Oracle Corp Japan (OCLCF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Now I'd like to turn this call over to KK, Senior Vice President, JPEG, and Japan CFO. Thank you, Nishio-san. Good afternoon, everyone, and welcome to Oracle Japan's second quarter and fiscal year 2026 earnings conference call. We achieved excellent results this Q2 particularly in our cloud business reinforcing our position as a leading cloud vendor. Hello, everyone. Welcome to Japan Oracle's May 2nd and 2nd quarter of 2026. The company has achieved excellent results in the second half of the year, especially in cloud business, and has further strengthened its position as a major cloud vendor. While shifting our focus to cloud, we have also maintained steady order intake in our license business. We are pleased to share that two months ago we announced our fourth alloy partner in Japan, SoftBank. We have initiated a collaboration to offer services with data sovereignty by operating data and systems in the cloud under our country's jurisdiction. Based on this partnership, SoftBank will launch Cloud PF Type A, a cloud platform service tailored for the Japanese market starting from April 2026. SoftBank is starting a business to provide data-based services by operating data and systems in a cloud-based cloud in Japan. Based on this proposal, SoftBank will provide a cloud platform service, CloudPF Type A, customized for the Japanese market from April next year. In addition, AI services provided through Oracle Cloud Infrastructure will also be rolled out as they become available. さらに、オラクルクラウドインフラストラクチャを通じて提供されるAIサービスも利用可能になり次第展開される予定となっています。 We had a lot of cloud customers in various industries like public sector, manufacturing and financial industries. So now let me give you some examples. Number one, Itoki Corporation. Ikoki has developed a predictive maintenance system t...