Filing Flows › Industries › Services-Prepackaged Software › Capital spending and supply chain
Services-Prepackaged Software: capital spending and supply chain
SIC 7372 · 148 companies with filed cash-flow statements
Capital spending, 12 months$237.6B
Operating cash flow$337.7B
Capex / cash flow70%
Capex / revenue30.9%
Top 3 share98%
Analysis
148 companies in Services-Prepackaged Software (SIC 7372) spent $237.6B on capital projects over their latest twelve months, 70% of the $337.7B their operations generated; the three largest spenders — MSFT, ORCL, CRWV — account for 98%.
Capital spending is 30.9% of the industry's $770.0B of annual revenue.
By the industry's asset mix most of it goes to software (75%); about $50.3B is imported.
The largest supplier of that spending is software publishers ($69.9B).
Its largest supplying industries, by the input-output tables: software publishers ($78.1B), employment services ($26.9B), professional and commercial equipment and supplies ($21.2B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| MSFT Microsoft | $135.9B | $195.9B | 69% | TTM to Q1 FY27 |
| ORCL Oracle | $75.7B | $46.9B | 161% | TTM to Q1 FY27 |
| CRWV CoreWeave | $20.6B | $6.9B | 298% | TTM to Q2 2026 |
| CRM Salesforce | $596M | $15.8B | 4% | TTM to Q2 FY27 |
| NOW ServiceNow | $584M | $5.3B | 11% | TTM to Q3 2026 |
| CRWD CrowdStrike Holdings | $408M | $2.0B | 20% | TTM to Q2 FY27 |
| RBLX Roblox | $381M | $1.9B | 20% | TTM to Q3 2026 |
| NET Cloudflare | $322M | $682M | 47% | TTM to Q3 2026 |
| Electronic Arts | $234M | $2.3B | 10% | TTM to Q1 FY27 |
| ADBE Adobe | $214M | $10.8B | 2% | TTM to Q3 FY26 |
| CDNS Cadence Design Systems | $204M | $2.0B | 10% | TTM to Q3 2026 |
| SNPS Synopsys | $191M | $2.9B | 6% | TTM to Q3 FY26 |
| XYZ Block | $169M | $3.6B | 5% | TTM to Q3 2026 |
| TTWO Take Two Interactive Software | $163M | $500M | 33% | TTM to Q1 FY27 |
| PAYC Paycom Software | $151M | $810M | 19% | TTM to Q3 2026 |
| DOCU DocuSign | $125M | $1.3B | 9% | TTM to Q2 FY27 |
| MBLY Mobileye Global | $99.0M | $416M | 24% | TTM to Q3 2026 |
| FSLY Fastly | $73.8M | $131M | 57% | TTM to Q3 2026 |
| GTM ZoomInfo Technologies | $71.7M | $393M | 18% | TTM to Q3 2026 |
| CCC CCC Intelligent Solutions Holdings | $67.3M | $379M | 18% | TTM to Q3 2026 |
| HUBS HubSpot | $64.5M | $907M | 7% | TTM to Q3 2026 |
| SSNC SS&C Technologies Holdings | $64.5M | $1.8B | 4% | TTM to Q2 2026 |
| SNOW Snowflake | $58.0M | $1.3B | 5% | TTM to Q2 FY27 |
| ADSK Autodesk | $57.0M | $2.9B | 2% | TTM to Q2 FY27 |
| PDFS PDF Solutions | $49.2M | $49.2M | 100% | TTM to Q3 2026 |
| PLTR Palantir Technologies | $43.2M | $4.1B | 1% | TTM to Q3 2026 |
| DDOG Datadog | $41.0M | $1.3B | 3% | TTM to Q3 2026 |
| PCTY Paylocity Holding | $35.5M | $526M | 7% | TTM to Q1 FY27 |
| YOU Clear Secure | $33.3M | $491M | 7% | TTM to Q3 2026 |
| RBRK Rubrik | $33.2M | $337M | 10% | TTM to Q2 FY27 |
| CCSI Consensus Cloud Solutions | $30.1M | $140M | 22% | TTM to Q3 2026 |
| NTSK Netskope | $29.0M | −$41.1M | — | TTM to Q2 FY27 |
| SPSC SPS Commerce | $28.9M | $232M | 12% | TTM to Q3 2026 |
| DT Dynatrace | $28.7M | $607M | 5% | TTM to Q2 FY27 |
| DUOL Duolingo | $28.7M | $436M | 7% | TTM to Q3 2026 |
| KVYO Klaviyo | $28.7M | $274M | 10% | TTM to Q3 2026 |
| BSY Bentley Systems | $26.7M | $516M | 5% | TTM to Q3 2026 |
| TEAM Atlassian | $25.9M | $1.7B | 2% | TTM to Q1 FY27 |
| TDC Teradata | $25.0M | $758M | 3% | TTM to Q3 2026 |
| NABL N-able | $22.6M | $98.1M | 23% | TTM to Q3 2026 |
| DBX Dropbox | $22.4M | $938M | 2% | TTM to Q3 2026 |
| FIG Figma | $22.1M | $246M | 9% | TTM to Q3 2026 |
| SHOP Shopify | $21.0M | $2.7B | 1% | TTM to Q3 2026 |
