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Tech FCF comparison across market cap tiers

Can you build a chart with Free cash flow of leading tech companies. In fact can you make multiple charts, groups of sizes. But do it in batches so i can see intermediate results.

26 days ago
5 replies Ask a follow up

I'll build charts for leading tech companies in batches. Let me start with the largest tier (Mega-cap, >$1T market cap).The result is in long format but I need wide format for the chart. Let me reshape it.The annual data has different fiscal year ends so dates don't align well for a single chart. Let me use TTM approach with aligned calendar quarter-ends for a cleaner comparison.Batch 1: Mega-cap tech (>$1T) — Free Cash Flow, TTM

Loading chart...Now Batch 2: Large-cap tech ($200B–$1T) — Meta, Amazon, Netflix, Tesla.Batch 2: Large-cap tech ($200B–$1T) — Free Cash Flow, TTM

Loading chart...Now Batch 3: Mid-cap tech ($50B–$200B) — Salesforce, Oracle, Adobe, Cisco, IBM, Intel.Batch 3: Mid-cap tech ($50B–$200B) — Free Cash Flow, TTM

Loading chart...Now Batch 4: Mid-cap growth/SaaS ($50B–$200B) — Palantir, AMD, Shopify, Snowflake, ServiceNow.Batch 4: Growth / Cloud SaaS ($50B–$200B) — Free Cash Flow, TTM

Loading chart...Here are the four batched charts for tech free cash flow (TTM, $B):

Batch 1 — Mega-cap (>$1T): Apple, Microsoft, Alphabet, NVIDIA. All four are FCF-positive with strong upward trajectories; Apple and Microsoft lead in absolute dollars (~$130B and ~$73B respectively as of Mar 26 TTM), while NVIDIA shows the steepest growth curve (~$10B → ~$97B over 6 quarters).

Batch 2 — Large-cap ($200B–$1T): Amazon, Meta, Netflix, Tesla. Meta dominates with ~$48B FCF and stable generation; Amazon's FCF has collapsed into negative territory (Mar 26 TTM: −$2.5B) due to surging AI capex; Netflix growing steadily (~$7B → ~$12B); Tesla oscillating in the $4–7B range.

Batch 3 — Established mid-cap ($50B–$200B): Salesforce, Oracle, Adobe, Cisco, IBM, Intel. Salesforce and IBM lead with ~$14B and ~$12B; Intel remains deeply FCF-negative (improving from −$16B to −$3B); Oracle has fallen sharply into negative territory on heavy capex.

Batch 4 — Growth / Cloud SaaS ($50B–$200B): AMD, ServiceNow, Palantir, Shopify, Snowflake. AMD shows the most explosive growth (~$2.4B → ~$8.6B) as AI tailwinds hit; ServiceNow leads at ~$4.6B; Snowflake still modest at ~$1.1B.

All values are trailing twelve months ending at each calendar quarter, aligned to a common calendar grid (Dec 24 → Mar 26). Let me know if you'd like a fifth batch (semiconductors, smaller cap), or to switch to annual reporting, FCF margins, or revenue overlay.

about 1 month ago
4 replies Ask a follow up

Can we look at some ones not present in this - known for "AI". Find a list of latest AI names not in this.

about 1 month ago
3 replies Ask a follow up

I'll search for the latest AI-focused names. Let me find ones with significant market cap that aren't in the previous batches.I have a comprehensive picture. Let me filter for AI-relevant names not in the prior batches and organize them by tier.Cerebras isn't in the database. Here are the AI-relevant names not in the prior four batches, organized by size and theme:

Already covered in batches: AAPL, MSFT, NVDA, GOOGL, META, AMZN, NFLX, TSLA, CRM, ORCL, ADBE, CSCO, IBM, INTC, AMD, NOW, PLTR, SHOP, SNOW.

