Will three or more disti · settles Dec 14 · 52 days
Will Oracle's equipment spending hit 170% 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 170.0% of its revenue?
Surplus compute surfaces for resale
Yes: capex surges well past the prior 147% level as Oracle accelerates its AI buildout sharply.
Compute stays fully contracted, no resale emerges
No: spending stays closer to the prior pace and does not reach 170% of revenue.
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