Will three or more disti · settles Dec 14 · 52 days
Will Oracle's equipment spending hit 130% of revenue next quarter?
How it settlesDivide the purchases of property and equipment by the revenue that Oracle reports for the quarter ended November 30, 2026 in its 10-Q or 10-K filing on SEC EDGAR. Source: SEC EDGAR, XBRL company facts of Oracle (Forms 10-Q and 10-K)
The exact question
Did the purchases of property and equipment of Oracle for the quarter ended November 30, 2026 come to at or above 130.0% of its revenue?
Surplus compute surfaces for resale
Yes: capex stayed near the last quarter's 147% pace as Oracle keeps building AI datacenter capacity.
Compute stays fully contracted, no resale emerges
No: spending cools from the 147% level and lands under 130% of revenue this quarter.
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