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ORCL Oracle
AI cloud · NYSE · 한국어 페이지
Building OCI GPU data centers on a huge backlog, funded with bonds and leases — revenue depends on build speed, credit on borrowing pace.
Current-quarter revenue estimate
Quarter ending Nov 2026 · reports Dec 14, 2026
Our estimate
$20.8B
$19.9B–$21.8B
vs a year ago
+30%
vs consensus
−2.4%
Trend only · within ±5% in 10 of 12 backtested quarters, average error 3.0%. Model: company guidance adjusted by its historical beat rate.
Industry flow
US imports of Taiwanese servers · to Aug 2026
−0.8%last 3 months vs a year earlier
No company-specific flow — this is an industry-wide flow for context.
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of Mexican servers US Census Bureau | End demand | C Industry context | 0.44 | Aug 2026 |
US imports of Taiwanese servers US Census Bureau | End demand | C Industry context | 0.38 · leads 2Q | Aug 2026 |
US imports of computer parts (incl. GPU boards) US Census Bureau | End demand | D Weak link | 0.23 · leads 2Q | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.