Those questions were so staged. Analysts were totally paid to toss softballs.
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So it only means that you haven’t learnt yet the corpo slang and you need to be told the things literally.
I heard head count adjustments based on market needs. What does that even mean?
Capital Funding
In February, we announced our intent to raise up to $50 billion dollars in debt and equity financing, along with the statement that we do not expect to issue any additional bonds beyond this amount in calendar year 2026. Within days of the announcement, Oracle raised $30 billion through a combination of investment grade bonds and mandatory convertible preferred stock, with a record order book that was substantially oversubscribed. We have not yet initiated the at-the-market equity portion of the financing program.
AI Market and Technology Evolution
The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have recently strengthened their financial positions quite substantially. These market dynamics enable Oracle to comfortably meet and likely exceed our revenue growth rate forecast for FY27 and beyond.
AI models for generating computer code have become so efficient that we have been restructuring our product development teams into smaller, more agile and productive groups. This new AI Code Generation technology is enabling us to build more software in less time with fewer people. Oracle is now building more SaaS applications for more industries at a lower cost. AI code generation is making our SaaS application suites more competitive and more profitable.
Source: https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Fiscal-Year-2026-Third-Quarter-Financial-Results/default.aspx
That is because no one asked.
No layoffs mentioned in earnings call or Q&A
Does this mean I don't have to remember to prepare my butt cheeks?
they dont mention layoff directly ! they mention restructuring thats the acceptable corporate word lol
All they talked about was AI. I wish I had an AI account how many times they said AI.