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: Mark Moerdler - Bernstein - Analyst
: Thank you very much for taking my question and congratulations on the quarter. I'd like to gain better insight into OCI. OCI is designed differently
from its larger peer's deliverable in just 10 and shortly, three racks of servers.
You explain how the architectural difference impacts how you build and deliver OCI racks and how it will impact how many data center regions
you could have compared to your peers. And then how might this affect your CapEx growth over the next five years? Thanks.
Question: Mark Moerdler - Bernstein - Analyst
: It's extremely helpful. I really do appreciate it. Thank you.
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DECEMBER 09, 2024 / 10:00PM, ORCL.N - Q2 2025 Oracle Corp Earnings Call
Question: Siti Panigrahi - Mizuho Securities - Analyst
: Thanks for taking my question. It's impressive to see OCI growth 52% and even database as a service up 28%. So as you execute on your multi cloud
strategy, can you provide some color on the database migration to cloud or even database as service traction? And what are you hearing from
customer as they prepare to migrate On-Prem database to cloud? And how should we think about the contribution to revenue going forward?
Question: Siti Panigrahi - Mizuho Securities - Analyst
: That's great color. Thanks, Larry and Safra.
Question: Brad Zelnick - Deutsche Bank AG - Analyst
: Great. Thank you. And congrats on the continued acceleration at scale. Larry as Oracle leads with larger and larger GPU clusters. There's healthy
industry debate around scaling laws with Elon Musk allegedly pushing the envelope of what's possible.
I'm curious to hear your perspective as to whether there's diminishing returns on the amount of compute thrown at model training and Oracle's
ongoing leadership in AI infrastructure and GPU super clusters. Thanks.
Question: Brad Zelnick - Deutsche Bank AG - Analyst
: Thank you.
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DECEMBER 09, 2024 / 10:00PM, ORCL.N - Q2 2025 Oracle Corp Earnings Call
Question: Raimo Lenschow - Barclays - Analyst
: Perfect. Thank you. Can I shift gear a little bit and go back to the SaaS part of the business? And if you look there, if you look at your growth rates,
I mean, we're at kind of a late-stage point of the cycle where people usually don't look at that back-office systems, but you guys putting up like
really solid growth numbers there, you are outgrowing the peers. Can you talk a little bit of what's going on there? Thank you.
Question: Raimo Lenschow - Barclays - Analyst
: Great. Thank you.
Question: Kirk Materne - Evercore ISI - Analyst
: Yes, thanks very much. And congrats on the results. Safra, you talked a little bit about the pipeline strength at the end of your prepared comments.
Can you just talk about your line of sight in terms of capacity coming online so that you all can recognize some of the revenue that's associated
with the demand that you're seeing specifically around on the OCI side. Thanks.
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DECEMBER 09, 2024 / 10:00PM, ORCL.N - Q2 2025 Oracle Corp Earnings Call
Question: John DiFucci - Guggenheim Securities LLC - Analyst
: Thank you. Safra, you've shown us, I'm going to switch gears a little bit and go down to the bottom line here versus the top line. You've shown us
for years that Oracle is not going to do what I'll call empty business that, that you don't make good profit on. It's been a while, but you've previously
said that OCI gross margins have improved consistently.
And I think you just mentioned it again your prepared remarks and I think the last time you actually threw out a number was a while ago, but it
was in the low-30s for gross margins for OCI and that was several quarters ago. Can you give us an update on the progress of that? Especially given
the massive growth you're seeing.
Question: John DiFucci - Guggenheim Securities LLC - Analyst
: That's great to hear and we continue to watch closely. So thank you.
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