Applied Optoelectronics, Inc. Customer
≥10% customer · 12.4% of FY2024 revenue · not listed among ≥10% customers for FY2025 [3]
Signed or existingORCL·NYSE·USD
Enterprise cloud, software licensing and supportBusiness mechanism
Daily history updates are delayed. Available history through 2026-10-23 remains visible; a current quote does not establish that daily history has been updated.
Requests to the historical-data source are rate limited, delaying daily-price updates. Existing verified periods are retained; trading days not yet retrieved are not fabricated.
The history starts with the provider’s first actual observation; this starting point is not a verified initial listing date.
The earliest available price is not proof of the listing date. Coverage since listing remains unverified.
Security basis: The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately. Historical closes use the provider's split adjustments and exclude dividend distributions. Full-history adjustment factors have not been independently recalculated. Price changes do not represent total returns including dividends.
first-provider-observation-listing-date-not-verified
History update reason: source-rate-limited-until 2026-10-28T04:39:08.620Z
Current ticker/issuer checked across available sources. Earlier issuer continuity and first listing date are not independently established; provider first observation is not an IPO claim.
Compare growth, earnings, cash flow and capital investment for aligned reporting periods to examine company-wide financial drivers. Calculation inputs and original filings remain available.
2017-08-31 — 2026-08-31 · Valid observations: 295. These observations analyze public financial data; they are not a standalone sector research report, score or price target. Company-wide figures do not replace segment, product or contract disclosures.
Time rangeORCL Share price
Each panel has its own value axis; dates and the cursor are synchronized. Operating data appear only on their observed dates; other dates are left blank. US daily prices are checked against the verified 1997–2027 trading calendar. A missing expected trading day breaks the line; weekends and recorded exchange holidays do not. Some daily market or calendar coverage is unverified. Only consecutive calendar dates are connected; gaps between dates are not assumed to be complete. Operating data are positioned at the actual period end, which is not necessarily the date of public disclosure. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
| Reporting period end | Gross margin% · Calculated from disclosures | Operating margin% · Calculated from disclosures | Net margin% · Calculated from disclosures | (CFO − cash purchases of PP&E) / revenue% · Calculated from disclosures |
|---|---|---|---|---|
| 2026-08-312026-08-31 | —Basis · Calculated from disclosuresSource version date: 2026-09-11 Required inputs with matching periods and currencies are insufficient, or the denominator is not positive. View calculation inputs · 4 items
| 34.78%Basis · Calculated from disclosuresSource version date: 2026-09-11 View calculation inputs · 4 items
| 24.61%Basis · Calculated from disclosuresSource version date: 2026-09-11 View calculation inputs · 4 items
| -27.89%Basis · Calculated from disclosuresSource version date: 2026-09-11 View calculation inputs · 5 items
|
| 2026-05-312026-05-31 | —Basis · Calculated from disclosuresSource version date: 2026-06-22 Required inputs with matching periods and currencies are insufficient, or the denominator is not positive. View calculation inputs · 4 items
| 31.97%Basis · Calculated from disclosuresSource version date: 2026-06-22 View calculation inputs · 4 items
| 22.44%Basis · Calculated from disclosuresSource version date: 2026-06-22 View calculation inputs · 4 items
| -9.76%Basis · Calculated from disclosuresSource version date: 2026-06-22 View calculation inputs · 5 items
|
| 2026-02-282026-02-28 | —Basis · Calculated from disclosuresSource version date: 2026-03-11 Required inputs with matching periods and currencies are insufficient, or the denominator is not positive. View calculation inputs · 4 items
| 31.79%Basis · Calculated from disclosuresSource version date: 2026-03-11 View calculation inputs · 4 items
| 21.65%Basis · Calculated from disclosuresSource version date: 2026-03-11 View calculation inputs · 4 items
| -66.81%Basis · Calculated from disclosuresSource version date: 2026-03-11 View calculation inputs · 5 items
|
| 2025-11-302025-11-30 | —Basis · Calculated from disclosuresSource version date: 2025-12-11 Required inputs with matching periods and currencies are insufficient, or the denominator is not positive. View calculation inputs · 4 items
| 29.46%Basis · Calculated from disclosuresSource version date: 2025-12-11 View calculation inputs · 4 items
| 38.21%Basis · Calculated from disclosuresSource version date: 2025-12-11 View calculation inputs · 4 items
| -62.07%Basis · Calculated from disclosuresSource version date: 2026-09-11 View calculation inputs · 5 items
|
Gross profit / revenue × 100
Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Operating income / revenue × 100
Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Selected net-income concept / revenue × 100
May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
(Operating cash flow − cash purchases of PP&E) / revenue × 100
A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Where revenue comes from and which operating changes still require verification.
