Oracle (ORCL): FY25 Q2 earnings call, Dec 9, 2024

Mon, Dec 9Earnings callSpeaker-labelled transcriptOracle

No Kalshi or Polymarket word markets were listed for Oracle’s Dec 9, 2024 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “"Cloud infrastructure"”; 5 quoted, at least 25 words apart.

Safra Catzcompanyprepared

…remain the preferred cloud for AI workloads as well as for non-GPU cloud infrastructure services. In addition, our ability to deploy our cloud in many…

Safra Catzcompanyprepared

…support were $6 billion, up 17%. Record level AI demand drove Oracle Cloud Infrastructure revenue up 52%. But excluding legacy hosting infrastructure, cloud services revenue…

Safra Catzcompanyprepared

…businesses continue to scale, the gross margins of both cloud applications and cloud infrastructure have each been trending higher. We continue to display expense discipline,…

Safra Catzcompanyprepared

…to full year total revenue growth growing double-digit and full year total Cloud Infrastructure growing, faster than the 50% reported last year. Okay. Let me…

Lawrence Ellisoncompanyprepared

Thank you, Safra. Oracle Cloud Infrastructure trains several of the world's most important generative AI models. Our major AI customers include OpenAI, xAI, Nvidia, Cohere,…

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