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Oracle10-Q: Capex increase

Oracle's quarterly CapEx skyrockets to $28.5B for data center expansion.

What happened

Oracle increased capital expenditures by 235% YoY to $28.5 billion this quarter to expand existing data centers and build new ones globally. This massive investment is driven by high customer demand for their cloud offerings, indicating significant spending on infrastructure, hardware, and related services.

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: Capex increase

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 (Capital expenditures in Q1 FY2027)
Percent
235% (YoY increase in capital expenditures)

Details

CIK
1341439
Accession number
0001193125-26-389274
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • cloud
  • data centers

Regions named

  • Americas
  • EMEA
  • Asia Pacific

Extraction

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

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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/9d5c8b61-37b4-41b3-8999-6ee4c4da8ef3 returns this record as JSON. POST /v1/companies/enrich returns every signal for oracle.com.

{
  "signal_id": "9d5c8b61-37b4-41b3-8999-6ee4c4da8ef3",
  "signal_type": "sec-10q",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-09-15T07:05:03.224+00:00",
  "company": {
    "name": "Oracle",
    "domain": "oracle.com"
  },
  "data": {
    "detail": "Oracle increased capital expenditures by 235% YoY to $28.5 billion this quarter to expand existing data centers and build new ones globally. This massive investment is driven by high customer demand for their cloud offerings, indicating significant spending on infrastructure, hardware, and related services.",
    "metrics": {
      "pct": 2.35,
      "timeframe": "current_quarter",
      "pct_context": "YoY increase in capital expenditures",
      "dollar_context": "Capital expenditures in Q1 FY2027",
      "dollar_millions": 28500
    },
    "summary": "Oracle's quarterly CapEx skyrockets to $28.5B 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": "Budget available",
    "signal_category": "financial",
    "regions_mentioned": [
      "Americas",
      "EMEA",
      "Asia Pacific"
    ],
    "technologies_mentioned": [
      "cloud",
      "data centers"
    ]
  }
}

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