4Q

Robinhood reports Q4 revenue up 115% YoY to $1.01B, vs. $940.8M est., crypto transaction revenue up 700%+ to $358M, above est.; HOOD jumps 10%+ after hours (www.bloomberg.com)
2025-2-13 4Q

In Q4, Meta tweaked its depreciation accounting for AI infrastructure, extending it from 4-5 to 5.5 years, cutting expenses by $2.9B in 2025 and boosting profit (www.bloomberg.com)
2025-2-13 AI 4Q

DoorDash reports Q4 revenue up 25% YoY to $2.87B, vs. $2.84B est., total orders up 19% YoY to 685M, and plans to buy back shares worth up to $5B in FY 2025 (www.reuters.com)
2025-2-12 4Q

Lyft reports Q4 revenue up 27% YoY to $1.55B, vs. $1.56B est., Q1 gross bookings forecast below est., announces a $500M buyback plan; LYFT drops 9%+ after hours (www.marketwatch.com)
2025-2-12 4Q

SMIC reports Q4 profit down 38% YoY to $107.6M, below $193.5 est., revenue up 32% YoY to $2.2B, above $2.18B est., and $7.33B capex in 2024, vs. $4.5B in 2021 (www.reuters.com)
2025-2-12 4Q

Shopify reports Q4 revenue up 31% YoY to $2.8B, above $2.73B est., GMV up 26% YoY to $94.5B, a $465M operating loss, and 2024 revenue up 26% YoY to $8.9B (www.bloomberg.com)
2025-2-11 4Q Shopify

Cloudflare reports Q4 revenue up 27% YoY to $459.9M, fiscal 2024 revenue up 29% YoY to $1.67B, and number of customers spending $1M+/year up 47% YoY to 173 (www.cloudflare.net)
2025-2-7 4Q

Amazon reports Q4 ad revenue up 18% YoY to $17.29B, vs. $17.4B est., and subscription services revenue up 10% YoY to $11.51B (variety.com)
2025-2-7 Amazon 4Q

Pinterest reports Q4 revenue up 18% YoY to $1.15B, vs. $1.14B est., MAUs up 11% YoY to 553M, and forecasts Q1 revenue will top est.; PINS up 14% after hours (www.bloomberg.com)
2025-2-7 4Q

Amazon reports Q4 AWS revenue up 19% YoY to $28.8B, in line with est., and AWS operating income of $10.6B, up from $7.2B in Q4 2023 (www.cnbc.com)
2025-2-7 Amazon 4Q

Amazon reports Q4 revenue up 10% YoY to $187.8B, vs. $187.3B est., a $20B net income, vs. $10.6B in Q4 2023, a $21.2B operating income, vs. $13.2B in Q4 2023 (www.businesswire.com)
2025-2-7 Amazon 4Q

Roblox reports Q4 revenue up 32% to $988.2M, bookings up 21% YoY to $1.36B, below est., DAUs up 19% YoY to 85.3M, below 88.4M est.; RBLX falls 20%+ pre-market (www.bloomberg.com)
2025-2-7 4Q

In Q4 2024, AMD's data center business outsold Intel for the first time, with $3.86B in revenue, up 69% YoY, to Intel's $3.4B, but analysts expected more sales (www.tomshardware.com)
2025-2-6 Intel 4Q AMD

Uber reports Q4 revenue up 20% YoY to $12B, Gross Bookings up 18% YoY to a record $44.2B, operating profit up 18% YoY to $770M, and trips up 18% YoY to 3.1B (t.co)
2025-2-5 Uber 4Q

Alphabet expects 2025 capex of ~$75B, vs. ~$58B est., and reports Google Cloud Q4 revenue up 30% YoY to $11.96B, vs. $12.16B est.; GOOG drops 7%+ after hours (www.reuters.com)
2025-2-5 Google 4Q Alphabet

EA reports Q3 net bookings down 6% YoY to $2.22B vs. $2.32B est., net revenue down 3%, forecasts Q4 bookings below est., and announces a $1B share buyback plan (www.reuters.com)
2025-2-5 4Q

Match Group reports Q4 revenue down 1% YoY to $860M, forecasts Q1 revenue below est., names Zillow co-founder Spencer Rascoff as CEO; MTCH drops 7%+ after hours (www.bloomberg.com)
2025-2-5 4Q

Alphabet expects to invest about $75B in capex in 2025, vs. $59.73B est.; GOOG drops 7%+ after hours after its Q4 revenue missed estimates (www.cnbc.com)
2025-2-5 4Q Alphabet

AMD reports Q4 revenue up 24% YoY to $7.66B, Data Center revenue up 69% to $3.86B, vs. $4.09B est., and forecasts Q1 sales of $6.8B to $7.4B, vs. $7.04B est. (www.bloomberg.com)
2025-2-5 4Q AMD

Snap reports Q4 revenue up 14% YoY to $1.56B, vs. $1.33B est., global DAUs up 9%, issues light Q1 guidance, names Ajit Mohan as CBO; SNAP jumps 10%+ after hours (www.cnbc.com)
2025-2-5 4Q

Alphabet reports YouTube Q4 ad revenue up 14% YoY to $10.47B, vs. $10.23B est., says Google Cloud and YouTube ended 2024 with a $110B annual revenue run rate (variety.com)
2025-2-5 Google YouTube 4Q Alphabet

PayPal reports Q4 revenue up 4% YoY to $8.4B, adjusted net income down 1.9% YoY to $1.21B, above est., payment volume up 7% to $437.8B, and plans a $15B buyback (www.bloomberg.com)
2025-2-4 4Q

Spotify reports Q4 revenue up 16% YoY to €4.2B, MAUs up 12% YoY to 675M, subscribers up 11% YoY to 263M, and €1.14B in 2024 net income, vs. a €532M loss in 2023 (www.wsj.com)
2025-2-4 4Q Spotify

Tesla Sales Got Crushed in Q4 in California, its Largest US Market. Non-Tesla EV Sales Jumped to a Record. ICE Vehicle Sales Dipped (wolfstreet.com)
2025-2-4 Tesla 4Q California

Palantir reports Q4 revenue of $828M, up 36% YoY, vs. $776M est., US commercial revenue up 64% YoY; PLTR, which soared 340% in 2024, jumps ~15% after hours (www.cnbc.com)
2025-2-4 4Q

Our Drunken Sailors Partied Massively in Q4, Propped Up GDP Growth. Debt-to-GDP Ratio Worsened to 121.8% (wolfstreet.com)
2025-1-31 4Q GDP

Samsung reports Q4 revenue up 12% YoY to ~$52.2B, vs. ~$51.9B est., operating profit up 132% YoY to ~$4.5B, vs. ~$4.7B est., and FY 2024 revenue of ~$207B (www.cnbc.com)
2025-1-31 Samsung 4Q

Intel reports Q4 revenue down 7% YoY to $14.26B, vs. $13.81B est., Data Center and AI down 3% YoY to $3.39B, and forecasts Q1 revenue below estimates (www.cnbc.com)
2025-1-31 Intel AI 4Q

STMicro reports Q4 revenue down 22.4% YoY to $3.32B, net income down 68.3% YoY to $341M, and projects Q1 revenue down 27.6% YoY to $2.51B, below $2.72B est. (www.reuters.com)
2025-1-30 4Q

Meta's Reality Labs posts Q4 revenue up 1% YoY to $1.1B, vs. $1.1B est., and a $4.97B operating loss, vs. $5.4B est.; Reality Labs has lost $60B+ since 2020 (www.cnbc.com)
2025-1-30 4Q

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