Oracle operates cloud applications and infrastructure, software licensing and support, hardware, and services. Cloud subscriptions are recognized over time or based on actual consumption, while perpetual software licenses are generally recognized on delivery. Growth in the same quarter must distinguish these patterns; cloud and software operations cannot be equated directly with OCI. [1]
| Operating mechanism | How operating results are affected | Verifiable metrics |
|---|---|---|
| Large contracts require capacity delivery before becoming revenue | RPO represents contracted obligations yet to be fulfilled, and the future recognition schedule is a company expectation. Longer contracts do not mean the full amount is available as near-term revenue or profit. [1] | |
| Customer prepayments carry both performance and financing obligations | The source documents separately identify prepayments with a significant financing component and distinguish related interest expense from revenue. Cash collected in advance supports construction funding, but unfulfilled obligations are not revenue earned in the current period or permanent, cost-free financing. [1] |
≥10% customer · 12.4% of FY2024 revenue · not listed among ≥10% customers for FY2025 [3]
Signed or existingOracle named among the cloud providers deploying AMD Helios rack-scale systems · GPU count, capacity and contract value all undisclosed; AMD said on 2026-10-12 that initial Helios systems were operating. Existing capacity ceilings are not fully delivered volumes; warrant vesting remains dated to the original filing. [4]
Signed or existingAI colocation lease · Polaris Forge 2 (Harwood, ND) · 200MW critical IT · ~15-year term · ~$5.0bn total contracted revenue · delivery 2H26–1H27 · tenant identified as Oracle in the 8-K · supersedes the existing anonymous PF2 tenant edge, do not double-count [5]
Signed or existingMultiple executed long-term agreements to supply approximately 900 MMcf/d of natural gas to three Oracle US data centers, two of them in Texas, sourced from Energy Transfer's intrastate pipeline network and new laterals [6]
Signed or existingCrusoe's flagship 1.2 GW Abilene, Texas AI data center campus was purpose-built for Oracle; the first two buildings are operational and six more are under construction. Rent, lease term and contract value not disclosed. [8]
Signed or existingMulti-year agreement under which Quantinuum's Helios quantum computer is deployed in a US-based Oracle Cloud Infrastructure AI data center and runs on-premises within OCI's infrastructure, offered to customers through OCI's quantum service. No financial terms or term length disclosed. [9]
Signed or existingVirtual power purchase agreement (VPPA) for 433 MW from RWE's existing Panther Creek I, II and III wind farms in West Texas (Sterling, Howard and Glasscock counties), supplying the ERCOT grid in support of Oracle's Texas data center operations; part of the >1.7 GW wind portfolio Oracle announced on 2026-09-15; tenor and pricing not disclosed [10]
Signed or existingRenewable energy supply agreements under which ENGIE North America will help supply up to 568 MW of wind-sourced electricity from its ERCOT portfolio for Oracle's Texas operations; part of Oracle's >1.7 GW wind portfolio; tenor and pricing not disclosed [11]
Signed or existingNamed by Oracle as one of the suppliers in its portfolio of ten Texas wind projects totalling more than 1.7 GW that supply the ERCOT grid serving Oracle's Abilene facility; supplier-level capacity, contract form and tenor not disclosed [12]
Signed or existingNamed by Oracle as one of the suppliers in its portfolio of ten Texas wind projects totalling more than 1.7 GW that supply the ERCOT grid serving Oracle's Abilene facility; supplier-level capacity, contract form and tenor not disclosed [13]
Signed or existingOpenAI disclosed an Oracle partnership exceeding $300bn over five years; the July 2025 agreement covers up to 4.5GW of additional Stargate capacity. The figure is a lower bound on partnership scale, not cash paid or current Oracle revenue. [2]
Signed or existingEquity-method investment: 15% ownership interest in TikTok USDS Joint Venture LLC. Oracle's non-marketable debt and equity investments totaled $2.3bn at May 31, 2026, substantially all of which is this investee. Standalone carrying amount not separately disclosed. [7]
Signed or existingContinue checking facts that could change the conclusions; no hypothetical thresholds are assigned to observations without reliable inputs.
