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.

23 matches for “AI”; 5 quoted, at least 25 words apart.

Safra Catzcompanyprepared

…is less expensive than other clouds. We remain the preferred cloud for AI workloads as well as for non-GPU cloud infrastructure services. In addition, our…

Safra Catzcompanyprepared

…revenues, which includes license support were $6 billion, up 17%. Record level AI demand drove Oracle Cloud Infrastructure revenue up 52%. But excluding legacy hosting…

Safra Catzcompanyprepared

…336% in the quarter. And we delivered the world's largest and fastest AI supercomputer, scaling up to 65,000 NVIDIA H200 GPUs. Cloud database services, which…

Lawrence Ellisoncompanyprepared

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

Lawrence Ellisoncompanyprepared

…just extended our AI performance advantage by delivering the largest and fastest AI supercomputer in the world, scaling up to 65,000 Nvidia H200 GPUs. The…

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