Independent of the companies covered · Data center delivery tracking
We compare the delivery dates companies promise with what their SEC filings later report.
Key finding
22 of 79 past-due delivery promises slipped (27.8%). Among those delivered late, the median was at least 61 days late, with a range of 1 to 213 days.Read the free summary
Schematic only. Not drawn from any company's data.
Delivery Dates Research
Promises are cheap. Filings are DD.
The report
How we work
Dated delivery promises from companies' SEC filings, including filed press releases.
Each promise to what later SEC filings report.
The slips, with sources.
Each edition is based on proprietary analysis of public SEC filings.