{ "name": "Hyperscaler capex, quarter by quarter", "url": "https://hyperscalerscapex.com/", "license": "CC BY 4.0", "cite": "Hyperscaler Capex, https://hyperscalerscapex.com/", "updated": "2026-11-11", "fields": [ { "key": "company", "label": "Company", "type": "string", "description": "The reporting company. One reading is one company in one reported quarter.", "filterable": true, "sortable": true }, { "key": "reporting_period", "label": "Reported quarter", "type": "string", "description": "The company's own quarter label. FY means the company's fiscal year (Microsoft ends June, Oracle May, Apple late September, IREN June); CY is the calendar year.", "filterable": false, "sortable": true }, { "key": "calendar_quarter", "label": "Calendar quarter", "type": "enum", "description": "The calendar quarter the reported quarter falls in, so fiscal reporters line up with calendar ones. Our alignment, from the quarter end date: Microsoft FY2027 Q1 (July to September 2026) is 2026 Q3.", "filterable": true, "sortable": true, "enumValues": [ "2024 Q1", "2024 Q2", "2024 Q3", "2024 Q4", "2025 Q1", "2025 Q2", "2025 Q3", "2025 Q4", "2026 Q1", "2026 Q2", "2026 Q3" ] }, { "key": "period_end", "label": "Quarter end", "type": "date", "description": "Last day of the reported quarter as stated in the source. Empty when the source release does not state it.", "filterable": false, "sortable": true }, { "key": "reported_on", "label": "Announced", "type": "date", "description": "Date of the earnings release or call. Guidance on the row is as of this date. Empty when the source does not state it.", "filterable": false, "sortable": true }, { "key": "capex_usd_millions", "label": "Capex", "type": "number", "unit": "USD million", "description": "Quarterly capital expenditures in US dollars, as the company reports them: company-wide, not cloud-only or AI-only. The measure differs by company (cash purchases of property and equipment, or capex including finance leases), so read Capex definition before comparing two companies.", "filterable": true, "sortable": true }, { "key": "cash_capex_usd_millions", "label": "Cash capex", "type": "number", "unit": "USD million", "description": "Cash paid for property and equipment in the quarter where the company discloses it separately from its headline capex, for example Microsoft (capex includes finance leases) and Amazon. Empty when not separately disclosed.", "filterable": true, "sortable": true }, { "key": "management_capex_usd_millions", "label": "Management capex", "type": "number", "unit": "USD million", "description": "Management-defined capex quoted on the earnings call where it differs from the cash-flow line, for example CoreWeave. Empty otherwise.", "filterable": true, "sortable": true }, { "key": "net_cash_outlay_usd_millions", "label": "Net cash outlay", "type": "number", "unit": "USD million", "description": "Oracle only: capital expenditures net of supplemental financing and customer prepayment offsets, as Oracle reports it. Empty otherwise.", "filterable": true, "sortable": true }, { "key": "capex_cny_millions", "label": "Capex (CNY)", "type": "number", "unit": "CNY million", "description": "Quarterly capital expenditures in renminbi for Alibaba, Baidu and Tencent, exactly as reported. We do not convert to dollars: any exchange rate would be our estimate, not a reported figure.", "filterable": true, "sortable": true }, { "key": "cash_capex_cny_millions", "label": "Cash capex (CNY)", "type": "number", "unit": "CNY million", "description": "Tencent only: cash payments for capital expenditure in the quarter, which can differ from the capex recognised in the quarter.", "filterable": true, "sortable": true }, { "key": "guidance_period", "label": "Guidance period", "type": "string", "description": "The period the company guided to on this earnings date, such as CY2026 or FY2026. Empty when the company gave no dollar figure.", "filterable": true, "sortable": true }, { "key": "guidance_low_usd_millions", "label": "Guidance low", "type": "number", "unit": "USD million", "description": "Low end of the capex range the company guided to for the guidance period. Empty when it gave a point estimate or no figure.", "filterable": true, "sortable": true }, { "key": "guidance_high_usd_millions", "label": "Guidance high", "type": "number", "unit": "USD million", "description": "High end of the capex range the company guided to for the guidance period.", "filterable": true, "sortable": true }, { "key": "guidance_point_usd_millions", "label": "Guidance point", "type": "number", "unit": "USD million", "description": "Single capex figure the company guided to for the guidance period (\"approximately $220 billion\").", "filterable": true, "sortable": true }, { "key": "guidance_commentary", "label": "Guidance detail", "type": "string", "description": "What management said about forward capex, in plain words, including quarter-level guidance and changes to the prior outlook.", "filterable": false, "sortable": false }, { "key": "capex_basis", "label": "Capex definition", "type": "string", "description": "What the capex figure counts for this company and quarter: which cash-flow line, whether finance leases are in, and what the company-wide scope includes.", "filterable": false, "sortable": false }, { "key": "calculation", "label": "Calculation", "type": "string", "description": "Shown where the quarter is not stated directly. Apple and Oracle report cumulative year-to-date cash flows, so a later quarter is the cumulative figure minus the previous one; IREN sums two cash lines. The arithmetic is spelled out.", "filterable": false, "sortable": false }, { "key": "revision_note", "label": "Revision note", "type": "string", "description": "Where a company later restated a quarter, the original and revised figures.", "filterable": false, "sortable": false } ], "records": [ { "id": "alibaba-cy2025-q2", "name": "Alibaba — CY2025 Q2", "url": "https://www.alibabagroup.com/", "summary": "Alibaba provides cloud computing and AI infrastructure to businesses alongside commerce services. Its reported group capex includes infrastructure across the company.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Alibaba", "reporting_period": "CY2025 Q2", "period_end": "2025-06-30", "reported_on": null, "calendar_quarter": "2025 Q2", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 38676, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alibaba Group capital expenditures; includes investment in AI infrastructure and is not a cloud-segment-only figure.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://data.alibabagroup.com/ecms-files/1532295521/fa5d65fc-9b3e-4e82-a8fc-4ce1c3e2c407/Alibaba%20Group%20Announces%20June%20Quarter%202026%20Results.pdf", "title": "Alibaba Group results release: Alibaba CY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alibaba-cy2025-q3", "name": "Alibaba — CY2025 Q3", "url": "https://www.alibabagroup.com/", "summary": "Alibaba provides cloud computing and AI infrastructure to businesses alongside commerce services. Its reported group capex includes infrastructure across the company.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Alibaba", "reporting_period": "CY2025 Q3", "period_end": "2025-09-30", "reported_on": null, "calendar_quarter": "2025 Q3", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 31501, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alibaba Group capital expenditures in the discussion of investing cash flow; company-wide rather than cloud-only.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://data.alibabagroup.com/ecms-files/1532295521/96ebbe16-9309-479f-b628-48b0ccc31b9c/Alibaba%20Group%20Announces%20September%20Quarter%202025%20Results%20and%20Interim%20Results%20for%20the%20Six%20Months%20Ended%20September%2030%2C%202025.pdf", "title": "Alibaba Group results release: Alibaba CY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alibaba-cy2025-q4", "name": "Alibaba — CY2025 Q4", "url": "https://www.alibabagroup.com/", "summary": "Alibaba provides cloud computing and AI infrastructure to businesses alongside commerce services. Its reported group capex includes infrastructure across the company.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Alibaba", "reporting_period": "CY2025 Q4", "period_end": "2025-12-31", "reported_on": null, "calendar_quarter": "2025 Q4", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 28999, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alibaba Group capital expenditures in the discussion of investing cash flow; company-wide rather than cloud-only.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://data.alibabagroup.com/ecms-files/1532295521/e48e70a1-e5c8-40ac-bdd2-951ebcb36946/Alibaba%20Group%20Announces%20December%20Quarter%202025%20Results.pdf", "title": "Alibaba Group results release: Alibaba CY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alibaba-cy2026-q1", "name": "Alibaba — CY2026 Q1", "url": "https://www.alibabagroup.com/", "summary": "Alibaba provides cloud computing and AI infrastructure to businesses alongside commerce services. Its reported group capex includes infrastructure across the company.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Alibaba", "reporting_period": "CY2026 Q1", "period_end": "2026-03-31", "reported_on": null, "calendar_quarter": "2026 Q1", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 26887, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alibaba Group capital expenditures in the discussion of investing cash flow; company-wide rather than cloud-only.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://data.alibabagroup.com/ecms-files/1532295521/5b1cb883-8d00-4237-a148-6631cc12a5d2/Alibaba%20Group%20Announces%20March%20Quarter%202026%20and%20Fiscal%20Year%202026%20Results.pdf", "title": "Alibaba Group results release: Alibaba CY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alibaba-cy2026-q2", "name": "Alibaba — CY2026 Q2", "url": "https://www.alibabagroup.com/", "summary": "Alibaba provides cloud computing and AI infrastructure to businesses alongside commerce services. Its reported group capex includes infrastructure across the company.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Alibaba", "reporting_period": "CY2026 Q2", "period_end": "2026-06-30", "reported_on": null, "calendar_quarter": "2026 Q2", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 67678, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alibaba Group capital expenditures; includes investment in AI infrastructure and is not a cloud-segment-only figure.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://data.alibabagroup.com/ecms-files/1532295521/fa5d65fc-9b3e-4e82-a8fc-4ce1c3e2c407/Alibaba%20Group%20Announces%20June%20Quarter%202026%20Results.pdf", "title": "Alibaba Group results release: Alibaba CY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alphabet-cy2025-q1", "name": "Alphabet — CY2025 Q1", "url": "https://abc.xyz/", "summary": "Alphabet sells Google Cloud infrastructure and enterprise software, alongside search and digital advertising services. Capex is reported for the whole group, including its consumer and AI businesses.