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.
25 matches for “Growth”; 5 quoted, at least 25 words apart.
…guidance for Q3. First, we'll be discussing our financials using constant currency growth rates as this is how we manage the business. Second, we'll be…
…up 33% at $8 billion. Representing a significant acceleration from the 24% growth rate reported last year. Cloud revenue now accounts for half of Oracle's…
…seeing increasing cross-selling synergies that are expected to drive higher cloud applications growth rates in the future. All in, total revenues for the quarter were…
…was $12 billion reflecting the investments being made to support our accelerating growth. As a reminder, the vast majority of our CapEx investments are for…
…services to our contracted and committed customers. In terms of funding our growth, there are a variety of sources available to us throughout our debt…
Where the listed words were said
…services revenue was up 30%, with Autonomous Database revenue up 43% and multi-cloud consumption up 817%. Cloud applications revenue was $3.9 billion and up 11%.…
…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…
…clouds. Our unique combination of infrastructure and applications differentiates us from other hyperscalers. We have ambitious, achievable goals for capacity delivery worldwide. OCI now operates…
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