4Q

Palo Alto Networks reports Q4 revenue up 16% YoY to $2.54B, vs. $2.5B est., and Q1 and FY 2026 guidance above estimates; PANW jumps 4%+ after hours (www.cnbc.com)
2 days ago 4Q

Applied Materials Q3: revenue up 8% YoY to $7.3B, vs. $7.22B est., profit up 4% YoY to $1.78B, and projects Q4 revenue and profit below est. on China challenges (www.wsj.com)
5 days ago China 4Q

Cisco reports Q4 revenue up 8% YoY to $14.67B, vs. $14.62B est., net income up 31% to $2.8B, and forecasts Q1 revenue above estimates (www.reuters.com)
7 days ago 4Q Cisco

Sources: SoftBank has selected banks for a potential US IPO of its payments app operator PayPay, which may raise over $2B and could take place as soon as Q4 (www.reuters.com)
10 days ago IPO 4Q

Ripple plans to acquire stablecoin payments platform Rail for $200M, set to close in Q4 2025; Rail says it handles 10% of all global stablecoin payment activity (www.reuters.com)
14 days ago 4Q

SAP plans to acquire HR software company SmartRecruiters, with the deal expected to close in Q4; SmartRecruiters was valued at $1.5B in a 2021 funding round (www.bloomberg.com)
14 days ago 4Q

Microsoft's Q4 earnings show its non-AI “core infrastructure business” is booming, with consumer productivity software revenue up 20%, its best uptick in years (www.wsj.com)
14 days ago Microsoft AI 4Q

Super Micro reports Q4 revenue up 7.5% YoY to $5.76B, vs. $6.01B est., and lowers its fiscal 2026-year sales forecast from $40B to $33B+; SMCI drops 18%+ (www.bloomberg.com)
14 days ago 4Q

Apple incurred ~$800M in tariff-related costs in Q3, $100M less than expected, and expects a jump to $1.1B in Q4 if current rates and policies remain in place (appleinsider.com)
20 days ago Apple 4Q

Microsoft plans to invest $30B+ in capital expenditures in Q1, which would be its largest for a single quarter, after reporting $24.2B in capital spending in Q4 (www.geekwire.com)
21 days ago Microsoft 4Q

Microsoft Q4: Windows OEM and Devices revenue up 3% YoY, gaming revenue up 10%, Xbox hardware revenue down 22%, and Xbox content and services revenue up 13% (www.theverge.com)
21 days ago Microsoft 4Q Xbox

Microsoft reports Q4 Azure and other cloud services revenue up 39% YoY, vs. 34.75% est., and full-year Azure revenue up 34% to $75B, vs. $74.62B est. (www.reuters.com)
21 days ago Microsoft 4Q

Earnings Release FY25 Q4 (www.microsoft.com)
21 days ago 4Q

Israeli customer service automation company Nice acquires Cognigy, which develops a conversational and agentic AI platform, for $955M, set to close in Q4 2025 (en.globes.co.il)
24 days ago Israel AI 4Q

CoreWeave says it agreed to acquire bitcoin miner Core Scientific in a ~$9B all-stock deal, set to close in Q4 2025, to expand its AI data center capacity (www.bloomberg.com)
2025-7-7 Bitcoin AI 4Q

Bank of Korea temporarily halts preparations for the second phase of its pilot initiative testing program for a central bank digital currency, scheduled for Q4 (www.bloomberg.com)
2025-6-30 Korea Central Bank 4Q

Micron reports Q3 revenue up 37% YoY to $9.3B, vs. $8.85B est., forecasts Q4 revenue above estimates, and says it's on track for record revenue this fiscal year (www.bloomberg.com)
2025-6-26 4Q

TheMinerMag: median cost to mine a bitcoin is expected to rise 9.4% QoQ in Q2 2025 to $70K, up from $52K in Q4 2024, squeezing margins for less efficient miners (cointelegraph.com)
2025-6-17 Bitcoin 4Q

Amazon Ads and Roku sign a new ad initiative to give media buyers access to 80%+ of US connected-TV households, set to launch by Q4 2025, using Amazon's DSP (deadline.com)
2025-6-16 Amazon 4Q

TollBit: from Q4 2024 to Q1 2025, traffic from AI retrieval bots to 266 websites, including national and local news organizations, grew 49%, as AI usage jumps (www.washingtonpost.com)
2025-6-12 AI 4Q

Oracle Q4: revenue up 11% YoY to $15.9B, vs. $15.59B est., cloud revenue up 27% YoY, signals strong cloud infrastructure revenue growth; ORCL up 6%+ after hours (www.cnbc.com)
2025-6-12 Oracle 4Q

Lenovo reports Q4 revenue up 23% to $16.98B, vs. $15.6B est., and net profit down 64% YoY to ~$90M, below $225.8M est., reflecting AI and PC market competition (www.bloomberg.com)
2025-5-22 AI 4Q Lenovo

Take-Two reports Q4 net bookings up 17% YoY to $1.58B, vs. $1.55B est., net revenue up 13% YoY to $1.58B, and forecasts FY 2026 net bookings below expectations (www.bloomberg.com)
2025-5-16 4Q

Cisco reports Q3 revenue up 11% YoY to $14.15B, vs. $14.08B est., forecasts Q4 revenue above estimates, and announces CFO Scott Herren will retire on July 26 (www.cnbc.com)
2025-5-15 4Q Cisco

Sony reports Q4 revenue down 24% YoY to ~$17.7B, PlayStation 5 units sold in FY 24 down 11% YoY to 18.5M, and expects a ~$700M impact from US tariffs in FY 25 (www.bloomberg.com)
2025-5-14 4Q Sony

Sony reports Q4 revenue down 24% YoY to $17.7B, 18.5M PlayStation 5 units sold in FY 24, down from 20.8M in FY 23, and expects a $700M US tariff impact in FY 25 (www.bloomberg.com)
2025-5-14 4Q Sony

SoftBank reports Q4 net profit up 124% YoY to ~$3.5B, a surprise profit and above a ~$182M loss est., due to improving valuations of Alibaba, T-Mobile, and more (t.co)
2025-5-13 Mobile Alibaba 4Q

Affirm reports Q3 revenue up 36% YoY to $783M, vs. $783M est., GMV up 36% to $8.6B, above est., and forecasts Q4 revenue below est.; AFRM drops 7%+ after hours (www.cnbc.com)
2025-5-9 4Q

Arm reports Q4 revenue up 34% YoY to $1.24B, vs. $1.23B est., royalty revenue up 18% to $607M, and forecasts Q1 revenue below est.; ARM drops 8%+ after hours (www.bloomberg.com)
2025-5-8 4Q

EA reports Q4 net bookings up 8% YoY to $1.8B, vs. $1.56B est., and forecasts FY 2026 bookings above estimates; EA jumps 5%+ after hours (www.cnbc.com)
2025-5-7 4Q

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