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.
46 matches for “Cloud”; 5 quoted, at least 25 words apart.
…investor relations website. Additionally, a list of many customers who purchased Oracle Cloud Services or went live on Oracle Cloud recently will be available from…
…has become the go-to place for AI workloads. We have signed significant cloud contracts with the who's who of AI, including OpenAI, xAI, Meta, NVIDIA,…
…reflect how we manage the business and so you can understand our cloud business dynamics more directly. So here it goes. Total cloud revenue, that's…
…consumption revenue was up 57% and demand continues to dramatically outstrip supply. Cloud database services, which were up 32%, now have annualized revenues of nearly…
…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…
Where the listed words were said
…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…
…years. Much of this revenue is already booked in our $455 billion RPO number and we are off to a fantastic start this year. Now…
…generator of any company. It's interesting. We're an application company and a cloud infrastructure company. And, therefore, we build applications. And as we build applications,…
…back-office cloud app. And finally, the Oracle database is booming with 34 multi-cloud data centers now live inside of Azure, GCP, and AWS, and we…
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