2027 Q1 - tulosraportti
22 päivää sitten
‧51 min
0,50 USD/osake
Irtoamispäivä 9.10.
1,45%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 - tulosraportti 7.12. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 - tulosraportti 10.9. | ||
2026 Q4 - tulosraportti 10.6. | ||
2026 Q3 - tulosraportti 10.3. | ||
2026 Q2 - tulosraportti 10.12.2025 | ||
Vuosittainen yhtiökokous 2025 18.11.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
15 t sittenWhy Oracle’s Debt Concerns May Be Overstated 1. Customer-funded GPUs significantly reduce Oracle's exposure to AI capex. Oracle's FY2026 capital expenditures were $55.7B, but after customer prepayments and other financing related to capex, its reported net cash outlay was only $47.7B. In Q1 FY2027, the difference became even more significant: Oracle spent $28.5B on capex but received $11.4B in customer prepayments, leaving a net cash outlay of roughly $18.0B. Oracle also says that $75B of its large AI contracts involve either customer prepayments for GPUs or GPUs purchased and supplied directly by customers. This distinction matters in a downside scenario: if, for example, OpenAI finances or supplies GPUs itself and subsequently goes bankrupt, Oracle would not suddenly have to repay the cost of GPUs that it never purchased. Oracle could still face contractual and infrastructure-related risks, but the hardware financing risk is substantially different from Oracle having funded the entire buildout itself. 2. OpenAI going bankrupt would not necessarily mean that cloud demand disappears. Even if OpenAI were to fail, that would not automatically eliminate the underlying demand for AI computing. Oracle's infrastructure serves multiple customers, including AMD, Meta, NVIDIA, TikTok, xAI and OpenAI, rather than relying exclusively on one company. AI workloads could potentially migrate to other model developers, enterprises, or cloud customers. This is an inference rather than a guaranteed outcome, but it means OpenAI's credit risk and the fundamental demand for AI compute are two different risks. 3. Oracle has substantial financial flexibility if the economics of further expansion deteriorate. Oracle generated $32.0B of operating cash flow in FY2026, while FY2026 interest expense was roughly $4.6B — meaning operating cash flow was around 7× annual interest expense. And Oracle isn't permanently committed to expanding capex at the same pace: its latest filing explicitly says it has flexibility in managing the timing of certain discretionary capital expenditures. In other words, if demand or returns deteriorate, Oracle can slow the rate of expansion rather than continuing to finance capacity indefinitely. It also has the ability to use excess cash to repurchase its own debt in the market, potentially buying bonds below face value when they trade at a discount. Oracle explicitly lists debt repurchases among the factors determining its capital allocation decisions. Overall, the debt is a genuine risk, but the headline number doesn't tell the whole story. Oracle has customer-funded infrastructure, diversified potential demand, a large recurring software/cloud business, substantial operating cash flow, and flexibility over future capex. That makes the situation considerably different from a company simply borrowing enormous amounts of money and hoping future AI demand materializes.
·18 t sittenShould I buy more or sell? And maybe buy after a small drop. Am only down 4% right now. Are we expecting an increase, or a drop first and then an increase?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2027 Q1 - tulosraportti
22 päivää sitten
‧51 min
0,50 USD/osake
Irtoamispäivä 9.10.
1,45%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 15 t sittenWhy Oracle’s Debt Concerns May Be Overstated 1. Customer-funded GPUs significantly reduce Oracle's exposure to AI capex. Oracle's FY2026 capital expenditures were $55.7B, but after customer prepayments and other financing related to capex, its reported net cash outlay was only $47.7B. In Q1 FY2027, the difference became even more significant: Oracle spent $28.5B on capex but received $11.4B in customer prepayments, leaving a net cash outlay of roughly $18.0B. Oracle also says that $75B of its large AI contracts involve either customer prepayments for GPUs or GPUs purchased and supplied directly by customers. This distinction matters in a downside scenario: if, for example, OpenAI finances or supplies GPUs itself and subsequently goes bankrupt, Oracle would not suddenly have to repay the cost of GPUs that it never purchased. Oracle could still face contractual and infrastructure-related risks, but the hardware financing risk is substantially different from Oracle having funded the entire buildout itself. 2. OpenAI going bankrupt would not necessarily mean that cloud demand disappears. Even if OpenAI were to fail, that would not automatically eliminate the underlying demand for AI computing. Oracle's infrastructure serves multiple customers, including AMD, Meta, NVIDIA, TikTok, xAI and OpenAI, rather than relying exclusively on one company. AI workloads could potentially migrate to other model developers, enterprises, or cloud customers. This is an inference rather than a guaranteed outcome, but it means OpenAI's credit risk and the fundamental demand for AI compute are two different risks. 3. Oracle has substantial financial flexibility if the economics of further expansion deteriorate. Oracle generated $32.0B of operating cash flow in FY2026, while FY2026 interest expense was roughly $4.6B — meaning operating cash flow was around 7× annual interest expense. And Oracle isn't permanently committed to expanding capex at the same pace: its latest filing explicitly says it has flexibility in managing the timing of certain discretionary capital expenditures. In other words, if demand or returns deteriorate, Oracle can slow the rate of expansion rather than continuing to finance capacity indefinitely. It also has the ability to use excess cash to repurchase its own debt in the market, potentially buying bonds below face value when they trade at a discount. Oracle explicitly lists debt repurchases among the factors determining its capital allocation decisions. Overall, the debt is a genuine risk, but the headline number doesn't tell the whole story. Oracle has customer-funded infrastructure, diversified potential demand, a large recurring software/cloud business, substantial operating cash flow, and flexibility over future capex. That makes the situation considerably different from a company simply borrowing enormous amounts of money and hoping future AI demand materializes.
