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Oracle10-Q: Cloud investment

Oracle's CapEx skyrockets to $28.5B in Q1 FY27 for data center expansion.

What happened

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.

Source

SEC EDGARSep 11, 2026

Quarterly report (Form 10-Q)

Oracle 10-Q

Filing excerpt

Cash used for capital expenditures increased from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027 primarily due to the expansion of our data centers.

sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Cloud investment

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
08/31
Filed
Sep 11, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$28.5B (Q1 FY27 capital expenditures for data center expansion)
Percent
235% (Year-over-year increase in capital expenditures)

Details

CIK
1341439
Accession number
0001193125-26-389274
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Target for cloud vendors
Signal category
Technology

Topics and mentions

Technologies

  • cloud

Extraction

Confidence
High
Relevance
100%
Sentiment
Positive
Detected
Sep 15, 2026
signal_type
sec-10q
signal_subtype
cloudInvestment

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/cbfa29f6-ec96-4d0f-b3b7-1b8fa4b61e9d returns this record as JSON. POST /v1/companies/enrich returns every signal for oracle.com.

{
  "signal_id": "cbfa29f6-ec96-4d0f-b3b7-1b8fa4b61e9d",
  "signal_type": "sec-10q",
  "signal_subtype": "cloudInvestment",
  "detected_at": "2026-09-15T07:05:25.475+00:00",
  "company": {
    "name": "Oracle",
    "domain": "oracle.com"
  },
  "data": {
    "detail": "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. This massive spending creates significant opportunities for vendors in hardware, networking, construction, and energy management.",
    "metrics": {
      "pct": 2.35,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year increase in capital expenditures",
      "dollar_context": "Q1 FY27 capital expenditures for data center expansion",
      "dollar_millions": 28500
    },
    "summary": "Oracle's CapEx skyrockets to $28.5B in Q1 FY27 for data center expansion.",
    "excerpts": "Cash used for capital expenditures increased from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027 primarily due to the expansion of our data centers.",
    "relevance": 1,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm",
    "filing_date": "2026-09-11",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "08/31",
    "sales_relevance": "Target for cloud vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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