CLAIM #47486 · ORCL (ORCL) · 2026Q2 earnings call · Dec 10, 2025 · due Aug 31, 2026
“In summary, the four segments of our business are growing at incredible rates. This will contribute to a continued acceleration in our infrastructure revenue in the coming quarters.”
Clay Magouyrk · CEO
How to check this claim
Look at: Oracle Cloud Infrastructure (infrastructure) revenue growth rate, year-over-year, as reported quarterly
It came true if: Year-over-year infrastructure revenue growth rate in each of the next two-three reported quarters is higher than the growth rate reported in the quarter of this call (i.e., sequential acceleration)
Where: Oracle quarterly earnings release / 10-Q segment disclosures and management commentary on subsequent earnings calls
In context
“est services, universal availability, consistent and easy pricing and procurement, and partner support is accelerating the adoption of Oracle database services across our entire customer base. OCI is the only full cloud available to individual customers. We launched dedicated region 25, which provides the full capability of OCI in a tiny three-rack footprint. OCI is also the only cloud that enables partners to become cloud providers themselves through our alloy program. And our new footprint is available for all alloy providers. Dedicated region and alloy consumption grew 69% year over year. We launched one dedicated region for Ithka Group in Oman, and both NTT Data and SoftBank launched one alloy region each this quarter. This brings our live dedicated regions to 39 with 25 more planned. In summary, the four segments of our business are growing at incredible rates. This will contribute to a continued acceleration in our infrastructure revenue in the coming quarters. Customers are choosing OCI for its performance-optimized architecture, unrelenting focus on security, consistently low and predictable pricing, and unmatched depth in database and enterprise integrations. Those priorities have been our strategy from the beginning and are the driving force behind this growth. OCI is in a constant state of reinvention, you can see the value that has for our customers. When you combine our commitment to deliver the best in performance, efficiency, and security with the growing customer demand for cloud infrastructure services we are seeing. I couldn't be more excited about what's coming next. And with that, over to Larry. Lawrence Ellison: Thank you very much, Clay. Over the years, Oracle has developed software in three important areas: database applications”
Verify independently
SEC filings for ORCL ↗ · Claim quote is verbatim from the 2026Q2 earnings call.