What Oracle's latest 10-Q says: 9 signals
Oracle filed its latest 10-Q with the SEC on Sep 11, 2026. It discusses backlog growth, capacity constraint and capex increase.
Public (ORCL)Software Development10,000+ employeesoracle.comLinkedIn
- Filed
- Sep 11, 2026
- Filings
- 2
- Signals
- 21
10-Q · latest 10
What Oracle's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 9 signals
Oracle's CapEx skyrockets to $28.5B in Q1 FY27 for data center expansion.
A 235% year-over-year increase in capital expenditures is funding a massive build-out of data center capacity, financed in part by a recent $19.9B stock offering.
$28.5B
Q1 FY27 capital expenditures for data center expansion
235%
Year-over-year increase in capital expenditures
cloud
Surging cloud demand is forcing Oracle to aggressively expand its data center footprint.
The company explicitly states its massive capital investment is necessary to meet current and expected customer demand, indicating significant pressure on existing infrastructure.
cloud
Oracle's contract backlog surged to $664 billion, driven by large cloud deals.
Oracle's remaining performance obligations (contract backlog) grew by $209 billion year-over-year to $664 billion.
$664B
Remaining performance obligations as of Aug 31, 2026
cloud
Oracle raised $19.9 billion in Q1 via an at-the-market stock offering.
Oracle raised nearly $20 billion in fresh capital this quarter by selling common stock through an ATM program.
$19.9B
Net proceeds from at-the-market (ATM) stock offering
clouddata centers
Oracle's future revenue backlog (RPO) grew by $209B to $664B, fueled by major cloud contract wins.
The 46% YoY increase in Remaining Performance Obligations indicates Oracle is closing massive, long-term cloud deals, such as its ongoing partnership with TikTok.
$664B
Total remaining performance obligations as of August 31, 2026
cloudOracleTikTok
Cloud services now represent 60% of Oracle's total revenue, up from 48% a year ago, while traditional software license sales are declining.
$11.6B
Cloud revenue for Q1 FY2027
61%
Year-over-year growth in cloud revenue
cloudsoftwareOracle
New 'U.S. One, Big, Beautiful Bill Act' creates significant tax compliance complexity for Oracle.
Oracle's tax provisions are heavily influenced by new legislation like the 'U.S.
$958M
Unfavorable impact from 'U.S. One, Big, Beautiful Bill Act' in prior year comparison
- SEC EDGAR
10-Q
Filed · 12 signals
Oracle's CapEx triples to $39.2B year-to-date for massive data center expansion.
Capital expenditures surged from $12.1B to $39.2B in the first nine months of the fiscal year, a more than 220% increase.
$39.2B
Capital expenditures for the first nine months of fiscal 2026
clouddata centers
Oracle raises over $58B in new financing to fund massive capital expenditures and growth.
Oracle has amassed a huge capital pool, issuing $43B in senior notes and $5B in preferred stock, and securing a new $10B revolving credit line.
$58B
Combined value of new senior notes ($43B), preferred stock ($5B), and revolving credit agreement ($10B)
data centers
Oracle's contract backlog skyrockets 324% to $552.6B, fueled by major cloud deals
Oracle's remaining performance obligations (contract backlog) exploded from $130.2B to $552.6B in one year, attributed to 'certain significant cloud contracts'.
$552.6B
Remaining performance obligations as of February 28, 2026
324%
Year-over-year increase in remaining performance obligations
cloud
Showing 10 of 21 filing signals. The Signal API returns all of them.
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Oracle earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Announcing massive $35 billion CapEx budget for fiscal year 2026.The company is dramatically increasing its capital expenditures to $35 billion for the fiscal year to build out data center capacity for its rapidly growing cloud and AI business. This indicates massive spending on hardware, networking equipment, and related infrastructure. | |
| Aggressively pursuing AI training and inferencing markets with significant investment.The CTO explicitly stated the company is aggressively pursuing both the AI training and inferencing markets, which are seen as gigantic opportunities. This involves building gigawatt-scale data centers and developing new AI database technologies, signaling massive investment in AI-specific hardware and software. | |
| Experiencing extreme supply constraints amid overwhelming demand for AI capacityExecutive leadership explicitly states that demand for OCI and inferencing capacity is dramatically outstripping their current supply, creating an urgent need to accelerate infrastructure build-out. This pressure creates opportunities for any vendor that can help them scale faster. | |
| Becoming the "go-to place" for AI workloads, winning major training deals.Leadership states that the company has become the standard for AI training workloads, signing significant contracts with major AI players like OpenAI, xAI, and Meta. This indicates a significant gain in market share in the highly competitive AI infrastructure market. | |
| Experiencing revenue acceleration with confidence in further acceleration beyond FY2026.The company's total revenue growth accelerated to 11% this quarter, and the CEO expressed confidence in the ability to accelerate top and bottom-line growth even further in future years. This momentum is a strong signal of a healthy, expanding business with resources to invest. | |
| Accelerating internal AI adoption to improve efficiency and boost operating incomeOracle is applying AI to its own internal operations to drive efficiency, with a goal of mid-teens operating income growth this year. This internal initiative creates opportunities for vendors with AI-powered tools for business process automation and optimization. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .