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Source document· December 5, 2025

Earnings live: Mentions of 'AI' on earnings calls reach peak levels as Oracle gears up to report

View original at finance.yahoo.com
Earnings live: Mentions of 'AI' on earnings calls reach peak levels as Oracle gears up to report Only a handful of major companies have yet to report their results for the last quarter, and AI leader Oracle (ORCL) is one of them…
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  • CrowdStrike is a second/third derivative beneficiary of AI Revolution and AI-powered cybersecurity businesses increasingly can't live without it

    80% confidence

  • AI clusters are no longer measured in tens of thousands of GPUs but now hundreds of thousands and soon millions

    80% confidence

  • Celestial AI acquisition strengthens Marvell's position at forefront of fastest-growing opportunities in AI datacenter infrastructure

    80% confidence

  • We've seen really nice traffic growth and expansion of the idea of what value looks like

    80% confidence

  • Many consumers' wallets are pressured and they are seeking value

    80% confidence

  • Q3 was an exceptional quarter for MongoDB

    80% confidence

  • Consumer and competitive environment is notably tougher for food retailers with inflationary concerns and stronger competitive pressure from Amazon grocery and Walmart

    80% confidence

  • Q3 earnings reactions were more downbeat than usual

    80% confidence

  • Strongest sales in 13 quarters with meaningful enterprise-wide changes resonating with customers

    80% confidence

  • Enterprises have spent years building secure, trusted data environments and this partnership brings Claude directly into Snowflake where that data already lives

    80% confidence

  • Thanksgiving 2025 was a record-breaking weekend for American Eagle

    80% confidence

  • All consumers are seeking value and that's where Dollar Tree thrives

    80% confidence

Data points we hold from this source

Salesforce · eps diluted3.25 USD
Snowflake Inc. · revenue1.15 billion_USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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Earnings live: Mentions of 'AI' on earnings calls reach peak levels as Oracle gears up to report — Source | Via News | ViaNews EU