Oracle reported “record” fourth quarter and full year 2026 earnings. However, company announced plans to increase CapEx to up to $95 billion in fiscal 2027, compared with $55.66 billion in fiscal 2026 and against analyst expectations for shy of 68 billion. As a result of this increased spend, management further revealed that “2027 gross margin will step down,” adding to the existing “around 5 points” reduction in margins reported for fiscal 2026.
To support this continued AI buildout, Oracle further announced plans to raise another $40 billion for fiscal 2027 against a projected revenue of only $70 billion for the year full year.
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