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.
15 matches for “Fusion”; 5 quoted, at least 25 words apart.
…and up 16%. We finished combining our industry-based cloud apps and our Fusion cloud apps under one selling organization in each region across the world,…
…brings us to about a $6 billion annualized run rate. Within that, Fusion ERP up 17%. Fusion SCM up 18%, Fusion HCM up 14%, NetSuite…
…We're seeing more and more deals where our industry apps are pulling fusion or the fusion apps are pulling the industry apps. And as a…
…multiple go-lives per day. Virgin Atlantic Airways went live in September on Fusion ERP. And HCM and payroll, Broadridge just recently relaunched their Fusion ERP…
…With ERP and HCM to follow soon. DocuSign is now live on Fusion Data Intelligence. Again, I could go on about to go live. So…
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