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PUBLIC RESEARCH

Free cash flow

A defined measure of cash remaining after specified investment expenditure. Companies may treat leases, joint ventures, incentives and customer payments differently; use the definition and reconciliation in the relevant report.

Publication index

Methods & publication standards

2 results · 1–2

Market research

AI investment and cash conversion: Amazon, Intel and Sandisk

Examining Amazon’s investment burden, Intel’s outlook reset and Sandisk’s cash generation through quarterly results, guidance and distinct capital-spending definitions.

Updated edition
UA-MS-2026-03 · v1.0
Observations
Amazon: 30 September; Intel: 26 September; Sandisk: 2 October 2026. Releases: 29 October.

KeywordsOperating cash flow, Free cash flow, Capital expenditure, Finance leases, Trailing twelve months, Amazon, Intel, Sandisk

Market research

AI capital spending and cash flow: Alphabet, Microsoft and the rate backdrop

Comparing capital investment, operating cash flow and lease commitments for the quarter ended September 2026, and examining how the rate backdrop affects the valuation of growth.

Updated edition
UA-MS-2026-02 · v1.0
Observations
Financial quarter ended 30 September 2026; events dated 28 October (US Eastern time)

KeywordsOperating cash flow, Free cash flow, Capital expenditure, Finance leases, Trailing twelve months, Working capital, Alphabet, Microsoft

READING & REUSE

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Fund & market studiesAurora LabResearch correspondence

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