Will Oracle's equipment spending hit at least 150 percent of its revenue in the quarter ending November 30, 2026?
7 people · 7 claims2 sides3 machines
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The two sides
Surplus compute surfaces for resale
Surplus compute from stalled AI projects gets resold to buyers like Google and Anthropic, keeping heavy equipment spending relative to revenue.
Compute stays fully contracted, no resale emerges
Demand for compute stays so strong that capacity is fully contracted and prepaid, so spending growth slows relative to revenue.
Yes if purchases of property and equipment divided by revenue, as reported by Oracle for the quarter ended November 30 2026 on SEC EDGAR, is 150.0 percent or higher. SEC EDGAR, XBRL company facts of Oracle (Forms 10-Q and 10-K)
The exact question and the full rule
Did the purchases of property and equipment of Oracle for the quarter ended November 30, 2026 come to at or above 150.0% of its revenue?
Divide 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. The answer is yes if the ratio is at or above 150.0%; no if it is below 150.0%.
If the source is late or silent: If Oracle has not filed by January 18, 2027, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.