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Alphabet", "reporting_period": "CY2025 Q1", "period_end": null, "reported_on": "2025-04-24", "calendar_quarter": "2025 Q1", "capex_usd_millions": 17200, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": 75000, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alphabet-wide capital expenditures, predominantly technical infrastructure; includes investment supporting Google Services, Google Cloud and AI.", "guidance_period": "CY2025", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://abc.xyz/investor/events/event-details/2025/2025-Q1-Earnings-Call/", "title": "Alphabet investor relations: Alphabet CY2025 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_period", "guidance_point_usd_millions", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alphabet-cy2025-q2", "name": "Alphabet — CY2025 Q2", "url": "https://abc.xyz/", "summary": "Alphabet sells Google Cloud infrastructure and enterprise software, alongside search and digital advertising services. Capex is reported for the whole group, including its consumer and AI businesses.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Alphabet", "reporting_period": "CY2025 Q2", "period_end": null, "reported_on": "2025-07-23", "calendar_quarter": "2025 Q2", "capex_usd_millions": 22400, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": 85000, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alphabet-wide capital expenditures, predominantly technical infrastructure; includes investment supporting Google Services, Google Cloud and AI.", "guidance_period": "CY2025", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://abc.xyz/investor/events/event-details/2025/2025-Q2-Earnings-Call/", "title": "Alphabet investor relations: Alphabet CY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_period", "guidance_point_usd_millions", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alphabet-cy2025-q3", "name": "Alphabet — CY2025 Q3", "url": "https://abc.xyz/", "summary": "Alphabet sells Google Cloud infrastructure and enterprise software, alongside search and digital advertising services. Capex is reported for the whole group, including its consumer and AI businesses.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Alphabet", "reporting_period": "CY2025 Q3", "period_end": null, "reported_on": "2025-10-29", "calendar_quarter": "2025 Q3", "capex_usd_millions": 24000, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 91000, "guidance_high_usd_millions": 93000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alphabet-wide capital expenditures, predominantly technical infrastructure; includes investment supporting Google Services, Google Cloud and AI.", "guidance_period": "CY2025", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://abc.xyz/investor/events/event-details/2025/2025-Q3-Earnings-Call-2025-4OI4Bac_Q9/default.aspx", "title": "Alphabet investor relations: Alphabet CY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alphabet-cy2025-q4", "name": "Alphabet — CY2025 Q4", "url": "https://abc.xyz/", "summary": "Alphabet sells Google Cloud infrastructure and enterprise software, alongside search and digital advertising services. Capex is reported for the whole group, including its consumer and AI businesses.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Alphabet", "reporting_period": "CY2025 Q4", "period_end": null, "reported_on": "2026-02-04", "calendar_quarter": "2025 Q4", "capex_usd_millions": 27900, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 175000, "guidance_high_usd_millions": 185000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alphabet-wide capital expenditures, predominantly technical infrastructure; includes investment supporting Google Services, Google Cloud and AI.", "guidance_period": "CY2026", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://abc.xyz/investor/events/event-details/2026/2025-Q4-Earnings-Call-2026-Dr_C033hS6/default.aspx", "title": "Alphabet investor relations: Alphabet CY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alphabet-cy2026-q1", "name": "Alphabet — CY2026 Q1", "url": "https://abc.xyz/", "summary": "Alphabet sells Google Cloud infrastructure and enterprise software, alongside search and digital advertising services. Capex is reported for the whole group, including its consumer and AI businesses.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Alphabet", "reporting_period": "CY2026 Q1", "period_end": null, "reported_on": "2026-04-29", "calendar_quarter": "2026 Q1", "capex_usd_millions": 35700, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 180000, "guidance_high_usd_millions": 190000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alphabet-wide capital expenditures, predominantly technical infrastructure; includes investment supporting Google Services, Google Cloud and AI.", "guidance_period": "CY2026", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://abc.xyz/investor/events/event-details/2026/2026-Q1-Earnings-Call-2026-nW8kCrBAKS/default.aspx", "title": "Alphabet investor relations: Alphabet CY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alphabet-cy2026-q2", "name": "Alphabet — CY2026 Q2", "url": "https://abc.xyz/", "summary": "Alphabet sells Google Cloud infrastructure and enterprise software, alongside search and digital advertising services. Capex is reported for the whole group, including its consumer and AI businesses.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Alphabet", "reporting_period": "CY2026 Q2", "period_end": null, "reported_on": "2026-07-22", "calendar_quarter": "2026 Q2", "capex_usd_millions": 44900, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 195000, "guidance_high_usd_millions": 205000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alphabet-wide capital expenditures, predominantly technical infrastructure; includes investment supporting Google Services, Google Cloud and AI.", "guidance_period": "CY2026", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://abc.xyz/investor/events/event-details/2026/2026-Q2-Earnings-Call-2026-GgTAq7Is0z/", "title": "Alphabet investor relations: Alphabet CY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "alphabet-cy2026-q3", "name": "Alphabet — CY2026 Q3", "url": "https://abc.xyz/", "summary": "Alphabet sells Google Cloud infrastructure and enterprise software, alongside search and digital advertising services. Capex is reported for the whole group, including its consumer and AI businesses.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Alphabet", "reporting_period": "CY2026 Q3", "period_end": null, "reported_on": "2026-10-28", "calendar_quarter": "2026 Q3", "capex_usd_millions": 51400, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 195000, "guidance_high_usd_millions": 205000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Reported Alphabet-wide capital expenditures, predominantly technical infrastructure; includes investment supporting Google Services, Google Cloud and AI.", "guidance_period": "CY2026", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://abc.xyz/investor/events/event-details/2026/2026-Q3-Earnings-Call-2026-Ujou16CTw9/default.aspx", "title": "Alphabet investor relations: Alphabet CY2026 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2024-q1", "name": "Amazon — CY2024 Q1", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Amazon", "reporting_period": "CY2024 Q1", "period_end": null, "reported_on": null, "calendar_quarter": "2024 Q1", "capex_usd_millions": 14925, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2025/Amazon-com-Announces-First-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2024 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2024-q2", "name": "Amazon — CY2024 Q2", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Amazon", "reporting_period": "CY2024 Q2", "period_end": null, "reported_on": null, "calendar_quarter": "2024 Q2", "capex_usd_millions": 17620, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2025/Amazon-com-Announces-Second-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2024 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2024-q3", "name": "Amazon — CY2024 Q3", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Amazon", "reporting_period": "CY2024 Q3", "period_end": null, "reported_on": null, "calendar_quarter": "2024 Q3", "capex_usd_millions": 22620, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2025/Amazon-com-Announces-Third-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2024 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2024-q4", "name": "Amazon — CY2024 Q4", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Amazon", "reporting_period": "CY2024 Q4", "period_end": null, "reported_on": null, "calendar_quarter": "2024 Q4", "capex_usd_millions": 27834, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Fourth-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2024 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2025-q1", "name": "Amazon — CY2025 Q1", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Amazon", "reporting_period": "CY2025 Q1", "period_end": null, "reported_on": "2025-05-01", "calendar_quarter": "2025 Q1", "capex_usd_millions": 25019, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2025/Amazon-com-Announces-First-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2025 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2025-q2", "name": "Amazon — CY2025 Q2", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Amazon", "reporting_period": "CY2025 Q2", "period_end": null, "reported_on": "2025-07-31", "calendar_quarter": "2025 Q2", "capex_usd_millions": 32183, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2025/Amazon-com-Announces-Second-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2025-q3", "name": "Amazon — CY2025 Q3", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Amazon", "reporting_period": "CY2025 Q3", "period_end": null, "reported_on": "2025-10-30", "calendar_quarter": "2025 Q3", "capex_usd_millions": 35095, "cash_capex_usd_millions": 34200, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2025/Amazon-com-Announces-Third-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] }, { "url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000040/amzn-20260930.htm", "title": "SEC EDGAR filing: Amazon CY2025 Q3", "accessed": "2026-11-11", "fields": [ "cash_capex_usd_millions" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2025-q4", "name": "Amazon — CY2025 Q4", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Amazon", "reporting_period": "CY2025 Q4", "period_end": null, "reported_on": "2026-02-05", "calendar_quarter": "2025 Q4", "capex_usd_millions": 39522, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": 200000, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": "CY2026", "guidance_commentary": "Approximate company-wide 2026 capex investment expectation.