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CLAIM #47447 · ORCL (ORCL) · 2025Q4 earnings call · Jun 11, 2025 · due May 31, 2026

As use of AI increases, so will Oracle's database market share.

Lawrence Ellison · Chairman and CTO

PENDING
graded after results covering May 31, 2026 are reported

In context

the number one cloud database company. Oracle will be the number one cloud applications company. And Oracle will be the number one builder and operator of cloud infrastructure data centers. We will build and operate more cloud infrastructure data than all of our cloud infrastructure competitors combined. Most of the world's most valuable data is stored in an Oracle database. All of those databases are moving to the cloud. Oracle's cloud, Microsoft's Azure cloud, Amazon's cloud, or Google's cloud. Oracle runs everywhere. The latest vector version of the Oracle database Oracle 23AI, is an AI data platform. The only database that can make all of the customers' data immediately available to all of the popular AI large language models. While maintaining complete data privacy for the customer. As use of AI increases, so will Oracle's database market share. Oracle will be the largest and most profitable cloud applications company in the world. Oracle developed suites of integrated AI agent-based applications for ERP, for EPM, supply chain, manufacturing human resources and customer engagement. Plus industry applications for healthcare, banking, utilities, retail, hospitality and many other industries. We use the most modern application generators and AI database technology to build our application suite and then we add AI analytics using OpenAI, XAI, Google, LAMA, and other popular LLMs. On top of that application data. No other company is even attempting to build the depth and breadth of AI-based applications that we have already built. Oracle will build more cloud infrastructure data centers than all of our infrastructure competitors combi

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SEC filings for ORCL · Claim quote is verbatim from the 2025Q4 earnings call.