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.
6 matches for “AI Database”; 5 quoted, at least 25 words apart.
…custodian of high-value private enterprise data. With the introduction of our new AI database, we added a very important new way for you to store…
…our customers to directly connect all their databases, all their new Oracle AI databases, and cloud storage OCI cloud storage, to the world's most advanced…
…in. I originally was going to ask you if the new Oracle AI database really opens up the general enterprise inferencing market, and based off…
…the next few years? How soon after the introduction of the Oracle AI database would you expect your enterprise customers, your sophisticated customers to really…
…that. And then what we chose to do was to with the AI database was not only make sure we can vectorize all the data…
Where the listed words were said
…Meta, NVIDIA, AMD, and many others. At the end of Q1, remaining performance obligations or RPO now top $455 billion. This is up 359% from…
…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