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: 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

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

🎁 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

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