Can Oracle and the neoclouds carry the buildout they signed?

Oracle's 10-Q for the quarter to November 30: whether its financed customer prepayments for the six months pass $11.363 billion, the first quarter's figure alone.

Part 19: The Interest Bill Comes First Put a number on it Pendingp19-t01Pre-specified

Question

Does Oracle's Form 10-Q for the quarter ended November 30, 2026 report an increase in deferred revenues from customer prepayments with significant financing component, for the six months ended November 30, 2026, above $11.363 billion?

Source

SEC EDGAR, Oracle Form 10-Q for the quarter ended November 30, 2026, condensed consolidated statements of cash flows (CIK 1341439)

Rule

Read the line for the increase in deferred revenues from customer prepayments with significant financing component in the 10-Q's statement of cash flows, for the six months ended November 30, 2026. The answer is yes if it is above $11,363 million, the amount for the three months ended August 31, 2026, which means new prepaid contracts arrived in the second quarter; no if it is $11,363 million or less. The line's share of operating cash flow is Part 17's question (p17-t03) and enters the Result as evidence only.

If the source is late, revised or silent

If the 10-Q is not public on EDGAR by December 31, 2026, the test is inconclusive, and the Result says what was read and what was missing; the next reading is January 15, 2027, in the 10-Q the day it appears. If the line is renamed, the line of the statement of cash flows that carries deferred revenue from customer prepayments with a significant financing component is read, and the Result says so; if no such line remains, the test is inconclusive, and the Result says what was read and what was missing; the next reading is March 31, 2027, in the 10-Q for the quarter ending February 28, 2027.

The same 10-Q: whether Oracle's leases signed and not yet begun pass $288 billion, the August 31, 2026 figure, read beside the lease liability.

Part 19: The Interest Bill Comes First Put a number on it Pendingp19-t02Pre-specified

Question

Does Oracle's Form 10-Q for the quarter ended November 30, 2026 report additional lease commitments that have not yet commenced above $288 billion?

Source

SEC EDGAR, Oracle Form 10-Q for the quarter ended November 30, 2026, note on leases (CIK 1341439)

Rule

Read the amount the 10-Q's note on leases gives for additional lease commitments signed that have not yet commenced, as of November 30, 2026. The answer is yes if it is above $288 billion, the amount as of August 31, 2026; no if it is $288 billion or less. The change in operating lease liabilities, current and non-current ($34,621 million at August 31, 2026), enters the Result as evidence that tells leases that began from leases cancelled; it does not decide the answer.

If the source is late, revised or silent

If the 10-Q is not public on EDGAR by December 31, 2026, the test is inconclusive, and the Result says what was read and what was missing; the next reading is January 15, 2027, in the 10-Q the day it appears. If the note gives a range or a rounded figure, the figure as printed is read; if it no longer gives the amount, the test is inconclusive, and the Result says what was read and what was missing; the next reading is March 31, 2027, in the 10-Q for the quarter ending February 28, 2027.

CoreWeave's results for the quarter to December 31, 2026: whether net interest expense reaches 25% of revenue, from 24.9% in the second quarter of 2026.

Part 19: The Interest Bill Comes First Put a number on it Pendingp19-t03Pre-specified

Question

Does CoreWeave's interest expense, net, for the quarter ended December 31, 2026 equal or exceed 25% of its revenue for that quarter?

Source

SEC EDGAR, CoreWeave fourth-quarter 2026 results release (Form 8-K, Exhibit 99.1) and Form 10-K for 2026, statements of operations (CIK 1769628)

Rule

Divide interest expense, net, by revenue, both for the three months ended December 31, 2026, as printed in the statement of operations of CoreWeave's fourth-quarter results release; when no release prints the quarter, use the 10-K's year less the nine months of the 10-Q for September 30, 2026. The answer is yes if the ratio is 25.0% or more; no if it is below 25.0%. In the quarter ended June 30, 2026 the same two lines gave $640 million on $2,575 million, 24.9%.

If the source is late, revised or silent

If neither the release nor the 10-K is public on EDGAR by March 31, 2027, the test is inconclusive, and the Result says what was read and what was missing; the next reading is April 30, 2027, in the filing the day it appears. If CoreWeave renames the line, the line of the statement of operations that nets interest expense against interest income is read, and the Result says so.

Whether CoreWeave, Nebius, IREN, Core Scientific, Applied Digital, TeraWulf or Cipher Digital tells the SEC of a bankruptcy or an acceleration of its debt by that day.

Part 19: The Interest Bill Comes First Put a number on it Pendingp19-t04Pre-specified

Question

Between October 13, 2026 and June 30, 2027, does CoreWeave, Nebius Group, IREN, Core Scientific, Applied Digital, TeraWulf or Cipher Digital file a Form 8-K reporting Item 1.03 or Item 2.04, or a Form 6-K reporting a bankruptcy or an acceleration of its debt?

Source

SEC EDGAR, Forms 8-K and 6-K of CoreWeave (CIK 1769628), Nebius Group (CIK 1513845), IREN (CIK 1878848), Core Scientific (CIK 1839341), Applied Digital (CIK 1144879), TeraWulf (CIK 1083301) and Cipher Digital, formerly Cipher Mining (CIK 1819989)

Rule

Read the Forms 8-K the seven companies filed on EDGAR from October 13, 2026 through June 30, 2027, with the items EDGAR lists for each, and the Forms 6-K Nebius Group filed in the same days. The answer is yes if any of them filed a Form 8-K reporting Item 1.03 (bankruptcy or receivership) or Item 2.04 (triggering events that accelerate or increase a direct financial obligation), or a Form 6-K reporting a bankruptcy filing or the acceleration of a debt; no if none did. An acceleration later waived or cured counts as yes, and the Result says it was waived.

If the source is late, revised or silent

If EDGAR cannot be read on July 1, 2027, the same filings are read on July 6, 2027, since every filing carries its date. If no reading is possible by July 9, 2027, the test is inconclusive, and the Result says what was read and what was missing; the next reading is July 16, 2027. A company that stops filing with the SEC in the window, after a takeover or a delisting, is read up to its last filing, and the Result names it.