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.
4 matches for “Security”; 4 quoted, at least 25 words apart.
…efficiently. Rhombus selected OCI Compute, Networking, and Storage for AI video and security across all of their workloads. Lucid Motors selected OCI core services for…
…latest AI features, to support vector embedding, MPT server access, and advanced security controls. Customers also need their data to be colocated with the agents…
…or large-scale blob storage. There is load balancing. There are identity and security products, etc. That is typically on the order of 10% to 20%…
…is part of our quarterly upgrades. It is part of our regular security patching. So you are getting the best, we think, of both worlds.…
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…
…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…
…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