21 08:50\n\n</h4>\n</header>\n<article>\nOracle&nbsp;could face a debt-rating downgrade tied to its&nbsp;announcement&nbsp;on Monday of an agreement to acquire the electronic health records company&nbsp;Cerner&nbsp;for $28.3 billion in cash.<blockquote>甲骨文周一宣布以283亿美元现金收购电子健康记录公司Cerner的协议可能面临债务评级下调。</blockquote> Oracle(ticker: ORCL) has agreed to buy Cerner (CERN) for $95 a share. As noted earlier, the enterprise software giant as of the end of November had about $22.8 billion in cash and securities, offset by about $73.4 billion in long-term debt, leaving them with $50.6 billion in net debt. Any way you do the math, it is clear Oracle will need to finance at least a portion of the purchase price. So far, the company has declined to provide any details on how it plans to finance the deal.<blockquote>甲骨文（股票代码：ORCL）已同意以每股95美元的价格收购Cerner(CERN)。如前所述，截至11月底，这家企业软件巨头拥有约228亿美元的现金和证券，被约734亿美元的长期债务抵消，净债务为506亿美元。无论你怎么算，很明显甲骨文至少需要支付部分收购价格。到目前为止，该公司拒绝提供有关计划如何为该交易融资的任何细节。</blockquote> The credit-ratings firm Moody’s late Monday said it has placed its debt ratings on Oracle under review for possible downgrade “to reflect the likelihood of a meaningful deterioration in Oracle’s cash balances and financial leverage after the acquisition of Cerner.”<blockquote>信用评级公司穆迪周一晚间表示，已对甲骨文的债务评级进行审查，可能会下调评级，“以反映甲骨文在收购Cerner后现金余额和财务杠杆可能大幅恶化”。</blockquote> Moody’s notes that Oracle should generate about $10 billion in annual free cash flow after paying dividends and including the impact of the Cerner deal. But Moody’s adds that “it could take 2 years or more for Oracle to fully offset the initially credit-negative impact of the Cerner acquisition.”<blockquote>穆迪指出，在支付股息并包括Cerner交易的影响后，甲骨文每年应产生约100亿美元的自由现金流。但穆迪补充说，“甲骨文可能需要2年或更长时间才能完全抵消收购Cerner最初对信用的负面影响。”</blockquote> Moody’s analyst Raj Joshi noted in a statement that the proposed acquisition “will strengthen Oracle’s position in the healthcare IT industry, a large industry vertical with strong long-term growth prospects.” Joshi added that Oracle is likely to generate “substantial revenue synergies from the combination over time.” But he adds that the deal “will meaningfully weaken Oracle’s financial profile initially and increase execution risk.”<blockquote>穆迪分析师Raj Joshi在一份声明中指出，拟议的收购“将加强甲骨文在医疗保健IT行业的地位，这是一个具有强劲长期增长前景的大型垂直行业。”Joshi补充说，甲骨文可能会“随着时间的推移，从合并中产生可观的收入协同效应”。但他补充说，这笔交易“最初将显着削弱甲骨文的财务状况，并增加执行风险。”</blockquote> Citi analyst Tyler Radke said in an interview that the deal likely puts at least a temporary end to Oracle’s aggressive stock repurchase program—the company bought back $7 billion of stock in the November quarter alone, and has repurchased close half of its outstanding stock over the last decade.<blockquote>花旗分析师泰勒·拉德克(Tyler Radke)在接受采访时表示，这笔交易可能至少暂时结束了甲骨文激进的股票回购计划——该公司仅在11月季度就回购了70亿美元的股票，并在过去十年中回购了近一半的已发行股票。</blockquote> Radke expects Oracle will “extract a lot of costs” from Cerner, and he adds that the company is likely to shift the cloud-based versions of Cerner’s software to Oracle’s own cloud platform and away from Amazon Web Services. The analyst adds that he thinks the price Oracle is paying seems reasonable, but notes that there is “a lot of execution risk.”<blockquote>Radke预计甲骨文将从Cerner“榨取大量成本”，他补充说，该公司可能会将Cerner软件的云版本转移到甲骨文自己的云平台，而不是亚马逊网络服务。这位分析师补充说，他认为甲骨文支付的价格似乎是合理的，但指出存在“很大的执行风险”。</blockquote> Oracle shares in Monday’s regular session fell 5.2%, to $91.64; the stock is 0.5% higher in after-hours trading.<blockquote>甲骨文股价在周一常规交易中下跌5.2%，至91.64美元；该股在盘后交易中上涨0.5%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/oracle-faces-potential-credit-rating-downgrade-to-reflect-added-debt-for-cerner-deal-51640044798?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://www.barrons.com/articles/oracle-faces-potential-credit-rating-downgrade-to-reflect-added-debt-for-cerner-deal-51640044798?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156318373","content_text":"Oracle could face a debt-rating downgrade tied to its announcement on Monday of an agreement to acquire the electronic health records company Cerner for $28.3 billion in cash.\nOracle(ticker: ORCL) has agreed to buy Cerner (CERN) for $95 a share. As noted earlier, the enterprise software giant as of the end of November had about $22.8 billion in cash and securities, offset by about $73.4 billion in long-term debt, leaving them with $50.6 billion in net debt. Any way you do the math, it is clear Oracle will need to finance at least a portion of the purchase price. So far, the company has declined to provide any details on how it plans to finance the deal.\nThe credit-ratings firm Moody’s late Monday said it has placed its debt ratings on Oracle under review for possible downgrade “to reflect the likelihood of a meaningful deterioration in Oracle’s cash balances and financial leverage after the acquisition of Cerner.”\nMoody’s notes that Oracle should generate about $10 billion in annual free cash flow after paying dividends and including the impact of the Cerner deal. But Moody’s adds that “it could take 2 years or more for Oracle to fully offset the initially credit-negative impact of the Cerner acquisition.”\nMoody’s analyst Raj Joshi noted in a statement that the proposed acquisition “will strengthen Oracle’s position in the healthcare IT industry, a large industry vertical with strong long-term growth prospects.” Joshi added that Oracle is likely to generate “substantial revenue synergies from the combination over time.” But he adds that the deal “will meaningfully weaken Oracle’s financial profile initially and increase execution risk.”\nCiti analyst Tyler Radke said in an interview that the deal likely puts at least a temporary end to Oracle’s aggressive stock repurchase program—the company bought back $7 billion of stock in the November quarter alone, and has repurchased close half of its outstanding stock over the last decade.\nRadke expects Oracle will “extract a lot of costs” from Cerner, and he adds that the company is likely to shift the cloud-based versions of Cerner’s software to Oracle’s own cloud platform and away from Amazon Web Services. The analyst adds that he thinks the price Oracle is paying seems reasonable, but notes that there is “a lot of execution risk.”\nOracle shares in Monday’s regular session fell 5.2%, to $91.64; the stock is 0.5% higher in after-hours trading.","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2681,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Oracle Faces Potential Credit Rating Downgrade to Reflect Added Debt for Cerner Deal<blockquote>甲骨文可能面临信用评级下调，以反映Cerner交易增加的债务</blockquote>

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