| PTC PTC | $19.8M | $955M | 2% | TTM to Q3 FY26 |
| PCOR Procore Technologies | $19.8M | $375M | 5% | TTM to Q3 2026 |
| ACIW ACI Worldwide | $17.8M | $376M | 5% | TTM to Q3 2026 |
| BAND Bandwidth | $17.5M | $114M | 15% | TTM to Q3 2026 |
| INSE Inspired Entertainment | $17.3M | $46.9M | 37% | TTM to Q3 2026 |
| TYL Tyler Technologies | $17.0M | $758M | 2% | TTM to Q3 2026 |
| ZETA Zeta Global Holdings | $16.6M | $241M | 7% | TTM to Q2 2026 |
| CMRC Commerce.com | $16.1M | $33.8M | 48% | TTM to Q3 2026 |
| GEN Gen Digital | $16.0M | $1.8B | 1% | TTM to Q2 FY27 |
| U Unity Software | $15.5M | $622M | 2% | TTM to Q3 2026 |
| VRNS Varonis Systems | $14.8M | $133M | 11% | TTM to Q3 2026 |
| GDYN Grid Dynamics Holdings | $14.1M | $40.4M | 35% | TTM to Q3 2026 |
| FRSH Freshworks | $14.0M | $261M | 5% | TTM to Q3 2026 |
| MAPS WM Technology | $13.5M | $16.4M | 82% | TTM to Q2 2026 |
| DH Definitive Healthcare | $13.0M | $37.2M | 35% | TTM to Q3 2026 |
| QTWO Q2 Holdings | $12.4M | $245M | 5% | TTM to Q3 2026 |
| ALRM Alarm.com Holdings | $12.2M | $204M | 6% | TTM to Q3 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| Electronic Arts Inc. | SONY | 39% | Stated in 10-K (sentence) | filing |
| RBLX | AAPL | 29% | Stated in 10-K (sentence) | filing |
| Electronic Arts Inc. | MSFT | 17% | Stated in 10-K (sentence) | filing |
| ADSK | SNX | 14% | Stated in 10-K (sentence) | filing |
| RBRK | ARW | 73% | Stated in 10-K (sentence) | filing |
| RBRK | INGM | 68% | Stated in 10-K (sentence) | filing |
| RBLX | GOOGL | 15% | Stated in 10-K (sentence) | filing |
| TBLA | MSFT | 34% | Stated in 10-K (sentence) | filing |
| DUOL | AAPL | 61% | Stated in 10-K (sentence) | filing |
| TENB | INGM | 32% | Stated in 10-K (sentence) | filing |
| DUOL | GOOGL | 20% | Stated in 10-K (sentence) | filing |
| CRNC | Bosch | 50% | Stated in 10-K (sentence) | filing |
| BBAI | U.S. government | — | Stated in 10-K (XBRL) | filing |
| DRTTF | ROAD | 47% | Stated in 10-K (sentence) | filing |
| RCAT | U.S. government | 73% | Stated in 10-K (sentence) | filing |
| RMNI | ORCL | 5% | Stated in 10-K (sentence) | filing |
| MYSZ | AMZN | 81% | Stated in 10-K (sentence) | filing |
| MSGM | MSFT | 64% | Stated in 10-K (sentence) | filing |
| QXL | GOOGL | 25% | Stated in 10-K (sentence) | filing |
| GSIT | CDNS | 12% | Stated in 10-K (sentence) | filing |
| IDAI | S And P 500 Bank | 64% | Stated in 10-K (XBRL) | filing |
| IVDA | Taiwan Stock Exchange Corporation | 15% | Stated in 10-K (XBRL) | filing |
| IVDA | CHT | 12% | Stated in 10-K (XBRL) | filing |
| DBMM | BSY | 44% | Stated in 10-K (sentence) | filing |
| MSFT | NSIT | 32% | Stated in 10-K (sentence) | filing |
| MSFT | CNXN | 13% | Stated in 10-K (sentence) | filing |
| MSFT | XHLD | 13% | Stated in 10-K (sentence) | filing |
| MSFT | EXTR | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | LRN | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | HCAT | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | GLXY | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | CVLT | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | PLTR | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | OLB | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | TREE | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | VERI | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | RM | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | BBAI | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | BL | — | Stated in 10-K (named, share not stated) | filing |
| MSFT | IPM | — | 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.