Oracle (ORCL): FY26 Q2 earnings call, Dec 10, 2025
On its Dec 10, 2025 earnings call (FY26 Q2), Oracle said 7 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 7 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| Multicloud | Yes | 10 | 10 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Partner | Yes | 8 | 8 | ✓ | 80%transcripts from the transcript model | – |
| Health | Yes | 4 | 4 | ✓ | 67%transcripts from the transcript model | – |
| Debt | Yes | 4 | 4 | ✓ | 45%transcripts from the transcript model | – |
| Backlog | Yes | 3 | 3 | ✓ | 53%transcripts from the transcript model | – |
| OpenAI | Yes | 2 | 2 | ✓ | 65%transcripts from the transcript model | – |
| Hyperscaler | Yes | 1 | 1 | ✓ | 60%transcripts from the transcript model | – |
| Stargate | No | 0 | 0 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 52%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Sovereign | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Air Force | No | 0 | 0 | ✓ | 14%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.
56 matches for “Cloud”; 5 quoted, at least 25 words apart.
…supplemental financial information, and a list of many customers who purchased Oracle Cloud Services or went live on Oracle Cloud recently, will be available from…
…over year, compared with 25% last quarter, and 21% last year. Total cloud revenue, which includes both applications and infrastructure, was up 33% at $8…
…revenue was $4.1 billion, up 66% with GPU-related revenue growing 177%. Oracle's cloud infrastructure businesses continue to grow much faster than our competitors. Cloud database…
…revenue was $2.4 billion and up 16%. We finished combining our industry-based cloud apps and our Fusion cloud apps under one selling organization in each…
…us to quickly convert cash spent into revenues earned as we provision cloud services to our contracted and committed customers. In terms of funding our…
Where the listed words were said
…to this accelerating growth rate, including cloud natives, dedicated regions, and multi-cloud. Our diversity of capabilities within infrastructure differentiates us from AI infrastructure…
…we cannot deliver everything ourselves. And we rely on our rapidly expanding partner community to provide the best experience on OCI. Added new AI models…
…the quarter. So big growth rates on a big base. In our health care business, we now have 274 customers live in production on our…
…a foundational principle, we expect and are committed to maintaining our investment-grade debt rating. Turning to guidance. Let me start with the impact of the…
…than we forecasted after Q1. Finally, we are confident that our customer backlog is at a healthy level and that we have the operational and…
…valuable private data. The Oracle Cloud includes all the top AI models: OpenAI ChatGPT, xAI Grok, Google Gemini, and MetaLama. Oracle's new database and AI…
Agents: this page as TSV at /api/v1/appearances/oracle:2025-12-10:earnings_call · words: /api/v1/brief?appearance=oracle:2025-12-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP