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.

6 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.

Safra Catzcompanyprepared

…legacy hosting, both a much higher growth rate than any of our hyperscaler competitors. Our Instructure cloud services now have an annualized revenue of $10.6…

Derrick Woodanalystqa

…other times, we hear about emerging adoption in multi-cloud and database on hyperscalers and we can hear about strength in dedicated as well with sovereign…

Alex Zukinanalystqa

…potentially investors worried about diminishing returns to training. Even some of your hyperscaler peers seemingly walking back on some of their CapEx commitments. What are…

John Di Fuccianalystqa

…in discussions between partners and large enterprise regarding Oracle database pick your hyperscaler like the discussions seem to be in like happening in mass, but…

Safra Catzcompanyqa

…as you can imagine, there is some significant competition between those three hyperscalers to grab those workloads before their competitor takes them. So it is…

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