Sells enterprise databases and business software and runs a fast-growing cloud (OCI) increasingly rented for AI training.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 75 | RED (~75) |
| Capex-vs-Demand Gap | 82 | RED (~82) |
| Insider-Selling Intensity | 45 | AMBER (~45) |
| Financing Opacity / Circular Leverage | 88 | RED (~88) |
| Energy & Diminishing Returns | 45 | AMBER (~45) |
| Organic End-User Demand | 60 | AMBER–RED (~60) |
Q. Why is Oracle extending server useful lives to 6 years when Amazon just shortened to 5, citing AI obsolescence?
A. The FY2025 10-K confirms the 5→6 year extension but gives no rationale beyond completing "an assessment." The contrast with Amazon's 6→5 shortening (which explicitly cited AI/ML obsolescence) is unexplained in the filing. Oracle's direction may reflect that its newer purpose-built AI data center equipment is more standardized and durable — or it may reflect earnings management at a time when the c
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
2026-09-10 · ·
Watching: Depreciation integrity, Capex vs demand, Circular financing, Organic demand before the print.
Score 45.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Option exercise | $16,372,000 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $11,699,977 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $12,335,570 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $7,242,588 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $2,672,649 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $10,017,976 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $7,777,996 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $2,726,016 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $2,464,818 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $4,362,876 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $2,231,117 | 10b5-1 |
| Henley Jeffrey | Vice Chairman | 2026-06-24 | Sale | $132,456 | 10b5-1 |
EDGAR Form 4, parsed structured · last 20 txns · asof 2026-08-08 · refreshes off the Form-4 event class
| Announced cuts (2026) | 21,000 |
| Date | 2026-06 |
| Confidence | high |
| Attribution | AI-DRIVEN |
| Driver | capex-offset |
| Source | annual filing (Jun 22) |
Record results, record cuts — 21k cut while quarterly net income +27%; savings explicitly redirected to AI data centers.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.