4Q

Apple incurred ~$800M in tariff-related costs in Q3, $100M less than expected, and expects a jump to $1.1B in Q4 if current rates and policies remain in place (appleinsider.com)
10 hours ago Apple 4Q

Microsoft plans to invest $30B+ in capital expenditures in Q1, which would be its largest for a single quarter, after reporting $24.2B in capital spending in Q4 (www.geekwire.com)
1 day ago Microsoft 4Q

Microsoft Q4: Windows OEM and Devices revenue up 3% YoY, gaming revenue up 10%, Xbox hardware revenue down 22%, and Xbox content and services revenue up 13% (www.theverge.com)
1 day ago Microsoft 4Q Xbox

Microsoft reports Q4 Azure and other cloud services revenue up 39% YoY, vs. 34.75% est., and full-year Azure revenue up 34% to $75B, vs. $74.62B est. (www.reuters.com)
1 day ago Microsoft 4Q

Earnings Release FY25 Q4 (www.microsoft.com)
1 day ago 4Q

Israeli customer service automation company Nice acquires Cognigy, which develops a conversational and agentic AI platform, for $955M, set to close in Q4 2025 (en.globes.co.il)
3 days ago Israel AI 4Q

CoreWeave says it agreed to acquire bitcoin miner Core Scientific in a ~$9B all-stock deal, set to close in Q4 2025, to expand its AI data center capacity (www.bloomberg.com)
24 days ago Bitcoin AI 4Q

Bank of Korea temporarily halts preparations for the second phase of its pilot initiative testing program for a central bank digital currency, scheduled for Q4 (www.bloomberg.com)
2025-6-30 Korea Central Bank 4Q

Micron reports Q3 revenue up 37% YoY to $9.3B, vs. $8.85B est., forecasts Q4 revenue above estimates, and says it's on track for record revenue this fiscal year (www.bloomberg.com)
2025-6-26 4Q

TheMinerMag: median cost to mine a bitcoin is expected to rise 9.4% QoQ in Q2 2025 to $70K, up from $52K in Q4 2024, squeezing margins for less efficient miners (cointelegraph.com)
2025-6-17 Bitcoin 4Q

Amazon Ads and Roku sign a new ad initiative to give media buyers access to 80%+ of US connected-TV households, set to launch by Q4 2025, using Amazon's DSP (deadline.com)
2025-6-16 Amazon 4Q

TollBit: from Q4 2024 to Q1 2025, traffic from AI retrieval bots to 266 websites, including national and local news organizations, grew 49%, as AI usage jumps (www.washingtonpost.com)
2025-6-12 AI 4Q

Oracle Q4: revenue up 11% YoY to $15.9B, vs. $15.59B est., cloud revenue up 27% YoY, signals strong cloud infrastructure revenue growth; ORCL up 6%+ after hours (www.cnbc.com)
2025-6-12 Oracle 4Q

Lenovo reports Q4 revenue up 23% to $16.98B, vs. $15.6B est., and net profit down 64% YoY to ~$90M, below $225.8M est., reflecting AI and PC market competition (www.bloomberg.com)
2025-5-22 AI 4Q Lenovo

Take-Two reports Q4 net bookings up 17% YoY to $1.58B, vs. $1.55B est., net revenue up 13% YoY to $1.58B, and forecasts FY 2026 net bookings below expectations (www.bloomberg.com)
2025-5-16 4Q

Cisco reports Q3 revenue up 11% YoY to $14.15B, vs. $14.08B est., forecasts Q4 revenue above estimates, and announces CFO Scott Herren will retire on July 26 (www.cnbc.com)
2025-5-15 4Q Cisco

Sony reports Q4 revenue down 24% YoY to ~$17.7B, PlayStation 5 units sold in FY 24 down 11% YoY to 18.5M, and expects a ~$700M impact from US tariffs in FY 25 (www.bloomberg.com)
2025-5-14 4Q Sony

Sony reports Q4 revenue down 24% YoY to $17.7B, 18.5M PlayStation 5 units sold in FY 24, down from 20.8M in FY 23, and expects a $700M US tariff impact in FY 25 (www.bloomberg.com)
2025-5-14 4Q Sony

SoftBank reports Q4 net profit up 124% YoY to ~$3.5B, a surprise profit and above a ~$182M loss est., due to improving valuations of Alibaba, T-Mobile, and more (t.co)
2025-5-13 Mobile Alibaba 4Q

Affirm reports Q3 revenue up 36% YoY to $783M, vs. $783M est., GMV up 36% to $8.6B, above est., and forecasts Q4 revenue below est.; AFRM drops 7%+ after hours (www.cnbc.com)
2025-5-9 4Q

Arm reports Q4 revenue up 34% YoY to $1.24B, vs. $1.23B est., royalty revenue up 18% to $607M, and forecasts Q1 revenue below est.; ARM drops 8%+ after hours (www.bloomberg.com)
2025-5-8 4Q

EA reports Q4 net bookings up 8% YoY to $1.8B, vs. $1.56B est., and forecasts FY 2026 bookings above estimates; EA jumps 5%+ after hours (www.cnbc.com)
2025-5-7 4Q

Mark Zuckerberg says Threads has 350M MAUs, having added 30M in Q1 2025, compared to 20M in Q4 2024 (techcrunch.com)
2025-5-1 4Q Zuckerberg

Study: in South Korea, users with active YouTube accounts spent 210 minutes/day on the service in Q4, while Netflix subs spent 96 minutes/day on the streamer (deadline.com)
2025-4-17 Korea YouTube Netflix 4Q

Asia's startup funding fell 40% YoY to ~$13B in Q1 2025, the lowest funding for a quarter since $12.3B in Q4 2014; AI startup funding fell 50% YoY to just $1.8B (news.crunchbase.com)
2025-4-12 Asia Startup AI 4Q

Graphite (Rusty FOSS procedural 2D design app) new feature demos from Q4 (graphite.rs)
2025-4-3 4Q

As Life Happens, “Locked-in” Homeowners Pay Off Below-4% Mortgages: Share Drops to 54%, Lowest since Q4 2020 (wolfstreet.com)
2025-4-2 4Q

Reddit shares are down 50% from a February high, after its Q4 earnings report showed its traffic took a hit from a change in Google's search algorithm (www.bloomberg.com)
2025-3-29 Google Algorithm 4Q Reddit

US Government Fiscal Mess: Debt, Deficit, Interest Payments, and Tax Receipts: Q4 2024 Update on an Ugly Situation (wolfstreet.com)
2025-3-28 Tax 4Q

Chinese food delivery giant Meituan reports Q4 revenue up 20% to $12.21B, vs. $12.1B est., net profit up 180% YoY to $858M, even as it faces stiff competition (www.wsj.com)
2025-3-21 China 4Q

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