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Fourth-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_commentary", "guidance_period", "guidance_point_usd_millions", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2026-q1", "name": "Amazon — CY2026 Q1", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Amazon", "reporting_period": "CY2026 Q1", "period_end": null, "reported_on": "2026-04-29", "calendar_quarter": "2026 Q1", "capex_usd_millions": 44203, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-First-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2026-q2", "name": "Amazon — CY2026 Q2", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Amazon", "reporting_period": "CY2026 Q2", "period_end": null, "reported_on": "2026-07-30", "calendar_quarter": "2026 Q2", "capex_usd_millions": 54208, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Second-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-cy2026-q3", "name": "Amazon — CY2026 Q3", "url": "https://www.amazon.com/", "summary": "Amazon sells AWS cloud services to enterprises and developers and operates retail and logistics businesses. Its reported capex also includes fulfillment infrastructure, so these figures are not AWS-only.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Amazon", "reporting_period": "CY2026 Q3", "period_end": null, "reported_on": "2026-10-29", "calendar_quarter": "2026 Q3", "capex_usd_millions": 77259, "cash_capex_usd_millions": 75900, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": 220000, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross cash purchases of property and equipment for Amazon as a whole, before proceeds from asset sales and incentives; excludes noncash finance-lease asset acquisitions.", "guidance_period": "CY2026", "guidance_commentary": "Guidance is specifically for cash capital expenditures; the actual capex column above is gross PP&E cash purchases.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Third-Quarter-Results/", "title": "Amazon investor relations: Amazon CY2026 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_commentary", "guidance_period", "guidance_point_usd_millions", "reported_on", "reporting_period" ] }, { "url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000040/amzn-20260930.htm", "title": "SEC EDGAR filing: Amazon CY2026 Q3", "accessed": "2026-11-11", "fields": [ "cash_capex_usd_millions" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "apple-fy2025-q1", "name": "Apple — FY2025 Q1", "url": "https://www.apple.com/", "summary": "Apple sells devices, software and digital services, including iCloud, to consumers and businesses. These figures cover all company PP&E cash payments, including investments outside cloud infrastructure.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "Apple", "reporting_period": "FY2025 Q1", "period_end": "2024-12-28", "reported_on": null, "calendar_quarter": "2024 Q4", "capex_usd_millions": 2940, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide cash payments to acquire property, plant and equipment; later fiscal quarters derived from cumulative cash-flow statements.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.apple.com/newsroom/pdfs/fy2025-q1/FY25_Q1_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2025 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "apple-fy2025-q2", "name": "Apple — FY2025 Q2", "url": "https://www.apple.com/", "summary": "Apple sells devices, software and digital services, including iCloud, to consumers and businesses. These figures cover all company PP&E cash payments, including investments outside cloud infrastructure.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "Apple", "reporting_period": "FY2025 Q2", "period_end": "2025-03-29", "reported_on": null, "calendar_quarter": "2025 Q1", "capex_usd_millions": 3071, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide cash payments to acquire property, plant and equipment; later fiscal quarters derived from cumulative cash-flow statements.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2025 Q2 = 6,011 (6-month cumulative) - 2,940 (3-month cumulative) = 3,071 USD million.", "revision_note": null }, "sources": [ { "url": "https://www.apple.com/newsroom/pdfs/fy2025-q2/FY25_Q2_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] }, { "url": "https://www.apple.com/newsroom/pdfs/fy2025-q1/FY25_Q1_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2025 Q2", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "apple-fy2025-q3", "name": "Apple — FY2025 Q3", "url": "https://www.apple.com/", "summary": "Apple sells devices, software and digital services, including iCloud, to consumers and businesses. These figures cover all company PP&E cash payments, including investments outside cloud infrastructure.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "Apple", "reporting_period": "FY2025 Q3", "period_end": "2025-06-28", "reported_on": null, "calendar_quarter": "2025 Q2", "capex_usd_millions": 3462, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide cash payments to acquire property, plant and equipment; later fiscal quarters derived from cumulative cash-flow statements.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2025 Q3 = 9,473 (9-month cumulative) - 6,011 (6-month cumulative) = 3,462 USD million.", "revision_note": null }, "sources": [ { "url": "https://www.apple.com/newsroom/pdfs/fy2026q3/FY26_Q3_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] }, { "url": "https://www.apple.com/newsroom/pdfs/fy2025-q2/FY25_Q2_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2025 Q3", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "apple-fy2025-q4", "name": "Apple — FY2025 Q4", "url": "https://www.apple.com/", "summary": "Apple sells devices, software and digital services, including iCloud, to consumers and businesses. These figures cover all company PP&E cash payments, including investments outside cloud infrastructure.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "Apple", "reporting_period": "FY2025 Q4", "period_end": "2025-09-27", "reported_on": null, "calendar_quarter": "2025 Q3", "capex_usd_millions": 3242, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide cash payments to acquire property, plant and equipment; later fiscal quarters derived from cumulative cash-flow statements.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2025 Q4 = 12,715 (12-month cumulative) - 9,473 (9-month cumulative) = 3,242 USD million.", "revision_note": null }, "sources": [ { "url": "https://www.apple.com/newsroom/pdfs/fy2025-q4/FY25_Q4_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] }, { "url": "https://www.apple.com/newsroom/pdfs/fy2026q3/FY26_Q3_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2025 Q4", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "apple-fy2026-q1", "name": "Apple — FY2026 Q1", "url": "https://www.apple.com/", "summary": "Apple sells devices, software and digital services, including iCloud, to consumers and businesses. These figures cover all company PP&E cash payments, including investments outside cloud infrastructure.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "Apple", "reporting_period": "FY2026 Q1", "period_end": "2025-12-27", "reported_on": null, "calendar_quarter": "2025 Q4", "capex_usd_millions": 2373, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide cash payments to acquire property, plant and equipment; later fiscal quarters derived from cumulative cash-flow statements.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.apple.com/newsroom/pdfs/fy2026-q1/FY26_Q1_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "apple-fy2026-q2", "name": "Apple — FY2026 Q2", "url": "https://www.apple.com/", "summary": "Apple sells devices, software and digital services, including iCloud, to consumers and businesses. These figures cover all company PP&E cash payments, including investments outside cloud infrastructure.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "Apple", "reporting_period": "FY2026 Q2", "period_end": "2026-03-28", "reported_on": null, "calendar_quarter": "2026 Q1", "capex_usd_millions": 1971, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide cash payments to acquire property, plant and equipment; later fiscal quarters derived from cumulative cash-flow statements.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2026 Q2 = 4,344 (6-month cumulative) - 2,373 (3-month cumulative) = 1,971 USD million.", "revision_note": null }, "sources": [ { "url": "https://www.apple.com/newsroom/pdfs/fy2026q2/FY26_Q2_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] }, { "url": "https://www.apple.com/newsroom/pdfs/fy2026-q1/FY26_Q1_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2026 Q2", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "apple-fy2026-q3", "name": "Apple — FY2026 Q3", "url": "https://www.apple.com/", "summary": "Apple sells devices, software and digital services, including iCloud, to consumers and businesses. These figures cover all company PP&E cash payments, including investments outside cloud infrastructure.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "Apple", "reporting_period": "FY2026 Q3", "period_end": "2026-06-27", "reported_on": null, "calendar_quarter": "2026 Q2", "capex_usd_millions": 2455, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide cash payments to acquire property, plant and equipment; later fiscal quarters derived from cumulative cash-flow statements.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2026 Q3 = 6,799 (9-month cumulative) - 4,344 (6-month cumulative) = 2,455 USD million.", "revision_note": null }, "sources": [ { "url": "https://www.apple.com/newsroom/pdfs/fy2026q3/FY26_Q3_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2026 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] }, { "url": "https://www.apple.com/newsroom/pdfs/fy2026q2/FY26_Q2_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2026 Q3", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "apple-fy2026-q4", "name": "Apple — FY2026 Q4", "url": "https://www.apple.com/", "summary": "Apple sells devices, software and digital services, including iCloud, to consumers and businesses. These figures cover all company PP&E cash payments, including investments outside cloud infrastructure.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "Apple", "reporting_period": "FY2026 Q4", "period_end": "2026-09-26", "reported_on": null, "calendar_quarter": "2026 Q3", "capex_usd_millions": 2242, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide cash payments to acquire property, plant and equipment; later fiscal quarters derived from cumulative cash-flow statements.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2026 Q4 = 9,041 (12-month cumulative) - 6,799 (9-month cumulative) = 2,242 USD million.", "revision_note": null }, "sources": [ { "url": "https://www.apple.com/newsroom/pdfs/fy2026q4/FY26_Q4_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2026 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] }, { "url": "https://www.apple.com/newsroom/pdfs/fy2026q3/FY26_Q3_Consolidated_Financial_Statements.pdf", "title": "Apple newsroom financial statements: Apple FY2026 Q4", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "baidu-cy2025-q2", "name": "Baidu — CY2025 Q2", "url": "https://www.baidu.com/", "summary": "Baidu sells AI cloud infrastructure and AI applications to businesses and operates search and advertising services. The capex figure is consolidated and includes iQIYI.