Oracle (ORCL): FY26 Q3 earnings call, Mar 10, 2026
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.
UpdatedMarkets
13 words · 7 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Sovereign | Yes | 16 | 19 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Health | Yes | 13 | 13 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Multicloud | Yes | 8 | 8 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – |
| Partner | Yes | 6 | 6 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Debt | Yes | 2 | 3 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Automation | Yes | 2 | 2 | ✓ | 37%n=1+tx from settlement history blended with transcripts | – |
| Backlog | Yes | 1 | 1 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| OpenAI | No | 0 | 0 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Hyperscaler | No | 0 | 0 | ✓ | 69%n=1+tx from settlement history blended with transcripts | – |
| Stargate | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 30%n=1+tx from settlement history blended with transcripts | – |
| Red Bull | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Air Force | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Multicloud”; 5 quoted, at least 25 words apart.
…Brazil selected OCI Alloy for Sovereign AI. Air France-KLM, which is a multicloud win, featuring a win with the Oracle Database at 13x performance improvement…
…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…
…recently were only available in a single cloud: OCI. We created our multicloud partnerships with first Microsoft, then Google, and finally Amazon to bring the…
…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…
…remarks, I talked about the growth that we are seeing with our multicloud database. What we see is that for customers to take advantage of…
Where the listed words were said
…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…
…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…
…that is without taking into account, as I mentioned earlier about our multicloud database business, that that is a much higher-margin business—more in the 60%…
…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…
…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…
…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