Hyperscaler Capex Earnings Calendar

Hyperscaler Capex Earnings Calendar tracks the quarterly earnings announcement dates of Microsoft, Amazon, Alphabet, Meta, and Oracle — the five US-listed technology companies whose annual cloud-infrastructure capital expenditures collectively exceed $30 billion, making their spending the dominant macro signal for the global AI data-center buildout. The calendar draws on confirmed and consensus-estimated dates from company filings with the U.S. Securities and Exchange Commission and investor-relations disclosures, each of which provides the official financial results, forward guidance, and capex outlook that drive revaluation across the technology and finance sectors. Because capital expenditure trajectories disclosed on these calls directly inform semiconductor demand, energy infrastructure planning, and real-estate investment trusts specializing in data centers, the calendar functions as a critical reference for anyone modeling the AI buildout. Each entry lists the company name, the fiscal quarter referenced, the earnings event designation — conference call, report, or earnings release — and the location, either a physical venue such as New York, NY for Oracle, or an online webcast and conference-call link for Microsoft, Alphabet, Meta, and Amazon. Earnings for these hyperscalers typically fall in January, April, July, and October, clustered within a two-week window near the middle or end of the month, with most announcements made after US market close at 4:00 p.m. Eastern Time. Oracle frequently reports as early as June, while Alphabet, Microsoft, and Meta tend to release within the same week or on consecutive days in late July, as the 2026 sample illustrates. Amazon has historically announced on a Thursday, rounding out the group. The calendar reflects both confirmed dates published in official earnings advisories and consensus dates estimated by equity-research analysts ahead of formal confirmation. For institutional investors, equity analysts, macro strategists, data-center supply-chain analysts, and technology journalists who need to ingest the capex guidance and revenue breakdowns the moment they are published, this smart calendar feed — free to subscribe — offers a way to place the announcement dates directly into Apple Calendar, Google Calendar, or Outlook, so the events appear alongside meetings and market-open times. Because hyperscaler earnings calls often trigger immediate price movements in related equities — from Nvidia and Broadcom to Digital Realty and Equinix — having the dates auto-populate removes the friction of manual entry and the risk of a missed alert on a busy trading day. The calendar updates regularly as companies issue formal earnings confirmations, adjust reporting dates, or provide webcast details; any rescheduled announcements or newly confirmed dates appear automatically, ensuring that the schedule remains aligned with the latest SEC filings and press releases.