Big Tech depreciation at 8.8% of revenue or more, Q4?
Big Tech
Microsoft, Alphabet, Amazon, Meta.8 voices · 8 claims2 sides2 machines
The other numbers are hidden until you lock yours. The readers, the machines and the Call are waiting.
The two sides
The spending outruns the cash
AI buildout capex for data center shells, GPUs and power is scaling faster than cloud, ads and AI revenue convert into operating cash flow. Purchases of…
The cash keeps pace
Simultaneous construction of many data centers runs about two years of spending ahead of any server being installed, so operating cash flow keeps rising even…
Divide the depreciation by the revenue that Microsoft, Alphabet, Amazon and Meta report for the quarter ended December 31, 2026 in their 10-Q or 10-K filings on SEC EDGAR, each line added across the companies first. SEC EDGAR, XBRL company facts of Microsoft, Alphabet, Amazon and Meta (Forms 10-Q and 10-K)
The exact question and the full rule
Did the depreciation of Microsoft, Alphabet, Amazon and Meta for the quarter ended December 31, 2026 come to at or above 8.8% of their revenue?
Divide the depreciation by the revenue that Microsoft, Alphabet, Amazon and Meta report for the quarter ended December 31, 2026 in their 10-Q or 10-K filings on SEC EDGAR, each line added across the companies first. The answer is yes if the ratio is at or above 8.8%; no if it is below 8.8%.
If the source is late or silent: If any of them has not filed by March 8, 2027, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.