4Q

Jensen Huang says Nvidia's new Blackwell chips will have “lots and lots of supply”, and the company expects billions of dollars in revenue from the chips in Q4 (www.bloomberg.com)
2024-8-29 4Q Nvidia

Affirm reports Q4 revenue up 48% YoY to $659.2M, vs. $604M est., and says it expects to generate an operating profit by Q4 2025; AFRM jumps 14%+ after hours (www.marketwatch.com)
2024-8-29 4Q

In a pitch deck, AI search engine Perplexity told advertisers it plans to start running ads in Q4; a source says Perplexity's CPM prices will be $50+ (www.cnbc.com)
2024-8-23 AI 4Q

Palo Alto Networks reports Q4 revenue up 12% YoY to $2.2B, vs. $2.16B est., FY 2025 revenue guidance above est., and increases its share buyback by $500M to $1B (www.reuters.com)
2024-8-20 4Q

Cisco reports Q4 revenue down 10% YoY to $13.64B, vs. $13.54B est., and says it's cutting 7% of its global workforce; CSCO jumps 5%+ after hours (www.cnbc.com)
2024-8-15 4Q Cisco

Foxconn says it will only start shipping a small volume of servers with Nvidia's GB200 chips in Q4, before ramping up significantly in Q1 2025 (www.bloomberg.com)
2024-8-14 4Q Nvidia

Supermicro shares drop 13% after hours after the company reported Q4 earnings missing analyst expectations, and announces a 10-for-1 stock split (www.cnbc.com)
2024-8-7 4Q

Intel plans to cut 15% of its workforce by the end of 2024 as part of a $10B cost reduction plan and will suspend its dividend starting in Q4 2024 (venturebeat.com)
2024-8-2 Intel 4Q

Qualcomm reports Q3 revenue up 11% YoY to $9.39B, vs. $9.21B est., handset chip sales up 12% YoY to $5.9B, and forecasts Q4 revenue above estimates (www.bloomberg.com)
2024-8-1 4Q

Nvidia shares jump 10%+ after Microsoft and AMD signaled no slowdown in the buildout of AI servers built around GPUs; Microsoft spent $19B on capex in Q4 (www.cnbc.com)
2024-8-1 Microsoft AI 4Q Nvidia AMD

Microsoft Q4: Windows OEM revenue up 4% YoY, devices revenue down 11% YoY, overall gaming revenue up 44% YoY, and Xbox content and services revenue up 61% YoY (www.theverge.com)
2024-7-31 Microsoft 4Q Xbox

Microsoft Q4: Intelligent Cloud revenue up 19% YoY to $28.52B, vs. $28.68B est., with Azure and other cloud services rev. up 29% YoY; MSFT drops ~5% after hours (www.cnbc.com)
2024-7-31 Microsoft 4Q

Microsoft reports Q4 revenue up 15% YoY to $64.7B, net income up 10% to $22B, Azure and other cloud services revenue up 29% YoY, and LinkedIn revenue up 10% YoY (www.microsoft.com)
2024-7-31 Microsoft LinkedIn 4Q

Galaxy Digital: investment in crypto by VCs and others rose to $3.2B in Q2 2024, the highest amount in a quarter since Q4 2022, and up from $2.5B in Q1 2024 (t.co)
2024-7-14 4Q

Micron reports Q3 revenue up 82% YoY to $6.81B, vs. $6.67B est., and forecasts Q4 revenue in line with estimates (www.cnbc.com)
2024-6-27 4Q

Oracle reports Q4 revenue up 3% YoY to $14.29B, vs. $14.55B est., net income down 5% to $3.14B, announces deals with Google and OpenAI; ORCL up 7%+ after hours (www.cnbc.com)
2024-6-12 Google Oracle 4Q

Lenovo reports Q4 revenue up 9% YoY to $13.8B, vs. $13B est., second straight quarter of revenue growth, and net profit up 118% YoY to $248M, vs. $162M est. (www.reuters.com)
2024-5-23 4Q Lenovo

Paytm's parent One 97 Communications reports a $66.1M net loss in Q4, up from $20.11M in Q4 2023, on $272.3M revenue, as it grappled with a regulatory clampdown (techcrunch.com)
2024-5-22 4Q

TSMC plans to start building its first European facility in Q4 2024, ahead of production in 2027; TSMC unveiled plans for an $11B factory in Germany last August (www.reuters.com)
2024-5-15 Germany Europe 4Q

Alibaba reports Q4 revenue up 6.6% YoY to ~$30.7B, above $30.4B est., a ~$452M net income, down 86% YoY from ~$3.2B in Q4 2023, and announces a $4B dividend (www.bloomberg.com)
2024-5-14 Alibaba 4Q

Sony reports Q4 revenue up 14% YoY to ~$22.4B, above ~$18.5B est., operating profit up 57% YoY to ~$1.5B, and sold 20.8M PS5 units in FY 2023, below guidance (www.cnbc.com)
2024-5-14 4Q Sony

Arm reports Q4 revenue up 47% YoY to $928M, vs. $875.6M est., royalty revenue up 37%, and forecasts FY 2025 revenue below expectations (www.reuters.com)
2024-5-9 4Q

EA reports Q4 revenue down 5% YoY to $1.78B, net income of $182M, net bookings down 14% YoY to $1.67B, and announces a three-year $5B stock buyback (www.gamesindustry.biz)
2024-5-8 4Q

Roku reports Q1 revenue up 19% YoY to $882M, vs. $848.62M est., a net loss of $50.9M, compared to $193.6M YoY, and 81.6M active accounts, up 1.6M from Q4 2023 (variety.com)
2024-4-26 4Q

Microsoft reports Q4 Intelligent Cloud revenue up 21% YoY to $26.71B, vs. $26.26B est., with Azure and other cloud services revenue up 31% YoY (www.cnbc.com)
2024-4-26 Microsoft 4Q

A look at Huawei's efforts to make HarmonyOS a formidable rival to iOS and Android; Counterpoint: 16% of smartphones sold in China in Q4 2023 used HarmonyOS (t.co)
2024-4-7 Android IOS China 4Q

Newzoo: PC and console game revenues grew 2.6% YoY to $93.5B in 2023, but average quarterly playtime hours fell 26% from Q1 2021 through Q4 2023 (venturebeat.com)
2024-4-3 4Q

Didi Q4: revenue up 55.4% YoY to ~$6.83B, a ~$113.15M net income, up from a ~$131.8M loss YoY, as the company continues its recovery after regulatory challenges (www.reuters.com)
2024-3-24 4Q

Meituan reports Q4 revenue up 23% YoY to ~$10.2B and a net income of ~$308.4M, both above estimates, as the food delivery giant plans international expansion (www.bloomberg.com)
2024-3-22 4Q

US-listed PDD, which runs Temu and Pinduoduo, reports Q4 revenue up 123% YoY to ~$12.5B and operating profit up 146% YoY to ~$3.2B, boosted by merchant fees (t.co)
2024-3-21 4Q

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