Oracle (ORCL)

EarningsTranscriptsUpdated

Every word

41–57 of 57, most settled first · page 2 of 2
Oracle: every word with settled markets, most settled first
WordQ2’25Dec '24Q3’25Mar '25Q4’25Jun '25Q1’26Sep '25Q2’26Dec '25Q3’26Mar '26Q4’26Jun '26Q1’27last callTrendLast 8ScriptedAll-timeProbability
Data Center10+ times12 times: Data Center 10+, Q2’25 Dec '24, counts as said10 times: Data Center 10+, Q3’25 Mar '25, counts as said10 times: Data Center 10+, Q4’25 Jun '25, counts as said6 times: Data Center 10+, Q1’26 Sep '25, below the threshold26 times: Data Center 10+, Q2’26 Dec '25, counts as said21 times: Data Center 10+, Q3’26 Mar '26, counts as said9 times: Data Center 10+, Q4’26 Jun '26, below the threshold15 times: Data Center 10+, Q1’27 Sep '26, counts as saidrising6/875%0/80%17/8121%57%n=1+tx from settlement history blended with transcripts
Debt level0 times: Debt level, Q2’25 Dec '240 times: Debt level, Q3’25 Mar '250 times: Debt level, Q4’25 Jun '250 times: Debt level, Q1’26 Sep '250 times: Debt level, Q2’26 Dec '250 times: Debt level, Q3’26 Mar '260 times: Debt level, Q4’26 Jun '260 times: Debt level, Q1’27 Sep '26steady0/80%0/80%1/811%12%n=1+tx from settlement history blended with transcripts
Earnings surprisenever said0 times: Earnings surprise, Q2’25 Dec '240 times: Earnings surprise, Q3’25 Mar '250 times: Earnings surprise, Q4’25 Jun '250 times: Earnings surprise, Q1’26 Sep '250 times: Earnings surprise, Q2’26 Dec '250 times: Earnings surprise, Q3’26 Mar '260 times: Earnings surprise, Q4’26 Jun '260 times: Earnings surprise, Q1’27 Sep '26steady0/80%0/80%0/810%12%n=1+tx from settlement history blended with transcripts
Fusion10+ times1 time: Fusion 10+, Q2’25 Dec '24, below the threshold2 times: Fusion 10+, Q3’25 Mar '25, below the threshold3 times: Fusion 10+, Q4’25 Jun '25, below the threshold0 times: Fusion 10+, Q1’26 Sep '2515 times: Fusion 10+, Q2’26 Dec '25, counts as said31 times: Fusion 10+, Q3’26 Mar '26, counts as said6 times: Fusion 10+, Q4’26 Jun '26, below the threshold12 times: Fusion 10+, Q1’27 Sep '26, counts as saidrising3/838%2/825%26/8132%47%n=1+tx from settlement history blended with transcripts
Healthcare AInever said0 times: Healthcare AI, Q2’25 Dec '240 times: Healthcare AI, Q3’25 Mar '250 times: Healthcare AI, Q4’25 Jun '250 times: Healthcare AI, Q1’26 Sep '250 times: Healthcare AI, Q2’26 Dec '250 times: Healthcare AI, Q3’26 Mar '260 times: Healthcare AI, Q4’26 Jun '260 times: Healthcare AI, Q1’27 Sep '26steady0/80%0/80%0/810%12%n=1+tx from settlement history blended with transcripts
LLM0 times: LLM, Q2’25 Dec '240 times: LLM, Q3’25 Mar '253 times: LLM, Q4’25 Jun '25, counts as said4 times: LLM, Q1’26 Sep '25, counts as said1 time: LLM, Q2’26 Dec '25, counts as said3 times: LLM, Q3’26 Mar '26, counts as said1 time: LLM, Q4’26 Jun '26, counts as said0 times: LLM, Q1’27 Sep '26steady5/862%2/825%5/816%44%n=1+tx from settlement history blended with transcripts
"Multicloud"3+ times3 times: "Multicloud" 3+ times, Q2’25 Dec '24, counts as said5 times: "Multicloud" 3+ times, Q3’25 Mar '25, counts as said5 times: "Multicloud" 3+ times, Q4’25 Jun '25, counts as said2 times: "Multicloud" 3+ times, Q1’26 Sep '25, below the threshold10 times: "Multicloud" 3+ times, Q2’26 Dec '25, counts as said8 times: "Multicloud" 3+ times, Q3’26 Mar '26, counts as said8 times: "Multicloud" 3+ times, Q4’26 Jun '26, counts as said4 times: "Multicloud" 3+ times, Q1’27 Sep '26, counts as saidrising7/888%4/850%12/8115%70%n=1+tx from settlement history blended with transcripts
Open Source0 times: Open Source, Q2’25 Dec '240 times: Open Source, Q3’25 Mar '250 times: Open Source, Q4’25 Jun '250 times: Open Source, Q1’26 Sep '250 times: Open Source, Q2’26 Dec '250 times: Open Source, Q3’26 Mar '260 times: Open Source, Q4’26 Jun '261 time: Open Source, Q1’27 Sep '26, counts as saidrising1/812%1/812%16/8120%26%n=1+tx from settlement history blended with transcripts
