Did the purchases of property and equipment of Oracle for the quarter ended November 30, 2026 come to at or above 165.0% 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 165.0%; no if it is below 165.0%.
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.
If no
Cloud revenue growth pays for the capex
Yes if Oracle keeps spending heavily on capacity, pushing the ratio to 165 percent or more of revenue.
If yes
Depreciation catches up with cloud revenue growth
No if revenue growth outpaces spending or capex eases, keeping the ratio below 165 percent.
50%
NoYes
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The case · 7 people · 2 minutes
Cloud revenue growth pays for the capex6 people argue noDepreciation catches up with cloud revenue growth1 people argue yes
The fund's argument is that heavy build-out depresses free cash flow during construction, and the test is not the cash flow line but whether the finished asset becomes infrastructure competitors must pay to use; Cloud growth, margin expansion and…