Oracle (ORCL): FY26 Q1 earnings call, Sep 9, 2025
On its Sep 9, 2025 earnings call (FY26 Q1), Oracle said 5 of the 18 words Kalshi and Polymarket listed; Parrot’s count agreed with all 18 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
18 words · 5 settled yes · our count agreed on 18 of 18- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| "RPO/Remaining Performance Obligation" 3+ times | Yes | 9 | 9 | ✓ | 88%transcripts from the transcript model | – |
| RPO / Remaining Performance Obligation | Yes | 8 | 9 | ✓ | 94%transcripts from the transcript model | – |
| Cloud infrastructure | Yes | 5 | 5 | ✓ | 87%transcripts from the transcript model | – |
| "Cloud infrastructure" 3+ times | Yes | 5 | 5 | ✓ | 61%transcripts from the transcript model | – |
| Multicloud | Yes | 2 | 2 | ✓ | 86%transcripts from the transcript model | – |
| "Multicloud" 3+ times | No | 2 | 2 | ✓ | 67%transcripts from the transcript model | – |
| Stargate | No | 0 | 0 | ✓ | 71%transcripts from the transcript model | – |
| Capital expenditure | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Partner ecosystem | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| AI forecast | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Cloud backlog | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Cloud guidance | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Debt level | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Earnings surprise | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Healthcare AI | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| OpenAI deal | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| SaaS momentum | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Valuation concern | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
60 matches for “AI”; 5 quoted, at least 25 words apart.
…start to the year because Oracle has become the go-to place for AI workloads. We have signed significant cloud contracts with the who's who of…
…$6.2 billion. We have also been on an accelerated journey to adopt AI internally to run more efficiently. I expect our operating income will grow…
…on our long-range financial targets at our financial analyst meeting at Oracle AI World in Las Vegas in October. Now let me turn to my…
Thank you, Safra. Eventually, AI will change everything. But right now, AI is fundamentally transforming Oracle and the rest of the computer industry. Though not…
…have chosen Oracle to build large-scale GPU-centric data centers to train their AI models. That's because Oracle builds gigawatt-scale data centers that are faster and…
Where the listed words were said
…359% from last year and up $317 billion from Q4. Our cloud RPO grew nearly 500% on top of 83% growth last year. Now to…
…directors again declared a quarterly dividend of $0.50 per share. Given our RPO growth, I now expect fiscal year 2026 CapEx will be around $35…
…revenue, that's both apps and infrastructure, was up 27% to $7.2 billion. Cloud infrastructure revenue was $3.3 billion, up 54% on top of the 46%…
…coming year. Clearly, it was an excellent quarter, and demand for Oracle Cloud infrastructure continues to build. I expect we will sign additional multibillion-dollar customers…
…43% on top of the 26% growth reported in Q1 last year. Multi-cloud database revenue, where Oracle regions are embedded in AWS, Azure, and GCP,…
Agents: this page as TSV at /api/v1/appearances/oracle:2025-09-09:earnings_call · words: /api/v1/brief?appearance=oracle:2025-09-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP