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.
61 matches for “Percent”; 5 quoted, at least 25 words apart.
…we indicate otherwise. Finally, as it relates to currency, it had a 1% positive impact on revenue, and 3¢ positive impact on earnings in Q2.…
…Remaining Performance Obligations, or RPO, ended the quarter at $523.3 billion, up 433% from last year and up $68 billion since August. Driven by contracts…
…year. Total cloud revenue, which includes both applications and infrastructure, was up 33% at $8 billion. Representing a significant acceleration from the 24% growth rate…
…grow much faster than our competitors. Cloud database services revenue was up 30%, with Autonomous Database revenue up 43% and multi-cloud consumption up 817%. Cloud…
…future. All in, total revenues for the quarter were $16.1 billion, up 13% and higher than the 9% growth reported in Q2 last year. Continuing…
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…
…we have near-term capacity available, which means we can convert the added backlog to revenue sooner. The result is we now expect $4 billion of…
…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…
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