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Oracle Company Japan (OCLCF) Q2 2026 Earnings Name Transcript
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Oracle Company Japan (OCLCF) Q2 2026 Earnings Name Transcript

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Last updated: December 23, 2025 9:41 am
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Published: December 23, 2025
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Yuki Nishio
Senior Supervisor of Investor Relations

[Foreign Language]

Now I would like to show this name over to KK, Senior Vice President, JAPAC and CFO.

S.Krishna Kumar
CFO, Senior VP – JAPAC & Director

Thanks, Nishio-san. Good afternoon, everybody, and welcome to Oracle Japan’s Second Quarter and Fiscal Yr 2026 Earnings Convention Name. We achieved glorious outcomes this Q2, significantly in our cloud enterprise, reinforcing our place as a number one cloud vendor.

Whereas shifting our focus to cloud, we’ve got additionally maintained regular order consumption in our license enterprise. We’re happy to share that 2 months in the past, we introduced our fourth alloy companion in Japan, SoftBank.

We’ve initiated a collaboration to supply providers with knowledge sovereignty by working knowledge and programs within the cloud beneath our nation’s jurisdiction. Primarily based on this partnership, SoftBank will launch Cloud PF kind A, a cloud platform service tailor-made for the Japanese market ranging from April 2026.

As well as, AI providers offered by means of Oracle cloud infrastructure may even be rolled out as they grow to be obtainable. We had loads of cloud prospects in varied industries like public sector, manufacturing and monetary industries. So now let me offer you some examples.

Primary, ITOKI Company. ITOKI has developed a predictive upkeep system that detects indicators of malfunctions in automated logistics warehouses. Utilizing Oracle’s AI expertise, leveraging Oracle autonomous AI database and Oracle Cloud Infrastructure knowledge science, the system collects and analyzes operational knowledge automated warehouses with AI to determine potential points upfront.

Within the logistics business, the place automation and labor-saving measures are quickly advancing resulting from labor shortages, sudden tools

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