Program and guest
CNBC interview (11 November 2026): guest Hilary Maxson (Oracle CFO), host David Faber. This transcript covers 00:02–02:45 (the segment where Maxson discusses rent, pricing and 2030 targets).
Key takeaways
- Revenue from leasing 1 GW of data-center capacity was $10 billion a year ago and is now $16 billion; the main reason was storage cost inflation. 0:24
- Large AI contracts use cost-plus pricing with a fixed gross-margin percentage; gross-margin dollars rise as costs increase. 0:50
- Fiscal year 2030 sales above $225 billion and EPS above $21; valuation will follow execution. 1:58
- RPO increased from $209 billion to $664 billion, with more than $158 billion in new revenue over the next 4 years. 2:20
Background and notes
Subtitle coverage note: the video has 156 timestamped subtitle segments, spanning a total duration of 4:30. The statements and timestamps in this article are based on the original subtitles; each timestamp marks the start of the corresponding excerpt.