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Baidu", "reporting_period": "CY2025 Q2", "period_end": "2025-06-30", "reported_on": null, "calendar_quarter": "2025 Q2", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 3800, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Baidu Inc. consolidated capital expenditures in the cash-flow/free-cash-flow reconciliation, including iQIYI; not cloud-only.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.baidu.com/news-releases/news-release-details/baidu-announces-second-quarter-2026-results", "title": "Baidu investor relations: Baidu CY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "baidu-cy2026-q1", "name": "Baidu — CY2026 Q1", "url": "https://www.baidu.com/", "summary": "Baidu sells AI cloud infrastructure and AI applications to businesses and operates search and advertising services. The capex figure is consolidated and includes iQIYI.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Baidu", "reporting_period": "CY2026 Q1", "period_end": "2026-03-31", "reported_on": null, "calendar_quarter": "2026 Q1", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 5916, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Baidu Inc. consolidated capital expenditures in the cash-flow/free-cash-flow reconciliation, including iQIYI; not cloud-only.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.baidu.com/news-releases/news-release-details/baidu-announces-second-quarter-2026-results", "title": "Baidu investor relations: Baidu CY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "baidu-cy2026-q2", "name": "Baidu — CY2026 Q2", "url": "https://www.baidu.com/", "summary": "Baidu sells AI cloud infrastructure and AI applications to businesses and operates search and advertising services. The capex figure is consolidated and includes iQIYI.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Baidu", "reporting_period": "CY2026 Q2", "period_end": "2026-06-30", "reported_on": null, "calendar_quarter": "2026 Q2", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 11390, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Baidu Inc. consolidated capital expenditures in the cash-flow/free-cash-flow reconciliation, including iQIYI; not cloud-only.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://ir.baidu.com/news-releases/news-release-details/baidu-announces-second-quarter-2026-results", "title": "Baidu investor relations: Baidu CY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-cy2025-q1", "name": "CoreWeave — CY2025 Q1", "url": "https://www.coreweave.com/", "summary": "CoreWeave sells GPU cloud infrastructure and software to AI labs, hyperscalers and enterprises. Cash PP&E purchases are shown here; its broader management CapEx measure can differ materially.", "hq": "US", "tags": [ "Neocloud" ], "fields": { "company": "CoreWeave", "reporting_period": "CY2025 Q1", "period_end": "2025-03-31", "reported_on": "2025-05-14", "calendar_quarter": "2025 Q1", "capex_usd_millions": 1407.359, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Cash-flow-statement PP&E purchases, including capitalized internal-use software, as originally reported; includes OEM financing subsequently reclassified as noncash.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": "The Q3 2025 release says Q1 2025 PP&E purchases and debt issuance were reduced by approximately USD 201 million for OEM financing determined to be noncash. The amount above preserves the original quarterly announcement." }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-First-Quarter-2025-Results/", "title": "CoreWeave investor relations: CoreWeave CY2025 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reported_on", "reporting_period" ] }, { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-Third-Quarter-2025-Results/", "title": "CoreWeave investor relations: CoreWeave CY2025 Q1", "accessed": "2026-11-11", "fields": [ "revision_note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-cy2025-q2", "name": "CoreWeave — CY2025 Q2", "url": "https://www.coreweave.com/", "summary": "CoreWeave sells GPU cloud infrastructure and software to AI labs, hyperscalers and enterprises. Cash PP&E purchases are shown here; its broader management CapEx measure can differ materially.", "hq": "US", "tags": [ "Neocloud" ], "fields": { "company": "CoreWeave", "reporting_period": "CY2025 Q2", "period_end": "2025-06-30", "reported_on": "2025-08-12", "calendar_quarter": "2025 Q2", "capex_usd_millions": 2452.992, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Cash-flow-statement PP&E purchases, including capitalized internal-use software, as originally reported; includes OEM financing subsequently reclassified as noncash.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": "The Q3 2025 release says Q2 2025 PP&E purchases and debt issuance were reduced by approximately USD 689 million for OEM financing determined to be noncash. The amount above preserves the original quarterly announcement." }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-Second-Quarter-2025-Results/", "title": "CoreWeave investor relations: CoreWeave CY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reported_on", "reporting_period" ] }, { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-Third-Quarter-2025-Results/", "title": "CoreWeave investor relations: CoreWeave CY2025 Q2", "accessed": "2026-11-11", "fields": [ "revision_note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-cy2025-q3", "name": "CoreWeave — CY2025 Q3", "url": "https://www.coreweave.com/", "summary": "CoreWeave sells GPU cloud infrastructure and software to AI labs, hyperscalers and enterprises. Cash PP&E purchases are shown here; its broader management CapEx measure can differ materially.", "hq": "US", "tags": [ "Neocloud" ], "fields": { "company": "CoreWeave", "reporting_period": "CY2025 Q3", "period_end": "2025-09-30", "reported_on": "2025-11-10", "calendar_quarter": "2025 Q3", "capex_usd_millions": 3278.786, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Cash purchases of property and equipment, including capitalized internal-use software, excluding noncash finance-lease additions. This is narrower than management's CapEx measure.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-Third-Quarter-2025-Results/", "title": "CoreWeave investor relations: CoreWeave CY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-cy2025-q4", "name": "CoreWeave — CY2025 Q4", "url": "https://www.coreweave.com/", "summary": "CoreWeave sells GPU cloud infrastructure and software to AI labs, hyperscalers and enterprises. Cash PP&E purchases are shown here; its broader management CapEx measure can differ materially.", "hq": "US", "tags": [ "Neocloud" ], "fields": { "company": "CoreWeave", "reporting_period": "CY2025 Q4", "period_end": "2025-12-31", "reported_on": null, "calendar_quarter": "2025 Q4", "capex_usd_millions": 4060, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Cash purchases of property and equipment, including capitalized internal-use software, excluding noncash finance-lease additions. This is narrower than management's CapEx measure.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Reports-Strong-Fourth-Quarter-and-Fiscal-Year-2025-Results/", "title": "CoreWeave investor relations: CoreWeave CY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-cy2026-q1", "name": "CoreWeave — CY2026 Q1", "url": "https://www.coreweave.com/", "summary": "CoreWeave sells GPU cloud infrastructure and software to AI labs, hyperscalers and enterprises. Cash PP&E purchases are shown here; its broader management CapEx measure can differ materially.", "hq": "US", "tags": [ "Neocloud" ], "fields": { "company": "CoreWeave", "reporting_period": "CY2026 Q1", "period_end": "2026-03-31", "reported_on": null, "calendar_quarter": "2026 Q1", "capex_usd_millions": 7695, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Cash purchases of property and equipment, including capitalized internal-use software, excluding noncash finance-lease additions. This is narrower than management's CapEx measure.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Reports-Strong-First-Quarter-2026-Results/", "title": "CoreWeave investor relations: CoreWeave CY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-cy2026-q2", "name": "CoreWeave — CY2026 Q2", "url": "https://www.coreweave.com/", "summary": "CoreWeave sells GPU cloud infrastructure and software to AI labs, hyperscalers and enterprises. Cash PP&E purchases are shown here; its broader management CapEx measure can differ materially.", "hq": "US", "tags": [ "Neocloud" ], "fields": { "company": "CoreWeave", "reporting_period": "CY2026 Q2", "period_end": "2026-06-30", "reported_on": null, "calendar_quarter": "2026 Q2", "capex_usd_millions": 6422, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Cash purchases of property and equipment, including capitalized internal-use software, excluding noncash finance-lease additions. This is narrower than management's CapEx measure.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Reports-Strong-Second-Quarter-2026-Results/", "title": "CoreWeave investor relations: CoreWeave CY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-cy2026-q3", "name": "CoreWeave — CY2026 Q3", "url": "https://www.coreweave.com/", "summary": "CoreWeave sells GPU cloud infrastructure and software to AI labs, hyperscalers and enterprises. Cash PP&E purchases are shown here; its broader management CapEx measure can differ materially.", "hq": "US", "tags": [ "Neocloud", "With guidance" ], "fields": { "company": "CoreWeave", "reporting_period": "CY2026 Q3", "period_end": "2026-09-30", "reported_on": "2026-11-10", "calendar_quarter": "2026 Q3", "capex_usd_millions": 9441, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 37000, "guidance_high_usd_millions": 39000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": 14500, "cash_capex_cny_millions": null, "capex_basis": "Cash purchases of property and equipment, including capitalized internal-use software, excluding noncash finance-lease additions. This is narrower than management's CapEx measure.", "guidance_period": "CY2026", "guidance_commentary": "Management reported approximately USD 14.5 billion of Q3 CapEx, a broader measure than cash PP&E purchases above. Annual guidance refers to management's CapEx measure.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Reports-Strong-Third-Quarter-2026-Results/", "title": "CoreWeave investor relations: CoreWeave CY2026 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "period_end", "reported_on", "reporting_period" ] }, { "url": "https://s205.q4cdn.com/133937190/files/content_files/CoreWeave-3Q26-Transcript-_1_.pdf", "title": "CoreWeave earnings call transcript: CoreWeave CY2026 Q3", "accessed": "2026-11-11", "fields": [ "guidance_commentary", "management_capex_usd_millions" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "ibm-cy2025-q3", "name": "IBM — CY2025 Q3", "url": "https://www.ibm.com/", "summary": "IBM sells hybrid cloud software, infrastructure and consulting to enterprises, and operates IBM Cloud. The capex measure is company-wide and net of offsets.