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CLAIM #47416 · ORCL (ORCL) · 2025Q3 earnings call · Mar 10, 2025 · due Aug 31, 2025

But we expect this is growing extraordinarily fast, and we think we'll be able to meet most of the needs of customers that need for primary and back up around the world, certainly in the coming months.

Lawrence Ellison · Chairman & CTO

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versus commitment · official band 5 percent
Committed
we think we'll be able to meet most of the needs of customers that need for primary and back up around the world, certainly in the coming months
Reported
Multi-cloud database revenue, where Oracle regions are embedded in AWS, Azure, and GCP, grew 1529% in Q1.

In context

kups in Asia. So that's six data centers. So once we get to a primary and backup in North America and Europe and in Asia for let's us say, Google, we're ready to roll. Most of the impediments are out of the way. So -- but then it's just a matter of building the people that want -- that are Japanese national companies. That's for the multinationals or the multinationals that works. And then there's obviously the Japanese domestic market in the German domestic market and so on and so forth. But I think by the time we get to 40, which is around -- close enough to say, 12 months from now, the -- as Safra said, it's not entirely in our control because AWS has to provide us with the space because we are literally embedding the OCI data centers inside of AWS inside of Google and inside of Azure. But we expect this is growing extraordinarily fast, and we think we'll be able to meet most of the needs of customers that need for primary and back up around the world, certainly in the coming months. And then it's just going to be adding capacity country by country. Operator: And your next question comes from the line of Kirk Materne with Evercore ISI. Your line is open. Kirk Materne: Thanks very much for taking the question. I'll add my congrats on the RPO and booking strength this quarter. Larry, you mentioned some of the agents you've been building out on top of your application platform earlier. I was just wondering, are you now starting to see the demand for those technologies or those functionality that agents are bringing starting to have an impact on your strategic SaaS business? And perhaps the pace of conversions from any legacy on-prem systems that still might be out there? Thanks. Lawrence Ellison : Okay. So I would say, I mean, our biggest differentiator when we're compet

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SEC filings for ORCL · Claim quote is verbatim from the 2025Q3 earnings call.