4Q

Cloudflare reports Q3 revenue up 31% YoY to $562M, vs. $544.6M est., and forecasts Q4 revenue of $589M, vs. $580M est.; NET jumps 9%+ after hours (www.investors.com)
5 hours ago 4Q

Twilio reports Q3 revenue up 15% YoY to $1.3B vs. $1.25B est., forecasts Q4 sales above est., agrees to buy identity platform Stytch; TWLO jumps 8%+ after hours (seekingalpha.com)
5 hours ago 4Q

Apple expects Q1 revenue to grow 10% to 12% YoY, with iPhone sales up by double digits, and reports Q4 China revenue down 4% YoY to $14.5B, vs. $16.24B est. (www.reuters.com)
7 hours ago China iPhone Apple 4Q

Apple reports Q4 revenue from Services, which includes the App Store, Apple Pay, Apple TV, Apple Music, and iCloud, up 15% YoY to $28.75B, vs. $28.17B est. (www.thewrap.com)
8 hours ago Apple 4Q Apple Pay

Apple Q4: iPhone up 6% YoY to $49.03B, vs. $50.19B est., Mac up 13% to $8.73B, iPad flat at $6.95B, and Wearables, Home, and Accessories flat at $9.01B (www.businesswire.com)
9 hours ago iPhone Apple 4Q iPad

Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B (www.cnbc.com)
9 hours ago Apple 4Q

eBay reports Q3 revenue up 9% YoY to $2.82B, vs. $2.73B est., GMV up 10% to $20.1B, and forecasts Q4 profit below estimates; EBAY drops 6%+ after hours (www.bloomberg.com)
1 day ago eBay 4Q

Visible Alpha: Apple's Services unit revenue is set to hit $108.6B in the year to September, its first time above $100B and up 13% YoY, ahead of its Q4 results (www.ft.com)
2 days ago Apple 4Q

NXP reports Q3 revenue down 2% YoY to $3.17B, vs. $3.16B est., automotive revenue flat YoY to $1.83B, and expects above estimates Q4 revenue of $3.20B to $3.40B (www.reuters.com)
3 days ago 4Q

STMicro reports Q3 revenue down 2% YoY to $3.19B and operating income down 53% YoY to $180M, missing est., and forecasts Q4 revenue of $3.28B, below $3.35B est. (www.bloomberg.com)
7 days ago 4Q

Texas Instruments reports Q3 revenue up 14% YoY to $4.74B, vs. $4.64B est., and forecasts Q4 revenue and profit below estimates; TXN drops 6%+ after hours (www.reuters.com)
9 days ago 4Q Texas

Memo: Vishal Shah, Meta's VP of Metaverse, tells his team to use AI to “go 5X faster” and expects 80% of them to integrate AI into their day-to-day by Q4 (www.wired.com)
20 days ago AI 4Q

Applied Materials expects new US export rules from BIS restricting certain product shipments to China to hurt its Q4 revenue by $110M and 2026 revenue by $600M (www.wsj.com)
27 days ago China 4Q

Apple's internal chatbot deserves a public release, sources: Apple nears production of M5 MacBook Pros, MacBook Airs, and two monitors for Q4 2025 or Q1 2026 (www.bloomberg.com)
2025-9-29 Apple chatbot MacBook 4Q

OLX Group, an online marketplace owned by Prosus, agrees to acquire La Centrale, a French auto classifieds platform, for $1.3B in cash, expected to close in Q4 (www.bloomberg.com)
2025-9-26 France 4Q

Micron reports Q4 revenue up 46% YoY to $11.32B, vs. $11.22B est., net income up 261% to $3.2B, data center revenue down 22%, and Q1 revenue forecast above est. (www.cnbc.com)
2025-9-24 4Q

HR software provider Workday agrees to acquire Sana, an AI startup specializing in workplace tools, for $1.1B; the transaction is set to close in Workday's Q4 (www.wsj.com)
2025-9-17 Startup AI 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)
2025-9-10 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)
2025-9-8 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)
2025-9-5 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)
2025-9-5 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)
2025-9-4 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)
2025-9-4 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)
2025-8-30 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)
2025-8-29 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)
2025-8-28 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)
2025-8-19 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)
2025-8-16 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

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