The next disclosure should reconcile contracted balances, the revenue recognition share, financing-related prepayments and construction spending. Do not count the same contract twice in order-based and cash-based valuations. [1]
Cloud and software revenue also reflects the economics of the established software business. Cloud revenue share is a more specific measure of business mix, but it still cannot replace standalone OCI profit. [1]
If construction, delivery or customer consumption is delayed, prepayments may remain while revenue and profit recognition move further out. If financing and performance costs rise, prepayments cannot continue to be treated as unrestricted shareholder cash. [1]
Candlesticks, volume and cross-company prices
Quote 2026-10-27Market cap retrieved 2026-10-28Financial period end 2026-08-31
Public financial and operating analysis is available. Standalone research has not yet been published; exploreOperating data、Financial comparison and SourceSource document。
Select two specific periods to compare changes in scale, earnings and cash.
| Line item | Current period | Comparison period | Amount change | Growth |
|---|---|---|---|---|
| RevenueRecognized revenue; growth is calculated only when the comparison-period base is positive | 19.35 B | 19.18 BDerived by subtractionRaw value 19,184,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| +161.00 M | +0.84% |
| Operating incomeOperating margin 34.78% · Change +2.81 percentage points | 6.73 B | 6.13 BDerived by subtractionRaw value 6,133,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| +595.00 M | +9.70% |
| Net incomeNet margin 24.61% · Change +2.17 percentage points | 4.76 B | 4.30 BDerived by subtractionRaw value 4,304,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| +456.00 M | +10.59% |
| Operating cash flowOperating cash flow / revenue 119.43% · Change +43.22 percentage points | 23.10 B | 14.62 BDerived by subtractionRaw value 14,620,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| +8.48 B | +58.02% |
| Capital expenditureCapital expenditure / revenue 147.32% · Change +61.35 percentage points | 28.50 B | 16.49 BDerived by subtractionRaw value 16,493,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| +12.01 B | +72.79% |
The change is the current value minus the comparison value; it is not automatically classified as year-over-year or quarter-over-quarter. Select a value to inspect reporting dates, filing versions and reconstruction inputs.
Time rangeRevenue
Series with the same unit and frequency share a value axis. Each column compares observations with matching period boundaries and units. Records that fail those checks remain blank. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
Scroll to see all periods; select a value to open its source →
| Reporting period end · USD | 2017-08-31 | 2017-11-30 | 2018-02-28 | 2018-05-31 | 2018-08-31 | 2018-11-30 | 2019-02-28 | 2019-05-31 | 2019-08-31 | 2019-11-30 | 2020-02-29 | 2020-05-31 | 2020-08-31 | 2020-11-30 | 2021-02-28 | 2021-05-31 | 2021-08-31 | 2021-11-30 | 2022-02-28 | 2022-05-31 | 2022-08-31 | 2022-11-30 | 2023-02-28 | 2023-05-31 | 2023-08-31 | 2023-11-30 | 2024-02-29 | 2024-05-31 | 2024-08-31 | 2024-11-30 | 2025-02-28 | 2025-05-31 | 2025-08-31 | 2025-11-30 | 2026-02-28 | 2026-05-31 | 2026-08-31 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 9.10 B | 9.59 B | 9.68 B | 11.01 BDerived by subtractionRaw value 11,014,000,000.00 USD 2018-03-01 — 2018-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 9.19 B | 9.56 B | 9.61 B | 11.14 BDerived by subtractionRaw value 11,137,000,000.00 USD 2019-03-01 — 2019-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 9.22 B | 9.61 B | 9.80 B | 10.44 BDerived by subtractionRaw value 10,439,000,000.00 USD 2020-03-01 — 2020-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 9.37 B | 9.80 B | 10.09 B | 11.23 BDerived by subtractionRaw value 11,227,000,000.00 USD 2021-03-01 — 2021-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 9.73 B | 10.36 B | 10.51 B | 11.84 BDerived by subtractionRaw value 11,840,000,000.00 USD 2022-03-01 — 2022-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 11.45 B | 12.28 B | 12.40 B | 13.84 BDerived by subtractionRaw value 13,836,000,000.00 USD 2023-03-01 — 2023-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 12.45 B | 12.94 B | 13.28 B | 14.29 BDerived by subtractionRaw value 14,287,000,000.00 USD 2024-03-01 — 2024-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 13.31 B | 14.06 B | 14.13 B | 15.90 BDerived by subtractionRaw value 15,903,000,000.00 USD 2025-03-01 — 2025-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 14.93 B | 16.06 B | 17.19 B | 19.18 BDerived by subtractionRaw value 19,184,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 19.35 B |
