Capex
-
Follow the CAPEX: Oracle FY21 Q3 Update
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 Oracle announced Q3 earnings yesterday, and talked up their CAPEX spending. This post pulls together for posterity some of my Twitter reactions and provides another exciting installment of CAPEX Clown Watch. Oracle spent $1.85 billion on CAPEX over the previous twelve months (by obscuring the quarterly number, they must…
-
Starlink, Stasis and “Capacity Shortfall”
The telcos are grumpy about SpaceX’s Starlink satellite broadband service. Through a front organization, the National Rural Broadband Association (promoted hashtag #ruraliscool and I am not making that up), they have magnanimously performed an analysis of Starlink and submitted it to the FCC. They are concerned Starlink may have a “capacity shortfall” in the year…
-
Follow the CAPEX: Digital Ocean
UPDATE: Tl;dr – Digital Ocean tried to make their CAPEX numbers look bigger than they are, which we have to respect. Digital Ocean’s S-1 is out and they use the word cloud 212 times, which definitely suggests they see themselves in the cloud business. Lets see how they stack up on my favorite dimension: CAPEX.…