4Q

Nvidia reports Q3 revenue up 94% YoY to $35.1B, vs. $33.2B est., Data Center revenue up 112% to $30.8B, vs. $29B est., and forecasts Q4 revenue above estimates (finance.yahoo.com)
2 days ago 4Q Nvidia

Applied Materials reports Q4 revenue up 5% YoY to $7.05B, vs. $6.95B est., and forecasts Q1 revenue below estimates; AMAT drops 5%+ after hours (www.reuters.com)
8 days ago 4Q

Sonos reports Q4 revenue down 8% YoY to $1.5B, spent $4M on “app recovery investments”, and has released 16 app updates and “restored 90% of missing features” (www.theverge.com)
8 days ago 4Q

CBRE: tech companies leased 9.9M square feet of US office space in Q3, up from ~8M in Q2 and the highest since Q4 2021, as demand grows from new AI companies (www.wsj.com)
9 days ago AI 4Q

Spotify reports Q3 revenue up 19% YoY to €3.99B, vs. €4.02B est., MAUs up 11% to 640M, and forecasts Q4 profit and MAUs above est.; SPOT jumps 8%+ after hours (www.reuters.com)
10 days ago 4Q Spotify

Instacart reports Q3 revenue up 12% YoY to $852M, vs. $843.6M est., gross transaction value up 11% to $8.3B, and forecasts Q4 adjusted EBITDA below estimates (www.bloomberg.com)
10 days ago 4Q

Shopify reports Q3 revenue up 26% YoY to $2.2B, above $2.12B est., GMV up 24% YoY to $69.7B, projects Q4 revenue growth above est.; SHOP jumps 13%+ pre-market (www.bloomberg.com)
10 days ago 4Q Shopify

Bitcoin Price Reaching $100,000 in Q4 Could Trigger a 3-Month PUMP, Pushing Dogecoin to $1, XRP Up 3x, and Rexas Finance (RXS) Soaring 9844% (www.the-blockchain.com)
14 days ago Bitcoin 4Q XRP

Cloudflare reports Q3 revenue up 28% YoY to $430.1M, vs. $424.1M estimated, and forecasts Q4 revenue below estimates; NET drops 7%+ after hours (www.reuters.com)
15 days ago 4Q

Pinterest reports Q3 revenue up 18% YoY to $898M, vs. $896M est., MAUs up 11% to a record 537M, but forecasts Q4 revenue below est.; PINS drops 13%+ after hours (www.cnbc.com)
15 days ago 4Q

Match Group reports Q3 revenue up 2% YoY to $895M, vs. $900.9M est., paying users down 3% to 15.2M, forecasts Q4 revenue below est.; MTCH drops 12%+ after hours (www.reuters.com)
16 days ago 4Q

Lyft reports Q3 revenue up 32% YoY to $1.52B, vs. $1.44B est, gross bookings up 16% to $4.1B, forecasts Q4 gross bookings above est.; LYFT jumps 20% after hours (www.reuters.com)
16 days ago 4Q

Qualcomm reports Q4 revenue up 19% YoY to $10.24B, vs. $9.9B est., guides to a strong Q1, and approves $15B in additional buybacks; QCOM jumps 7%+ after hours (www.cnbc.com)
16 days ago 4Q

GlobalFoundries reports Q3 revenue down 6% YoY to $1.7B and expects Q4 revenue of $1.8B-$1.85B, vs. $1.8B est., driven by smartphone chip demand; GFS jumps 11%+ (www.reuters.com)
17 days ago 4Q

Sources: iOS 18.2 may arrive during the week of December 2; thoughts on the Mac mini as a gaming device, the Pixelmator deal, Q4 earnings, and Peloton's new CEO (www.bloomberg.com)
19 days ago IOS 4Q

Google plans to release Android 16 in Q2 2025 “to better align with the schedule of device launches”; major Android releases have been in Q3 or Q4 since 2013 (www.androidauthority.com)
22 days ago Android Google 4Q

Apple reports Q4 revenue down 0.3% YoY to $15.03B in Greater China, up 7.6% YoY to $5.93B in Japan, and up 16.6% YoY to $7.38B in the rest of Asia-Pacific (asia.nikkei.com)
22 days ago China Japan Asia Apple 4Q

Apple reports Q4 revenue from Services, which includes the App Store, Apple TV+, and Apple Music, up 12% YoY to $24.97B, a new quarterly record, but below est. (variety.com)
22 days ago Apple 4Q

Apple Q4 revenue: iPhone up 6% YoY to $46.22B, Mac up 2% YoY to $7.74B, iPad up 8% YoY to $6.95B, and Wearables, Home, and Accessories down 3% YoY to $9.04B (www.cnbc.com)
22 days ago iPhone Apple 4Q iPad

Intel reports Q3 revenue down 6% YoY to $13.28B, vs. $13.02B est., a net loss of $16.99B, and Q4 guidance above estimates; INTC jumps 10%+ after hours (www.cnbc.com)
22 days ago Intel 4Q

Aurora Innovation delays deploying its autonomous commercial trucks from Q4 2024 to April 2025 to validate its self-driving tech, with up to 10 trucks at launch (techcrunch.com)
23 days ago 4Q

Roku reports Q3 revenue up 16% YoY to $1.06B, vs. $1.02B est., 85.5M streaming households, up 2M QoQ, and Q4 guidance below est.; ROKU drops 11%+ after hours (finance.yahoo.com)
23 days ago 4Q

eBay reports Q3 revenue up 3% YoY to $2.58B, GMV up 2% to $18.3B, net income down 51% to $636M, and forecasts Q4 revenue below est.; EBAY drops 9%+ after hours (www.reuters.com)
23 days ago eBay 4Q

DoorDash reports Q3 revenue up 25% YoY to $2.71B, vs. $2.66B est., total orders up 18% YoY to 643M, and forecasts Q4 adjusted EBITDA above estimates (www.reuters.com)
23 days ago 4Q

Global Payments agrees to sell medical software business AdvancedMD to investment firm Francisco Partners for $1.13B; the deal is expected to close in Q4 2024 (www.reuters.com)
23 days ago 4Q

AMD reports Q3 revenue up 18% YoY to $6.82B, vs. $6.71B est., Data Center revenue up 122% to $3.5B, and Q4 revenue forecast below est.; AMD drops 5% after hours (www.reuters.com)
24 days ago 4Q AMD

Snap reports Q3 revenue up 15% YoY to $1.37B vs. $1.36B est., DAUs up 9% YoY to 443M, issues light Q4 guidance, and announces $500M stock repurchase program (www.cnbc.com)
24 days ago 4Q

PayPal reports Q3 net revenue up 6% YoY to $7.9B, below est., total payments volume up 9% YoY to $422.6B, above $421.6B est., and projects Q4 revenue below est. (www.bloomberg.com)
24 days ago 4Q

Kuo: Apple has cut iPhone 16 orders by ~10M units for Q4 2024 and H1 2025, mostly non-Pro models, and plans 8.6M iPhone SE 4 units from December 2024 to Q1 2025 (medium.com)
30 days ago iPhone Apple 4Q

Texas Instruments says it is nearing recovery after sales fell for the eighth straight quarter in Q3 to $4.15B, down 8.4% YoY, and projects Q4 sales below est. (www.bloomberg.com)
2024-10-23 4Q Texas

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