| Gross profit | 5.43 B | 5.82 B | 5.97 B | 6.99 BDerived by subtractionRaw value 6,994,000,000.00 USD 2018-03-01 — 2018-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.46 B | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating income | 2.75 B | 3.04 B | 3.32 B | 4.16 BDerived by subtractionRaw value 4,161,000,000.00 USD 2018-03-01 — 2018-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.78 B | 3.10 B | 3.40 B | 4.26 BDerived by subtractionRaw value 4,257,000,000.00 USD 2019-03-01 — 2019-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.88 B | 3.18 B | 3.53 B | 4.31 BDerived by subtractionRaw value 4,308,000,000.00 USD 2020-03-01 — 2020-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.21 B | 3.58 B | 3.88 B | 4.54 BDerived by subtractionRaw value 4,541,000,000.00 USD 2021-03-01 — 2021-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.43 B | -824.00 M | 3.82 B | 4.50 BDerived by subtractionRaw value 4,502,000,000.00 USD 2022-03-01 — 2022-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.62 B | 3.07 B | 3.26 B | 4.14 BDerived by subtractionRaw value 4,140,000,000.00 USD 2023-03-01 — 2023-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.30 B | 3.62 B | 3.75 B | 4.69 BDerived by subtractionRaw value 4,686,000,000.00 USD 2024-03-01 — 2024-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.99 B | 4.22 B | 4.36 B | 5.11 BDerived by subtractionRaw value 5,109,000,000.00 USD 2025-03-01 — 2025-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 4.28 B | 4.73 B | 5.46 B | 6.13 BDerived by subtractionRaw value 6,133,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.73 B |
| Net income | 2.14 B | 2.21 B | -4.05 B | 3.28 BDerived by subtractionRaw value 3,276,000,000.00 USD 2018-03-01 — 2018-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.27 B | 2.33 B | 2.75 B | 3.74 BDerived by subtractionRaw value 3,740,000,000.00 USD 2019-03-01 — 2019-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.14 B | 2.31 B | 2.57 B | 3.12 BDerived by subtractionRaw value 3,116,000,000.00 USD 2020-03-01 — 2020-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.25 B | 2.44 B | 5.02 B | 4.03 BDerived by subtractionRaw value 4,032,000,000.00 USD 2021-03-01 — 2021-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.46 B | -1.25 B | 2.32 B | 3.19 BDerived by subtractionRaw value 3,189,000,000.00 USD 2022-03-01 — 2022-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 1.55 B | 1.74 B | 1.90 B | 3.32 BDerived by subtractionRaw value 3,319,000,000.00 USD 2023-03-01 — 2023-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.42 B | 2.50 B | 2.40 B | 3.14 BDerived by subtractionRaw value 3,144,000,000.00 USD 2024-03-01 — 2024-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.93 B | 3.15 B | 2.94 B | 3.43 BDerived by subtractionRaw value 3,427,000,000.00 USD 2025-03-01 — 2025-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.93 B | 6.14 B | 3.72 B | 4.30 BDerived by subtractionRaw value 4,304,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 4.76 B |
| Operating cash flow | 6.57 B | 850.00 MDerived by subtractionRaw value 850,000,000.00 USD 2017-09-01 — 2017-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.31 BDerived by subtractionRaw value 3,310,000,000.00 USD 2017-12-01 — 2018-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 4.66 BDerived by subtractionRaw value 4,660,000,000.00 USD 2018-03-01 — 2018-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.72 B | 546.00 MDerived by subtractionRaw value 546,000,000.00 USD 2018-09-01 — 2018-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.86 BDerived by subtractionRaw value 2,861,000,000.00 USD 2018-12-01 — 2019-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 4.42 BDerived by subtractionRaw value 4,422,000,000.00 USD 2019-03-01 — 2019-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.00 B | 513.00 MDerived by subtractionRaw value 513,000,000.00 USD 2019-09-01 — 2019-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.01 BDerived by subtractionRaw value 3,012,000,000.00 USD 2019-12-01 — 2020-02-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.61 BDerived by subtractionRaw value 3,614,000,000.00 USD 2020-03-01 — 2020-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.95 B | 1.39 BDerived by subtractionRaw value 1,388,000,000.00 USD 2020-09-01 — 2020-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.70 BDerived by subtractionRaw value 3,704,000,000.00 USD 2020-12-01 — 2021-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 4.84 BDerived by subtractionRaw value 4,842,000,000.00 USD 2021-03-01 — 2021-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.39 B | -3.68 BDerived by subtractionRaw value -3,682,000,000.00 USD 2021-09-01 — 2021-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.85 BDerived by subtractionRaw value 3,845,000,000.00 USD 2021-12-01 — 2022-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.99 BDerived by subtractionRaw value 3,985,000,000.00 USD 2022-03-01 — 2022-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.39 B | 849.00 MDerived by subtractionRaw value 849,000,000.00 USD 2022-09-01 — 2022-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 4.28 BDerived by subtractionRaw value 4,275,000,000.00 USD 2022-12-01 — 2023-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 5.65 BDerived by subtractionRaw value 5,647,000,000.00 USD 2023-03-01 — 2023-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.97 B | 143.00 MDerived by subtractionRaw value 143,000,000.00 USD 2023-09-01 — 