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.
41 matches for “Database”; 5 quoted, at least 25 words apart.
…cloud infrastructure businesses continue to grow much faster than our competitors. Cloud database services revenue was up 30%, with Autonomous Database revenue up 43% and…
…OCI growth as our partners build their solutions on our infrastructure. Oracle database services see increasing demand across all clouds. Multi-cloud database consumption has increased…
…is multi-cloud universal credits, which enables customers to commit once to Oracle database services and use it anywhere in any cloud with the same price…
…pricing and procurement, and partner support is accelerating the adoption of Oracle database services across our entire customer base. OCI is the only full cloud…
…focus on security, consistently low and predictable pricing, and unmatched depth in database and enterprise integrations. Those priorities have been our strategy from the beginning…
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…
…growth, there are a variety of sources available to us throughout our debt structure in public bond, bank, and private debt markets. In addition, there…
…with Meta, NVIDIA, and others as we continue to diversify our customer backlog. RPO expected to be recognized in the next twelve months grew 40%…
…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