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Oracle: AI cloud demand is real, but the capex and debt bill is now the thesis
Oracle reported FY2025 revenue of $57.4 billion and fiscal Q3 2026 revenue of $17.2 billion. The thesis depends on OCI growth, application durability, capital intensity, debt capacity and cash conversion.
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Oracle: AI cloud demand is real, but the capex and debt bill is now the thesisOracle reported FY2025 revenue of $57.4 billion and fiscal Q3 2026 revenue of $17.2 billion. The thesis depends on OCI growth, application durability, capital intensity, debt capacity and cash conversion.NYSEMay 19, 2026Research reportReadSlides