Will cloud revenue growt · settles Dec 14 · 52 days
Did Oracle spend at least 110 percent of its revenue on property and equipment in the quarter ended November 30, 2026?
How it settlesYes if Oracle's purchases of property and equipment divided by revenue for the quarter ended November 30, 2026 is at or above 110.0 percent, per its 10-Q or 10-K 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 110.0% of its revenue?
Cloud revenue growth pays for the capex
Yes if Oracle keeps building cloud capacity fast, keeping spending at 110 percent or more of revenue.
Depreciation catches up with cloud revenue growth
No if revenue grows faster than spending or capex slows, pulling the ratio below 110 percent.
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