Oracle (NYSE:ORCL)
Oracle (NYSE:ORCL) on the public record today: 13 items across Companies, Markets, AI supply chain, Bonds, Contracted backlog, Dividends, How fast revenue…
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Companies
- Oracle Cloud: 4 major listed companies on record as customers — 4 name it in their own annual report · Largest by revenue: Hormel Foods Corp, Palo Alto Networks, Roper Technologies Inc, Zoom Communications, Inc. · Major: profitable, $10B+ revenue or 10M+ users (SEC filings, 30 Jul 2026) ORCL
- Oracle Corp is named as a competitor in 11 companies' annual reports — Named by ACIW, AXON, IBM, IQV, MDB, NOW, PTC, SOLV, TYL, VEEV and 1 more (SEC filings, 30 Jan 2026) ORCL
Markets
- ORCL: 47.5M shares traded on Fri 6 Nov, 1.6× its one-year daily average — One-year average 30.3M shares a session · closed at $116.10 (NYSE, 6 Nov 2026) ORCL
- ORCL: 99 trading patterns flagged in 20 sessions — Newest 6 Nov: Repeated breaks of a price level, then recovery, down. Flagged for review, not a finding about anyone. (Market behavior measured by the terminal, 5 Nov 2026) ORCL
AI supply chain
- ORCL: capital spending $28.5B in the quarter to 31 Aug 2026, +235% on a year earlier — revenue +30% on a year earlier (SEC filings, 30 Aug 2026) ORCL
Bonds
- ORCL sold $10B of bonds — 5 tranches · coupons 7.00%-8.65% · due 2029-2046 · spread up to 335 bp over Treasuries (SEC filings, 1 Nov 2026) ORCL
Contracted backlog
- ORCL: $664B of revenue under contract, 9.3 years of its trailing revenue, at 31 Aug — Remaining performance obligations up 46% on a year earlier · Its industry's median is 0.9 years (36 other companies) · From the 10-Q filed 11 Sep · the company's own figure for signed, undelivered contracts (SEC 10-Q and 10-K filings (remaining performance obligations), 30 Aug 2026) ORCL
Dividends
- ORCL: dividend funded by new debt — free cash flow covers the dividend -4.8x · trailing yield 1.7% · funded by Debt issuance (SEC filings, 7 Nov 2026) ORCL
How fast revenue grew
- Oracle: 9 years from its first fiscal year above $1 billion to its first above $10 billion — -3% a year in the 3 years after its first $10 billion year · Fiscal years, read from the company's 10-Ks; growth after $10 billion separates a ramp that goes on from one that fades (SEC EDGAR (annual reports on Form 10-K; Anthropic's S-1/A), 30 May 2026) ORCL
Lobbying
- Oracle America Inc. FKA Oracle Corporation spent $2.89M lobbying in Q3 2026, +25% on a year earlier — issues: BUD, VET, DEF, TEC, CPI, LBR · $2.31M a year earlier (Lobbying Disclosure Act reports, 2 Nov 2026) ORCL
News
- Older Nvidia Chips Just Cost Oracle Its Microsoft AI Deal — 23 outlets carried it, including 24/7 Wall St., Yahoo Finance (News outlets and Media Bias search (Google News, Bing, GDELT, Media Cloud, GNews), 7 Nov 2026) NVDA MSFT ORCL
Outages
- NetSuite: NetSuite Service | UK Newport — resolved · critical · Application UI, SuiteAnalytics Connect, SuiteCommerce, SuiteTalk web services (NetSuite status page, 6 Nov 2026) ORCL
What the spending is buying
- Oracle: capex was 161% of operating cash flow over the last four quarters to 2026 Q3, up from 127% a year earlier — Free cash flow after capex -$28.7B · Capex up 176% and operating income up 28% on the four quarters before · Contracted backlog up 46% on a year earlier · Backlog is the company's own filed figure for signed… (SEC 10-Q and 10-K filings (cash flow statements), 29 Sep 2026) ORCL
Coming up
- 14 Dec 2026: Oracle earnings (after the close)
- 28 Oct 2026: ORCL: Investor Day