4Q

Bending Spoons agrees to acquire video platform Vimeo in an all-cash deal valued at ~$1.38B, set to close in Q4; Vimeo will be delisted from exchanges (www.bloomberg.com)
4 days ago 4Q

Crypto asset manager CoinShares agrees to go public via SPAC Vine Hill at a $1.2B pre-money valuation, set to close by the end of Q4; CoinShares has ~$10B AUM (www.bloomberg.com)
6 days ago 4Q Asset

Sources: DeepSeek is developing an agentic AI model that can carry out multistep actions with little human intervention and can learn and improve, coming in Q4 (www.bloomberg.com)
10 days ago AI 4Q

Broadcom reports Q3 revenue up 22% YoY to $16B, vs. $15.8B est., AI revenue up 63% to $5.2B, vs. $5.11B est., and forecasts Q4 revenue above estimates (www.bloomberg.com)
10 days ago AI 4Q

Sources: DeepSeek is developing an agentic AI model that can carry out multi-step actions with little direction as well as learn and improve, set for a Q4 debut (www.bloomberg.com)
11 days ago AI 4Q

HPE reports Q3 revenue up 19% YoY to $9.1B, Server revenue up 16% YoY to $4.9B, and Q4 guidance below estimates (www.bloomberg.com)
11 days ago 4Q

Perplexity's head of advertising and shopping Taz Patel has left after nine months; its ad business reportedly generated only about $20,000 in Q4 2024 (www.adweek.com)
16 days ago 4Q

Affirm reports Q4 revenue up 33% YoY to $876.4M, above $837M est., GMV up 43% to $10.4B, and EPS of $0.20, above $0.12 est.; AFRM jumps 13%+ after hours (www.wsj.com)
17 days ago 4Q

HP reports Q3 revenue up 3.1% YoY to $13.9B, vs. $13.7B est., Personal Systems revenue up 6% to $9.9B, and forecasts Q4 profit above estimates (www.bloomberg.com)
18 days ago 4Q

Palo Alto Networks reports Q4 revenue up 16% YoY to $2.54B, vs. $2.5B est., and Q1 and FY 2026 guidance above estimates; PANW jumps 4%+ after hours (www.cnbc.com)
27 days ago 4Q

Applied Materials Q3: revenue up 8% YoY to $7.3B, vs. $7.22B est., profit up 4% YoY to $1.78B, and projects Q4 revenue and profit below est. on China challenges (www.wsj.com)
30 days ago China 4Q

Cisco reports Q4 revenue up 8% YoY to $14.67B, vs. $14.62B est., net income up 31% to $2.8B, and forecasts Q1 revenue above estimates (www.reuters.com)
2025-8-14 4Q Cisco

Sources: SoftBank has selected banks for a potential US IPO of its payments app operator PayPay, which may raise over $2B and could take place as soon as Q4 (www.reuters.com)
2025-8-11 IPO 4Q

Ripple plans to acquire stablecoin payments platform Rail for $200M, set to close in Q4 2025; Rail says it handles 10% of all global stablecoin payment activity (www.reuters.com)
2025-8-7 4Q

SAP plans to acquire HR software company SmartRecruiters, with the deal expected to close in Q4; SmartRecruiters was valued at $1.5B in a 2021 funding round (www.bloomberg.com)
2025-8-7 4Q

Microsoft's Q4 earnings show its non-AI “core infrastructure business” is booming, with consumer productivity software revenue up 20%, its best uptick in years (www.wsj.com)
2025-8-7 Microsoft AI 4Q

Super Micro reports Q4 revenue up 7.5% YoY to $5.76B, vs. $6.01B est., and lowers its fiscal 2026-year sales forecast from $40B to $33B+; SMCI drops 18%+ (www.bloomberg.com)
2025-8-7 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)
2025-8-1 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)
2025-7-31 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)
2025-7-31 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)
2025-7-31 Microsoft 4Q

Earnings Release FY25 Q4 (www.microsoft.com)
2025-7-31 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)
2025-7-28 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)
2025-7-7 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

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