4Q

Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand (www.cnbc.com)
2 days ago AI 4Q

JD.com reports Q4 revenue up 1.5% YoY to ~$51B and a ~$391M net loss, its first loss in nearly four years, on weak Chinese spending and a food delivery battle (www.bloomberg.com)
4 days ago China 4Q

Sources: OpenAI has picked two law firms to prepare its IPO, which could come as soon as Q4, in one of its first concrete steps toward a public listing (www.theinformation.com)
4 days ago IPO 4Q

Sea's NY-listed shares fell as much as 27% on March 3, their worst intraday drop since 2023, after reporting Q4 net income up 73% YoY to $410.9M, vs. $442M est. (www.bloomberg.com)
5 days ago 4Q

CrowdStrike reports Q4 revenue up 23% YoY to $1.31B, vs. $1.30B est., a profit of $38.7M, compared with a loss of $86.3M a year earlier (www.wsj.com)
5 days ago 4Q

MongoDB reports Q4 revenue up 27% YoY to $695.1M, vs. $670M est., and forecasts Q1 adjusted earnings per share below estimates; MDB drops 22%+ after hours (www.barrons.com)
6 days ago 4Q

Coupang reports Q4 revenue up 11% YoY to $8.8B, below $8.9B est., and a net loss of $26M, versus $131M net profit in Q4 2024, hurt by fallout from a data breach (www.reuters.com)
9 days ago 4Q

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B (www.reuters.com)
10 days ago 4Q

Duolingo reports Q4 revenue up 35% YoY to $282.9M, forecasts FY 2026 bookings below est. as it shifts focus to faster user growth; DUOL drops 20%+ after hours (www.reuters.com)
10 days ago 4Q

CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5%+ after hours (www.reuters.com)
10 days ago 4Q

Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours (www.reuters.com)
10 days ago 4Q

Baidu reports Q4 revenue down 4% YoY to ~$4.8B, its third consecutive quarter of revenue decline, and net profit down 66% YoY to ~$259M, below ~$374M est. (www.wsj.com)
11 days ago 4Q

Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q4 2025 (wolfstreet.com)
11 days ago 4Q

Snowflake reports Q4 product revenue up 30% YoY to $1.23B, vs. $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates (www.reuters.com)
11 days ago 4Q

Zoom reports Q4 revenue up 5.3% YoY to $1.25B, vs. $1.23B est., online revenue up 2.6% to $489.7M, and forecasts Q1 adjusted profit per share below estimates (www.reuters.com)
11 days ago 4Q

Nvidia reports Q4 revenue up 73% YoY to $68.13B, vs. $66.21B est., Data Center revenue up 75% to $62.3B, and forecasts Q1 revenue above estimates (www.bloomberg.com)
11 days ago 4Q Nvidia

Salesforce reports Q4 revenue up 12% YoY to $11.2B, vs. $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program (www.reuters.com)
11 days ago 4Q Salesforce

Leaked Thrive deck: $26.8B in AUM as of June 30, 2025, deal value peaked in Q4 2021, positive DPI for four early funds, including 2.4x for 2016's Thrive V, more (www.newcomer.co)
11 days ago 4Q

Stablecoin operator Circle reports Q4 revenue up 77% YoY to $770M, vs. $747M est., and $133.4M net income; USDC ended 2025 with ~$75B in circulation, up 72% YoY (www.wsj.com)
12 days ago 4Q

Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates; WDAY drops 9%+ after hours (www.constellationr.com)
12 days ago 4Q

HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026 (www.theregister.com)
12 days ago 4Q

US Treasury Debt-to-GDP Ratio Rises to 122% in Q4, Highest since Covid Spike (wolfstreet.com)
15 days ago 4Q GDP

Klarna reports Q4 revenue up 38% YoY to $1.08B and a $26M net loss, down from a $40M profit in Q4 2024; KLAR is down 50%+ since its September 2025 NYSE IPO (t.co)
18 days ago IPO 4Q

Cadence shares closed up 7.6% on Wednesday after the chip design company reported Q4 revenue up ~6% to $1.44B and adjusted EPS of $1.99, both above estimates (www.cnbc.com)
18 days ago 4Q

DoorDash reports Q4 revenue up 38% YoY to $3.96B, vs. $3.99B est., total orders up 32% to 903M, and forecasts Q1 adjusted EBITDA below estimates (www.cnbc.com)
18 days ago 4Q

eBay reports Q4 revenue up 15% YoY to $3B, vs. $2.87B est., GMV up 10% to $21.2B, and forecasts Q1 profit above estimates; EBAY jumps 6%+ after hours (www.bloomberg.com)
18 days ago eBay 4Q

Figma reports Q4 revenue up 40% YoY to $303.8M, vs. $293.15M est., and forecasts Q1 revenue above estimates; FIG jumps 15%+ after hours (www.cnbc.com)
18 days ago 4Q

Filings: Warren Buffett's Berkshire Hathaway cut its Amazon stake by 75%+ to ~2.3M shares in Q4 2025; Berkshire bought 5.1M NYT shares, worth ~$352M in December (www.bloomberg.com)
19 days ago Amazon Warren Buffett 4Q Berkshire

Filing: Nvidia unloaded 1.1M Arm shares, worth about $140M based on Arm's closing price on Tuesday, sometime in Q4, bringing Nvidia's stake to zero (www.bloomberg.com)
19 days ago 4Q Nvidia

Serious Delinquency Rates for Subprime & Prime Auto Loans, Balances, and Debt-to-Income Ratio in Q4 2025 (wolfstreet.com)
20 days ago 4Q

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