Will Alphabet, Microsoft · settles Dec 14 · 52 days
Will Oracle's capital equipment spending hit 120 percent or more of its revenue for the quarter ending November 2026?
How it settlesDivide purchases of property and equipment by revenue from Oracle's 10-Q or 10-K for the quarter ended November 30, 2026, on SEC EDGAR. Yes if the ratio is at or above 120.0 percent, no if below. 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 120.0% of its revenue?
Cloud revenue growth pays for the capex
Yes: Oracle keeps pouring cash into data centers and chips, with spending staying at or above the last quarter's elevated 147 percent pace.
The buildout outruns the cash it throws off
No: Oracle's spending eases back below 120 percent of revenue as the buildout pace cools or revenue catches up.
Put your number from 1 to 99 in the app; the readers, the Call and the machines appear only after you save.