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "IBM", "reporting_period": "CY2025 Q3", "period_end": null, "reported_on": null, "calendar_quarter": "2025 Q3", "capex_usd_millions": 410, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide net capital expenditures used in IBM's operating-cash-flow to free-cash-flow reconciliation.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://newsroom.ibm.com/2026-10-21-IBM-RELEASES-THIRD-QUARTER-RESULTS", "title": "IBM newsroom: IBM CY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "ibm-cy2026-q3", "name": "IBM — CY2026 Q3", "url": "https://www.ibm.com/", "summary": "IBM sells hybrid cloud software, infrastructure and consulting to enterprises, and operates IBM Cloud. The capex measure is company-wide and net of offsets.", "hq": "US", "tags": [ "Other platform" ], "fields": { "company": "IBM", "reporting_period": "CY2026 Q3", "period_end": null, "reported_on": null, "calendar_quarter": "2026 Q3", "capex_usd_millions": 457, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide net capital expenditures used in IBM's operating-cash-flow to free-cash-flow reconciliation.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://newsroom.ibm.com/2026-10-21-IBM-RELEASES-THIRD-QUARTER-RESULTS", "title": "IBM newsroom: IBM CY2026 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "iren-fy2026-q4", "name": "IREN — FY2026 Q4", "url": "https://iren.com/", "summary": "IREN operates datacenters and sells GPU cloud capacity to enterprise and hyperscaler customers. These company-wide cash payments include its infrastructure businesses.", "tags": [ "Neocloud" ], "fields": { "company": "IREN", "reporting_period": "FY2026 Q4", "period_end": "2026-06-30", "reported_on": null, "calendar_quarter": "2026 Q2", "capex_usd_millions": 1978, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Sum of cash PP&E payments excluding computer hardware and the separately reported computer-hardware payments; excludes intangible assets, other deposits and finance-lease repayments.", "guidance_period": null, "guidance_commentary": null, "calculation": "1,329 PP&E excluding computer hardware + 649 computer hardware = 1,978 USD million.", "revision_note": null }, "sources": [ { "url": "https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-q1-fy27-results", "title": "IREN investor relations: IREN FY2026 Q4", "accessed": "2026-11-11", "fields": [ "calculation", "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "iren-fy2027-q1", "name": "IREN — FY2027 Q1", "url": "https://iren.com/", "summary": "IREN operates datacenters and sells GPU cloud capacity to enterprise and hyperscaler customers. These company-wide cash payments include its infrastructure businesses.", "tags": [ "Neocloud" ], "fields": { "company": "IREN", "reporting_period": "FY2027 Q1", "period_end": "2026-09-30", "reported_on": null, "calendar_quarter": "2026 Q3", "capex_usd_millions": 4824, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Sum of cash PP&E payments excluding computer hardware and the separately reported computer-hardware payments; excludes intangible assets, other deposits and finance-lease repayments.", "guidance_period": null, "guidance_commentary": null, "calculation": "2,131 PP&E excluding computer hardware + 2,693 computer hardware = 4,824 USD million.", "revision_note": null }, "sources": [ { "url": "https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-q1-fy27-results", "title": "IREN investor relations: IREN FY2027 Q1", "accessed": "2026-11-11", "fields": [ "calculation", "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "meta-cy2025-q1", "name": "Meta — CY2025 Q1", "url": "https://about.meta.com/", "summary": "Meta operates social and messaging apps and sells advertising to businesses. Its company-wide infrastructure spending supports its consumer services and AI development.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Meta", "reporting_period": "CY2025 Q1", "period_end": "2025-03-31", "reported_on": "2025-04-30", "calendar_quarter": "2025 Q1", "capex_usd_millions": 13690, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 64000, "guidance_high_usd_millions": 72000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures including principal payments on finance leases.", "guidance_period": "CY2025", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.atmeta.com/investor-news/press-release-details/2025/Meta-Reports-First-Quarter-2025-Results/", "title": "Meta investor relations: Meta CY2025 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "period_end", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "meta-cy2025-q2", "name": "Meta — CY2025 Q2", "url": "https://about.meta.com/", "summary": "Meta operates social and messaging apps and sells advertising to businesses. Its company-wide infrastructure spending supports its consumer services and AI development.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Meta", "reporting_period": "CY2025 Q2", "period_end": "2025-06-30", "reported_on": "2025-07-30", "calendar_quarter": "2025 Q2", "capex_usd_millions": 17010, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 66000, "guidance_high_usd_millions": 72000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures including principal payments on finance leases.", "guidance_period": "CY2025", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.atmeta.com/investor-news/press-release-details/2025/Meta-Reports-Second-Quarter-2025-Results/", "title": "Meta investor relations: Meta CY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "period_end", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "meta-cy2025-q3", "name": "Meta — CY2025 Q3", "url": "https://about.meta.com/", "summary": "Meta operates social and messaging apps and sells advertising to businesses. Its company-wide infrastructure spending supports its consumer services and AI development.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Meta", "reporting_period": "CY2025 Q3", "period_end": "2025-09-30", "reported_on": "2025-10-29", "calendar_quarter": "2025 Q3", "capex_usd_millions": 19370, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 70000, "guidance_high_usd_millions": 72000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures including principal payments on finance leases.", "guidance_period": "CY2025", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.atmeta.com/investor-news/press-release-details/2025/Meta-Reports-Third-Quarter-2025-Results/", "title": "Meta investor relations: Meta CY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "period_end", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "meta-cy2025-q4", "name": "Meta — CY2025 Q4", "url": "https://about.meta.com/", "summary": "Meta operates social and messaging apps and sells advertising to businesses. Its company-wide infrastructure spending supports its consumer services and AI development.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Meta", "reporting_period": "CY2025 Q4", "period_end": "2025-12-31", "reported_on": "2026-01-28", "calendar_quarter": "2025 Q4", "capex_usd_millions": 22140, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 115000, "guidance_high_usd_millions": 135000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures including principal payments on finance leases.", "guidance_period": "CY2026", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx", "title": "Meta investor relations: Meta CY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "period_end", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "meta-cy2026-q1", "name": "Meta — CY2026 Q1", "url": "https://about.meta.com/", "summary": "Meta operates social and messaging apps and sells advertising to businesses. Its company-wide infrastructure spending supports its consumer services and AI development.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Meta", "reporting_period": "CY2026 Q1", "period_end": "2026-03-31", "reported_on": "2026-04-29", "calendar_quarter": "2026 Q1", "capex_usd_millions": 19840, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 125000, "guidance_high_usd_millions": 145000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures including principal payments on finance leases.", "guidance_period": "CY2026", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/", "title": "Meta investor relations: Meta CY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "period_end", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "meta-cy2026-q2", "name": "Meta — CY2026 Q2", "url": "https://about.meta.com/", "summary": "Meta operates social and messaging apps and sells advertising to businesses. Its company-wide infrastructure spending supports its consumer services and AI development.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Meta", "reporting_period": "CY2026 Q2", "period_end": "2026-06-30", "reported_on": "2026-07-29", "calendar_quarter": "2026 Q2", "capex_usd_millions": 31080, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 130000, "guidance_high_usd_millions": 145000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures including principal payments on finance leases.", "guidance_period": "CY2026", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Second-Quarter-2026-Results/", "title": "Meta investor relations: Meta CY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "period_end", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "meta-cy2026-q3", "name": "Meta — CY2026 Q3", "url": "https://about.meta.com/", "summary": "Meta operates social and messaging apps and sells advertising to businesses. Its company-wide infrastructure spending supports its consumer services and AI development.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Meta", "reporting_period": "CY2026 Q3", "period_end": "2026-09-30", "reported_on": "2026-10-21", "calendar_quarter": "2026 Q3", "capex_usd_millions": 34910, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": 135000, "guidance_high_usd_millions": 145000, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures including principal payments on finance leases.", "guidance_period": "CY2026", "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Third-Quarter-2026-Results/", "title": "Meta investor relations: Meta CY2026 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_high_usd_millions", "guidance_low_usd_millions", "guidance_period", "period_end", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "microsoft-fy2025-q2", "name": "Microsoft — FY2025 Q2", "url": "https://www.microsoft.com/", "summary": "Microsoft sells Azure cloud infrastructure, business software and AI services to enterprises and developers. These figures cover Microsoft as a whole.