🗞 Top 4 Charts We Found This Week

Happy Sunday! 👋 

Today we’re taking a look at the top charts from this week including Adobe’s AI resilience, Oracle’s bold investments, and much more.

Let’s dive in!

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Top 4 Charts We Found This Week

Several large companies including Adobe, Oracle, Broadcom, Synopsys, and Costco reported quarterly earnings this week, giving Fiscal.ai clients plenty of new data to sift through.

Here were 4 standout charts that we found:

1. Adobe

Adobe is in the hot seat.

With the rise of text-to-image and text-to-video AI models, skeptics have called into question the staying power of Adobe’s digital media software suite.

This pessimism peaked last month when Adobe hit an EV/FCF multiple of 13.6x — their lowest valuation in more than a decade.

However, the creative software giant put many worries to rest this quarter by beating analyst estimates on both the top and bottom line.

Digital Media ARR — a key metric for analyzing customer’s demand for Adobe software products — hit $19.2 billion this quarter, up 11.5% compared to last year.

2. Oracle

For the first time in more than 20 years, Oracle is now reporting negative cash flow.

Oracle’s management team believes there’s a massive opportunity to build out AI-focused data centers, and so far that belief seems to be supported by customer commitments. Remaining performance obligations reached $523 billion this quarter, up 438% Y/Y.

To meet this backlog, Oracle has been investing heavily in data center equipment. Trailing 12-month capital expenditures have ballooned from $6.9 billion in Nov. ‘23 to $35.5 billion in Nov. ‘25.

This investment has created Oracle’s first year of cash burn in more than 2 decades.

3. Costco

Few companies on earth are as consistent as Costco.

The retail giant has now delivered more than 40 consecutive quarters of positive same-store sales growth (ex. FX and Gas Effects).

And much of that comp sales consistency comes from their seemingly ever increasing cardholder base.

On average, Costco has added almost 2 million new cardholders every quarter over the last 5 years.

4. Lululemon

Lululemon is the 6th worst performing stock in the S&P 500 this year, down 44.9% year to date.

This quarter, however, finally gave investors something to be excited about.

Outside of Lululemon’s home markets (US and Canada), the Lululemon brand seems to be resonating with consumers. One market in particular is showing exceptional strength: China.

Lululemon’s China Revenue reached $512 million this quarter, up 42% compared to the same period a year ago. The region now accounts for 20% of Lululemon’s overall sales.

That’s all for this week!

If you found any other standout charts, feel free to reply to this email and send them our way!