CapEx Growth Minus Cloud Revenue Growth
Hyperscaler CapEx and Cloud ROI
Health Contribution
54
Normalized score from raw value and configured thresholds.
Stress Buffer Contribution
54
How much buffer remains after this metric's pressure signal. Higher means more cushion.
Data Confidence
47
Freshness and estimate-adjusted data confidence for this metric.
Definition
Direction
Lower is better
Layer
Hyperscaler CapEx and Cloud ROI
Frequency
Quarterly
Weight
0.22
TTL days
120
Thresholds
Green 0 · Yellow 15 · Red 30
Raw History
| Observed | Entity | Value | Health | Stress Buffer | Labels |
|---|---|---|---|---|---|
| 2026-03-31 | Meta | 13.72 | 54.27 | 54 | FreshEstimated |
| 2026-03-31 | Alphabet | 85.65 | 0 | 0 | FreshEstimated |
| 2026-03-31 | Amazon | 60.07 | 0 | 0 | FreshEstimated |
| 2026-03-31 | Microsoft | 66.09 | 0 | 0 | FreshEstimated |
| 2026-02-28 | Oracle | 201.13 | 0 | 0 | FreshEstimated |
Source trail
| Metric | Entity | Source | Status | Data Confidence | Observed |
|---|---|---|---|---|---|
| CapEx Growth Minus Cloud Revenue Growth | Meta | SEC Company Facts: Meta Platforms, Inc. CapEx/revenue proxy | FreshPublicEstimated | 47 | 2026-03-31 |
| CapEx Growth Minus Cloud Revenue Growth | Alphabet | SEC Company Facts: Alphabet Inc. CapEx/revenue proxy | FreshPublicEstimated | 47 | 2026-03-31 |
| CapEx Growth Minus Cloud Revenue Growth | Amazon | SEC Company Facts: AMAZON.COM, INC. CapEx/revenue proxy | FreshPublicEstimated | 47 | 2026-03-31 |
| CapEx Growth Minus Cloud Revenue Growth | Microsoft | SEC Company Facts: MICROSOFT CORPORATION CapEx/revenue proxy | FreshPublicEstimated | 47 | 2026-03-31 |
| CapEx Growth Minus Cloud Revenue Growth | Oracle | SEC Company Facts: Oracle Corporation CapEx/revenue proxy | StalePublicEstimated | 21 | 2026-02-28 |