Did the net cash from operating activities of Oracle for the quarter ended November 30, 2026 come to at or above 112.0% of its revenue?
Divide the net cash from operating activities 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 112.0%; no if it is below 112.0%.
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
Return on invested capital falls
Yes: cash from operations stays strong at or above 112 percent of revenue as cloud billings convert quickly to cash.
If yes
The case against it
No: rising upfront cloud infrastructure costs or payment timing pull operating cash flow below 112 percent of revenue.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
— You
— CallOct 22
— Machines2 models
— Readersshows from 5
The trail · since Oct 22
the Call 50, recorded Oct 22machines 2 runsreaders show from 5
The case · 3 people · 2 minutes
Return on invested capital falls2 people argue noThe case against it1 people argue yes
No hyperscaler can afford to slow down alone: slowing risks losing power, chips, talent, model partners, customers and the next computing platform while AI threatens their core cash-cow businesses; supply scarcity means capacity secured by one is…
Hyperscaler capex turns ROI positive at roughly 1.7-1.8x revenue-to-depreciation ratio with 8% cost of capital, 30% operating margin, and 5-year depreciation. Currently at 1.2x with only 3-4% of global population paying for AI. As paying population…
What would change the Call
A swing in customer payment timing or a surge in infrastructure spending tied to new cloud contracts would move the ratio past or below the line.
2 models ran this one. Their numbers and reasons appear after you lock yours.
The thesis
Will Oracle report, in any fiscal quarter reported between 2026-11-15 and 2027-12-31, a year-over-year decline in total gross margin percentage of 300 basis points or more alongside a capex guidance increase?
Oracle, the leveraged builder of AI capacity against concentrated counterparties, will show the telecom-builder signature: gross margin compressing through the utilization floor while capex guidance rises and RPO converts slowly.