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Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 5%+ after hours
(
www.bloomberg.com
)
6 hours ago
Apple
4Q
In Q4, Microsoft's Anthropic investment saw a $3.2B gain, while its OpenAI investment was marked down ~$600M but has generated a $5B gain on a full-year basis
(
techcrunch.com
)
1 day ago
Microsoft
4Q
Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged
(
www.reuters.com
)
1 day ago
Microsoft
4Q
Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10%
(
www.theverge.com
)
1 day ago
Microsoft
4Q
Xbox
Qualcomm reports Q3 revenue down 4% YoY to $9.95B, vs. $9.67B est., forecasts Q4 profit below est., expects revenue from Apple products to decline more quickly
(
www.reuters.com
)
1 day ago
Apple
4Q
Microsoft reports Q4 revenue up 18% YoY to $90B, net income up 31% to $35.8B, and Microsoft Cloud revenue up 27% to $59.3B; MSFT jumps 3%+ after hours
(
www.microsoft.com
)
1 day ago
Microsoft
4Q
Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, vs. 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time
(
www.cnbc.com
)
1 day ago
Microsoft
4Q
Seagate reports Q4 revenue up 49% YoY to $3.6B, vs. $3.5B est., adjusted earnings of $5.71 a share, above analysts' forecast of $5.10; STX jumps 6%+ after hours
(
www.barrons.com
)
2 days ago
4Q
Super Micro says Q4 orders have topped $60B and expects gross margins of 15% to 17%, up from its prior forecast of 8.2% to 8.4%; SMCI jumps 13%+ after hours
(
www.reuters.com
)
9 days ago
4Q
Sources: data center operator Switch has hired investment banks for a US IPO that could raise up to $10B and value it at $80B, set for as soon as Q4
(
economictimes.indiatimes.com
)
16 days ago
IPO
4Q
Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays
(
medium.com
)
25 days ago
iPhone
4Q
Jefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief
(
wccftech.com
)
2026-6-29
China
4Q
Micron reports Q3 revenue up 346% YoY to $41.46B, vs. $35.84B est., gross margin above estimates, and forecasts Q4 revenue above est.; MU jumps 14%+ after hours
(
www.cnbc.com
)
2026-6-25
4Q
Databricks says annualized revenue rose 80%+ YoY to $6.9B, up from $5.4B in Q4; CEO Ali Ghodsi says higher AI agent usage is increasing costs, lowering margins
(
www.cnbc.com
)
2026-6-17
AI
4Q
Salesforce agrees to acquire AI customer service platform Fin, formerly Intercom, for ~$3.6B, in a deal expected to close in Q4 of its 2027 fiscal year
(
www.cnbc.com
)
2026-6-16
AI
4Q
Salesforce
Oracle reports Q4 revenue up 21% YoY to $19.18B, vs. $19.1B est., and expects to raise ~$40B through a combination of debt and equity financing in FY 2027
(
www.reuters.com
)
2026-6-11
Oracle
4Q
Equity
Palo Alto Networks reports Q3 revenue up 31% YoY to $3B, including $388M from CyberArk and Chronosphere, vs. $2.94B est., and forecasts Q4 revenue above est.
(
www.cnbc.com
)
2026-6-3
4Q
Didi reports Q1 revenue up 10% YoY to ~$8.7B and a ~$177M net loss, several times larger than its Q4 loss, as it expands globally in markets like Latin America
(
www.bloomberg.com
)
2026-6-2
U.S.
4Q
Latin America
US cybersecurity company Zscaler reports Q3 revenue up 25% YoY to $850.5M, above $835.4M est., and forecasts Q4 revenue below est.; ZS drops 18%+ after hours
(
www.reuters.com
)
2026-5-27
4Q
Lenovo reports Q4 revenue up 27% YoY to $21.6B, above $18.7B est., net profit up 479% to $521M, above $271M est., as the PC maker pushes into AI server markets
(
www.reuters.com
)
2026-5-22
AI
4Q
Lenovo
Take-Two reports Q4 bookings flat YoY at $1.58B, forecasts FY 2027 bookings below est., reiterates GTA VI's November 19 launch date; TTWO jumps 6%+ after hours
(
www.reuters.com
)
2026-5-22
4Q
Kioxia reports record Q4 earnings of ~$3.8B, forecasts Q1 operating profit of ~$8.2B, and says it is planning a US listing; Kioxia shares are up 300% YTD
(
www.bloomberg.com
)
2026-5-15
4Q
Cisco reports Q3 revenue up 12% YoY to $15.84B, vs. $15.56B est., forecasts Q4 revenue above est., and is cutting almost 4,000 jobs; CSCO jumps 17%+ after hours
(
www.cnbc.com
)
2026-5-14
4Q
Cisco
Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part due to investments, as it seeks to monetize AI
(
www.bloomberg.com
)
2026-5-13
Alibaba
AI
4Q
SoftBank reports Q4 net income up 3x to ~$11.6B, above ~$1.5B est., driven by a $25B gain in its OpenAI stake; by October, its OpenAI investment will hit $64.6B
(
www.ft.com
)
2026-5-13
4Q
Nintendo reports Q4 revenue of ~$2.60B, below ~$2.75B est., net profit of ~$416M, above ~$403.68M est., and forecasts a decline in FY 2027 Switch 2 unit sales
(
www.cnbc.com
)
2026-5-8
Nintendo
4Q
Sony reports Q4 revenue of $19.4B, above ~$18.4B est., operating profit of ~$1.06B, below ~$1.7B est., and forecasts FY 2027 net profit to rise 13% to ~$7.4B
(
www.cnbc.com
)
2026-5-8
4Q
Sony
Sony reports 1.5M PS5 unit sales in Q4, down 46% YoY, and forecasts annual sales at its gaming business to fall 6% YoY to $1.69B, amid memory chip price surge
(
www.reuters.com
)
2026-5-8
4Q
Sony
Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours
(
www.ft.com
)
2026-5-7
4Q
Coupang reports Q1 revenue up 8% YoY to $8.5B and a net loss of $266M following a 2025 Korean customer data breach, its largest loss since Q4 2021
(
www.koreaherald.com
)
2026-5-6
Korea
4Q
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