Oracle (ORCL): FY26 Q4 earnings call, Jun 10, 2026
On its Jun 10, 2026 earnings call (FY26 Q4), Oracle said 12 of the 31 words Kalshi and Polymarket listed; Parrot’s count agreed with all 31 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
31 words · 12 settled yes · our count agreed on 31 of 31- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Percent 20+ times | Yes | 40 | 40 | ✓ | 76%transcripts from the transcript model | – |
| Cloud 20+ times | Yes | 37 | 37 | ✓ | 78%transcripts from the transcript model | – |
| Database 5+ times | Yes | 25 | 25 | ✓ | 90%transcripts from the transcript model | – |
| Growth | Yes | 15 | 15 | ✓ | 95%transcripts from the transcript model | – |
| Multicloud | Yes | 8 | 8 | ✓ | 93%n=3+tx from settlement history blended with transcripts | – |
| Agentic | Yes | 7 | 7 | ✓ | 40%transcripts from the transcript model | – |
| Health / Healthcare | Yes | 4 | 4 | ✓ | 81%transcripts from the transcript model | – |
| Space | Yes | 4 | 4 | ✓ | 64%transcripts from the transcript model | – |
| Partner | Yes | 3 | 3 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – |
| Health | Yes | 2 | 2 | ✓ | 86%n=2+tx from settlement history blended with transcripts | – |
| Debt | Yes | 2 | 2 | ✓ | 76%n=2+tx from settlement history blended with transcripts | – |
| Momentum | Yes | 2 | 2 | ✓ | 59%transcripts from the transcript model | – |
| AI / Artificial Intelligence 50+ times | No | 38 | 38 | ✓ | 51%transcripts from the transcript model | – |
| Data Center 10+ times | No | 9 | 9 | ✓ | 64%transcripts from the transcript model | – |
| Fusion 10+ times | No | 6 | 6 | ✓ | 44%transcripts from the transcript model | – |
| Sovereign | No | 0 | 0 | ✓ | 77%n=2+tx from settlement history blended with transcripts | – |
| Backlog | No | 0 | 0 | ✓ | 74%n=2+tx from settlement history blended with transcripts | – |
| OpenAI | No | 0 | 0 | ✓ | 61%n=2+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 58%n=2+tx from settlement history blended with transcripts | – |
| Hyperscaler | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – |
| Stargate | No | 0 | 0 | ✓ | 40%n=3+tx from settlement history blended with transcripts | – |
| TikTok | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 28%n=2+tx from settlement history blended with transcripts | – |
| Java | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – |
| Bubble | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
| Open Source | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Temu | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Vision | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Red Bull | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Air Force | No | 0 | 0 | ✓ | 10%n=2+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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
38 matches for “AI”; 5 quoted, at least 25 words apart.
…customers across the entire technology stack, from the cloud infrastructure that powers AI workloads to the mission-critical applications that run their businesses. Oracle can do…
…US dollars. Cloud infrastructure revenue grew 93%, reflecting strong demand for both AI workloads and our database services, and cloud apps was up double digits…
…customer commitments, and reflects the strong customer demand we see across both AI infrastructure and cloud services. To give a bit more detail on our…
…the technology business. Our customers are now focused on how to leverage AI in their own businesses. They want AI to increase productivity, enhance customer…
…puts us at the center of customer conversations, whether they're existing Oracle customers or not. Our customers have moved past the experiment stage with AI.
Where the listed words were said
…in our cost structure. Our non-GAAP EPS reached $2.11, an increase of 24% in US dollars for the quarter, partly due to a one-time net…
…other supplemental financial information, and lists of many customers who purchased Oracle Cloud services or went live on Oracle Cloud recently. These items will be…
…datasets with AI. Much of this data already sits in an Oracle Database or is generated by Oracle applications. For many enterprises, inferencing against decades…
…continue with our program of capital investments tied to unlocking the strong growth opportunities in front of us. Our net cash outlay for capital expenditures…
In Q4, our cloud database business revenue grew by 29%, with multi-cloud growing much faster. Multi-cloud revenue was up 404% year-over-year, and bookings were up…
…To do so, we are simplifying how customers consume and pay for agentic capabilities. Our new agentic pricing aligns with customer value. Much of our…
…with AI built right in. In Q4, we also continued our electronic health record deployment at the U.S. Department of Veterans Affairs. In Q4, we…
…certainty because we have locked prices across the spectrum, whether it be space and power costs, energy costs, people costs, component costs. When we know…
…for such capabilities. The same is true for all the customers and partners we work with. The demand for AI infrastructure in this domain alone…
…applications, and our Oracle AI Data Platform to automate customer service for their 30 million subscribers this quarter. UK National Health Service Shared Business Services.
…our capital investments program, we expect to raise around $40 billion in debt and equity in our fiscal year 2027. That includes our already announced…
…had was, we talked a lot about AI and the growth, great momentum you have today, but you still have the classic Oracle business that…
Agents: this page as TSV at /api/v1/appearances/oracle:2026-06-10:earnings_call · words: /api/v1/brief?appearance=oracle:2026-06-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP