#OracleAdobeToday

ADOBE $ADBE JUST REPORTED Q3 EARNINGS - Revenue: $6.8B, beating est. of $6.69B 🟢 - Adj EPS: $6.13, beating est. of $6.09 🟢 - GAAP EPS: $4.62 (+11% YoY) - ARR: $27.5B - Non-GAAP Operating Income: $3.0B - RPO: $22.2B - cRPO: 67% - AI-first ARR Growth: 150%+ Q4 Guidance: - Revenue: $6.80B-$6.85B, in line with est. of $6.84B 🟡 - EPS: $6.30-$6.35, in line with est. of $6.32 🟡 Raises FY26 Guidance: - Revenue: $26.58B-$26.63B, above est. of $26.51B 🟢 - EPS: $24.45-$24.50, above est. of $24.36 🟢 - ARR Growth: 10.2% YoY

#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.

#OracleAdobeToday AI demand is no longer the question. The bill is 👀 Oracle has a massive $638B backlog, but investors want to see how quickly it becomes revenue and whether that cash can outrun AI capex. Adobe faces a similar test with Firefly and GenStudio: can AI lift revenue without eating margins? What caught my attention is the shift. From Oracle's cloud to Adobe's software and Apple's AI hardware, the race is moving from building AI to proving it actually pays.

#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

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 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.

#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

Oracle and Adobe earnings are on my radar, but I’m watching them for completely different reasons. For Oracle, I want to see whether all the excitement around AI infrastructure is still translating into stronger cloud demand. Companies are spending heavily on computing capacity, and Oracle has positioned itself right in the middle of that buildout. Adobe is a different story. Its challenge isn’t building AI infrastructure it’s proving that AI can strengthen its software business. With generative AI becoming easier to access, I’m curious whether tools like Firefly can bring in new users and revenue while protecting the value of Adobe’s existing products. Personally, Adobe is the more interesting test for me. We already know companies are willing to spend billions building AI. The harder question now is whether software companies can turn AI into something customers consistently pay for. #OracleAdobeEarnings $BTC

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

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