Hyperscaler Capex Earnings Calendar

Upcoming earnings announcement dates for the cloud / AI hyperscalers whose capex spending is the dominant macro signal for the AI data-center buildout: Microsoft, Amazon, Alphabet, Meta, and Oracle (added on the back of OCI / Stargate buildouts). Membership criterion: cloud-infrastructure capex above $30B/year as of the most recent 10-K.

Free·4 events·finance·Auto-updating·Updated

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About this calendar

Hyperscaler Capex Earnings Calendar is a Smart Calendar Feed that tracks quarterly results announcements from Microsoft, Amazon, Alphabet, Meta, and Oracle, the U.S. cloud and AI operators whose capital spending has become a key finance signal for the data-centre buildout. The calendar is anchored in earnings calls and financial results releases, with the focus kept on the small group of companies whose cloud infrastructure and AI investment plans are closely watched by equity analysts, semiconductor suppliers, customers, and macro strategists. The entries typically cluster around each reporting season, with first-quarter, second-quarter, third-quarter, and year-end results appearing in the usual sequence across the year. Most events are virtual webcast calls, although the feed also captures the timing of results releases and the supporting investor relations materials that frame management commentary on capex, cloud demand, and guidance. The stable value of the feed lies in the company set and the use case: it separates the handful of technology earnings events that consistently reset expectations for data-centre demand, GPU procurement, networking investment, and AI capacity from the broader market noise of earnings season. The geography matters mainly because these groups report on U.S. market timetables even when their supply chains and customer demand are global as well. Investors following the AI infrastructure cycle, sell-side analysts covering U.S. mega-cap technology, and portfolio managers tracking capex intensity can use Hyperscaler Capex Earnings Calendar as a free to subscribe feed in Apple Calendar, Google Calendar, or Outlook. That makes it easier to keep the reporting timetable alongside earnings models, supplier notes, and trading calendars without manual entry. For observers of the broader finance tape, the calendar helps distinguish routine technology results from the few announcements that tend to move sentiment around hyperscaler spending plans. The calendar updates regularly so rescheduled calls, webcast changes, and late additions appear automatically. That matters during earnings season, when companies sometimes adjust call times after market close or change the presentation format at short notice even though the underlying issuer group remains the same.

Past events

APR29

2:30 PM – 3:30 PMPDT

MSFT: Fiscal Year 2026 Third Quarter Earnings Conference Call

Online (Microsoft Investor Relations)

4 weeks ago

APR29

2:30 PM – 3:30 PMPDT

AMZN: First Quarter 2026 Financial Results Conference Call

Online webcast (conference call)

4 weeks ago

APR29

2:30 PM – 3:30 PMPDT

META: First Quarter 2026 Earnings Call

Menlo Park, California

4 weeks ago

APR29

1:30 PM – 2:30 PMPDT

GOOGL: First Quarter 2026 Financial Results Conference Call

Virtual event via live webcast

4 weeks ago

Frequently asked questions

How do I subscribe to the Hyperscaler Capex Earnings Calendar calendar?

Open the Hyperscaler Capex Earnings Calendar subscribe URL on this page and pick your calendar app — Apple, Google, or Outlook. The events sync automatically and stay up to date.

How often does this calendar update?

This feed refreshes on a regular schedule and your calendar app pulls the latest version on its own (usually every few hours).

Is the Hyperscaler Capex Earnings Calendar calendar feed free?

Yes — every feed in our catalog is free to subscribe to, with no account required.

Can I create my own custom calendar feed?

Yes. Smart Calendars AI lets you create a custom calendar feed from any prompt — describe a topic in plain English and we generate a continuously-updated calendar from across the public web.

Can I share my own calendar availability privately?

Yes — you can publish a private free/busy feed from your Google or Microsoft calendar. Subscribers only see when you're busy, never the event details. Learn more about privacy-first calendar sharing.

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