2023-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 5.48 BDerived by subtractionRaw value 5,475,000,000.00 USD 2023-12-01 — 2024-02-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 6.08 BDerived by subtractionRaw value 6,081,000,000.00 USD 2024-03-01 — 2024-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 7.43 B | 1.30 BDerived by subtractionRaw value 1,304,000,000.00 USD 2024-09-01 — 2024-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 5.93 BDerived by subtractionRaw value 5,933,000,000.00 USD 2024-12-01 — 2025-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 6.16 BDerived by subtractionRaw value 6,157,000,000.00 USD 2025-03-01 — 2025-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 8.14 B | 2.07 BDerived by subtractionRaw value 2,066,000,000.00 USD 2025-09-01 — 2025-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 7.15 BDerived by subtractionRaw value 7,151,000,000.00 USD 2025-12-01 — 2026-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 14.62 BDerived by subtractionRaw value 14,620,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 23.10 B |
| Capital expenditure | 473.00 M | 599.00 MDerived by subtractionRaw value 599,000,000.00 USD 2017-09-01 — 2017-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 286.00 MDerived by subtractionRaw value 286,000,000.00 USD 2017-12-01 — 2018-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 378.00 MDerived by subtractionRaw value 378,000,000.00 USD 2018-03-01 — 2018-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 383.00 M | 421.00 MDerived by subtractionRaw value 421,000,000.00 USD 2018-09-01 — 2018-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 443.00 MDerived by subtractionRaw value 443,000,000.00 USD 2018-12-01 — 2019-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 413.00 MDerived by subtractionRaw value 413,000,000.00 USD 2019-03-01 — 2019-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 386.00 M | 349.00 MDerived by subtractionRaw value 349,000,000.00 USD 2019-09-01 — 2019-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 396.00 MDerived by subtractionRaw value 396,000,000.00 USD 2019-12-01 — 2020-02-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 433.00 MDerived by subtractionRaw value 433,000,000.00 USD 2020-03-01 — 2020-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 436.00 M | 568.00 MDerived by subtractionRaw value 568,000,000.00 USD 2020-09-01 — 2020-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 414.00 MDerived by subtractionRaw value 414,000,000.00 USD 2020-12-01 — 2021-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 717.00 MDerived by subtractionRaw value 717,000,000.00 USD 2021-03-01 — 2021-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 1.06 B | 925.00 MDerived by subtractionRaw value 925,000,000.00 USD 2021-09-01 — 2021-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 1.10 BDerived by subtractionRaw value 1,101,000,000.00 USD 2021-12-01 — 2022-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 1.42 BDerived by subtractionRaw value 1,423,000,000.00 USD 2022-03-01 — 2022-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 1.72 B | 2.44 BDerived by subtractionRaw value 2,435,000,000.00 USD 2022-09-01 — 2022-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.63 BDerived by subtractionRaw value 2,628,000,000.00 USD 2022-12-01 — 2023-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 1.91 BDerived by subtractionRaw value 1,913,000,000.00 USD 2023-03-01 — 2023-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 1.31 B | 1.08 BDerived by subtractionRaw value 1,080,000,000.00 USD 2023-09-01 — 2023-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 1.67 BDerived by subtractionRaw value 1,674,000,000.00 USD 2023-12-01 — 2024-02-29 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.80 BDerived by subtractionRaw value 2,798,000,000.00 USD 2024-03-01 — 2024-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.30 B | 3.97 BDerived by subtractionRaw value 3,970,000,000.00 USD 2024-09-01 — 2024-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 5.86 BDerived by subtractionRaw value 5,862,000,000.00 USD 2024-12-01 — 2025-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 9.08 BDerived by subtractionRaw value 9,080,000,000.00 USD 2025-03-01 — 2025-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 8.50 B | 12.03 BDerived by subtractionRaw value 12,033,000,000.00 USD 2025-09-01 — 2025-11-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 18.64 BDerived by subtractionRaw value 18,635,000,000.00 USD 2025-12-01 — 2026-02-28 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 16.49 BDerived by subtractionRaw value 16,493,000,000.00 USD 2026-03-01 — 2026-05-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 28.50 B |
Comparison columns require aligned period boundaries, currency and duration. Blank values are not zero; directly reported quarters and cumulative reconstructions are distinguished. A non-positive comparison base is shown as an amount change without a percentage growth rate.
View filing sourceCompleted events, conditional arrangements and the document versions used are listed separately.
