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#OracleAdobeToday Oracle and Adobe are reporting earnings today, placing two major enterprise technology companies under the spotlight. For Oracle, investors will focus on whether Oracle Cloud Infrastructure can maintain its growth rate and how quickly the company’s enormous remaining performance obligations can become recognized revenue. Oracle’s AI infrastructure spending has created substantial future demand, but it has also increased capital requirements, making execution and capital efficiency especially important. Adobe faces a different test. The company needs to demonstrate that Firefly, GenStudio and its other generative-AI products are producing incremental revenue rather than simply being added to existing subscriptions. Investors will also watch Creative Cloud retention, pricing and margins. Both companies benefit from the AI investment cycle, but the market is becoming less willing to reward AI announcements without measurable financial returns. Strong bookings will help, although sustainable cash flow and customer adoption may matter more than headline growth.