Clayton Magouyrk

Chief Executive Officer & Director, Oracle Corporation

Search every verified Clayton Magouyrk interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Clayton Magouyrk, Chief Executive Officer at Oracle, participated in the company’s Q4 fiscal year 2026 earnings call on June 10, 2026, and the call was also referenced in an October 13, 2025, transcript. During the call, Magouyrk discussed Oracle’s capital expenditure strategy, stating that any increase in capex in Q4 was due to timing rather than component prices. He described his role as finding ways to accelerate capex to generate ramp revenue, noting that Oracle collects payments from customers upfront for many contracts, which he said improves the return on capital. Magouyrk also addressed the company’s AI infrastructure contracts, reporting that Oracle signed $67 billion in AI infrastructure contracts in the quarter, the majority of which were either bring your own hardware or prepaid. He stated that these contracts have no degradation in margin compared to other contracts and that the combination of such contracts now totals $75 billion. Magouyrk characterized the AI infrastructure market as potentially trillions of dollars per year and said that Oracle Cloud Infrastructure (OCI) should grow into a large and profitable business given its 30 to 40% margin profile. He noted that Oracle uses fixed-price contracts when costs are certain and avoids them when supply chain risk is high, and he estimated that the return on invested capital for the infrastructure business is in the high 20s at a steady state.