4Q

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)
2026-2-26 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)
2026-2-25 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)
2026-2-25 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)
2026-2-25 4Q

US Treasury Debt-to-GDP Ratio Rises to 122% in Q4, Highest since Covid Spike (wolfstreet.com)
2026-2-22 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)
2026-2-20 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)
2026-2-19 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)
2026-2-19 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)
2026-2-19 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)
2026-2-19 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)
2026-2-18 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)
2026-2-18 4Q Nvidia

Serious Delinquency Rates for Subprime & Prime Auto Loans, Balances, and Debt-to-Income Ratio in Q4 2025 (wolfstreet.com)
2026-2-17 4Q

Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 (decrypt.co)
2026-2-13 4Q Coinbase

Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours (www.thewrap.com)
2026-2-13 4Q

Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (www.cnbc.com)
2026-2-13 4Q

Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (www.cnbc.com)
2026-2-13 4Q

Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (www.cnbc.com)
2026-2-13 Airbnb 4Q

Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q4 2025 (wolfstreet.com)
2026-2-12 Real Estate 4Q

Sources: some OpenAI execs were surprised by WSJ's report that the company was targeting a Q4 2026 IPO; OpenAI hopes to triple its ~$13B 2025 revenue in 2026 (www.nytimes.com)
2026-2-12 IPO 4Q

AppLovin reports Q4 revenue up 66% YoY to $1.66B, vs. $1.61B est., and forecasts Q1 revenue and adjusted EBITDA above estimates; APP drops 6%+ after hours (sherwood.news)
2026-2-12 4Q

Shopify reports Q4 revenue up 31% YoY to $3.7B, vs. $3.59B est., and forecasts Q1 revenue growth at a low-thirties percentage rate, vs. 25% est.; SHOP jumps 10% (www.reuters.com)
2026-2-11 4Q Shopify

Household Debts, Debt-to-Income Ratio, Delinquencies, Collections, Foreclosures, and Bankruptcies in Q4 2025 (wolfstreet.com)
2026-2-11 4Q

Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (www.wsj.com)
2026-2-11 China 4Q

Cloudflare reports Q4 revenue up 34% YoY to $614.5M, vs. $591.3M est., and forecasts full-year and Q1 revenue above estimates; NET jumps 14%+ after hours (siliconangle.com)
2026-2-11 4Q

Robinhood reports Q4 revenue up 27% YoY to $1.28B, below est., crypto revenue down 38% to $221M, below est., and net income down 34%; HOOD drops 5%+ after hours (www.wsj.com)
2026-2-11 4Q

Lyft reports Q4 revenue up 3% YoY to $1.59B vs. $1.76B est., forecasts Q1 adjusted EBITDA below est., announces a $1B share buyback; LYFT drops 13%+ after hours (www.reuters.com)
2026-2-11 4Q

Spotify reports Q4 revenue up 13% YoY to €4.5B, Premium users up 10% YoY to 290M, MAUs up 11% YoY to 751M, and a €701M operating income, above €639.1M est. (www.bloomberg.com)
2026-2-10 4Q Spotify

SMIC reports Q4 revenue up 13% YoY to $2.49B, above est., net profit up 61% YoY to $172.85M, above $139.5M est., and 2025 revenue of $9.33B, above 2024's $8.03B (www.wsj.com)
2026-2-10 4Q

Onsemi reports Q4 revenue down 11% YoY to $1.53B, vs. $1.54B est., as its two biggest business units continue to post sales declines; ON drops 4%+ after hours (www.wsj.com)
2026-2-10 4Q

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