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.

9 matches for “Stargate”; 5 quoted, at least 25 words apart.

Safra Catzcompanyprepared

…of 63% year-over-year and this does not include any contracts with project Stargate. The RPO figure is the leading indicator of demand for our cloud…

Brad Zelnickanalystqa

…just remarkable booking strength. Larry, I'm hoping you can expand more on Stargate because this is just a massive scale American first venture with Oracle…

Lawrence Ellisoncompanyqa

…a lot of these huge deals. And it is not just the Stargate deal, which is in our future, by the way. We got to…

Lawrence Ellisoncompanyqa

…allow us to grow our RPO even higher in the coming quarters. And we do expect Stargate of our first large Stargate contract fairly soon.

Derrick Woodanalystqa

…in light of such a huge RPO number that didn't even include Stargate. In some quarters, we hear about particular demand for AI contracts certainly…

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