4Q

Microsoft will start disclosing Azure quarterly revenue as part of a shift in its reporting structure, under which Azure revenue grew 42% YoY to $29.42B in Q4 (www.cnbc.com)
3 days ago Microsoft 4Q

Broadcom reports Q3 revenue up 86% YoY to $29.59B, vs. $29.36B est., AI semiconductor revenue up 221% to $16.7B, and forecasts Q4 revenue below estimates (www.cnbc.com)
3 days ago AI 4Q

Palo Alto Networks reports Q4 revenue up 34% YoY to $3.41B, vs. $3.35B est., and acquires Console, which provides AI-powered IT service management (www.cnbc.com)
4 days ago AI 4Q

Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 (www.wsj.com)
9 days ago AI 4Q Nvidia

Intuit reports Q4 revenue up 14% YoY to $4.35B, vs. $4.27B est., and forecasts FY 2027 revenue growth of 9% to 10%, below ~11% est.; INTU drops 8%+ after hours (www.wsj.com)
11 days ago 4Q

Applied Materials reports Q3 revenue up 25% YoY to $9.12B, vs. $8.99B est., net income up 43% to $2.54B, and forecasts Q4 revenue above estimates (www.wsj.com)
23 days ago 4Q

Cisco reports Q4 revenue up 18% YoY to $17.25B, vs. $16.82B est., AI infrastructure orders from hyperscalers worth $4B, forecasts FY 2027 revenue above est. (www.reuters.com)
24 days ago AI 4Q Cisco

Super Micro reports Q4 revenue up 93% YoY to $11.1B, vs. $11.3B est., and forecasts Q1 and FY 2027 revenue above estimates; SMCI jumps 9%+ after hours (www.bloomberg.com)
25 days ago 4Q

Atlassian CEO Mike Cannon-Brookes says he will buy $250M of company shares after strong Q4 results eased fears that AI could threaten its business model (www.ft.com)
29 days ago AI 4Q Atlassian

Atlassian reports Q4 revenue up 28% YoY to $1.77B, vs. $1.66B est., cloud revenue up 31% to $1.2B, forecasts Q1 revenue above est.; TEAM jumps 31%+ after hours (www.reuters.com)
30 days ago 4Q Atlassian

Western Digital falls 10%+ after issuing guidance that didn't quite match those of Seagate; Q4 revenue rose 44% YoY to $3.75B, above a $3.7B estimate (www.barrons.com)
30 days ago 4Q Western Digital

Sandisk reports Q4 revenue up 372% YoY to $8.97B, vs. $8.48B est., and forecasts Q1 revenue below estimates; SNDK drops 5%+ after hours (www.morningstar.com)
2026-8-6 4Q

Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 5%+ after hours (www.bloomberg.com)
2026-7-31 Apple 4Q

In Q4, Microsoft's Anthropic investment saw a $3.2B gain, while its OpenAI investment was marked down ~$600M but has generated a $5B gain on a full-year basis (techcrunch.com)
2026-7-30 Microsoft 4Q

Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged (www.reuters.com)
2026-7-30 Microsoft 4Q

Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10% (www.theverge.com)
2026-7-29 Microsoft 4Q Xbox

Qualcomm reports Q3 revenue down 4% YoY to $9.95B, vs. $9.67B est., forecasts Q4 profit below est., expects revenue from Apple products to decline more quickly (www.reuters.com)
2026-7-29 Apple 4Q

Microsoft reports Q4 revenue up 18% YoY to $90B, net income up 31% to $35.8B, and Microsoft Cloud revenue up 27% to $59.3B; MSFT jumps 3%+ after hours (www.microsoft.com)
2026-7-29 Microsoft 4Q

Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, vs. 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time (www.cnbc.com)
2026-7-29 Microsoft 4Q

Seagate reports Q4 revenue up 49% YoY to $3.6B, vs. $3.5B est., adjusted earnings of $5.71 a share, above analysts' forecast of $5.10; STX jumps 6%+ after hours (www.barrons.com)
2026-7-28 4Q

Super Micro says Q4 orders have topped $60B and expects gross margins of 15% to 17%, up from its prior forecast of 8.2% to 8.4%; SMCI jumps 13%+ after hours (www.reuters.com)
2026-7-22 4Q

Sources: data center operator Switch has hired investment banks for a US IPO that could raise up to $10B and value it at $80B, set for as soon as Q4 (economictimes.indiatimes.com)
2026-7-15 IPO 4Q

Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays (medium.com)
2026-7-6 iPhone 4Q

Jefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief (wccftech.com)
2026-6-29 China 4Q

Micron reports Q3 revenue up 346% YoY to $41.46B, vs. $35.84B est., gross margin above estimates, and forecasts Q4 revenue above est.; MU jumps 14%+ after hours (www.cnbc.com)
2026-6-25 4Q

Databricks says annualized revenue rose 80%+ YoY to $6.9B, up from $5.4B in Q4; CEO Ali Ghodsi says higher AI agent usage is increasing costs, lowering margins (www.cnbc.com)
2026-6-17 AI 4Q

Salesforce agrees to acquire AI customer service platform Fin, formerly Intercom, for ~$3.6B, in a deal expected to close in Q4 of its 2027 fiscal year (www.cnbc.com)
2026-6-16 AI 4Q Salesforce

Oracle reports Q4 revenue up 21% YoY to $19.18B, vs. $19.1B est., and expects to raise ~$40B through a combination of debt and equity financing in FY 2027 (www.reuters.com)
2026-6-11 Oracle 4Q Equity

Palo Alto Networks reports Q3 revenue up 31% YoY to $3B, including $388M from CyberArk and Chronosphere, vs. $2.94B est., and forecasts Q4 revenue above est. (www.cnbc.com)
2026-6-3 4Q

Didi reports Q1 revenue up 10% YoY to ~$8.7B and a ~$177M net loss, several times larger than its Q4 loss, as it expands globally in markets like Latin America (www.bloomberg.com)
2026-6-2 U.S. 4Q Latin America

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