---
title: "Agent Unboxed 05 | A $664 billion order book, yet negative cash flow: where did Oracle's money go?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43937149.md"
description: "Oracle's order book is off the charts, yet its cash flow is negative. Unboxing the Core Business Analysis Agent: it turns every $100 of a company's revenue into a bill — where the money comes from, where it goes, and what's left. Post a chat screenshot for 288 Task Coins and a shot at an AI Pro card!"
datetime: "2026-09-17T05:38:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43937149.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43937149.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43937149.md)
author: "[LongbridgeAI](https://longbridge.com/en/profiles/10010333.md)"
generator: "portal-rs"
---

# Agent Unboxed 05 | A $664 billion order book, yet negative cash flow: where did Oracle's money go?

**Agent Unboxed · Issue 05** | Every week we open up one official Longbridge Agent, and hand you the prompts that work best

Last week Oracle reported. Remaining performance obligations (RPO) hit **$664 billion**, and cloud infrastructure revenue grew 121% year on year.

Sounds like a money printer 💵

Yet in the same report, free cash flow was **negative $5.4 billion** — it spent $28.5 billion on equipment alone, more than the entire quarter's revenue.

Set the data-centre bill aside for a moment. Start with a more basic question: **of every $100 that comes in, how does it actually get split up?**

This issue unboxes [**Core Business Analysis**](https://longbridge.com/en/ai/agents/tj3nr9wlzlsl4/chat): give it a ticker, and it turns every $100 of revenue into a bill — **core businesses, costs and expenses, net profit** — item by item.

🎁 **Post a screenshot of your conversation with it in the comments — 288 Task Coins credited, plus a draw for an AI-exclusive Pro card worth 148 HKD!** Rules at the end.

* * *

### 🧾 How the bill breaks down

* * *

## 🧾 Oracle's bill first

#### Tap to ask 👇

> Oracle ORCL: how is every $100 of revenue split?

It lays the $19.3 billion out as 100 dollars:

Cloud and software's share climbed from **85.4%** all the way to **88.7%**. The slice squeezed out of hardware and services is the whole story of Oracle's "move to the cloud" over the past two years.

* * *

## 🔍 Two more companies, same bill

Same bill, different company — and sometimes a different view.

#### 🍎 Apple: where does it all get sold?

Tap to ask 👇

> Apple AAPL: how is every $100 of revenue split?

Of every $100 of revenue: **Americas $41.8, Europe $26.9**, with Japan and the rest of Asia Pacific splitting the remainder.

#### 🤖 Meta: where does the money go?

Tap to ask 👇

> Meta: how is every $100 of revenue split?

No suspense in Meta's "where the money comes from": advertising alone is roughly 99 of the 100.

As for **"where the money goes"**, R&D is the biggest line, taking **$28.5** of every $100.

* * *

### 📊 Three bills side by side

**Three bills, three things to look at: where the money comes from, where it's sold, and where it's spent.**

* * *

### 📍 Where to check the books

Open the Longbridge App and go to the AI chat tab

Open **"Explore Agents"** and find **Core Business Analysis**

On the web, jump straight in: [Core Business Analysis](https://longbridge.com/en/ai/agents/tj3nr9wlzlsl4/chat)

That's this issue's bill settled — see you next time~

👉 Missed the last one? Catch up here: [Agent Unboxed 04 | From pricing rate cuts to pricing a hike — has the market flipped? Get an AI weather report before Friday's CPI](https://longbridge.com/en/topics/43836842)

* * *

### 🎁 This issue's rewards

**Share a screenshot of your conversation with Core Business Analysis in the comments**

**Rewards:**

Every valid entry earns **288 Task Coins**

One random winner drawn from valid entries gets an **AI-exclusive Pro card worth 148 HKD (30 days)**

**Event period:** from now until 19:00, 24 Sep 2026. Rewards distributed within 15 working days after the event ends.

* * *

### Want an Agent that reads earnings your way?

Some people look at gross margin first. Others only watch cash flow. Others insist on putting R&D spend and revenue side by side.

That reading order can be written straight into your own Agent.

**Free-tier users can now publish their Agents to the plaza too!**

👉 Step-by-step guide: [How to build an Agent](https://longbridge.com/en/topics/42882997)

*Nothing in this post constitutes investment advice. Longbridge reserves the right of final interpretation.*

### Related Stocks

- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**