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.

22 matches for “Database”; 5 quoted, at least 25 words apart.

Mike Ceciliacompanyprepared

…HCM, and Procurement. Mitsubishi UFJ Financial Group, an existing cloud customer and database customer, are now moving into both our Fusion ERP and industry SaaS…

Mike Ceciliacompanyprepared

…France-KLM, which is a multicloud win, featuring a win with the Oracle Database at 13x performance improvement at a significantly lower cost for Air France-KLM.…

Mike Ceciliacompanyprepared

…more multiproduct deals with more customers combining the power of the Oracle Database, our OCI platform, our AI tooling, and our complete applications suites. In…

Clay Magouyrkcompanyprepared

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

Clay Magouyrkcompanyprepared

…Corporation that will rapidly turn that demand into profitable recurring revenue. Oracle Database has run on any hardware and operating system for decades. Oracle Database…

Where the listed words were said

Mike Ceciliacompany“Sovereign” · qa

…turn it over to Doug for your question on CapEx is around Sovereign AI. Our sovereign story is not new, and it is not a…

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

…need their data to be colocated with the agents themselves, and our multicloud database makes that easy. Our multicloud architecture brings the best of Oracle…

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