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CLAIM #47387 · ORCL (ORCL) · 2025Q2 earnings call · Dec 9, 2024 · due Dec 9, 2026

We're going to have hundreds of those regions.

Lawrence Ellison · Chairman and CTO

PENDING
graded after results covering Dec 9, 2026 are reported

How to check this claim

Look at: Number of OCI dedicated/Cloud@Customer regions deployed

It came true if: Count of disclosed dedicated regions >= 200

Where: Management commentary on earnings calls / company disclosures on OCI region count

In context

eir databases to the cloud, but one of -- but a number of them want to do it in their own dedicated regions that are just their own for either regulatory reasons or sovereignty reasons, again an offering that only we have, that none of our competitors have. Lawrence Ellison: Yes. Again, Microsoft is the only partner where we -- where the contract is more than a year old. So Google is much more recent and AWS even more recent than Google. So we're at the very beginning of multi-cloud. And as Safra said, it's going to exit well over $100 million in its first year. The first year is starting when we got AWS when we had all three. It will be a multibillion-dollar business. It will be a combination of AWS and Google and Azure, plus all of these Cloud@Customer, dedicated region, Cloud@Customer. We're going to have hundreds of those regions. The demand for -- from individual customers, large banks, telecommunication companies, building half a dozen or so data centers. They want us to build a half a dozen data centers, sometimes more inside their own dedicated facilities. So they'll run the Oracle Cloud in dedicated regions. And again, we'll end up with hundreds of those, and it clearly is going to be a multi -- a very large, rapidly growing multibillion-dollar business for us. Siti Panigrahi: That's great color. Thanks, Larry and Safra. Safra Catz: Ken, I think I misspoke. Could you actually say the line correctly that I was supposed to say about guidance? Ken Bond: Sure, absolutely. Non-GAAP EPS is expected to grow between 4% to 6% and be between $1.47 and $1.51 in U.S. dollar. Thank you. Safra Catz: Sorry, I don't know what

Verify independently

SEC filings for ORCL · Claim quote is verbatim from the 2025Q2 earnings call.