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Microsoft", "reporting_period": "FY2025 Q2", "period_end": null, "reported_on": "2025-01-29", "calendar_quarter": "2024 Q4", "capex_usd_millions": 22600, "cash_capex_usd_millions": 15800, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures include the full principal value of finance leases at commencement; cash PP&E payments are reported separately.", "guidance_period": null, "guidance_commentary": "FY2025 Q3 and Q4 quarterly capex expected to remain at levels similar to FY2025 Q2; FY2026 capex growth expected below FY2025.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.microsoft.com/en-us/investor/events/fy-2025/earnings-fy-2025-q2", "title": "Microsoft investor relations: Microsoft FY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "cash_capex_usd_millions", "company", "guidance_commentary", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "microsoft-fy2025-q3", "name": "Microsoft — FY2025 Q3", "url": "https://www.microsoft.com/", "summary": "Microsoft sells Azure cloud infrastructure, business software and AI services to enterprises and developers. These figures cover Microsoft as a whole.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Microsoft", "reporting_period": "FY2025 Q3", "period_end": null, "reported_on": "2025-04-30", "calendar_quarter": "2025 Q1", "capex_usd_millions": 21400, "cash_capex_usd_millions": 16700, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures include the full principal value of finance leases at commencement; cash PP&E payments are reported separately.", "guidance_period": null, "guidance_commentary": "FY2025 Q4 capex expected to increase sequentially; H2 guidance unchanged.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.microsoft.com/en-us/investor/events/fy-2025/earnings-fy-2025-q3", "title": "Microsoft investor relations: Microsoft FY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "cash_capex_usd_millions", "company", "guidance_commentary", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "microsoft-fy2025-q4", "name": "Microsoft — FY2025 Q4", "url": "https://www.microsoft.com/", "summary": "Microsoft sells Azure cloud infrastructure, business software and AI services to enterprises and developers. These figures cover Microsoft as a whole.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Microsoft", "reporting_period": "FY2025 Q4", "period_end": null, "reported_on": "2025-07-30", "calendar_quarter": "2025 Q2", "capex_usd_millions": 24200, "cash_capex_usd_millions": 17100, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures include the full principal value of finance leases at commencement; cash PP&E payments are reported separately.", "guidance_period": null, "guidance_commentary": "FY2026 Q1 capex expected to exceed USD 30 billion; FY2026 capex growth expected to moderate versus FY2025.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.microsoft.com/en-us/investor/events/fy-2025/earnings-fy-2025-q4", "title": "Microsoft investor relations: Microsoft FY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "cash_capex_usd_millions", "company", "guidance_commentary", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "microsoft-fy2026-q1", "name": "Microsoft — FY2026 Q1", "url": "https://www.microsoft.com/", "summary": "Microsoft sells Azure cloud infrastructure, business software and AI services to enterprises and developers. These figures cover Microsoft as a whole.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Microsoft", "reporting_period": "FY2026 Q1", "period_end": null, "reported_on": "2025-10-29", "calendar_quarter": "2025 Q3", "capex_usd_millions": 34900, "cash_capex_usd_millions": 19400, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures include the full principal value of finance leases at commencement; cash PP&E payments are reported separately.", "guidance_period": null, "guidance_commentary": "Next-quarter spending expected to increase sequentially; FY2026 capex growth now expected to exceed FY2025 growth.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q1", "title": "Microsoft investor relations: Microsoft FY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "cash_capex_usd_millions", "company", "guidance_commentary", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "microsoft-fy2026-q2", "name": "Microsoft — FY2026 Q2", "url": "https://www.microsoft.com/", "summary": "Microsoft sells Azure cloud infrastructure, business software and AI services to enterprises and developers. These figures cover Microsoft as a whole.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Microsoft", "reporting_period": "FY2026 Q2", "period_end": null, "reported_on": "2026-01-28", "calendar_quarter": "2025 Q4", "capex_usd_millions": 37500, "cash_capex_usd_millions": 29900, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures include the full principal value of finance leases at commencement; cash PP&E payments are reported separately.", "guidance_period": null, "guidance_commentary": "FY2026 Q3 capex expected to decrease sequentially because of buildout and finance-lease timing.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2", "title": "Microsoft investor relations: Microsoft FY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "cash_capex_usd_millions", "company", "guidance_commentary", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "microsoft-fy2026-q3", "name": "Microsoft — FY2026 Q3", "url": "https://www.microsoft.com/", "summary": "Microsoft sells Azure cloud infrastructure, business software and AI services to enterprises and developers. These figures cover Microsoft as a whole.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Microsoft", "reporting_period": "FY2026 Q3", "period_end": null, "reported_on": "2026-04-29", "calendar_quarter": "2026 Q1", "capex_usd_millions": 31900, "cash_capex_usd_millions": 30900, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": 190000, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures include the full principal value of finance leases at commencement; cash PP&E payments are reported separately.", "guidance_period": "CY2026", "guidance_commentary": "CY2026 capex expected to be approximately USD 190 billion, including approximately USD 25 billion from higher component pricing.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q3", "title": "Microsoft investor relations: Microsoft FY2026 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "cash_capex_usd_millions", "company", "guidance_commentary", "guidance_period", "guidance_point_usd_millions", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "microsoft-fy2026-q4", "name": "Microsoft — FY2026 Q4", "url": "https://www.microsoft.com/", "summary": "Microsoft sells Azure cloud infrastructure, business software and AI services to enterprises and developers. These figures cover Microsoft as a whole.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Microsoft", "reporting_period": "FY2026 Q4", "period_end": null, "reported_on": "2026-07-29", "calendar_quarter": "2026 Q2", "capex_usd_millions": 41000, "cash_capex_usd_millions": 35800, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": 175000, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures include the full principal value of finance leases at commencement; cash PP&E payments are reported separately.", "guidance_period": "CY2026", "guidance_commentary": "CY2026 guidance adjusts to approximately USD 175 billion as a useful-life change shifts some future datacenter leases from finance to operating leases. FY2027 Q1 spending expected to exceed USD 50 billion.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4", "title": "Microsoft investor relations: Microsoft FY2026 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "cash_capex_usd_millions", "company", "guidance_commentary", "guidance_period", "guidance_point_usd_millions", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "microsoft-fy2027-q1", "name": "Microsoft — FY2027 Q1", "url": "https://www.microsoft.com/", "summary": "Microsoft sells Azure cloud infrastructure, business software and AI services to enterprises and developers. These figures cover Microsoft as a whole.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Microsoft", "reporting_period": "FY2027 Q1", "period_end": null, "reported_on": "2026-10-28", "calendar_quarter": "2026 Q3", "capex_usd_millions": 45200, "cash_capex_usd_millions": 39400, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": 170000, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Company-wide capital expenditures include the full principal value of finance leases at commencement; cash PP&E payments are reported separately.", "guidance_period": "CY2026", "guidance_commentary": "CY2026 capex approximately USD 170 billion following third-party capacity delays; FY2027 Q2 spending expected above USD 50 billion.", "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.microsoft.com/en-us/investor/events/fy-2027/earnings-fy-2027-q1", "title": "Microsoft investor relations: Microsoft FY2027 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "cash_capex_usd_millions", "company", "guidance_commentary", "guidance_period", "guidance_point_usd_millions", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-cy2025-q1", "name": "Nebius — CY2025 Q1", "url": "https://nebius.com/", "summary": "Nebius provides GPU cloud infrastructure and software for AI training and inference. The figures are consolidated cash purchases, including intangible assets, rather than a pure datacenter-construction measure.", "hq": "NL", "tags": [ "Neocloud" ], "fields": { "company": "Nebius", "reporting_period": "CY2025 Q1", "period_end": "2025-03-31", "reported_on": null, "calendar_quarter": "2025 Q1", "capex_usd_millions": 543.9, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Consolidated cash purchases of property and equipment and intangible assets; comparative periods use the presentation in the cited release.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://assets.nebius.com/assets/0de223a2-f519-408d-8c7e-04f2fef342a9/Financial%20results_Q1%202026.pdf?cache-buster=2026-05-13T10%3A36%3A29.509Z", "title": "Nebius results release: Nebius CY2025 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-cy2025-q2", "name": "Nebius — CY2025 Q2", "url": "https://nebius.com/", "summary": "Nebius provides GPU cloud infrastructure and software for AI training and inference. The figures are consolidated cash purchases, including intangible assets, rather than a pure datacenter-construction measure.", "hq": "NL", "tags": [ "Neocloud" ], "fields": { "company": "Nebius", "reporting_period": "CY2025 Q2", "period_end": "2025-06-30", "reported_on": null, "calendar_quarter": "2025 Q2", "capex_usd_millions": 510.6, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Consolidated cash purchases of property and equipment and intangible assets; comparative periods use the presentation in the cited release.