OpenAI dealnever said0 times: OpenAI deal, Q2’25 Dec '240 times: OpenAI deal, Q3’25 Mar '250 times: OpenAI deal, Q4’25 Jun '250 times: OpenAI deal, Q1’26 Sep '250 times: OpenAI deal, Q2’26 Dec '250 times: OpenAI deal, Q3’26 Mar '260 times: OpenAI deal, Q4’26 Jun '260 times: OpenAI deal, Q1’27 Sep '26steady0/80%0/80%0/810%12%n=1+tx from settlement history blended with transcripts
Partner ecosystem0 times: Partner ecosystem, Q2’25 Dec '240 times: Partner ecosystem, Q3’25 Mar '250 times: Partner ecosystem, Q4’25 Jun '250 times: Partner ecosystem, Q1’26 Sep '250 times: Partner ecosystem, Q2’26 Dec '250 times: Partner ecosystem, Q3’26 Mar '260 times: Partner ecosystem, Q4’26 Jun '260 times: Partner ecosystem, Q1’27 Sep '26steady0/80%0/80%1/811%12%n=1+tx from settlement history blended with transcripts
Payment0 times: Payment, Q2’25 Dec '240 times: Payment, Q3’25 Mar '250 times: Payment, Q4’25 Jun '250 times: Payment, Q1’26 Sep '252 times: Payment, Q2’26 Dec '25, counts as said2 times: Payment, Q3’26 Mar '26, counts as said1 time: Payment, Q4’26 Jun '26, counts as said0 times: Payment, Q1’27 Sep '26rising3/838%2/825%28/8135%39%n=1+tx from settlement history blended with transcripts
Pipeline5 times: Pipeline, Q2’25 Dec '24, counts as said3 times: Pipeline, Q3’25 Mar '25, counts as said3 times: Pipeline, Q4’25 Jun '25, counts as said0 times: Pipeline, Q1’26 Sep '252 times: Pipeline, Q2’26 Dec '25, counts as said3 times: Pipeline, Q3’26 Mar '26, counts as said1 time: Pipeline, Q4’26 Jun '26, counts as said0 times: Pipeline, Q1’27 Sep '26falling6/875%5/862%64/8179%50%n=1+tx from settlement history blended with transcripts
SaaS momentumnever said0 times: SaaS momentum, Q2’25 Dec '240 times: SaaS momentum, Q3’25 Mar '250 times: SaaS momentum, Q4’25 Jun '250 times: SaaS momentum, Q1’26 Sep '250 times: SaaS momentum, Q2’26 Dec '250 times: SaaS momentum, Q3’26 Mar '260 times: SaaS momentum, Q4’26 Jun '260 times: SaaS momentum, Q1’27 Sep '26steady0/80%0/80%0/810%12%n=1+tx from settlement history blended with transcripts
Temunever said0 times: Temu, Q2’25 Dec '240 times: Temu, Q3’25 Mar '250 times: Temu, Q4’25 Jun '250 times: Temu, Q1’26 Sep '250 times: Temu, Q2’26 Dec '250 times: Temu, Q3’26 Mar '260 times: Temu, Q4’26 Jun '260 times: Temu, Q1’27 Sep '26steady0/80%0/80%0/810%12%n=1+tx from settlement history blended with transcripts
Valuation concernnever said0 times: Valuation concern, Q2’25 Dec '240 times: Valuation concern, Q3’25 Mar '250 times: Valuation concern, Q4’25 Jun '250 times: Valuation concern, Q1’26 Sep '250 times: Valuation concern, Q2’26 Dec '250 times: Valuation concern, Q3’26 Mar '260 times: Valuation concern, Q4’26 Jun '260 times: Valuation concern, Q1’27 Sep '26steady0/80%0/80%0/810%12%n=1+tx from settlement history blended with transcripts
Vision0 times: Vision, Q2’25 Dec '240 times: Vision, Q3’25 Mar '250 times: Vision, Q4’25 Jun '250 times: Vision, Q1’26 Sep '250 times: Vision, Q2’26 Dec '250 times: Vision, Q3’26 Mar '260 times: Vision, Q4’26 Jun '260 times: Vision, Q1’27 Sep '26steady0/80%0/80%6/817%12%n=1+tx from settlement history blended with transcripts
xAI1 time: xAI, Q2’25 Dec '24, counts as said1 time: xAI, Q3’25 Mar '25, counts as said1 time: xAI, Q4’25 Jun '25, counts as said3 times: xAI, Q1’26 Sep '25, counts as said2 times: xAI, Q2’26 Dec '25, counts as said0 times: xAI, Q3’26 Mar '260 times: xAI, Q4’26 Jun '260 times: xAI, Q1’27 Sep '26falling5/862%5/862%7/819%32%n=1+tx from settlement history blended with transcripts
What the columns mean
Last N
of the appearances shown, how many counted as said
Trend
how the count moved over these calls
Scripted
calls of the last 8 where it was said in the prepared remarks
All-time
every call on file
Probability
the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history

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