Oracle AI Spending Shock: $95B Capex Plan Sparks Cash Flow Fears
Will Oracle's aggressive bet on artificial intelligence pay off, or is the tech giant spending itself into a financial corner?
Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 May 2026 | $19.18B | — | $4.30B | $1.45 | — | 65.2% | 36.3% |
| Q 2026 Feb 2026 | $17.19B | — | $3.72B | $1.27 | — | 64.6% | 32.8% |
| Q 2025 Nov 2025 | $16.06B | — | $6.14B | $2.10 | — | 66.5% | 32.1% |
| Q 2025 Aug 2025 | $14.93B | — | $2.93B | $1.01 | — | 67.3% | 31.4% |
| Q 2025 May 2025 | $15.90B | — | $3.43B | — | — | 70.2% | 32.6% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Will Oracle's aggressive bet on artificial intelligence pay off, or is the tech giant spending itself into a financial corner?