Innlegg

#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.