Will Alphabet, Microsoft · settles Dec 14 · 52 days
Will Oracle's capital equipment spending hit 148 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 148.0 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 148.0% of its revenue?
Cloud revenue growth pays for the capex
Yes: Oracle's spending stays near or above its last quarter's 147 percent pace as the AI buildout continues at full speed.
The buildout outruns the cash it throws off
No: Oracle's spending drops below 148 percent of revenue as the pace of the last quarter does not repeat.
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