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 “Enterprise”; 5 quoted, at least 25 words apart.

Mike Ceciliacompanyprepared

…selected Fusion ERP and SCM over SAP. Ethiopian Shipping and Logistics Services Enterprise selected Fusion ERP, SCM, and HCM—again, over SAP. A major Wall Street…

Mike Ceciliacompanyprepared

…Corporation's embrace of AI across our strategic applications is leading to broader enterprise conversations with our customers involving our full stack: OCI, AI Data Platform,…

Siti Panigrahianalystqa

…and AI Data Platform. So with recent excitement on AI and around enterprises now adopting tools from frontier LLMs, what are you hearing from customers…

Mike Ceciliacompanyqa

…of countries, but we also have customers that we have been talking with—enterprise customers may operate across multiple countries, let us say, in Europe or…

Brad Zelnickanalystqa

…of Fusion, and we all know that the crown jewels within an enterprise live inside of Oracle Database and Oracle apps. But I am curious,…

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