Oracle (ORCL): FY25 Q3 earnings call, Mar 10, 2025

Mon, Mar 10Earnings callSpeaker-labelled transcriptOracle

No Kalshi or Polymarket word markets were listed for Oracle’s Mar 10, 2025 earnings call (FY25 Q3). 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.

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

Safra Catzcompanyprepared

…the market is that we are the destination of choice for both AI training and inferencing. This is due to the fact that our Gen…

Safra Catzcompanyprepared

…revenues, which includes license support, were $6.2 billion, up 18%. Record level AI demand drove Oracle Cloud Infrastructure revenue up 51% in Q3 and that's…

Safra Catzcompanyprepared

…should ease in Q1 FY '26. So pretty soon. Growth in the AI segment of our infrastructure business was extraordinary GPU consumption revenue is now…

Lawrence Ellisoncompanyprepared

…you, Safra. Well, as Safra pointed out, some of our existing businesses, AI training and multi-cloud database are experiencing hyper growth. We are in the…

Lawrence Ellisoncompanyprepared

…But perhaps most importantly, Oracle has developed a new product called the AI data platform that enables our huge installed base of database customers to…

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