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IBM reports Q4 revenue up 1% YoY to $17.6B, vs. $17.5B est., bookings for AI consulting and software crossed $5B, up from $3B in Q3; IBM jumps 8%+ after hours
(
www.bloomberg.com
)
2025-1-30
IBM
AI
4Q
ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024
(
www.cnbc.com
)
2025-1-29
4Q
SAP reports Q4 cloud revenue up 27% YoY to €4.71B, above €4.68B est., driven by AI demand, names a suite of new executives, and plans to simplify its strategy
(
www.bloomberg.com
)
2025-1-28
AI
4Q
Texas Instruments reports Q4 revenue down 1.7% YoY to $4.01B, net income down 12% YoY to $1.2B, and projects Q1, 2025 sales between $3.74B and $4.06B
(
www.bloomberg.com
)
2025-1-24
4Q
Texas
SK Hynix's Q4 operating profit grew over 20x YoY to ~$5.6B, beating Samsung's for first time, with HBM chips accounting for 40% of its total DRAM chip revenue
(
t.co
)
2025-1-23
Samsung
4Q
SK Hynix reports Q4 revenue up 75% YoY to a record ~$13.7B, a ~$5.6B net profit, and a ~$5.6B operating profit, in line with estimates, as HBM chip demand soars
(
www.bloomberg.com
)
2025-1-23
4Q
In 2024, Cloudflare's autonomous DDoS defense systems blocked 21.3M DDoS attacks, up 53% YoY, and 420 DDoS attacks in Q4 2024 exceeded 1 Tbps, up 1,885% QoQ
(
blog.cloudflare.com
)
2025-1-22
4Q
Netflix reports Q4 revenue of $10.2B, up 16% YoY, an operating income of $2.3B, and 301.6M global subs, adding 18.9M subs, more than doubling Wall St. estimates
(
www.bloomberg.com
)
2025-1-22
Netflix
4Q
Chinese smartphone sales fell 3.2% YoY in Q4 2024, the only 2024 quarter with a YoY drop; Apple fell 18.2% while Huawei rose 15.5% for an 18.1% market share
(
www.counterpointresearch.com
)
2025-1-21
China
Apple
4Q
PitchBook: investors put $74.6B into US startups in Q4 2024, up from an average of $42B in the prior nine quarters, with $32B invested across just five deals
(
techcrunch.com
)
2025-1-18
Startup
4Q
TSMC reports Q4 sales up 38.8% YoY to ~$26.38B, net income up 57% YoY to ~$11.4B, both above estimates; stock jumped 80%+ in 2024, its biggest gain since 1999
(
www.bloomberg.com
)
2025-1-16
4Q
Samsung reports preliminary Q4 operating profit of ~$4.5B, missing analysts' average projection of ~$6.2B, and revenue of ~$51.7B, also missing estimates
(
www.bloomberg.com
)
2025-1-8
Samsung
4Q
Foxconn reports Q4 revenue of ~$64.6B, up 15% YoY and exceeding analyst expectations for a 13% rise, with December 2024 bringing in ~$19.8B, up 42% YoY
(
www.bloomberg.com
)
2025-1-6
4Q
Kyivstar, Ukraine's largest mobile operator, signs a deal with Starlink to roll out text messaging in Q4 2025, and plans to add voice and data in later stages
(
www.bloomberg.com
)
2024-12-31
Mobile
Ukraine
4Q
Broadcom shares jump 20%+ a day after the company reported Q4 results that showed strong AI revenue growth, pushing its market cap beyond $1T for the first time
(
www.cnbc.com
)
2024-12-14
AI
4Q
Broadcom reports Q4 revenue up 51% YoY to $14.05B vs. $14.09B est., FY 2024 AI revenue up 220%, forecasts Q1 revenue just above est.; AVGO jumps 9%+ after hours
(
www.cnbc.com
)
2024-12-13
AI
4Q
Adobe reports Q4 revenue up 11% YoY to $5.61B, vs. $5.54B est., Digital Media revenue up 12%, forecasts FY 2025 revenue below est.; ADBE drops 8%+ after hours
(
www.bloomberg.com
)
2024-12-12
Adobe
4Q
TSMC reports ~$8.5B in consolidated revenue for November, up 34% YoY but down 12.2% from Oct.'s record; it projected Q4 revenue up 11%-14% QoQ to $26.1B-$26.9B
(
www.tomshardware.com
)
2024-12-11
4Q
US chipmaker Marvell reports Q3 revenue up 7% YoY to $1.52B, above $1.45B est., and expects Q4 revenue of $1.8B, above $1.64B est.; MRVL jumps 12%+ pre-market
(
www.bloomberg.com
)
2024-12-4
4Q
Okta reports Q3 revenue up 14% YoY to $665M, $651M in subscription revenue, above $635M est., and expects Q4 revenue above est.; OKTA jumps 16%+ pre-market
(
www.cnbc.com
)
2024-12-4
4Q
Salesforce reports Q3 revenue up 8% YoY to $9.44B, vs. $9.35B est., net income up 25% YoY to $1.5B, and issues Q4 guidance above est.; CRM jumps 6%+ after hours
(
www.cnbc.com
)
2024-12-4
4Q
Salesforce
CRM
Luma Partners: in Q3, M&A volume in ad tech rose 118% YoY and 26% QoQ and has continued to heat up in Q4 with Samba TV-Semasio, Zeta-LiveIntent, and other deals
(
www.axios.com
)
2024-11-27
4Q
HP reports Q4 revenue up 1.7% YoY to $14.1B, Personal Systems revenue up 2% to $9.59B vs. $9.74B est., forecasts Q1 profit below est.; HPQ drops 7%+ after hours
(
www.bloomberg.com
)
2024-11-27
4Q
Nvidia reports Q3 revenue up 94% YoY to $35.1B, vs. $33.2B est., Data Center revenue up 112% to $30.8B, vs. $29B est., and forecasts Q4 revenue above estimates
(
finance.yahoo.com
)
2024-11-21
4Q
Nvidia
Applied Materials reports Q4 revenue up 5% YoY to $7.05B, vs. $6.95B est., and forecasts Q1 revenue below estimates; AMAT drops 5%+ after hours
(
www.reuters.com
)
2024-11-15
4Q
Sonos reports Q4 revenue down 8% YoY to $1.5B, spent $4M on “app recovery investments”, and has released 16 app updates and “restored 90% of missing features”
(
www.theverge.com
)
2024-11-14
4Q
CBRE: tech companies leased 9.9M square feet of US office space in Q3, up from ~8M in Q2 and the highest since Q4 2021, as demand grows from new AI companies
(
www.wsj.com
)
2024-11-13
AI
4Q
Spotify reports Q3 revenue up 19% YoY to €3.99B, vs. €4.02B est., MAUs up 11% to 640M, and forecasts Q4 profit and MAUs above est.; SPOT jumps 8%+ after hours
(
www.reuters.com
)
2024-11-13
4Q
Spotify
Instacart reports Q3 revenue up 12% YoY to $852M, vs. $843.6M est., gross transaction value up 11% to $8.3B, and forecasts Q4 adjusted EBITDA below estimates
(
www.bloomberg.com
)
2024-11-13
4Q
Shopify reports Q3 revenue up 26% YoY to $2.2B, above $2.12B est., GMV up 24% YoY to $69.7B, projects Q4 revenue growth above est.; SHOP jumps 13%+ pre-market
(
www.bloomberg.com
)
2024-11-12
4Q
Shopify
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