ORCL

Everything Filings Intel has said about ORCL across all issues.

• 10-K · 2026-06-22 Issue 14 · bullish
  Remaining performance obligations of **$638bn** (from $138bn — a 4.6× surge), FY26 capex of **$55.7bn** (~83% of revenue) and rising, **off-balance-sheet** data-centre lease commitments 'not yet commenced and not included in our consolidated balance sheet,' $129.5bn of outstanding debt, and a disclosed stake in the TikTok US joint venture. A capital-intensive hyperscale pivot funded increasingly off the income statement.
• 8-K · 2026-06-10 Issue 12 · bullish
  Record Q4 FY26: total revenue $19.2bn (+21%, vs ~$19.1bn consensus — a beat); cloud revenue $9.9bn (+47%); OCI $5.8bn (+93%); non-GAAP EPS $2.11; FY27 ~$90bn revenue reaffirmed, EPS lifted to $8.05. The stock fell ~13% over the next two sessions (205 → 184). The beat-and-fall regime, confirmed.
• 8-K · 2026-04-06 Issue 1 · live 67 · bullish
  New CFO hired from Schneider Electric — industrial/energy infra background for the data centre era.

• Oracle's $638bn backlog confirms the off-balance-sheet thesis — 83%-of-revenue capex and data-centre leases that never touch the balance sheet Issue 14
  Alongside: AMZNMSFTNVDA
• Follow the debt — the AI buildout went on credit, and that's the backdrop to the selloff Issue 11
  Alongside: GOOGGOOGLMETA
• Coatue cut Microsoft by $1.58B, exited Oracle/Snow/Adobe/AMD/ARM Issue 5
  Alongside: MSFTSNOWADBEAMDARMEQIXASML
• Two AI specialists filed late, took opposite sides of the same trade Issue 7
  Alongside: NVDAAMDTSMAVGOMUASML
• Aschenbrenner raised $8B and concentrated it on the merchant silicon stack Issue 7
  Alongside: NVDAAMDTSMAVGOMUASMLBECRWV