Filing Flows › Industries › Services-Computer Processing & Data Preparation › Capital spending and supply chain
Services-Computer Processing & Data Preparation: capital spending and supply chain
SIC 7374 · 36 companies with filed cash-flow statements
Analysis
36 companies in Services-Computer Processing & Data Preparation (SIC 7374) spent $6.4B on capital projects over their latest twelve months, 35% of the $18.1B their operations generated; the three largest spenders — APLD, VRSK, DXC — account for 82%.
Capital spending is 7.4% of the industry's $86.0B of annual revenue.
By the industry's asset mix most of it goes to software (58%); about $1.4B is imported.
The largest supplier of that spending is software publishers ($1.2B).
Its largest supplying industries, by the input-output tables: other real estate ($2.6B), imports ($2.5B), employment services ($2.1B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| APLD Applied Digital | $4.7B | $235M | 1995% | TTM to Q1 FY27 |
| VRSK Verisk Analytics | $266M | $1.4B | 19% | TTM to Q3 2026 |
| DXC DXC Technology | $258M | $1.3B | 20% | TTM to Q2 FY27 |
| WDAY Workday | $237M | $3.1B | 8% | TTM to Q2 FY27 |
| CLVT Clarivate | $237M | $559M | 42% | TTM to Q3 2026 |
| ADP Automatic Data Processing | $203M | $5.4B | 4% | TTM to Q1 FY27 |
| TOST Toast | $64.0M | $668M | 10% | TTM to Q3 2026 |
| TASK TaskUs | $49.1M | $150M | 33% | TTM to Q3 2026 |
| SSTK Shutterstock | $41.8M | $72.5M | 58% | TTM to Q3 2026 |
| FIVN Five9 | $34.2M | $248M | 14% | TTM to Q3 2026 |
| RNG RingCentral | $32.1M | $699M | 5% | TTM to Q3 2026 |
| PLTK Playtika Holding | $29.0M | $510M | 6% | TTM to Q3 2026 |
| IBEX Ibex | $27.3M | $59.7M | 46% | TTM to Q1 FY27 |
| LZ Legalzoom.com | $24.1M | $161M | 15% | TTM to Q3 2026 |
| EVTC Evertec | $23.9M | $246M | 10% | TTM to Q3 2026 |
| SHAZ SharonAI Holdings | $23.5M | $22.3M | 105% | TTM to Q2 2026 |
| PEGA Pegasystems | $20.5M | $463M | 4% | TTM to Q3 2026 |
| TCX Tucows | $20.0M | −$1.8M | — | TTM to Q3 2026 |
| FA First Advantage | $14.8M | $253M | 6% | TTM to Q3 2026 |
| INOD Innodata | $10.5M | $93.5M | 11% | TTM to Q3 2026 |
| QBTS D-Wave Quantum | $8.2M | −$111M | — | TTM to Q2 2026 |
| UPWK Upwork | $7.9M | $200M | 4% | TTM to Q3 2026 |
| OOMA Ooma | $6.8M | $37.1M | 18% | TTM to Q2 FY27 |
| RDDT Reddit | $6.6M | $1.2B | 1% | TTM to Q3 2026 |
| VERI Veritone | $4.7M | −$50.1M | — | TTM to Q2 2026 |
| GDRX GoodRx Holdings | $4.5M | $202M | 2% | TTM to Q2 2026 |
| EGHT 8X8 | $3.4M | $65.2M | 5% | TTM to Q2 FY27 |
| CARG CarGurus | $3.1M | $328M | 1% | TTM to Q3 2026 |
| SEQC SeeQC | $2.6M | −$11.9M | — | TTM to Q3 2026 |
| YEXT Yext | $2.1M | $55.1M | 4% | TTM to Q2 FY27 |
| GLOO Gloo Holdings | $2.0M | −$64.2M | — | TTM to Q2 FY27 |
| CARS Cars.com | $1.2M | $152M | 1% | TTM to Q3 2026 |
| LIF Life360 | $1.0M | $104M | 1% | TTM to Q2 2026 |
| NRDS Nerdwallet | $1.0M | $147M | 1% | TTM to Q3 2026 |
| HNGE Hinge Health | $666K | $291M | 0% | TTM to Q2 2026 |
| FIRY Firy | −$355K | −$61.8M | — | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| TASK | META | 26% | Stated in 10-K (sentence) | filing |
| HNGE | ELV | 17% | Stated in 10-K (sentence) | filing |
| LIF | AMZN | 10% | Stated in 10-K (sentence) | filing |
| INFQ | U.S. government | 60% | Stated in 10-K (sentence) | filing |
| CAST | Related party customer Celebrity Cigars, Inc | 30% | Stated in 10-K (XBRL) | filing |
| MSFT | VERI | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | GDRX | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | LZ | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | VERI | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | LIF | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | TOST | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | LIF | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | UPWK | — | 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 | LIF | — | Stated in 10-K (named, share not stated) | filing |
| GOOGL | UPWK | — | 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.