#OracleAdobeToday

#OracleAdobeToday Oracle and Adobe report today, and both need to answer a slightly uncomfortable question: how quickly can AI spending turn into actual cash flow? 👀 Oracle’s $638B in remaining performance obligations looks enormous, but backlog alone isn’t the same as recognized revenue. With OCI expansion requiring heavy data-center investment, I’m watching whether growth is arriving fast enough to absorb the capex. Scotiabank lowering its target while keeping an Outperform rating captures that tension pretty well. Adobe’s challenge is different. Firefly and GenStudio need to generate incremental revenue without weakening Creative Cloud pricing or margins 🎨 What stands out to me is how the AI conversation has matured. Investors no longer seem satisfied with adoption numbers or product demos—they want evidence of operating leverage. Apple’s first foldable iPhone launch adds another competitive angle, pushing AI further into hardware. But for Oracle and Adobe, tonight is really about monetization, not excitement.

Oracle earnings tonight could set the tone for AI infrastructure. $ORCL estimates: ~$19.1B revenue, $1.74 EPS. Watch OCI growth, the $638B backlog conversion, and massive AI capex. Strong results could boost AI/semis; a miss could pressure the sector. $ORCL $SNDK #ZECBreaksIntoTop10 #SamsungHynix10DaySupply #OracleAdobeEarnings

#OracleAdobeEarnings AI is about to face a different kind of test 👀 Oracle has $638B in contracted backlog, while Adobe is pushing Firefly and GenStudio deeper into enterprise workflows. Both now need to turn AI enthusiasm into revenue, margins and cash. What caught my attention is the shift in expectations. Investors already believe companies will spend heavily on AI. Now they want proof someone can actually make money from all that spending.

#OracleAdobeEarnings Oracle and Adobe are scheduled to report earnings after the US market closes on September 10. Oracle investors will focus on whether Oracle Cloud Infrastructure growth and its approximately $638 billion remaining-performance-obligation backlog can convert into revenue fast enough to justify rising data-center expenditure. Adobe must demonstrate that Firefly and GenStudio can produce paid subscriptions without weakening Creative Cloud pricing. Both companies face a more demanding AI market. Investors increasingly want measurable revenue, margins and cash flow rather than product announcements. Oracle could deliver strong cloud growth but disappoint if infrastructure spending rises even faster. Adobe’s professional ecosystem remains valuable, though competition from lower-cost generative tools continues increasing. Guidance will likely matter more than the completed quarter. Key indicators include AI-related revenue, customer retention, capital expenditure and management’s confidence about future demand.

This week I’m looking at Oracle and Adobe as two very different tests of the same AI story. Oracle is basically asking: Are companies still willing to spend heavily on AI infrastructure? Adobe is asking: Can AI actually make software more valuable? That difference is what makes these two earnings interesting to me. Personally, I’m starting to care less about how much money companies say they’re investing in AI. We already know the spending is massive. What I want to see now is evidence that all this investment is producing stronger demand, recurring revenue and eventually better profits. With Oracle, I’ll be watching cloud growth and AI-related demand. With Adobe, I’m more curious about whether its AI tools can attract paying users without weakening its existing subscription business. If both companies deliver strong results, I think it would support a much broader AI narrative: infrastructure spending is still healthy and software monetization is catching up. But if one side starts slowing, that could tell us where the AI cycle is becoming more selective. My view: the next phase of AI won’t be about who spends the most it’ll be about who earns the best return from that spending #OracleAdobeEarnings $BTC

Oracle and Adobe on the same stage, Apple and Xiaomi clustered, this week I think Oracle is most likely to rise This week is indeed lively, Oracle and Adobe both have earnings reports on the same day, Apple held a launch event at midnight, and Xiaomi just released the 18 Fold. I think Oracle has the best chance. Bank of America directly gave a buy rating and a $240 target price, with a 51% upsi#ZECBreaksIntoTop10 #RobinhoodChainARBRev #OracleAdobeEarnings

One earnings night, two very different verdicts on the AI trade. Broadcom beat on revenue and adjusted EPS, with revenue up 86% to $29.6B and AI semiconductor sales more than tripling to $16.7B. But its $34.8B Q4 revenue guide landed roughly in line with Street expectations, and shares briefly fell more than 6% in early after-hours trading before paring most of the decline. The irony: Broadcom still expects Q4 AI semiconductor revenue of $21.7B, up 236% and equal to roughly 62% of total guidance. Management also expects AI revenue of about $115B in FY27 and $230B in FY28. Snowflake told the opposite story. Product revenue rose 37% to $1.49B, marking a third straight quarter of accelerating growth. Full-year product revenue guidance increased to $6.07B, and shares jumped more than 21% after hours. · CoCo reached 9,100 accounts, adding 2,000+ this quarter · CoWork expanded to 5,800 accounts, up nearly 11% sequentially · Remaining performance obligations rose 30% to $9B · Non-GAAP operating margin guidance increased from 13.5% to 14.5%, showing improving operating leverage Add Dell's results from the prior night: it booked $60.9B in AI server orders, raised its AI server revenue outlook from $60B to $74B, and exited the quarter with a $95B backlog. The pattern is clear: AI demand is spreading from chips to servers, data cloud and software. But AI exposure alone may no longer be enough. The market is increasingly rewarding acceleration against already-high expectations. Beat without enough upside, and a stock can still sell off. Beat and raise, and the market may reprice. Crypto markets know the same tension: a narrative can weaken before growth disappears, simply because the pace starts slowing. What matters more for AI stocks now: absolute growth or the pace of acceleration? #AVGODipsSNOWPops $xAVGO $xSNOW $xDELL

#OracleAdobeEarnings For Oracle, I’m watching whether OCI growth and its $638B in remaining performance obligations translate into actual revenue and free cash flow. The backlog is huge, but data-center expansion is expensive. Adobe’s test feels different. Firefly and GenStudio may bring in more paid users, but the company still needs to protect Creative Cloud pricing and margins while adding those AI tools 🎨 #ZECBreaksIntoTop10 #SamsungHynix10DaySupply

财报观察员：博通业绩超预期，Snowflake上调指引 I am Cige. Broadcom and Snowflake have both reported their results, and the AI chain transmission is accelerating. Broadcom's Q3 revenue and earnings both exceeded market expectations, with AI semiconductor revenue rising to $16.7 billion. Custom AI chips and networking businesses continue to benefit.#LastNFPBeforeFOMC #AVGODipsSNOWPops #RobinhoodChainRevenue

$AVGO / What Changed: the AI revenue bar just moved again. $AVGO $357 is down after hours, even though Broadcom just moved its AI semiconductor revenue bridge from the old $16.0B Q3 guide to $16.7B reported and $21.7B guided for Q4. Broadcom reported Q3 revenue of $29.6B, non-GAAP operating income of $20.1B, and AI semiconductor revenue of $16.7B. The company then guided Q4 total revenue to $34.8B with non-GAAP operating margin #LastNFPBeforeFOMC #AVGODipsSNOWPops #RobinhoodChainRevenue