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.
2 matches for “NVIDIA”; 2 quoted, at least 25 words apart.
…in Abilene. Shackelford is our next gigawatt-scale campus and is progressing well. NVIDIA Vera Rubin systems are performing better than expected across hardware quality, manufacturing…
…continue to expand the open source model catalog, including new models from NVIDIA, Qwen, Google, DeepSeek, and others. We announced a multi-year partnership with Quantinuum…
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.…
But as we accelerate across the full technology stack, from infrastructure to database to software, that is no longer the case. Cloud infrastructure revenue for…
…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…
…engine continues to provide the security, reliability, and operational controls required for enterprise applications. Developers gain the speed of generative development without the downsides of…
…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…
…We completed our planned Azure and AWS regional footprint expansion, reaching 70 multicloud database regions and 119 availability zones. This gives customers a consistent way…
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…
…pace of AI innovation is increasing across the ecosystem. We expanded our OpenAI relationship to offer OpenAI API access, ChatGPT for work, and Codex through…
…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…
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