Reporting periods and FCF definitions differ by company. Reports also show the currency conversion and company-defined bases for the 2 Chinese companies.
Each metric is indexed to its maximum absolute value over the available history = 100. Uncheck a metric to hide it.
LATEST SNAPSHOT
Latest quarterly snapshot
B$ · USD BILLIONS
Company
Period
Revenue
Operating income
Net income
OCF · Total
Net cash CapEx · Common basis
Cash CapEx · Chinese company basis
FCF · Company-defined
FCF · Calculated
Cash
Total liabilities
CROSS-COMPANY ANALYSIS
Metric Comparison
Select one metric at a time to compare in US$ billions. Companies excluded from a common-basis comparison are identified below.
Select companies
Select or deselect companies. At the 10-company limit, deselect one before adding another. Your selection is retained across metrics with the same eligible companies.
LATEST-QUARTER COMPARISON
Comparison positions are fixed at initial registration; new quarters are appended to the right. Even at the same position, fiscal quarters and quarter-end dates may differ by company. Inspect each point for its actual fiscal quarter, end date and amount. Undisclosed values remain blank; previous quarters' values are never substituted for the latest reported values. Company-defined FCF differs by issuer, and total calculated FCF is also provided for comparison. Growth rates with a negative or 0 base are omitted.
FORWARD REVENUE MONITOR
Market Overview
8 companies disclose values. Meta and Apple do not disclose comparable totals; no total was found for Alibaba and Tencent in reviewed filings. Scope and definitions must be reviewed together.
CUMULATIVE TREND
Reported RPO / Backlog
Comparison positions remain fixed at initial registration, with new quarters appended to the right. Shorter disclosure histories begin at their fixed import positions. Unavailable values remain blank; inspect each point for the actual fiscal period-end date.
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Definition break
Alphabet has included contracts with a duration of 1 year or less in backlog since 2026 Q1. QoQ growth across that definition boundary is omitted. Microsoft distinguishes total RPO from Commercial RPO; Tesla data covers its energy business.
LATEST DISCLOSURES
Comparable view
PARTIAL COMPARABILITY
Company
Period
Metric scope
Reported
QoQ
Forward bucket
Status
COMPANY DEEP DIVE
Company Financials
INVESTMENT INSIGHTS
Financial insights
LATEST NEWS · 7 DAYS
Recent news
Last 7 days · Up to 3 items per company · Free source articles in Korean or English
Daily checks begin at 07:00 (KST), and updates are published after verification. Items are automatically hidden 168 hours after their original publication. Articles without a publication time are excluded conservatively based on their date. Titles have been translated and edited; implications are interpretations based on the articles.
This is the same report opened by the “Earnings” button in the quarterly history table below. Select a quarter to display the full report here.
Explore a company’s long-term trends, profitability, investment needs and the relationship between RPO, revenue and cash. Use Overview for the latest cross-company snapshot.
CUMULATIVE FINANCIAL TREND
Revenue
PROFITABILITY
Profitability
CAPITAL INTENSITY
Investment intensity
RPO → REVENUE → CASH
Contract balances and cash flow
QUARTERLY FINANCIALS
Quarterly results
B$ · USD BILLIONS
Period
Revenue
Operating income
Net income
OCF · Total
Net cash CapEx · Common basis
Cash CapEx · Chinese company basis
FCF · Company-defined
FCF · Calculated
Cash
Total liabilities
Earnings release
Based on SEC/HKEX filings and company releases. Directly reported quarterly values take priority; year-to-date cash flows are converted into individual quarters on the same fiscal basis. B$ means US$ billions. Total liabilities are not the same as interest-bearing debt. Company filings ↗
COMPANY ANALYSIS
Company Detail
TIME SERIES
FORWARD REVENUE BUCKET
Disclosed horizon
QUARTER HISTORY
Reported observations
Period
Period end
Reported value
QoQ
Definition
Source
AUDIT TRAIL
Source Inspector
Trace reported values to official source documents.
PRINT & EXPORT
Print & Export
Company financial report
Print cash flow insights, OCF / FCF charts, quarterly financial tables and sources in A4 landscape. You can save as PDF in the print dialog.
Turn off browser headers and footers in print settings to omit the page URL.
Download quarterly data
The selected date range uses quarter-end dates. Selecting all companies exports quarterly financial and RPO data for every covered company.
Each row represents one company, quarter and metric. Amounts are in B$, with filing sources, definitions, status and as-of dates. Undisclosed values, aggregate values not confirmed in reviewed filings, and values excluded from common-basis comparisons have distinct statuses and are saved as blank values. Chinese companies include currency-conversion bases and disclosure precision. Excel stores amounts as numbers.
KOREAN USER GUIDE
User Guide
For RPO and backlog, review the definition, scope and period together.
