4Q

In Q4, Coinbase changed how it reports users' crypto assets, taking them off its balance sheet, highlighting the lingering issue of who owns the digital assets (www.wsj.com)
2025-2-19 4Q Asset Coinbase

Bumble reports Q4 revenue down 4.4% YoY to $261.6M, Bumble app paying users up 5% to 2.8M, and forecasts Q1 revenue below estimates; BMBL drops 13%+ after hours (www.reuters.com)
2025-2-19 4Q

Baidu reports Q4 revenue down 2% YoY to ~$4.7B, above $4.6B est., and a ~$717M net income, above ~$540M est., as its search and AI businesses face competition (www.bloomberg.com)
2025-2-18 AI 4Q

Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies & Foreclosures in Q4 2024 (wolfstreet.com)
2025-2-16 Real Estate 4Q

EssilorLuxottica says it has sold 2M+ Ray-Ban Meta glasses since their Q4 2023 launch, and plans to raise annual production capacity to 10M by the end of 2026 (www.uploadvr.com)
2025-2-15 Ban 4Q

Filing: Nvidia cut its Arm stake by 43.8% to 1.1M shares in Q4, valuing its remaining stake at ~$181M as of Feb. 13, and discloses a position in China's WeRide (www.reuters.com)
2025-2-15 China 4Q Nvidia

Ubisoft says its revenue for the nine months ending December 31, 2024 fell 31.4% YoY to €990M, with net booking down 34.8% to €944M, but is optimistic about Q4 (www.gamesindustry.biz)
2025-2-15 4Q

Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Collections, Foreclosures, Bankruptcies: Our Drunken Sailors' Debts in Q4 2024 (wolfstreet.com)
2025-2-14 4Q

Reddit says content licensing deals with Google and OpenAI account for ~10% of its revenue, but its primary focus is on ad revenue, which grew 60% YoY in Q4 (www.adweek.com)
2025-2-14 Google 4Q Reddit

Coinbase reports Q4 revenue up 138% YoY to $2.27B, vs. $1.88B est., transaction revenue up 194% to $1.56B, vs. $1.29B est., and trading volume up 185% to $439B (www.cnbc.com)
2025-2-14 4Q Coinbase

Roku reports Q4 revenue up 22% YoY to $1.2B, vs. $1.15B est., a net loss of $35.5M, and streaming households up 12% YoY to 89.8M; ROKU jumps 10%+ after hours (variety.com)
2025-2-14 4Q

Airbnb Q4: revenue up 12% YoY to $2.48B, Nights and Experiences Booked up 12%, Gross Booking Value up 13% to $17.6B vs. $17.2B est.; ABNB jumps 13%+ after hours (sherwood.news)
2025-2-14 Airbnb 4Q

AppLovin reports Q4 revenue up 44% YoY to $1.37B, vs. $1.26B est., net income up 248%, ad revenue up 73%, and Q1 guidance above est.; APP jumps 27%+ after hours (www.cnbc.com)
2025-2-13 4Q

Reddit reports Q4 revenue up 71% YoY to $428M, vs. $405M est., and daily active uniques up 39% YoY to 101.7M, vs. 103.1M est.; RDDT drops 13%+ after hours (www.cnbc.com)
2025-2-13 4Q Reddit

Robinhood reports Q4 revenue up 115% YoY to $1.01B, vs. $940.8M est., crypto transaction revenue up 700%+ to $358M, above est.; HOOD jumps 10%+ after hours (www.bloomberg.com)
2025-2-13 4Q

In Q4, Meta tweaked its depreciation accounting for AI infrastructure, extending it from 4-5 to 5.5 years, cutting expenses by $2.9B in 2025 and boosting profit (www.bloomberg.com)
2025-2-13 AI 4Q

DoorDash reports Q4 revenue up 25% YoY to $2.87B, vs. $2.84B est., total orders up 19% YoY to 685M, and plans to buy back shares worth up to $5B in FY 2025 (www.reuters.com)
2025-2-12 4Q

Lyft reports Q4 revenue up 27% YoY to $1.55B, vs. $1.56B est., Q1 gross bookings forecast below est., announces a $500M buyback plan; LYFT drops 9%+ after hours (www.marketwatch.com)
2025-2-12 4Q

SMIC reports Q4 profit down 38% YoY to $107.6M, below $193.5 est., revenue up 32% YoY to $2.2B, above $2.18B est., and $7.33B capex in 2024, vs. $4.5B in 2021 (www.reuters.com)
2025-2-12 4Q

Shopify reports Q4 revenue up 31% YoY to $2.8B, above $2.73B est., GMV up 26% YoY to $94.5B, a $465M operating loss, and 2024 revenue up 26% YoY to $8.9B (www.bloomberg.com)
2025-2-11 4Q Shopify

Cloudflare reports Q4 revenue up 27% YoY to $459.9M, fiscal 2024 revenue up 29% YoY to $1.67B, and number of customers spending $1M+/year up 47% YoY to 173 (www.cloudflare.net)
2025-2-7 4Q

Amazon reports Q4 ad revenue up 18% YoY to $17.29B, vs. $17.4B est., and subscription services revenue up 10% YoY to $11.51B (variety.com)
2025-2-7 Amazon 4Q

Pinterest reports Q4 revenue up 18% YoY to $1.15B, vs. $1.14B est., MAUs up 11% YoY to 553M, and forecasts Q1 revenue will top est.; PINS up 14% after hours (www.bloomberg.com)
2025-2-7 4Q

Amazon reports Q4 AWS revenue up 19% YoY to $28.8B, in line with est., and AWS operating income of $10.6B, up from $7.2B in Q4 2023 (www.cnbc.com)
2025-2-7 Amazon 4Q

Amazon reports Q4 revenue up 10% YoY to $187.8B, vs. $187.3B est., a $20B net income, vs. $10.6B in Q4 2023, a $21.2B operating income, vs. $13.2B in Q4 2023 (www.businesswire.com)
2025-2-7 Amazon 4Q

Roblox reports Q4 revenue up 32% to $988.2M, bookings up 21% YoY to $1.36B, below est., DAUs up 19% YoY to 85.3M, below 88.4M est.; RBLX falls 20%+ pre-market (www.bloomberg.com)
2025-2-7 4Q

In Q4 2024, AMD's data center business outsold Intel for the first time, with $3.86B in revenue, up 69% YoY, to Intel's $3.4B, but analysts expected more sales (www.tomshardware.com)
2025-2-6 Intel 4Q AMD

Uber reports Q4 revenue up 20% YoY to $12B, Gross Bookings up 18% YoY to a record $44.2B, operating profit up 18% YoY to $770M, and trips up 18% YoY to 3.1B (t.co)
2025-2-5 Uber 4Q

Alphabet expects 2025 capex of ~$75B, vs. ~$58B est., and reports Google Cloud Q4 revenue up 30% YoY to $11.96B, vs. $12.16B est.; GOOG drops 7%+ after hours (www.reuters.com)
2025-2-5 Google 4Q Alphabet

EA reports Q3 net bookings down 6% YoY to $2.22B vs. $2.32B est., net revenue down 3%, forecasts Q4 bookings below est., and announces a $1B share buyback plan (www.reuters.com)
2025-2-5 4Q

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