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.

7 matches for “AI Data Platform”; 5 quoted, at least 25 words apart.

Mike Ceciliacompanyprepared

…have. And, of course, salesforce.com also does not have OCI, the AI data platform, Fusion ERP, and complete industry suites. AI-powered end-to-end ecosystem automation platforms…

Mike Ceciliacompanyprepared

…broader enterprise conversations with our customers involving our full stack: OCI, AI Data Platform, Fusion applications, industry suites. These conversations are about ecosystem automation. They…

Siti Panigrahianalystqa

…want to ask about the opportunity with your AI Database and AI Data Platform. So with recent excitement on AI and around enterprises now adopting…

Clay Magouyrkcompanyqa

…can use these models to use. But, also, we have our AI Data Platform product. This is really about solving this exact problem. You have…

Mike Ceciliacompanyqa

…also allows us to run all of our applications suite, our AI Data Platform, in that sovereign zone as well. Of course, the margins on…

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…

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