[OC] Big Tech CapEx in % des Umsatzes (2015–2026) – vierteljährliche Daten aus SEC-Einreichungen
Von Low_Ability4450
[OC] Big Tech CapEx in % des Umsatzes (2015–2026) – vierteljährliche Daten aus SEC-Einreichungen
Von Low_Ability4450
4 Kommentare
Source: SEC EDGAR XBRL API (10-K, 10-Q filings)
Tool: Python + matplotlib
Data: 210 quarterly observations for AAPL, MSFT, GOOGL, AMZN, META, NVDA
Full dataset and extraction script: [https://github.com/eco3min/sec-capex-tracker](https://github.com/eco3min/sec-capex-tracker)
Interactive chart + CSV download: [https://eco3min.fr/en/big-tech-capex-revenue-ratio-quarterly-dataset/](https://eco3min.fr/en/big-tech-capex-revenue-ratio-quarterly-dataset/)
It’s interesting but also sort of not. If Apple needs a new factory built for iPhones, it’s not capex for them but for their manufacturers. For them it’s just then included in operating expenses where some of the revenue for their suppliers go to paying off THEIR capex. Whereas for Google and Microsoft etc they’re building out huge data centers.
It would be interesting to include traditional “capital intensive” businesses (e.g. automakers, oil super-majors) to get a sense of how they compare.
Good chart but capex as a % of operating income or cash flow from operating activities would be more useful