Oracle (ORCL): FY27 Q1 earnings call, Sep 10, 2026
On its Sep 10, 2026 earnings call (FY27 Q1), Oracle said 16 of the 27 words Kalshi and Polymarket listed; Parrot’s count agreed with all 27 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
27 words · 16 settled yes · our count agreed on 27 of 27- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| AI 25+ times | Yes | 70 | 70 | ✓ | 70%transcripts from the transcript model | Hear it 7:35, AI 25+ times | – |
| Quarter 15+ times | Yes | 35 | 35 | ✓ | 59%transcripts from the transcript model | Hear it 0:02, Quarter 15+ times | – |
| Database 5+ times | Yes | 16 | 16 | ✓ | 91%n=1+tx from settlement history blended with transcripts | Hear it 2:48, Database 5+ times | – |
| Data Center 5+ times | Yes | 15 | 15 | ✓ | 81%transcripts from the transcript model | Hear it 3:39, Data Center 5+ times | – |
| GPU / CPU | Yes | 9 | 9 | ✓ | 88%transcripts from the transcript model | Hear it 14:13, GPU / CPU | – |
| Enterprise | Yes | 7 | 7 | ✓ | 88%transcripts from the transcript model | Hear it 16:59, Enterprise | – |
| Health | Yes | 5 | 5 | ✓ | 89%n=3+tx from settlement history blended with transcripts | Hear it 10:14, Health | – |
| Security | Yes | 5 | 5 | ✓ | 85%transcripts from the transcript model | Hear it 8:55, Security | – |
| Multicloud | Yes | 4 | 4 | ✓ | 94%n=4+tx from settlement history blended with transcripts | Hear it 16:03, Multicloud | – |
| Sovereign | Yes | 4 | 7 | ✓ | 63%n=3+tx from settlement history blended with transcripts | Hear it 36:03, Sovereign | – |
| Nvidia | Yes | 2 | 2 | ✓ | 53%transcripts from the transcript model | Hear it 15:48, Nvidia | – |
| OpenAI | Yes | 2 | 2 | ✓ | 46%n=3+tx from settlement history blended with transcripts | Hear it 16:49, OpenAI | – |
| Automation | Yes | 2 | 2 | ✓ | 37%n=3+tx from settlement history blended with transcripts | Hear it 8:01, Automation | – |
| Alloy | Yes | 1 | 1 | ✓ | 63%transcripts from the transcript model | Hear it 36:06, Alloy | – |
| Yes | 1 | 1 | ✓ | 60%transcripts from the transcript model | Hear it 17:11, Google | – | |
| Retail | Yes | 1 | 1 | ✓ | 55%transcripts from the transcript model | Hear it 42:43, Retail | – |
| Debt | No | 0 | 0 | ✓ | 81%n=3+tx from settlement history blended with transcripts | – | |
| LLM | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – | |
| Pipeline | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – | |
| Payment | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – | |
| Backlog | No | 0 | 1 | ✓ | 53%n=3+tx from settlement history blended with transcripts | – | |
| xAI | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – | |
| AMD | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – | |
| TikTok | No | 0 | 0 | ✓ | 22%n=1+tx from settlement history blended with transcripts | – | |
| Java | No | 0 | 0 | ✓ | 16%n=1+tx from settlement history blended with transcripts | – | |
| Stargate | No | 0 | 0 | ✓ | 14%n=4+tx from settlement history blended with transcripts | – | |
| Air Force | No | 0 | 0 | ✓ | 10%n=3+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.
25 matches for “Cloud”; 5 quoted, at least 25 words apart.
…results. Q1 was another record quarter, driven by strength in both our cloud infrastructure and cloud apps businesses. Total revenue was a record $19.3 billion,…
…from infrastructure to database to software, that is no longer the case. Cloud infrastructure revenue for Q1 was $7.4 billion, up 121%, reflecting strong execution…
…until fiscal 2028 or beyond. Second, we started to see a strong conversion of our RPO into revenues this quarter, driving our cloud infrastructure results.
…driving growth in Q1 to five points higher than our Q4, as cloud infrastructure accelerates and becomes a larger and larger contributor. Lastly, our growth…
With that, let me turn the call over to Mike and then Clay to get into more details on our cloud apps and infrastructure businesses.
Where the listed words were said
…blend agents and applications together to run their businesses. The introduction of AI is an accelerator, not a replacement, for packaged applications. As such, our…
Good day, everyone, and welcome to the Oracle Corporation First Quarter Fiscal Year 2027 Earnings Call. Just a reminder that this call is being recorded.…
…will deliver our first Vera Rubin systems to customers in Q2. Our Database Cloud business is also growing quickly. Multicloud database revenue grew 353% year…
…margin did decline as expected, driven by impacts from ramping up our data centers and the acceleration of infrastructure revenue. However, this was offset in…
…need. We delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers since the end of Q4. Delivery in Q1 is almost…
We are bringing Gemini models to Oracle's enterprise applications, and we released new Grok reasoning, multimodal, and text-to-speech models. We also continue to expand the…
…our SaaS business grew 10%, with Fusion growing at 14%. Our Oracle Health business continued to accelerate, and although we don't specifically call it out,…
…By combining applied AI with decades of sophisticated business rules, regulatory compliance, security models, data models, and customer configurations, we enable customers to continuously realize…
…the mission-critical data for that, it also helps us unlock our ever-growing multi-cloud database as well, where certainly customers would like to take those on-premises…
Now, specific to your sovereign cloud question, look, our Alloy business is doing well. We have got a lot of partners in Japan. We have…
…effectiveness. Companies had been able to increase their profit margins because end-to-end automation with standardized and efficient business processes proved to be much more effective…
…offering in that we have end-to-end suites that automate complete industries. Healthcare, retail, telecommunications, construction. There is a whole list of these industries where we…
Agents: this page as TSV at /api/v1/appearances/oracle:2026-09-10:earnings_call · words: /api/v1/brief?appearance=oracle:2026-09-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP