Did the interest expense of Oracle for the quarter ended November 30, 2026 come to at or above 7.0% of its revenue?
Divide the interest expense 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 7.0%; no if it is below 7.0%.
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
Combined lease obligations stay under $800bn
No: revenue growth outpaces new debt costs, keeping interest expense under 7 percent of that quarter's revenue.
If yes
Off-balance-sheet vehicles push lease obligations past $800bn
Yes: heavy borrowing for data center buildout keeps interest costs at 7 percent or more of that quarter's revenue.
50%
NoYes
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— CallOct 22
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The trail · since Oct 22
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The case · 3 people · 2 minutes
Combined lease obligations stay under $800bn1 people argue noOff-balance-sheet vehicles push lease obligations past $800bn2 people argue yes
Management intends to establish special purpose vehicles backed by fully executed ESAs to raise non-recourse debt for project-level capex, keeping approximately $3.2bn of the $4.5bn buildout capex off the parent balance sheet. This structure is…
Stronger if yes · 2 people
Off-balance-sheet vehicles push lease obligations past $800bn
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The thesis
Will Microsoft, Alphabet, Amazon, Meta and Oracle's combined disclosed lease obligations exceed $800bn in filings for fiscal periods ending in 2026?
Hyperscalers are shifting data center capacity off their own balance sheets into leases and third-party SPVs, so disclosed lease commitments (and the not-yet-commenced line, the clearest marker of hidden buildout leverage) will grow faster than reported capex and cross $800bn.