4Q

Applied Materials expects new US export rules from BIS restricting certain product shipments to China to hurt its Q4 revenue by $110M and 2026 revenue by $600M (www.wsj.com)
2 days ago China 4Q

Apple's internal chatbot deserves a public release, sources: Apple nears production of M5 MacBook Pros, MacBook Airs, and two monitors for Q4 2025 or Q1 2026 (www.bloomberg.com)
8 days ago Apple chatbot MacBook 4Q

OLX Group, an online marketplace owned by Prosus, agrees to acquire La Centrale, a French auto classifieds platform, for $1.3B in cash, expected to close in Q4 (www.bloomberg.com)
10 days ago France 4Q

Micron reports Q4 revenue up 46% YoY to $11.32B, vs. $11.22B est., net income up 261% to $3.2B, data center revenue down 22%, and Q1 revenue forecast above est. (www.cnbc.com)
13 days ago 4Q

HR software provider Workday agrees to acquire Sana, an AI startup specializing in workplace tools, for $1.1B; the transaction is set to close in Workday's Q4 (www.wsj.com)
20 days ago Startup AI 4Q

Bending Spoons agrees to acquire video platform Vimeo in an all-cash deal valued at ~$1.38B, set to close in Q4; Vimeo will be delisted from exchanges (www.bloomberg.com)
26 days ago 4Q

Crypto asset manager CoinShares agrees to go public via SPAC Vine Hill at a $1.2B pre-money valuation, set to close by the end of Q4; CoinShares has ~$10B AUM (www.bloomberg.com)
28 days ago 4Q Asset

Sources: DeepSeek is developing an agentic AI model that can carry out multistep actions with little human intervention and can learn and improve, coming in Q4 (www.bloomberg.com)
2025-9-5 AI 4Q

Broadcom reports Q3 revenue up 22% YoY to $16B, vs. $15.8B est., AI revenue up 63% to $5.2B, vs. $5.11B est., and forecasts Q4 revenue above estimates (www.bloomberg.com)
2025-9-5 AI 4Q

Sources: DeepSeek is developing an agentic AI model that can carry out multi-step actions with little direction as well as learn and improve, set for a Q4 debut (www.bloomberg.com)
2025-9-4 AI 4Q

HPE reports Q3 revenue up 19% YoY to $9.1B, Server revenue up 16% YoY to $4.9B, and Q4 guidance below estimates (www.bloomberg.com)
2025-9-4 4Q

Perplexity's head of advertising and shopping Taz Patel has left after nine months; its ad business reportedly generated only about $20,000 in Q4 2024 (www.adweek.com)
2025-8-30 4Q

Affirm reports Q4 revenue up 33% YoY to $876.4M, above $837M est., GMV up 43% to $10.4B, and EPS of $0.20, above $0.12 est.; AFRM jumps 13%+ after hours (www.wsj.com)
2025-8-29 4Q

HP reports Q3 revenue up 3.1% YoY to $13.9B, vs. $13.7B est., Personal Systems revenue up 6% to $9.9B, and forecasts Q4 profit above estimates (www.bloomberg.com)
2025-8-28 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)
2025-8-19 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)
2025-8-16 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)
2025-8-14 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)
2025-8-11 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)
2025-8-7 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)
2025-8-7 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)
2025-8-7 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)
2025-8-7 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)
2025-8-1 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)
2025-7-31 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)
2025-7-31 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)
2025-7-31 Microsoft 4Q

Earnings Release FY25 Q4 (www.microsoft.com)
2025-7-31 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)
2025-7-28 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

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