Filing Flows › Industries › Computer Communications Equipment › Capital spending and supply chain
Computer Communications Equipment: capital spending and supply chain
SIC 3576 · 6 companies with filed cash-flow statements
Analysis
6 companies in Computer Communications Equipment (SIC 3576) spent $137M on capital projects over their latest twelve months, 9% of the $1.5B their operations generated; the three largest spenders — FFIV, EXTR, ATEN — account for 89%.
Capital spending is 0.2% of the industry's $81.5B of annual revenue.
By the industry's asset mix most of it goes to equipment (44%); about $386M is imported.
The largest supplier of that spending is manufacturing structures ($376M).
Its largest supplying industries, by the input-output tables: imports ($9.8B), household appliances and electrical and electronic goods ($4.1B), broadcast and wireless communications equipment ($1.8B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| FFIV F5 | $79.8M | $1.0B | 8% | TTM to Q3 FY26 |
| EXTR Extreme Networks | $27.8M | $183M | 15% | TTM to Q1 FY27 |
| ATEN A10 Networks | $14.5M | $88.0M | 16% | TTM to Q3 2026 |
| NTGR Netgear | $12.6M | $7.2M | 175% | TTM to Q3 2026 |
| DGII Digi International | $2.4M | $138M | 2% | TTM to Q3 FY26 |
| INTZ Intrusion | $107K | −$8.9M | — | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| FN | CSCO | 20% | Stated in 10-K (customer table) | filing |
| PLUS | CSCO | 29% | Stated in 10-K (sentence) | filing |
| EXTR | Jenne Inc | 16% | Stated in 10-K (XBRL) | filing |
| EXTR | SNX | 15% | Stated in 10-K (XBRL) | filing |
| INTZ | U.S. government | 95% | Stated in 10-K (sentence) | filing |
| MSFT | EXTR | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | EXTR | — | Stated in 10-K (named, share not stated) | filing |
| ANET | CCOI | — | Stated in 10-K (named, share not stated) | filing |
| PLUS | ANET | — | Stated in 10-K (named, share not stated) | filing |
| CSCO | CCOI | — | Stated in 10-K (named, share not stated) | filing |
| CSCO | SCSC | — | Stated in 10-K (named, share not stated) | filing |
| CSCO | PLUS | — | Stated in 10-K (share of revenue from its products) | filing |
The interactive money flow: switch views, follow each dollar →
Evidence grades: A filed figure · B computed from filed figures · C industry average (BEA input-output and fixed-asset tables) applied to filed figures. Estimates are not the companies’ own records. Not investment advice.