Oracle Corp Financial Analyst Meeting Transcript - Thomson StreetEvents

Oracle Corp Financial Analyst Meeting Transcript

Oracle Corp Financial Analyst Meeting Transcript - Thomson StreetEvents
Oracle Corp Financial Analyst Meeting Transcript
Published Oct 16, 2025
59 pages (46076 words) — Published Oct 16, 2025
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Transcript of ORCL.N corporate analyst meeting

  
Brief Excerpt:

...Thank you, Ken. Ken still has 1 minute and 37 seconds, which I was really depending on. So okay, now my timers -- okay, now I'm late. I don't know what to do. Okay, thank you all for coming. I really appreciate it. To give you just kind of a quick overview of how I'm going to go. I'm going to talk for what is going to feel like far too long. We'll then have a short section where Mark Hura will come up and talk for another section of what feels like quite some time and then I'll have a bit more details on some financials, and then we'll hand it over to Mike. So we've got a few minutes. At the end of this, there's a few things that I want you to walk away with. I want you to understand the overall growth trajectory of the OCI business. Obviously, we've got myself, we've got Mike, we've got Seema, we've got a lot of people, Larry's coming. We're talking about a huge number of our businesses. I'm going to focus right now on the cloud infrastructure business. I'll be talking about the different...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Oracle Corp
Ticker
ORCL.N
Time
4:45pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Rishi Jaluria - RBC Capital Markets Inc - Analyst : Rishi Jaluria, RBC. Really appreciate the session. A lot of great detail and obviously, amazing to see these sort of numbers. One question that I think a lot of us have been kind of weighing on the architecture side is -- and maybe it's an overly simplistic way, but what goes into as we think about the balance of power shifting from training to inferencing, fine-tuning, reasoning, et cetera, how easy is it to repurpose that architecture and really eke out the most efficiency out of all that you're building? Maybe if you could walk us through, that would be helpful.

Table Of Contents

Oracle Corp Q2 2026 Earnings Call Summary – 2025-12-10 – US$ 54.00 – Edited Brief of ORCL.N earnings conference call or presentation 10-Dec-25 10:00pm GMT

Oracle Corp Q2 2026 Earnings Call Transcript – 2025-12-10 – US$ 54.00 – Edited Transcript of ORCL.N earnings conference call or presentation 10-Dec-25 10:00pm GMT

Oracle Corp Annual Shareholders Meeting Summary – 2025-11-18 – US$ 54.00 – Edited Brief of ORCL.N shareholder or annual meeting 18-Nov-25 3:00pm GMT

Oracle Corp Annual Shareholders Meeting Transcript – 2025-11-18 – US$ 54.00 – Edited Transcript of ORCL.N shareholder or annual meeting 18-Nov-25 3:00pm GMT

Oracle Corp Financial Analyst Meeting Summary – 2025-10-16 – US$ 54.00 – Edited Brief of ORCL.N corporate analyst meeting</ 16-Oct-25 4:45pm GMT

Oracle Corp Q1 2026 Earnings Call Summary – 2025-09-09 – US$ 54.00 – Edited Brief of ORCL.N earnings conference call or presentation 9-Sep-25 9:00pm GMT

Oracle Corp Q1 2026 Earnings Call Transcript – 2025-09-09 – US$ 54.00 – Edited Transcript of ORCL.N earnings conference call or presentation 9-Sep-25 9:00pm GMT

Oracle Corp Q4 2025 Earnings Call Summary – 2025-06-11 – US$ 54.00 – Edited Brief of ORCL.N earnings conference call or presentation 11-Jun-25 9:00pm GMT

Oracle Corp Q4 2025 Earnings Call Transcript – 2025-06-11 – US$ 54.00 – Edited Transcript of ORCL.N earnings conference call or presentation 11-Jun-25 9:00pm GMT

Oracle Corp Q3 2025 Earnings Call Summary – 2025-03-10 – US$ 54.00 – Edited Brief of ORCL.N earnings conference call or presentation 10-Mar-25 9:00pm GMT

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MLA:
Thomson StreetEvents. "Oracle Corp Financial Analyst Meeting Transcript" Oct 16, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Oracle-Corp-Financial-Analyst-Meeting-T16531119>
  
APA:
Thomson StreetEvents. (2025). Oracle Corp Financial Analyst Meeting Transcript Oct 16, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Oracle-Corp-Financial-Analyst-Meeting-T16531119>
  
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