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.
1 match for “LLM”; 1 quoted, at least 25 words apart.
…very unique advantage. Since we're in the infrastructure business, we have large LLM vendors training on there. We've got all of our applications business, both…
Where the listed words were said
…our cloud infrastructure and cloud apps businesses. Revenue was $19.2 billion, up 21% in US dollars. Cloud infrastructure revenue grew 93%, reflecting strong demand for…
…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…
…welcome to Oracle. I'm going to cover our Cloud Apps and Cloud Database business in a bit more detail, both of which performed quite well…
…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…
They are ready to implement enterprise-grade, complete agentic solutions to help run their businesses. Over the past year, we have delivered more than 1,000 AI…
…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…
…Dedicated Region in their data centers, our multi-cloud database offering in a partner cloud, and our applications to reduce costs and run their processes faster,…
…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