Oracle Corporation (ORCL) Presents at Deutsche Bank 2026 Technology Conference Transcript

SA Transcripts 162.01K Followers Follow Oracle Corporation ( ORCL ) Deutsche Bank 2026 Technology Conference August 26, 2026 11:45 AM EDT Company Participants Mike Sicilia - Chief Executive Officer & Director Conference Call Participants Brad Zelnick - Deutsche Bank AG, Research Division Presentation Brad Zelnick Deutsche Bank AG, Research Division I think we're live. Good morning, everybody. I'm Brad Zelnick, Head of Software Equity Research here at Deutsche Bank. And on behalf of myself and all my colleagues, extremely delighted to welcome you all to the 20th Annual Deutsche Bank TMT Conference here in sunny Monarch Beach, the Waldorf Astoria in Southern California. I got to say that this is an exciting time for tech, extremely dynamic, a lot of things happening, but I feel like event-wise, this is something really special that we've carved out. And I know that because I heard from all of you, many of you that were at the welcome event yesterday. I can see over the years, it's now the fourth year that we're here in this location. And I can tell you 4 years ago, I was an exception in bringing my son. And many of you who have seen him and have been here all 4 years, you said, wow, he's kind of like doubled in height. So now I look up to him. But I see more and more families, and this has become a really special event. So I should only hope that for the next 2 days, we make it really productive, really fun. And in the next year, if you didn't bring your family or if you're listening on the webcast, you're going to come and join us as well. But as I think about technology and I think about paradigm shifts, which seem to occur every decade or so, there's a lot of change going