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← @matiasscalbi

$ORCL

BEARISH2026-09-10
Price around the call
↓ 2026-09-10
By horizon✓ hit-10.3%
1d
✓ -3.2%
5d
✓ -1.7%
21d
✓ -10.3%
Original post
Matias Scalbi · 2026-09-10

🔥 $ORCL presentó Q1 FY27: OCI explotó 121%, el backlog llegó a USD 664B y el revenue creció 30%, pero para sostenerlo gastó USD 28.5B de capex y volvió a tener free cash flow negativo. ¿ES OPORTUNIDAD? ¿QUIÉN ESTÁ PAGANDO LOS DATACENTERS? Los clientes adelantaron USD 11.4B y la mayoría del crecimiento nuevo del backlog llegó vía prepayments o Bring Your Own Hardware. Ese detalle puede cambiar por completo la lectura del capex GUARDA este post para entender toda la situación LA FOTO COMPLETA Oracle facturó USD 19.35B en el trimestre, creciendo 30% contra los USD 19.14B que esperaba el mercado y superando su propio guidance de +27% a +29%. El EPS ajustado fue USD 1.92 contra USD 1.74 esperado y contra una guía previa de USD 1.72 a 1.76 Pero el verdadero cambio está en la composición de

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