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.
0 matches for “Oracle Cloud Infrastructure / OCI”.
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