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://assets.nebius.com/assets/dfe7a7f3-771e-4653-94e8-8f86bf126b1d/PR.pdf?cache-buster=2026-08-12T11%3A58%3A03.516Z", "title": "Nebius results release: Nebius CY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-cy2025-q3", "name": "Nebius — CY2025 Q3", "url": "https://nebius.com/", "summary": "Nebius provides GPU cloud infrastructure and software for AI training and inference. The figures are consolidated cash purchases, including intangible assets, rather than a pure datacenter-construction measure.", "hq": "NL", "tags": [ "Neocloud" ], "fields": { "company": "Nebius", "reporting_period": "CY2025 Q3", "period_end": "2025-09-30", "reported_on": null, "calendar_quarter": "2025 Q3", "capex_usd_millions": 955.5, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Consolidated cash purchases of property and equipment and intangible assets; comparative periods use the presentation in the cited release.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://assets.nebius.com/assets/fc878470-ce91-4c8a-a716-45fe2923d603/20251111%20Nebius%20reports%20third%20quarter%202025%20financial%20results.pdf?cache-buster=2025-11-11T11%3A56%3A42.300Z", "title": "Nebius results release: Nebius CY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-cy2025-q4", "name": "Nebius — CY2025 Q4", "url": "https://nebius.com/", "summary": "Nebius provides GPU cloud infrastructure and software for AI training and inference. The figures are consolidated cash purchases, including intangible assets, rather than a pure datacenter-construction measure.", "hq": "NL", "tags": [ "Neocloud" ], "fields": { "company": "Nebius", "reporting_period": "CY2025 Q4", "period_end": "2025-12-31", "reported_on": null, "calendar_quarter": "2025 Q4", "capex_usd_millions": 2056, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Consolidated cash purchases of property and equipment and intangible assets; comparative periods use the presentation in the cited release.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://assets.nebius.com/assets/04f48f4e-48e9-468e-a428-ef16565c3fb5/Financial%20results_Q4%202025_11022026.pdf?cache-buster=2026-02-12T11%3A56%3A40.932Z", "title": "Nebius results release: Nebius CY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-cy2026-q1", "name": "Nebius — CY2026 Q1", "url": "https://nebius.com/", "summary": "Nebius provides GPU cloud infrastructure and software for AI training and inference. The figures are consolidated cash purchases, including intangible assets, rather than a pure datacenter-construction measure.", "hq": "NL", "tags": [ "Neocloud" ], "fields": { "company": "Nebius", "reporting_period": "CY2026 Q1", "period_end": "2026-03-31", "reported_on": null, "calendar_quarter": "2026 Q1", "capex_usd_millions": 2472.9, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Consolidated cash purchases of property and equipment and intangible assets; comparative periods use the presentation in the cited release.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://assets.nebius.com/assets/0de223a2-f519-408d-8c7e-04f2fef342a9/Financial%20results_Q1%202026.pdf?cache-buster=2026-05-13T10%3A36%3A29.509Z", "title": "Nebius results release: Nebius CY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-cy2026-q2", "name": "Nebius — CY2026 Q2", "url": "https://nebius.com/", "summary": "Nebius provides GPU cloud infrastructure and software for AI training and inference. The figures are consolidated cash purchases, including intangible assets, rather than a pure datacenter-construction measure.", "hq": "NL", "tags": [ "Neocloud" ], "fields": { "company": "Nebius", "reporting_period": "CY2026 Q2", "period_end": "2026-06-30", "reported_on": null, "calendar_quarter": "2026 Q2", "capex_usd_millions": 5657.4, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Consolidated cash purchases of property and equipment and intangible assets; comparative periods use the presentation in the cited release.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://assets.nebius.com/assets/dfe7a7f3-771e-4653-94e8-8f86bf126b1d/PR.pdf?cache-buster=2026-08-12T11%3A58%3A03.516Z", "title": "Nebius results release: Nebius CY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "period_end", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-fy2025-q1", "name": "Oracle — FY2025 Q1", "url": "https://www.oracle.com/", "summary": "Oracle sells cloud infrastructure, database software and enterprise applications to businesses. Its capital expenditures support its company-wide infrastructure buildout.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Oracle", "reporting_period": "FY2025 Q1", "period_end": null, "reported_on": "2024-09-09", "calendar_quarter": "2024 Q3", "capex_usd_millions": 2303, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross company-wide capital expenditures in the GAAP statement of cash flows, before supplemental financing and customer-prepayment offsets. Later fiscal quarters derived from cumulative amounts.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2024/Oracle-Announces-Fiscal-2025-First-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2025 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-fy2025-q2", "name": "Oracle — FY2025 Q2", "url": "https://www.oracle.com/", "summary": "Oracle sells cloud infrastructure, database software and enterprise applications to businesses. Its capital expenditures support its company-wide infrastructure buildout.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Oracle", "reporting_period": "FY2025 Q2", "period_end": null, "reported_on": "2024-12-09", "calendar_quarter": "2024 Q4", "capex_usd_millions": 3970, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross company-wide capital expenditures in the GAAP statement of cash flows, before supplemental financing and customer-prepayment offsets. Later fiscal quarters derived from cumulative amounts.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2025 Q2 = 6,273 (6-month cumulative) - 2,303 (3-month cumulative) = 3,970 USD million.", "revision_note": null }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2024/Oracle-Announces-Fiscal-2025-Second-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] }, { "url": "https://investor.oracle.com/investor-news/news-details/2024/Oracle-Announces-Fiscal-2025-First-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2025 Q2", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-fy2025-q3", "name": "Oracle — FY2025 Q3", "url": "https://www.oracle.com/", "summary": "Oracle sells cloud infrastructure, database software and enterprise applications to businesses. Its capital expenditures support its company-wide infrastructure buildout.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Oracle", "reporting_period": "FY2025 Q3", "period_end": null, "reported_on": "2025-03-10", "calendar_quarter": "2025 Q1", "capex_usd_millions": 5862, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross company-wide capital expenditures in the GAAP statement of cash flows, before supplemental financing and customer-prepayment offsets. Later fiscal quarters derived from cumulative amounts.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2025 Q3 = 12,135 (9-month cumulative) - 6,273 (6-month cumulative) = 5,862 USD million.", "revision_note": null }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-2025-Third-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] }, { "url": "https://investor.oracle.com/investor-news/news-details/2024/Oracle-Announces-Fiscal-2025-Second-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2025 Q3", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-fy2025-q4", "name": "Oracle — FY2025 Q4", "url": "https://www.oracle.com/", "summary": "Oracle sells cloud infrastructure, database software and enterprise applications to businesses. Its capital expenditures support its company-wide infrastructure buildout.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Oracle", "reporting_period": "FY2025 Q4", "period_end": null, "reported_on": "2025-06-11", "calendar_quarter": "2025 Q2", "capex_usd_millions": 9080, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross company-wide capital expenditures in the GAAP statement of cash flows, before supplemental financing and customer-prepayment offsets. Later fiscal quarters derived from cumulative amounts.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2025 Q4 = 21,215 (12-month cumulative) - 12,135 (9-month cumulative) = 9,080 USD million.", "revision_note": null }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-2025-Fourth-Quarter-and-Fiscal-Full-Year-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] }, { "url": "https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-2025-Third-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2025 Q4", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-fy2026-q1", "name": "Oracle — FY2026 Q1", "url": "https://www.oracle.com/", "summary": "Oracle sells cloud infrastructure, database software and enterprise applications to businesses. Its capital expenditures support its company-wide infrastructure buildout.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Oracle", "reporting_period": "FY2026 Q1", "period_end": null, "reported_on": "2025-09-09", "calendar_quarter": "2025 Q3", "capex_usd_millions": 8502, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross company-wide capital expenditures in the GAAP statement of cash flows, before supplemental financing and customer-prepayment offsets. Later fiscal quarters derived from cumulative amounts.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-fy2026-q2", "name": "Oracle — FY2026 Q2", "url": "https://www.oracle.com/", "summary": "Oracle sells cloud infrastructure, database software and enterprise applications to businesses. Its capital expenditures support its company-wide infrastructure buildout.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Oracle", "reporting_period": "FY2026 Q2", "period_end": null, "reported_on": "2025-12-10", "calendar_quarter": "2025 Q4", "capex_usd_millions": 12033, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross company-wide capital expenditures in the GAAP statement of cash flows, before supplemental financing and customer-prepayment offsets. Later fiscal quarters derived from cumulative amounts.