4Q

Onsemi reports Q4 revenue down 11% YoY to $1.53B, vs. $1.54B est., as its two biggest business units continue to post sales declines; ON drops 4%+ after hours (www.wsj.com)
2026-2-10 4Q

Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (sherwood.news)
2026-2-8 Apple 4Q

Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (www.wsj.com)
2026-2-6 4Q

Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 18%+ after hours (www.reuters.com)
2026-2-6 4Q

Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (variety.com)
2026-2-6 Amazon 4Q

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (www.cnbc.com)
2026-2-6 4Q Reddit

Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B (www.cnbc.com)
2026-2-6 Amazon 4Q

Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, vs. 478M est., and announces a $500M share buyback; SNAP jumps 5%+ after hours (www.cnbc.com)
2026-2-5 4Q

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (www.ft.com)
2026-2-5 4Q Alphabet

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue surpassed $60B across ads and subscriptions (variety.com)
2026-2-5 YouTube 4Q Alphabet

Uber reports Q4 revenue up 20% YoY to $14.4B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M profit, below est.; UBER falls 8%+ (www.wsj.com)
2026-2-4 Uber 4Q

Galaxy Digital reports a Q4 net loss of $482M, above $282M est., driven primarily by the crypto market crash, and says its trading volumes declined ~40% QoQ (www.bloomberg.com)
2026-2-4 4Q

AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval (asia.nikkei.com)
2026-2-4 China AI 4Q AMD

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours (www.bloomberg.com)
2026-2-4 4Q AMD

Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours (www.bloomberg.com)
2026-2-4 4Q

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.7B, missing est.; PYPL falls 15% pre-market (www.bloomberg.com)
2026-2-3 4Q

Palantir reports Q4 revenue up 70% YoY to $1.41B, vs. $1.33B est., and forecasts FY 2026 and Q1 revenue above estimates; PLTR jumps 6%+ after hours (www.cnbc.com)
2026-2-3 4Q

Taiwan's GDP rose 12.68% in Q4 2025, its fastest quarterly growth since 1987; full-year GDP grew 8.63%, topping the 7.5% forecast on AI demand for tech products (www.bloomberg.com)
2026-1-31 Taiwan AI 4Q GDP

Sources: OpenAI is laying the groundwork for a public listing in Q4 2026, holding informal talks with Wall Street banks and growing its finance team (www.wsj.com)
2026-1-30 Wall Street 4Q

STMicro reports Q4 net revenue up 0.2% YoY to $3.33B, operating income down 66% YoY to $125M, and forecasts Q1 2026 net revenue of $3.04B, above $2.92B est. (www.bloomberg.com)
2026-1-29 4Q

SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% YoY to €2.83B, and forecasts 2026 cloud revenue to grow at least 23% YoY to €25.8B (www.bloomberg.com)
2026-1-29 4Q

Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price surge and HBM demand (www.cnbc.com)
2026-1-29 Samsung 4Q

In Meta's Q4 earnings call, Mark Zuckerberg says it plans to start shipping new models and products throughout 2026 and hints at “agentic shopping tools” (techcrunch.com)
2026-1-29 4Q Zuckerberg

ServiceNow reports Q4 revenue up 20.5% YoY to $3.57B, vs. $3.53B est., and subscription revenue up 21% YoY to $3.47B; NOW drops ~3% after hours (www.cnbc.com)
2026-1-29 4Q

Meta reports Reality Labs Q4 revenue of $955M vs. $940.8M est. and a $6.02B operating loss vs. $5.67B est.; Reality Labs now has $75B+ in losses since late 2020 (www.cnbc.com)
2026-1-29 4Q

IBM reports Q4 revenue up 12% YoY to $19.7B, vs. $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+ after hours (www.bloomberg.com)
2026-1-29 IBM 4Q

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 4%+ after hours (investor.atmeta.com)
2026-1-29 4Q

Singapore-based Digital Edge plans to invest $4.5B to build a 500 MW hyperscale data center facility in Indonesia, with the first phase set to open in Q4 2026 (www.bloomberg.com)
2026-1-28 Singapore 4Q Indonesia

SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand (www.cnbc.com)
2026-1-28 AI 4Q

ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales (www.cnbc.com)
2026-1-28 China 4Q

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