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#OracleAdobeEarnings Oracle and Adobe are due to report earnings after the US market closes on September 10. For Oracle, investors will examine whether rapid Oracle Cloud Infrastructure growth and its approximately $638 billion remaining-performance-obligation backlog can convert into revenue fast enough to support enormous data-center investments. Adobe must show that Firefly and GenStudio are generating paid subscriptions without weakening Creative Cloud pricing or margins. Both companies face the same challenge: the market now expects measurable AI returns rather than product demonstrations. Oracle could report impressive cloud growth but still disappoint if capital spending damages free cash flow. Adobe’s integrated professional ecosystem remains powerful, although lower-cost generative tools continue challenging its competitive position. Guidance will probably matter more than the completed quarter. Important signals include AI-related revenue, customer retention, infrastructure costs, margins and management’s expectations for future demand.