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)
24 days ago 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)
24 days ago 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)
24 days ago 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)
24 days ago 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)
24 days ago Airbnb 4Q

Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q4 2025 (wolfstreet.com)
24 days ago 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)
24 days ago 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)
25 days ago 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)
25 days ago 4Q Shopify

Household Debts, Debt-to-Income Ratio, Delinquencies, Collections, Foreclosures, and Bankruptcies in Q4 2025 (wolfstreet.com)
25 days ago 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)
25 days ago 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)
26 days ago 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)
26 days ago 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)
26 days ago 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)
26 days ago 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)
26 days ago 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)
27 days ago 4Q

Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (sherwood.news)
29 days ago Apple 4Q

Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (www.wsj.com)
2026-2-6 4Q

Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 18%+ after hours (www.reuters.com)
2026-2-6 4Q

Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (variety.com)
2026-2-6 Amazon 4Q

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (www.cnbc.com)
2026-2-6 4Q Reddit

Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B (www.cnbc.com)
2026-2-6 Amazon 4Q

Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., and announces a $500M share buyback; SNAP jumps 5%+ after hours (www.cnbc.com)
2026-2-5 4Q

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (www.ft.com)
2026-2-5 4Q Alphabet

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue surpassed $60B across ads and subscriptions (variety.com)
2026-2-5 YouTube 4Q Alphabet

Uber reports Q4 revenue up 20% YoY to $14.4B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M profit, below est.; UBER falls 8%+ (www.wsj.com)
2026-2-4 Uber 4Q

Galaxy Digital reports a Q4 net loss of $482M, above $282M est., driven primarily by the crypto market crash, and says its trading volumes declined ~40% QoQ (www.bloomberg.com)
2026-2-4 4Q

AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval (asia.nikkei.com)
2026-2-4 China AI 4Q AMD

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours (www.bloomberg.com)
2026-2-4 4Q AMD

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