Data basis: All amounts are in B$ (billions of US dollars). Direct quarterly disclosures take priority, and small differences in totals are not adjusted to match annual figures. Chinese companies' FCF and cash CapEx are displayed separately using company definitions and are excluded from common-basis rankings and totals. Aggregate RPO for the Chinese companies could not be confirmed in the reviewed disclosures. Company-defined FCF and total calculated FCF are distinguished. R denotes directly reported values, D denotes values calculated from disclosed components, and N denotes an aggregate value not confirmed in the reviewed disclosures. Tesla cash flow uses the initially reported figures.
Scheduled updates: Daily at 07:00 (KST) · Official earnings and major news are added after verification. At 09:30 and 11:00, only companies awaiting conference calls are rechecked, and the reports' conclusions and supporting evidence are supplemented after management remarks and Q&A have been reviewed. Starting with new earnings releases, reports show “Call pending / Conference call incorporated” and the actual verification time. Items still unverified at 11:00 and later call schedules are reported separately. Each time is a check start time; completion times may vary.
First examine overall financial trends and differences between companies, then interpret them alongside remaining contract balances, and verify important numbers in the official original filings.
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HOME
Latest Earnings at a Glance
Earnings / FinancialsIn the Home table, “Earnings” opens the report for that quarter, while “Financials” opens that company's Company Financials view.
Return to the Start ScreenSelect the AI logo or site name at the top, or 00 Home on the left. You can also return using a report's Home button.
Menus on Small ScreensSelect the “Menu” button at the top to expand menus 01–08.
01
FINANCIAL OVERVIEW & COMPARISON
Financial Overview and Company Comparison
Select CompanyChanging the company in Overview displays 9 financial metrics together.
CheckboxesRemove unneeded revenue, profit, cash flow or liability metrics from the chart.
Normalized to 100Each metric's maximum absolute value is set to 100 to compare the direction of change. Hover to see actual amounts.
Company ComparisonSelect a metric and 2–10 companies in Metric Comparison. Compare quarter positions fixed at registration, with new quarters appended to the right. Actual fiscal periods can differ at the same position.
02
COMPANY FINANCIALS
Detailed Company Financials
Purpose of This ViewThis view examines a single company's long-term trends and their causes in depth, while Overview summarizes the latest figures.
Select metricsUse the buttons above the chart to switch financial metrics across all included quarters.
ProfitabilityUse operating margin and FCF margin to assess the core business's profitability and cash conversion.
Investment intensityUse CapEx / revenue and CapEx relative to OCF to assess the burden of data center investment.
Connecting RPOReview RPO / trailing 12-month revenue alongside recent FCF, while remembering that RPO is not itself revenue or cash.
03
RPO MARKET OVERVIEW
RPO / Backlog Market Overview
Top CardsSee each company's latest RPO / backlog balance and quarter-over-quarter change.
Quarterly HistoryFocus on the direction and pace of increases or decreases, rather than absolute size alone.
Definition Change MarkerThe yellow dashed line marks a change in measurement basis; growth comparisons across that boundary are blocked.
Comparison TableReview Metric scope and Forward bucket together to understand differences in disclosure scope.
Caution Disclosure scope differs by company, so monetary rankings alone should not be used to judge competitiveness.
04
RPO COMPANY DETAIL
Company RPO Details
Select CompanySwitch among covered companies. Each company’s first included quarter remains fixed as new results are added.
Quarter growthCalculated only when the definition remains consistent. “Blocked” means the comparison is inappropriate.
Forward bucketThe estimated amount expected to be recognized as revenue within a specified period, calculated by applying the disclosed percentage to the total.
Quarterly HistoryReview historical figures, definition codes and links to the official original sources for each quarter.
05
SOURCE INSPECTOR
Source Verification View
Company FilterSelect ALL or a specific company to narrow the list of filings.
Search quartersEnter a fiscal year or quarter, such as FY26 or 2025 Q4.
Open filingOpen the original SEC filing or company investor relations material in a new window.
Verification MethodCheck the item's definition and as-of date in the original source.
Recommendation For numbers used in investment decisions or cited in reports, recheck their context and definitions in the original sources.
A
TERMS & STATUS
Terms and Status Labels
RPO
The value of contractual performance obligations that have not yet been recognized as revenue.
Backlog
The remaining balance of contracted future revenue; the scope of what is included varies by company.
QoQ
The percentage change from the immediately preceding quarter.
R Reported
A value directly disclosed by the company.
D Derived
A derived value calculated from disclosed figures and percentages.
U Undisclosed
A comparable quantitative value could not be confirmed in the regular filings reviewed.
Quarterly Basis
Quarterly disclosures take priority; cumulative figures are converted into quarterly amounts. Company-reported values (R) and calculated values (D) are distinguished.