- ·18 t sittenShould I buy more or sell? And maybe buy after a small drop. Am only down 4% right now. Are we expecting an increase, or a drop first and then an increase?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 - tulosraportti 7.12. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 - tulosraportti 10.9. | ||
2026 Q4 - tulosraportti 10.6. | ||
2026 Q3 - tulosraportti 10.3. | ||
2026 Q2 - tulosraportti 10.12.2025 | ||
Vuosittainen yhtiökokous 2025 18.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2027 Q1 - tulosraportti
22 päivää sitten
‧51 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 - tulosraportti 7.12. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 - tulosraportti 10.9. | ||
2026 Q4 - tulosraportti 10.6. | ||
2026 Q3 - tulosraportti 10.3. | ||
2026 Q2 - tulosraportti 10.12.2025 | ||
Vuosittainen yhtiökokous 2025 18.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,50 USD/osake
Irtoamispäivä 9.10.
1,45%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 15 t sittenWhy Oracle’s Debt Concerns May Be Overstated 1. Customer-funded GPUs significantly reduce Oracle's exposure to AI capex. Oracle's FY2026 capital expenditures were $55.7B, but after customer prepayments and other financing related to capex, its reported net cash outlay was only $47.7B. In Q1 FY2027, the difference became even more significant: Oracle spent $28.5B on capex but received $11.4B in customer prepayments, leaving a net cash outlay of roughly $18.0B. Oracle also says that $75B of its large AI contracts involve either customer prepayments for GPUs or GPUs purchased and supplied directly by customers. This distinction matters in a downside scenario: if, for example, OpenAI finances or supplies GPUs itself and subsequently goes bankrupt, Oracle would not suddenly have to repay the cost of GPUs that it never purchased. Oracle could still face contractual and infrastructure-related risks, but the hardware financing risk is substantially different from Oracle having funded the entire buildout itself. 2. OpenAI going bankrupt would not necessarily mean that cloud demand disappears. Even if OpenAI were to fail, that would not automatically eliminate the underlying demand for AI computing. Oracle's infrastructure serves multiple customers, including AMD, Meta, NVIDIA, TikTok, xAI and OpenAI, rather than relying exclusively on one company. AI workloads could potentially migrate to other model developers, enterprises, or cloud customers. This is an inference rather than a guaranteed outcome, but it means OpenAI's credit risk and the fundamental demand for AI compute are two different risks. 3. Oracle has substantial financial flexibility if the economics of further expansion deteriorate. Oracle generated $32.0B of operating cash flow in FY2026, while FY2026 interest expense was roughly $4.6B — meaning operating cash flow was around 7× annual interest expense. And Oracle isn't permanently committed to expanding capex at the same pace: its latest filing explicitly says it has flexibility in managing the timing of certain discretionary capital expenditures. In other words, if demand or returns deteriorate, Oracle can slow the rate of expansion rather than continuing to finance capacity indefinitely. It also has the ability to use excess cash to repurchase its own debt in the market, potentially buying bonds below face value when they trade at a discount. Oracle explicitly lists debt repurchases among the factors determining its capital allocation decisions. Overall, the debt is a genuine risk, but the headline number doesn't tell the whole story. Oracle has customer-funded infrastructure, diversified potential demand, a large recurring software/cloud business, substantial operating cash flow, and flexibility over future capex. That makes the situation considerably different from a company simply borrowing enormous amounts of money and hoping future AI demand materializes.
- ·18 t sittenShould I buy more or sell? And maybe buy after a small drop. Am only down 4% right now. Are we expecting an increase, or a drop first and then an increase?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt