Oracle (ORCL): FY26 Q3 earnings call, Mar 10, 2026

Tue, Mar 10Earnings callSpeaker-labelled transcriptOracle

On its Mar 10, 2026 earnings call (FY26 Q3), Oracle said 7 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 7 settled yes · our count agreed on 13 of 13

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Sovereign Yes1619✓25%n=1+tx from settlement history blended with transcripts–
Health Yes1313✓83%n=1+tx from settlement history blended with transcripts–
Multicloud Yes88✓91%n=2+tx from settlement history blended with transcripts–
Partner Yes66✓89%n=1+tx from settlement history blended with transcripts–
Debt Yes23✓72%n=1+tx from settlement history blended with transcripts–
Automation Yes22✓37%n=1+tx from settlement history blended with transcripts–
Backlog Yes11✓72%n=1+tx from settlement history blended with transcripts–
OpenAI No00✓77%n=1+tx from settlement history blended with transcripts–
Hyperscaler No00✓69%n=1+tx from settlement history blended with transcripts–
Stargate No00✓51%n=2+tx from settlement history blended with transcripts–
Tariff No00✓30%n=1+tx from settlement history blended with transcripts–
Red Bull No00✓14%transcripts from the transcript model–
Air Force No00✓11%n=1+tx from settlement history blended with transcripts–

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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Mike Ceciliacompany“Sovereign” · prepared

…OCI for their mission-critical B2B platform. Claro Brazil selected OCI Alloy for Sovereign AI. Air France-KLM, which is a multicloud win, featuring a win with…

Mike Ceciliacompany“Health” · prepared

…applications and existing processes. And a great example, I think, is in health care: our brand-new AI-powered EHR—electronic health record—system is live in the market…

Clay Magouyrkcompany“Multicloud” · prepared

…I am going to talk about two segments of our business: our multicloud database and AI infrastructure. Both are growing extremely quickly. Multicloud database revenue…

Clay Magouyrkcompany“Partner” · prepared

…an important milestone: we have global region coverage in all of our partner clouds. We now have 33 regions live with Microsoft and 14 live…

Doug Caringcompany“Debt” · prepared

…February, we announced our intent to raise up to $50 billion in debt and equity financing along with the statement that we do not expect…

Mike Ceciliacompany“Automation” · prepared

…AI data platform, Fusion ERP, and complete industry suites. AI-powered end-to-end ecosystem automation platforms are quite unique to Oracle Corporation. In addition to that, we…

Agents: this page as TSV at /api/v1/appearances/oracle:2026-03-10:earnings_call · words: /api/v1/brief?appearance=oracle:2026-03-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP