Artificial Intelligence

AMZN Technology

Amazon (AMZN): AWS Earns 63% Of Profit On 23% Of Sales, And Quarterly Capex Hit $75.9B

Amazon's Q3 operating income rose 61% to $28.1B, but AWS earned 63% of it on 23% of sales, and cash capex was $75.9B in one quarter.

Amazon (AMZN) AWS backlog AWS growth

Nov 1, 2026 · 7 min read

GLW Technology

Corning (GLW): One Segment Drove 90% Of Growth, And Capex Is Up 63%

Corning beat core EPS, but Optical drove 90% of sales growth, core growth is not like for like, and $639M of customer deposits flatter cash flow while capex rises 63%.

Capital Expenditure Corning (GLW) Fiber Broadband

Oct 29, 2026 · 11 min read

META Technology

Meta (META): Revenue +26%, EPS +2%, Where Did the Profit Go?

Revenue grew 26%, but EPS rose only about 2% excluding a $9.89B legal charge. Capex passed operating cash flow, free cash flow turned negative, and net cash fell to $1.5B.

Capital Expenditure Class C Free Cash Flow

Oct 28, 2026 · 15 min read

VZ Technology

Verizon's First Positive Q1 Postpaid Adds In 13 Years — Frontier Convergence Is Already Working (VZ)

Verizon posted its first positive Q1 postpaid adds since 2013. Frontier fiber convergence yields 30% lower churn on bundled customers, backed by a 6.1% yield and 21 consecutive annual dividend raises.

Convergence Dividends Fiber Broadband

Jun 30, 2026 · 10 min read