Filing Flows › Industries › Services-Computer Programming, Data Processing, Etc. › Capital spending and supply chain
Services-Computer Programming, Data Processing, Etc.: capital spending and supply chain
SIC 7370 · 36 companies with filed cash-flow statements
Analysis
36 companies in Services-Computer Programming, Data Processing, Etc. (SIC 7370) spent $265.7B on capital projects over their latest twelve months, 82% of the $322.9B their operations generated; the three largest spenders — GOOGL, META, TTD — account for 100%.
Capital spending is 33.7% of the industry's $788.6B of annual revenue.
By the industry's asset mix most of it goes to software (63%); about $40.9B is imported.
The largest supplier of that spending is software publishers ($41.4B).
Its largest supplying industries, by the input-output tables: employment services ($16.9B), internet publishing and broadcasting and web search portals ($15.6B), software publishers ($10.7B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| GOOGL Alphabet | $159.8B | $179.6B | 89% | TTM to Q3 2026 |
| META Meta Platforms | $104.4B | $133.1B | 78% | TTM to Q3 2026 |
| TTD Trade Desk | $219M | $1.1B | 20% | TTM to Q2 2026 |
| SNAP Snap | $207M | $983M | 21% | TTM to Q3 2026 |
| DOCN DigitalOcean Holdings | $131M | $375M | 35% | TTM to Q3 2026 |
| FLUT Flutter Entertainment | $95.0M | $1.3B | 7% | TTM to Q3 2026 |
| SABR Sabre | $94.0M | $16.6M | 565% | TTM to Q3 2026 |
| ZM Zoom Communications | $74.6M | $2.0B | 4% | TTM to Q2 FY27 |
| MTCH Match Group | $69.3M | $1.2B | 6% | TTM to Q3 2026 |
| PINS Pinterest | $65.6M | $1.3B | 5% | TTM to Q3 2026 |
| TRIP TripAdvisor | $65.6M | $31.2M | 210% | TTM to Q3 2026 |
| RXT Rackspace Technology | $63.0M | $104M | 61% | TTM to Q2 2026 |
| TBLA Taboola.com | $60.2M | $235M | 26% | TTM to Q3 2026 |
| MGNI Magnite | $56.8M | $297M | 19% | TTM to Q3 2026 |
| RUM RUM Group | $46.9M | −$106M | — | TTM to Q2 2026 |
| DV DoubleVerify Holdings | $41.9M | $209M | 20% | TTM to Q3 2026 |
| PPLI People | $31.9M | $142M | 22% | TTM to Q3 2026 |
| NIQ NIQ Global Intelligence | $31.0M | $537M | 6% | TTM to Q2 2026 |
| TEM Tempus AI | $28.4M | −$108M | — | TTM to Q3 2026 |
| PUBM PubMatic | $14.5M | $88.0M | 17% | TTM to Q2 2026 |
| EVER EverQuote | $6.1M | $121M | 5% | TTM to Q3 2026 |
| CEVA Ceva | $4.9M | $3.8M | 128% | TTM to Q2 2026 |
| BLND Blend Labs | $4.3M | $17.7M | 24% | TTM to Q3 2026 |
| TEAD Teads Holding | $3.4M | −$42.2M | — | TTM to Q2 2026 |
| HSTM Healthstream | $2.2M | $71.2M | 3% | TTM to Q3 2026 |
| DSP Viant Technology | $1.4M | $67.4M | 2% | TTM to Q2 2026 |
| NXDR Nextdoor Holdings | $1.1M | $37.6M | 3% | TTM to Q3 2026 |
| HCAT Health Catalyst | $1.1M | $26.8M | 4% | TTM to Q3 2026 |
| GRND Grindr | $1.1M | $150M | 1% | TTM to Q3 2026 |
| ZIP Ziprecruiter | $847K | $22.2M | 4% | TTM to Q2 2026 |
| CSAI Cloudastructure | $214K | −$7.4M | — | TTM to Q2 2026 |
| IPM Intelligent Protection Management | $79K | −$566K | — | TTM to Q2 2026 |
| CDLX Cardlytics | $75K | −$7.1M | — | TTM to Q3 2026 |
| DJT Trump Media & Technology Group | $28K | $8.5M | 0% | TTM to Q2 2026 |
| IPDN Professional Diversity Network | −$2 | −$2.3M | — | TTM to Q2 2026 |
| PODC PodcastOne | −$90K | $1.1M | -8% | TTM to Q1 FY27 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| WMG | GOOGL | 12% | Stated in 10-K (sentence) | filing |
| RBLX | GOOGL | 15% | Stated in 10-K (sentence) | filing |
| TBLA | MSFT | 34% | Stated in 10-K (sentence) | filing |
| PPLI | GOOGL | 14% | Stated in 10-K (XBRL) | filing |
| TASK | META | 26% | Stated in 10-K (sentence) | filing |
| DUOL | GOOGL | 20% | Stated in 10-K (sentence) | filing |
| SST | GOOGL | 67% | Stated in 10-K (sentence) | filing |
| PEW | GOOGL | 67% | Stated in 10-K (sentence) | filing |
| QXL | GOOGL | 25% | Stated in 10-K (sentence) | filing |
| BOTY | META | 24% | Stated in 10-K (sentence) | filing |
| BOTY | GOOGL | 18% | Stated in 10-K (sentence) | filing |
| NDAQ | RXT | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | HCAT | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | IPM | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | DOCN | — | Stated in 10-K (named, share not stated) | filing |
| ILMN | TEM | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | NXDR | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | PINS | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | PODC | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | SNAP | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | BLND | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | TRIP | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | ZIP | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | DOCN | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | GRND | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | MTCH | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | PODC | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | SNAP | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | TBLA | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | BMBL | — | Stated in 10-K (named, share not stated) | filing |
| META | ZDGE | — | Stated in 10-K (named, share not stated) | filing |
| META | IZEA | — | Stated in 10-K (named, share not stated) | filing |
| PPLI | NPK | — | Stated in 10-K (named, share not stated) | filing |
| PPLI | AAGH | — | Stated in 10-K (named, share not stated) | filing |
| PPLI | BNC | — | Stated in 10-K (named, share not stated) | filing |
| PPLI | LIF | — | Stated in 10-K (named, share not stated) | filing |
| GOOGL | GDRX | — | Stated in 10-K (named, share not stated) | filing |
| GOOGL | DASH | — | Stated in 10-K (named, share not stated) | filing |
| GOOGL | GRND | — | Stated in 10-K (named, share not stated) | filing |
| GOOGL | W | — | Stated in 10-K (named, share not stated) | 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.