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.
24 matches for “Percent”; 5 quoted, at least 25 words apart.
…years where both organic total revenue and organic non-GAAP EPS grew at 20% or better in USD. As we highlighted in the press release, I…
…ByteDance into an independent company in which Oracle Corporation now holds a 15% equity stake along with a seat on the board. In terms of…
…that run their businesses. In constant currency, cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion. Within…
…hospitality, construction, retail, banking, restaurants, local governments, and telecommunications combined, were up 19%. So, certainly, very happy with the applications growth in the quarter. In…
…complete applications suites. In constant currency, cloud applications deferred revenue was up 14% versus in-quarter cloud applications revenue growth of 11%, which further supports our…
Where the listed words were said
…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…
…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…
…business: our multicloud database and AI infrastructure. Both are growing extremely quickly. Multicloud database revenue grew 531% year over year. AI infrastructure revenue grew 243%…
…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…
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