Virtual power purchase agreement (VPPA) for 433 MW from RWE's existing Panther Creek I, II and III wind farms in West Texas (Sterling, Howard and Glasscock counties), supplying the ERCOT grid in support of Oracle's Texas data center operations; part of the >1.7 GW wind portfolio Oracle announced on 2026-09-15; tenor and pricing not disclosed [10]
Renewable energy supply agreements under which ENGIE North America will help supply up to 568 MW of wind-sourced electricity from its ERCOT portfolio for Oracle's Texas operations; part of Oracle's >1.7 GW wind portfolio; tenor and pricing not disclosed [11]
Named by Oracle as one of the suppliers in its portfolio of ten Texas wind projects totalling more than 1.7 GW that supply the ERCOT grid serving Oracle's Abilene facility; supplier-level capacity, contract form and tenor not disclosed [12]
Named by Oracle as one of the suppliers in its portfolio of ten Texas wind projects totalling more than 1.7 GW that supply the ERCOT grid serving Oracle's Abilene facility; supplier-level capacity, contract form and tenor not disclosed [13]
Multi-year agreement under which Quantinuum's Helios quantum computer is deployed in a US-based Oracle Cloud Infrastructure AI data center and runs on-premises within OCI's infrastructure, offered to customers through OCI's quantum service. No financial terms or term length disclosed. [9]
Oracle named among the cloud providers deploying AMD Helios rack-scale systems · GPU count, capacity and contract value all undisclosed; AMD said on 2026-10-12 that initial Helios systems were operating. Existing capacity ceilings are not fully delivered volumes; warrant vesting remains dated to the original filing. [4]
Crusoe's flagship 1.2 GW Abilene, Texas AI data center campus was purpose-built for Oracle; the first two buildings are operational and six more are under construction. Rent, lease term and contract value not disclosed. [8]
Equity-method investment: 15% ownership interest in TikTok USDS Joint Venture LLC. Oracle's non-marketable debt and equity investments totaled $2.3bn at May 31, 2026, substantially all of which is this investee. Standalone carrying amount not separately disclosed. [7]
AI colocation lease · Polaris Forge 2 (Harwood, ND) · 200MW critical IT · ~15-year term · ~$5.0bn total contracted revenue · delivery 2H26–1H27 · tenant identified as Oracle in the 8-K · supersedes the existing anonymous PF2 tenant edge, do not double-count [5]
≥10% customer · 12.4% of FY2024 revenue · not listed among ≥10% customers for FY2025 [3]
Multiple executed long-term agreements to supply approximately 900 MMcf/d of natural gas to three Oracle US data centers, two of them in Texas, sourced from Energy Transfer's intrastate pipeline network and new laterals [6]
OpenAI disclosed an Oracle partnership exceeding $300bn over five years; the July 2025 agreement covers up to 4.5GW of additional Stargate capacity. The figure is a lower bound on partnership scale, not cash paid or current Oracle revenue. [2]
This page cites periods ending through 2026-08-31. The same document includes multiple comparison periods.
This page cites periods ending through 2026-05-31. The same document includes multiple comparison periods.
This page cites periods ending through 2026-02-28. The same document includes multiple comparison periods.
This page cites periods ending through 2025-11-30. The same document includes multiple comparison periods.
This page cites periods ending through 2024-08-31.
This page cites periods ending through 2023-05-31.
Showing the latest 6 recorded source versions. Find the remaining 63 in Source values in the full financial table.
Trace supply and demand through contract performance, operating metrics and cash attribution.
Capital sources: no records under the current criteria; this does not establish that a business relationship is absent.
Goods and services are arranged from supplier to customer; capital is shown separately. Select a relationship to inspect its evidence and operating mechanism. Second-degree paths do not establish guarantees or certain revenue.
| Economic direction / relationship type | Status / record date | Recorded amount | Capacity basis | Evidence source |
|---|---|---|---|---|
| Signed / existing2026-09-17 | No attributable amount providedAmount classification not yet structured | 433 MWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-09-17 | No attributable amount providedAmount classification not yet structured | 568 MWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-09-15 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-09-15 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-08-11 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-08-04 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-06-09 | No attributable amount providedAmount associated with the contract relationship | 1.2 GWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-05-31 | Non-marketable equity and debt investments totaled $2.3 billion as of 2026-05-31, substantially all attributable to this joint ventureEquity subscription amount | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-03-10 | USD 5 billionAmount associated with the contract relationship | 200 MWSee the record for capacity definitions and conditions | A · Original filingCheck public source ↗ | |
| Signed / existing2026-02-26 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2025-11-05 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2025-09-23 | USD 300 billionAmount associated with the contract relationship | 4.5 GWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ |
Upstream supply · Supply
Multi-year agreement
Recorded as signed or existing; performance progress requires separate verification
No attributable amount is available for this record. This does not mean the amount is zero.
A period-by-period schedule of payments and revenue recognition has not been established. The recorded amount is not converted into current-period revenue, cash paid or stock-price impact.
Relationship counts, capacity and total contract value are not measures of revenue or procurement concentration.
