CapEx Growth Minus Cloud Revenue Growth
Hyperscaler CapEx and Cloud ROI
Health Contribution
0
Normalized score from raw value and configured thresholds.
Stress Buffer Contribution
0
How much buffer remains after this metric's pressure signal. Higher means more cushion.
Data Confidence
70
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 |
|---|---|---|---|---|---|
| 2026-06-30 | Amazon | 48.82 | 0 | 0 | FreshEstimated |
| 2026-06-30 | Microsoft | 61.83 | 0 | 0 | FreshEstimated |
| 2026-06-30 | Alphabet | 79.08 | 0 | 0 | FreshEstimated |
| 2026-05-31 | Oracle | 145.03 | 0 | 0 | FreshEstimated |
| 2026-03-31 | Meta | 13.72 | 54.27 | 54 | StaleEstimated |
Source trail
| Metric | Entity | Source | Status | Data Confidence | Observed |
|---|---|---|---|---|---|
| CapEx Growth Minus Cloud Revenue Growth | Amazon | SEC Company Facts: AMAZON.COM, INC. CapEx/revenue proxy | FreshPublicEstimated | 70 | 2026-06-30 |
| CapEx Growth Minus Cloud Revenue Growth | Microsoft | SEC Company Facts: MICROSOFT CORPORATION CapEx/revenue proxy | FreshPublicEstimated | 70 | 2026-06-30 |
| CapEx Growth Minus Cloud Revenue Growth | Alphabet | SEC Company Facts: Alphabet Inc. CapEx/revenue proxy | FreshPublicEstimated | 70 | 2026-06-30 |
| CapEx Growth Minus Cloud Revenue Growth | Oracle | SEC Company Facts: Oracle Corporation CapEx/revenue proxy | FreshPublicEstimated | 49 | 2026-05-31 |
| CapEx Growth Minus Cloud Revenue Growth | Meta | SEC Company Facts: Meta Platforms, Inc. CapEx/revenue proxy | StalePublicEstimated | 0 | 2026-03-31 |