Oracle Corporation (ORCL) Analyst/Investor Day Transcript

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Skip to contentHome page Seeking Alpha - Power to InvestorsTranscriptsOct 31, 2026, 3:48 AM ETOracle Corporation (ORCL) Stock, ORAC:CA Stock, ORCL.PR.D StockSA Transcripts162.74K FollowersOracle Corporation (ORCL) Analyst/Investor Day October 28, 2026 11:55 AM EDTCompany ParticipantsKen Bond - Senior Vice President of Investor RelationsMike Sicilia - Chief Executive Officer & DirectorMahesh Thiagarajan - President of Oracle Cloud InfrastructureChris Leone - Executive Vice President of Oracle Applications DevelopmentSimon de Montfort WalkerMark Hura - President of Global Field OperationsHilary Maxson - Chief Financial OfficerClay Magouyrk - Chief Executive Officer & DirectorBill ChoiConference Call ParticipantsAntonio ParraSanjay ApteTal Liani - BofA Securities, Research DivisionStefan Slowinski - BNP Paribas, Research DivisionBrad Zelnick - Deutsche Bank AG, Research DivisionAleksandr Zukin - Wolfe Research, LLCJackson Ader - KeyBanc Capital Markets Inc., Research DivisionKarl Keirstead - UBS Investment Bank, Research DivisionJames Wood - TD Cowen, Research DivisionSitikantha Panigrahi - Mizuho Securities USA LLC, Research DivisionMark Moerdler - Bernstein Institutional Services LLC, Research DivisionPatrick Edwin Colville - Scotiabank Global Banking and Markets, Research DivisionWilliam Fitzsimmons - Piper Sandler & Co., Research DivisionTyler Radke - Citigroup Inc., Research DivisionS. Kirk Materne - Evercore ISI Institutional Equities, Research DivisionPresentationKen BondSenior Vice President of Investor RelationsGreat to see everybody. I personally am very excited about this meeting, as you may know. So let's dive in.Knowing this is my last meeting with you all. My wife asked me over the weekend. She goes, "What are you going to miss most about being at Oracle?" And I thought about it. I know what it is. So you don't want to know what I'm going to miss most about being at Oracle? Yes. Safe harbor slides. My friend, the safe harbor slide. Those of you who've been here before, you know that I always like to have just a little bit of fun with the safe harbor slide. But kidding aside, I'm showing these slides because you're not going to see them in the decks later on as we go through the day. ItRead more current ORCL analysis and newsView all earnings call transcriptsCommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.