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Oracle10-Q: Cloud investment

Oracle's CapEx triples to $39.2B year-to-date for massive data center expansion.

What happened

Capital expenditures surged from $12.1B to $39.2B in the first nine months of the fiscal year, a more than 220% increase. This spending is explicitly for expanding existing data center capacity and building in new locations to meet intense customer demand for cloud services.

Source

SEC EDGARMar 11, 2026

Quarterly report (Form 10-Q)

Oracle 10-Q

Filing excerpt

Cash used for capital expenditures increased from $12.1 billion in the first nine months of fiscal 2025 to $39.2 billion in the first nine months of fiscal 2026 primarily due to the expansion of our data centers.

sec.gov/Archives/edgar/data/1341439/000119312526101045/orcl-20260228.htmRead the full source

Other signals in this filing (11)

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
02/28
Filed
Mar 11, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$39.2B (Capital expenditures for the first nine months of fiscal 2026)

Details

CIK
1341439
Accession number
0001193125-26-101045
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Target for cloud vendors
Signal category
Technology

Topics and mentions

Technologies

  • cloud
  • data centers

Extraction

Confidence
High
Relevance
100%
Sentiment
Positive
Detected
Mar 17, 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/aa2ce088-d256-42aa-93c7-068806bd3a68 returns this record as JSON. POST /v1/companies/enrich returns every signal for oracle.com.

{
  "signal_id": "aa2ce088-d256-42aa-93c7-068806bd3a68",
  "signal_type": "sec-10q",
  "signal_subtype": "cloudInvestment",
  "detected_at": "2026-03-17T06:47:11.993+00:00",
  "company": {
    "name": "Oracle",
    "domain": "oracle.com"
  },
  "data": {
    "detail": "Capital expenditures surged from $12.1B to $39.2B in the first nine months of the fiscal year, a more than 220% increase. This spending is explicitly for expanding existing data center capacity and building in new locations to meet intense customer demand for cloud services.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Capital expenditures for the first nine months of fiscal 2026",
      "dollar_millions": 39200
    },
    "summary": "Oracle's CapEx triples to $39.2B year-to-date for massive data center expansion.",
    "excerpts": "Cash used for capital expenditures increased from $12.1 billion in the first nine months of fiscal 2025 to $39.2 billion in the first nine months of fiscal 2026 primarily due to the expansion of our data centers.",
    "relevance": 1,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312526101045/orcl-20260228.htm",
    "filing_date": "2026-03-11",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "02/28",
    "sales_relevance": "Target for cloud vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "cloud",
      "data centers"
    ]
  }
}

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