Multi-year agreement under which Quantinuum's Helios quantum computer is deployed in a US-based Oracle Cloud Infrastructure AI data center and runs on-premises within OCI's infrastructure, offered to customers through OCI's quantum service. No financial terms or term length disclosed.
Quantinuum Inc. Form 8-K dated August 11, 2026, press release exhibit furnished under Items 7.01/9.01
The excerpts below come from this record. Verify signed status separately from actual completion.
The amount associated with a relationship cannot substitute for the company's revenue, earnings or stock-price impact. Applies to this relationship; the original document determines the specific legal entities and attribution.
Analytical framework, not a realized impact
Quantinuum supplies products or services to ORCL; a customer list is not an irrevocable order.
Verify purchasing, inventory preparation, delivery and quality acceptance; monitor alternative supply and capital tied up in inventory.
Assess purchasing costs, gross profit and working capital; verify supply volumes and revenue recognition separately.
First verify the sustainability of earnings and cash flows, then compare valuations; do not infer share-price upside directly from a partnership announcement.
Cross-check relationship events against subsequent disclosures of company revenue, costs, working capital and cash flows; movements in the same direction alone do not establish causation.
Metrics test operating processes; an overall change cannot be attributed to a single relationship. Expand the definitions to check calculation methods and their applicable boundaries.
Can revenue growth translate into earnings attributable to shareholders?
Preserve the distinctions relating to depreciation, stock-based compensation, adjustments and segments. The company's margin cannot be applied as this contract's margin.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Operating margin ↗2026-08-31 · Research calculation | 34.78% | Definition and boundariesOperating income / revenue × 100 Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Net margin ↗2026-08-31 · Research calculation | 24.61% | Definition and boundariesSelected net-income concept / revenue × 100 May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / revenue ↗2026-08-31 · Research calculation | 119.43% | Definition and boundariesOperating cash flow / revenue × 100 Shows operating cash inflows and outflows, including working capital and taxes. It is neither a contract collection rate nor cash available for shareholder distribution. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (CFO − cash purchases of PP&E) / revenue ↗2026-08-31 · Research calculation | -27.89% | Definition and boundaries(Operating cash flow − cash purchases of PP&E) / revenue × 100 A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
How much cash is required for construction and procurement before delivery?
Compare prepayments, cash capital expenditure and commissioning plans. Current-period revenue is not a substitute for a full investment-recovery calculation.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Cash purchases of PP&E / revenue ↗2026-08-31 · Research calculation | 147.32% | Definition and boundariesCash purchases of PP&E / revenue × 100 Identified cash purchases of PP&E, excluding non-cash additions. Maintenance and expansion investment are not separated. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
What verifiable information does this metric provide about this relationship?
Use the metric's definition and original inputs. Quantitative attribution to this relationship has not been established.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Revenue growth YoY ↗2026-08-31 · Research calculation | 29.61% | Definition and boundaries(Current-period revenue / comparable prior-year revenue − 1) × 100 Requires the same concept and currency for equal-length periods one year apart, with positive prior-year revenue. A 53-week versus 52-week year may still differ by one week; no daily adjustment is made. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / net income ↗2026-08-31 · Research calculation | 4.85 x | Definition and boundariesOperating cash flow / net income(Net income > 0) Examines cash conversion when earnings are positive. No multiple is calculated when net income is non-positive; taxes, non-cash charges and working capital can all cause divergence. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (Net income − operating cash flow) / revenue ↗2026-08-31 · Research calculation | -94.82% | Definition and boundaries(Net income − operating cash flow) / revenue × 100 The amount difference divided by revenue. This is not the Sloan accrual ratio or an earnings-manipulation score. A positive value only indicates that earnings exceed operating cash flow for the same period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Remaining performance obligations ↗2026-08-31 · Reported data | 664,000 USD million | Definition and boundariesDirectly reported in the source document This is not cash already received. For the next 12 months, expected recognition of 13% is company guidance, not actual revenue for the current period. |
| Customer prepayments with a significant financing component ↗FY2027Q1 · Reported data | 11,400 USD million | Definition and boundariesDirectly reported in the source document The original disclosure explicitly states that there were no such advance payments in the 2025 comparative period, so 0 is supported by disclosure. The 2026 advance receipts include a financing component with separately recognized interest expense and cannot simply be counted as earned profit. |
Has relationship expansion converted into recognizable business revenue?