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2026 Q2 = 20,535 (6-month cumulative) - 8,502 (3-month cumulative) = 12,033 USD million.", "revision_note": null }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-Second-Quarter-Financial-Results/", "title": "Oracle investor relations: Oracle FY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] }, { "url": "https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2026 Q2", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-fy2026-q3", "name": "Oracle — FY2026 Q3", "url": "https://www.oracle.com/", "summary": "Oracle sells cloud infrastructure, database software and enterprise applications to businesses. Its capital expenditures support its company-wide infrastructure buildout.", "hq": "US", "tags": [ "US hyperscaler", "With guidance" ], "fields": { "company": "Oracle", "reporting_period": "FY2026 Q3", "period_end": null, "reported_on": "2026-03-10", "calendar_quarter": "2026 Q1", "capex_usd_millions": 18635, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": 50000, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross company-wide capital expenditures in the GAAP statement of cash flows, before supplemental financing and customer-prepayment offsets. Later fiscal quarters derived from cumulative amounts.", "guidance_period": "FY2026", "guidance_commentary": null, "calculation": "FY2026 Q3 = 39,170 (9-month cumulative) - 20,535 (6-month cumulative) = 18,635 USD million.", "revision_note": null }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Fiscal-Year-2026-Third-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2026 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "guidance_period", "guidance_point_usd_millions", "reported_on", "reporting_period" ] }, { "url": "https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-Second-Quarter-Financial-Results/", "title": "Oracle investor relations: Oracle FY2026 Q3", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-fy2026-q4", "name": "Oracle — FY2026 Q4", "url": "https://www.oracle.com/", "summary": "Oracle sells cloud infrastructure, database software and enterprise applications to businesses. Its capital expenditures support its company-wide infrastructure buildout.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Oracle", "reporting_period": "FY2026 Q4", "period_end": null, "reported_on": "2026-06-10", "calendar_quarter": "2026 Q2", "capex_usd_millions": 16493, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross company-wide capital expenditures in the GAAP statement of cash flows, before supplemental financing and customer-prepayment offsets. Later fiscal quarters derived from cumulative amounts.", "guidance_period": null, "guidance_commentary": null, "calculation": "FY2026 Q4 = 55,663 (12-month cumulative) - 39,170 (9-month cumulative) = 16,493 USD million.", "revision_note": null }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Record-Q4-and-FY-2026-Results-Driven-by-Cloud-Infrastructure--Cloud-Applications/default.aspx", "title": "Oracle investor relations: Oracle FY2026 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "reported_on", "reporting_period" ] }, { "url": "https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Fiscal-Year-2026-Third-Quarter-Financial-Results/default.aspx", "title": "Oracle investor relations: Oracle FY2026 Q4", "accessed": "2026-11-11", "fields": [ "calculation" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-fy2027-q1", "name": "Oracle — FY2027 Q1", "url": "https://www.oracle.com/", "summary": "Oracle sells cloud infrastructure, database software and enterprise applications to businesses. Its capital expenditures support its company-wide infrastructure buildout.", "hq": "US", "tags": [ "US hyperscaler" ], "fields": { "company": "Oracle", "reporting_period": "FY2027 Q1", "period_end": null, "reported_on": "2026-09-10", "calendar_quarter": "2026 Q3", "capex_usd_millions": 28499, "cash_capex_usd_millions": null, "capex_cny_millions": null, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": 17966, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Gross company-wide capital expenditures in the GAAP statement of cash flows, before supplemental financing and customer-prepayment offsets. Later fiscal quarters derived from cumulative amounts.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Q1-Results-Driven-by-Triple-Digit-Growth-in-Cloud-Infrastructure-Revenues/default.aspx", "title": "Oracle investor relations: Oracle FY2027 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_usd_millions", "company", "net_cash_outlay_usd_millions", "reported_on", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tencent-cy2024-q4", "name": "Tencent — CY2024 Q4", "url": "https://www.tencent.com/", "summary": "Tencent provides cloud infrastructure and business services alongside games, social platforms and advertising. These figures cover capital expenditures across the group.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Tencent", "reporting_period": "CY2024 Q4", "period_end": null, "reported_on": null, "calendar_quarter": "2024 Q4", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 36578, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Tencent group capital expenditures for IT infrastructure, datacenters, land use rights, offices and intellectual property excluding media content. This recorded capex differs from capex cash payments.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://static.www.tencent.com/uploads/2026/03/18/e6a646796d0d869acc76271c9ee1a6a5.pdf", "title": "Tencent results announcement: Tencent CY2024 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tencent-cy2025-q1", "name": "Tencent — CY2025 Q1", "url": "https://www.tencent.com/", "summary": "Tencent provides cloud infrastructure and business services alongside games, social platforms and advertising. These figures cover capital expenditures across the group.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Tencent", "reporting_period": "CY2025 Q1", "period_end": null, "reported_on": null, "calendar_quarter": "2025 Q1", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 27476, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Tencent group capital expenditures for IT infrastructure, datacenters, land use rights, offices and intellectual property excluding media content. This recorded capex differs from capex cash payments.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://static.www.tencent.com/uploads/2026/05/13/47382ae415a209fd161bc19a1f9b3704.pdf", "title": "Tencent results announcement: Tencent CY2025 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tencent-cy2025-q2", "name": "Tencent — CY2025 Q2", "url": "https://www.tencent.com/", "summary": "Tencent provides cloud infrastructure and business services alongside games, social platforms and advertising. These figures cover capital expenditures across the group.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Tencent", "reporting_period": "CY2025 Q2", "period_end": null, "reported_on": null, "calendar_quarter": "2025 Q2", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 19107, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Tencent group capital expenditures for IT infrastructure, datacenters, land use rights, offices and intellectual property excluding media content. This recorded capex differs from capex cash payments.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.tencent.com/wp-content/uploads/2026/08/Tencent-Announces-2026-Second-Quarter-Results.pdf", "title": "Tencent results announcement: Tencent CY2025 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tencent-cy2025-q3", "name": "Tencent — CY2025 Q3", "url": "https://www.tencent.com/", "summary": "Tencent provides cloud infrastructure and business services alongside games, social platforms and advertising. These figures cover capital expenditures across the group.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Tencent", "reporting_period": "CY2025 Q3", "period_end": null, "reported_on": null, "calendar_quarter": "2025 Q3", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 12983, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Tencent group capital expenditures for IT infrastructure, datacenters, land use rights, offices and intellectual property excluding media content. This recorded capex differs from capex cash payments.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://static.www.tencent.com/uploads/2026/03/18/e6a646796d0d869acc76271c9ee1a6a5.pdf", "title": "Tencent results announcement: Tencent CY2025 Q3", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tencent-cy2025-q4", "name": "Tencent — CY2025 Q4", "url": "https://www.tencent.com/", "summary": "Tencent provides cloud infrastructure and business services alongside games, social platforms and advertising. These figures cover capital expenditures across the group.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Tencent", "reporting_period": "CY2025 Q4", "period_end": null, "reported_on": null, "calendar_quarter": "2025 Q4", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 19632, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Tencent group capital expenditures for IT infrastructure, datacenters, land use rights, offices and intellectual property excluding media content. This recorded capex differs from capex cash payments.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://static.www.tencent.com/uploads/2026/03/18/e6a646796d0d869acc76271c9ee1a6a5.pdf", "title": "Tencent results announcement: Tencent CY2025 Q4", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tencent-cy2026-q1", "name": "Tencent — CY2026 Q1", "url": "https://www.tencent.com/", "summary": "Tencent provides cloud infrastructure and business services alongside games, social platforms and advertising. These figures cover capital expenditures across the group.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Tencent", "reporting_period": "CY2026 Q1", "period_end": null, "reported_on": null, "calendar_quarter": "2026 Q1", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 31936, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": null, "capex_basis": "Tencent group capital expenditures for IT infrastructure, datacenters, land use rights, offices and intellectual property excluding media content. This recorded capex differs from capex cash payments.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://static.www.tencent.com/uploads/2026/05/13/47382ae415a209fd161bc19a1f9b3704.pdf", "title": "Tencent results announcement: Tencent CY2026 Q1", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tencent-cy2026-q2", "name": "Tencent — CY2026 Q2", "url": "https://www.tencent.com/", "summary": "Tencent provides cloud infrastructure and business services alongside games, social platforms and advertising. These figures cover capital expenditures across the group.", "hq": "CN", "tags": [ "China cloud" ], "fields": { "company": "Tencent", "reporting_period": "CY2026 Q2", "period_end": null, "reported_on": null, "calendar_quarter": "2026 Q2", "capex_usd_millions": null, "cash_capex_usd_millions": null, "capex_cny_millions": 52784, "guidance_low_usd_millions": null, "guidance_high_usd_millions": null, "guidance_point_usd_millions": null, "net_cash_outlay_usd_millions": null, "management_capex_usd_millions": null, "cash_capex_cny_millions": 59300, "capex_basis": "Tencent group capital expenditures for IT infrastructure, datacenters, land use rights, offices and intellectual property excluding media content. This recorded capex differs from capex cash payments.", "guidance_period": null, "guidance_commentary": null, "calculation": null, "revision_note": null }, "sources": [ { "url": "https://www.tencent.com/wp-content/uploads/2026/08/Tencent-Announces-2026-Second-Quarter-Results.pdf", "title": "Tencent results announcement: Tencent CY2026 Q2", "accessed": "2026-11-11", "fields": [ "calendar_quarter", "capex_basis", "capex_cny_millions", "cash_capex_cny_millions", "company", "reporting_period" ] } ], "verifiedAt": "2026-11-11", "featured": false } ] }