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Oracle prepaid customer cash above $11.363B by Nov 30?

Yes if above $11.363B

Does Oracle's Form 10-Q for the quarter ended November 30, 2026 report an increase in deferred revenues from customer prepayments with significant financing component, for the six months ended November 30, 2026, above $11.363 billion?

The rule

Read the line for the increase in deferred revenues from customer prepayments with significant financing component in the 10-Q's statement of cash flows, for the six months ended November 30, 2026.

Settles on a regulatory filing.

Source: SEC EDGAR, Oracle Form 10-Q for the quarter ended November 30, 2026, condensed consolidated statements of cash flows (CIK 1341439)

What would move the Call

  • Microsoft's within-a-year backlog grows as fast as the beyond-a-year book on October 28.
  • Nvidia's days sales outstanding give back the 14 days Eisman counted, or its terms for investment-grade customers return to 90 days.
  • Perma-Pipe converts $57 million or more at a gross margin above 30% while Lumentum and Coherent report their ramps at target margin.
Closes
Dec 8
7:00 PM ET
The thesis
Do the orders turn into profit?

A test is listed when its specification is admitted and a divergence names two sides. The open markets →

Question, rule and source from the DeepStack engine, data as of Nov 10, 2026. Analysis and opinion, not investment advice.