Mega/large-cap AI infrastructure (new): - TSM — Taiwan Semiconductor (~$1.9T) — the foundry toll road - AVGO — Broadcom (~$1.7T) — custom AI silicon + networking - MU — Micron (~$480B) — HBM memory for AI accelerators - ASML — ASML Holding (~$480B) — exclusive EUV lithography - AMAT — Applied Materials (~$270B) — chipmaking equipment - LRCX — Lam Research — chipmaking equipment - QCOM — Qualcomm (~$140B) — AI at the edge / mobile - DELL — Dell Technologies — AI servers - HPE — Hewlett Packard Enterprise — AI servers - ANET — Arista Networks (~$200B+) — AI cluster networking

Large-cap AI software/security (new): - PANW — Palo Alto Networks (~$135B) — AI cybersecurity - CRWD — CrowdStrike (~$110B) — AI cybersecurity - DDOG — Datadog — AI observability - NET — Cloudflare — AI edge - APP — AppLovin — AI-driven ad tech

Mid-cap AI infrastructure (new): - VRT — Vertiv Holdings — power & cooling for AI data centers - SMCI — Super Micro Computer — AI servers - MRVL — Marvell Technology — custom silicon / interconnects - CDNS — Cadence Design Systems — EDA tools for AI chips - SNPS — Synopsys — EDA tools for AI chips - ARM — Arm Holdings — AI chip IP - CRWV — CoreWeave — pure-play AI cloud - ALAB — Astera Labs — AI fabric connectivity

Smaller/more speculative AI pure-plays: - SOUN — SoundHound AI — conversational AI - AI — C3.ai — enterprise AI applications - BBAI — BigBear.ai — AI defense/intelligence - INOD — Innodata — AI data services - APLD — Applied Digital — AI data center hosting - IRDM — Iridium? (likely Iridium Communications, satellite IoT) - IONQ — IonQ — quantum computing

China-listed AI pure-plays (recently IPO'd): - Z.AI (Knowledge Atlas Technology) — listed HKEX Jan 2026, GLM-5 model - Minimax — Chinese AI lab, recently public on HKEX

Want me to load and chart one of these groups? A few suggested batches: - AI infrastructure picks-and-shovels: TSM, AVGO, MU, ASML, AMAT, LRCX - AI servers / cloud: DELL, HPE, SMCI, CRWV, ANET, VRT - AI software / security: PANW, CRWD, DDOG, NET, APP - Mid-cap AI enablers: MRVL, CDNS, SNPS, ARM, ALAB

Which would you like first?

about 1 month ago
2 replies Ask a follow up

I want all - split into batches of 3-4 each.

about 1 month ago
1 reply Ask a follow up

I'll split all new AI names into 4 batches of 3-4 and build FCF charts for each. Let me start with the first batch.

Batch 1: Foundry & memory (TSM, AVGO, MU)TSM isn't in the local database. Let me proceed with AVGO and MU for batch 1.Batch 1: AI memory & custom silicon (AVGO, MU) — Free Cash Flow, TTM

TSM is not in the local database, so it's excluded. AVGO and MU are shown.

Loading chart...Batch 2: Chip equipment & edge (ASML, AMAT, LRCX, QCOM)Batch 2: AI chip equipment & edge (ASML, AMAT, LRCX, QCOM) — Free Cash Flow, TTM

Loading chart...Batch 3: AI servers, networking & cooling (DELL, HPE, ANET, VRT, SMCI)Batch 3: AI servers, networking & cooling (DELL, HPE, ANET, VRT, SMCI) — Free Cash Flow, TTM

Loading chart...Batch 4: AI silicon IP, EDA & software/security (MRVL, ARM, CDNS, SNPS, PANW)Batch 4: AI silicon IP, EDA & software/security (MRVL, ARM, CDNS, SNPS, PANW) — Free Cash Flow, TTM

Loading chart...Batch 5: AI software/security — observability, edge & ad-tech (CRWD, DDOG, NET, APP)Batch 5: AI software/security (CRWD, DDOG, NET, APP) — Free Cash Flow, TTM

Loading chart...Batch 6: Mid/smaller AI enablers (CRWV, ALAB, IONQ)Batch 6: Mid/smaller AI enablers (CRWV, ALAB, IONQ) — Free Cash Flow, TTM

Loading chart...Batch 7: AI pure-plays — small/micro cap (SOUN, AI, BBAI, INOD)

about 1 month ago