Oracle Corp Japan (OCLCF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone. I'm Nishio from Nihon Oracle IR. Nihon Oracle will hold the first quarter financial statement meeting on May 1, 2026. The disclaimer is as described in the mid-term report of the short-term financial report and the business report. Now I'd like to turn this call over to KK, Senior Vice President, Finance, JPAC, and Japan CFO. Thank you, Nishio-san. Good afternoon, everyone, and welcome to Oracle Japan's first quarter fiscal year 2026 earnings conference call. Good afternoon, everyone. Welcome to the first quarter fiscal year 2026 earnings conference call. We had another excellent performance in this Q1 attributed to growth of cloud services, especially Oracle cloud infrastructure. The demand is substantial for our cloud business, which has led to acceleration in revenue growth. Also, this is the first quarter of this year, but thanks to the growth of cloud services, especially Oracle Cloud Infrastructure, we have been able to produce wonderful results. The demand for our cloud business is high, and thanks to that, the sales have been steadily increasing. In software license business, we changed our list price in Q2 25. Therefore, we anticipated that there would be a reactionary decrease due to rush demand in Q1 of last year. In terms of the software license business, we are changing the price to the second quarter of 2025. Therefore, we expected that there would be a reaction to the demand for the first quarter last year. We announced the opening of Japan Operations Center to accelerate innovation in AI adoption by Japanese companies and organizations and to accelerate the adoption of sovereign cloud. Now, I would like to announce the announcement of the opening of the Sendate Japan Operation Center. This is aimed at encouraging innovation by Japanes...