Reconcile by business and financial period. Total company revenue does not establish the selected customer's individual contribution.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Cloud revenue / total revenue ↗FY2027Q1 · Reported data | 60% | Definition and boundariesDirectly reported in the source document Cloud revenue includes applications and infrastructure; this must not be presented as the OCI share of revenue. |
| Cloud and software business revenue ↗FY2027Q1 · Reported data | 17,157 USD million | Definition and boundariesDirectly reported in the source document Includes software licenses and support; it cannot be equated directly with pure IaaS or Cloud segment revenue. |
Related browsing is based on overlapping segments in the current graph. It does not establish direct peers, valuation comparability, or a supply, customer or investment relationship.
A = original SEC or exchange filings; B = company announcements, IR materials, official websites or established media; C = industry-structure inferences or third-party accounts without an independent primary source
Key relationships were reviewed using public information available through 2026-10-23. Historical relationships have not all been individually reverified. Their original dates are retained; delisted entities remain in the relationship archive but are excluded from market-cap weights. Review coverage through 2026-10-23.
Signed status does not mean that the full amount has been paid or that capacity has been delivered. Assess contract value, period revenue, investment, loans, prepayments and guarantee caps separately; do not sum them as a single exposure. Distinguish total power capacity from critical IT load. Company-level metrics cannot be attributed directly to an individual relationship.
Source facts and operating implications are distinguished, with forecasts and conditional scenarios identified as such. Missing relationships mean that this graph has no record of them. Data version 60aad2cdea0eff4f82e9dafe344d1e57aa2b950269b621d7e5bddfef10520644.
2026-10-27, 16:00 ET · Regular-session close. History through 2026-10-23 uses provider split-adjusted prices, excluding dividends. Full-history adjustment factors have not been independently recalculated. MA20 is the arithmetic mean of 20 recorded trading-day closes and does not bridge missing prices or known corporate actions. Price comparisons exclude dividend reinvestment and do not represent total returns. Market cap retrieved on 2026-10-28. Prices refresh daily. Source timestamps and website update times are shown separately.
The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately.
first-provider-observation-listing-date-not-verified
Current ticker/issuer checked across available sources. Earlier issuer continuity and first listing date are not independently established; provider first observation is not an IPO claim.
Reporting period 2026-08-31; filed 2026-09-11. Financials use the company's reporting periods and currency; unavailable values appear as —. Expand the section below each chart to inspect metric definitions, inputs and original sources.
Primary company business sources · Through 2026-09-11
Citations: 13 · Documents: 12 · Duplicate documents are grouped; individual source locations are retained
Note 1 p.7; MD&A Cloud and Software Business pp.21–28; Remaining Performance Obligations · Document date 2026-09-11
The fiscal quarter covers 2026-06-01 to 08-31; prepayments include a significant financing component and are not recognized revenue.
OpenAI, Five new Stargate sites (2025-09-23, site update 2025-10-22) [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
AAOI 10-K FY2025 (2026-02-26) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Reviewed 2026-10-23 · primary document https://newsroom.amd.com/news/ocp-2026-amd-ceo-lisa-su-keynote-takeaways/ [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
APLD 8-K (2026-03-10); APLD 10-K (2026-07-29) contracted lease portfolio table · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Energy Transfer Q3 2025 earnings release, Form 8-K Exhibit 99.1 · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Oracle Corp Form 10-K for FY ended May 31, 2026 (filed 2026-06-22), Organization and Significant Accounting Policies note: "The substantial majority of the non-marketable investments we held as of May 31, 2026 were with TikTok USDS Joint Venture LLC, an equity method investee in which we have an ownership interest of 15%." · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Crusoe press release, "Crusoe's Contracted AI Infrastructure Capacity Approaches 5 Gigawatts Across Data Centers and Cloud" (June 9, 2026): "At its flagship 1.2 GW Abilene, Texas campus – purpose built for Oracle - the first two buildings are operational and an additional six buildings are under construction." · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Quantinuum Inc. Form 8-K dated August 11, 2026, press release exhibit furnished under Items 7.01/9.01 · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
RWE press release 'RWE Signs 433 MW Virtual Power Purchase Agreement with Oracle' (Austin, 2026-09-17) [B]; Oracle press release (2026-09-15) names RWE as a supplier · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
ENGIE North America press release 'ENGIE to Supply More Than 500 MW of Renewable Energy for Oracle's Texas Operations' (PR Newswire, Houston, 2026-09-17) [B]; Oracle press release (2026-09-15) names ENGIE as a supplier · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Oracle press release 'Oracle Invests in More Than 1.7 GW of Carbon-Free Electricity to Support AI Growth and Strengthen the Texas Grid' (Austin, 2026-09-15) [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Oracle press release 'Oracle Invests in More Than 1.7 GW of Carbon-Free Electricity to Support AI Growth and Strengthen the Texas Grid' (Austin, 2026-09-15) [B] · Document date unverified
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The filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
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View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
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View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
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