Posteo

#OracleAdobeEarnings Oracle and Adobe report after the US close on September 10, and both face the same basic question: can AI growth turn into durable revenue without pushing costs too high? 👀 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 🎨 Apple’s September 9 event and Xiaomi’s 18 Fold launch on September 7 add another layer, with foldables, 2nm silicon and Apple Intelligence in focus. To me, this week isn’t just about product announcements or headline earnings. It’s about whether companies can show that AI demand is becoming a profitable business—not simply a larger spending commitment.