4Q

Klarna reports Q4 revenue up 38% YoY to $1.08B and a $26M net loss, down from a $40M profit in Q4 2024; KLAR is down 50%+ since its September 2025 NYSE IPO (t.co)
7 hours ago IPO 4Q

Cadence shares closed up 7.6% on Wednesday after the chip design company reported Q4 revenue up ~6% to $1.44B and adjusted EPS of $1.99, both above estimates (www.cnbc.com)
20 hours ago 4Q

DoorDash reports Q4 revenue up 38% YoY to $3.96B, vs. $3.99B est., total orders up 32% to 903M, and forecasts Q1 adjusted EBITDA below estimates (www.cnbc.com)
22 hours ago 4Q

eBay reports Q4 revenue up 15% YoY to $3B, vs. $2.87B est., GMV up 10% to $21.2B, and forecasts Q1 profit above estimates; EBAY jumps 6%+ after hours (www.bloomberg.com)
22 hours ago eBay 4Q

Figma reports Q4 revenue up 40% YoY to $303.8M, vs. $293.15M est., and forecasts Q1 revenue above estimates; FIG jumps 15%+ after hours (www.cnbc.com)
23 hours ago 4Q

Filings: Warren Buffett's Berkshire Hathaway cut its Amazon stake by 75%+ to ~2.3M shares in Q4 2025; Berkshire bought 5.1M NYT shares, worth ~$352M in December (www.bloomberg.com)
1 day ago Amazon Warren Buffett 4Q Berkshire

Filing: Nvidia unloaded 1.1M Arm shares, worth about $140M based on Arm's closing price on Tuesday, sometime in Q4, bringing Nvidia's stake to zero (www.bloomberg.com)
1 day ago 4Q Nvidia

Serious Delinquency Rates for Subprime & Prime Auto Loans, Balances, and Debt-to-Income Ratio in Q4 2025 (wolfstreet.com)
2 days ago 4Q

Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 (decrypt.co)
6 days ago 4Q Coinbase

Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours (www.thewrap.com)
6 days ago 4Q

Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (www.cnbc.com)
6 days ago 4Q

Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (www.cnbc.com)
6 days ago 4Q

Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (www.cnbc.com)
6 days ago Airbnb 4Q

Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q4 2025 (wolfstreet.com)
7 days ago Real Estate 4Q

Sources: some OpenAI execs were surprised by WSJ's report that the company was targeting a Q4 2026 IPO; OpenAI hopes to triple its ~$13B 2025 revenue in 2026 (www.nytimes.com)
7 days ago IPO 4Q

AppLovin reports Q4 revenue up 66% YoY to $1.66B, vs. $1.61B est., and forecasts Q1 revenue and adjusted EBITDA above estimates; APP drops 6%+ after hours (sherwood.news)
7 days ago 4Q

Shopify reports Q4 revenue up 31% YoY to $3.7B, vs. $3.59B est., and forecasts Q1 revenue growth at a low-thirties percentage rate, vs. 25% est.; SHOP jumps 10% (www.reuters.com)
8 days ago 4Q Shopify

Household Debts, Debt-to-Income Ratio, Delinquencies, Collections, Foreclosures, and Bankruptcies in Q4 2025 (wolfstreet.com)
8 days ago 4Q

Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (www.wsj.com)
8 days ago China 4Q

Cloudflare reports Q4 revenue up 34% YoY to $614.5M, vs. $591.3M est., and forecasts full-year and Q1 revenue above estimates; NET jumps 14%+ after hours (siliconangle.com)
8 days ago 4Q

Robinhood reports Q4 revenue up 27% YoY to $1.28B, below est., crypto revenue down 38% to $221M, below est., and net income down 34%; HOOD drops 5%+ after hours (www.wsj.com)
8 days ago 4Q

Lyft reports Q4 revenue up 3% YoY to $1.59B vs. $1.76B est., forecasts Q1 adjusted EBITDA below est., announces a $1B share buyback; LYFT drops 13%+ after hours (www.reuters.com)
8 days ago 4Q

Spotify reports Q4 revenue up 13% YoY to €4.5B, Premium users up 10% YoY to 290M, MAUs up 11% YoY to 751M, and a €701M operating income, above €639.1M est. (www.bloomberg.com)
9 days ago 4Q Spotify

SMIC reports Q4 revenue up 13% YoY to $2.49B, above est., net profit up 61% YoY to $172.85M, above $139.5M est., and 2025 revenue of $9.33B, above 2024's $8.03B (www.wsj.com)
9 days ago 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)
9 days ago 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)
12 days ago 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)
13 days ago 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)
13 days ago 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)
13 days ago 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)
13 days ago 4Q Reddit

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