4Q

Palantir reports Q4 revenue rose 18% YoY to $509M vs. $502M estimated, and its first ever quarter of positive net income on a GAAP basis at $31M; stock up 16%+ (www.cnbc.com)
2023-2-14 4Q

Meta's limited ad targeting options and Amazon's ad product investments are leading brands to shift their budgets to Amazon; Amazon's ad business grew 19% in Q4 (www.cnbc.com)
2023-2-12 Amazon 4Q

Mercury Research: x86 CPU shipments from Intel, AMD, and others fell 34% YoY and 19% QoQ in Q4, the biggest drops in 30 years; 374M units were shipped in 2022 (www.pcmag.com)
2023-2-11 Intel 4Q AMD

SNB Cuts Holdings of All its Top 50 US Stocks in Q4: Apple Chopped by 8% since Q2. MSFT, GOOG, AMZN, TSLA, XOM, All (wolfstreet.com)
2023-2-10 Stock Apple 4Q

Cloudflare reports Q4 revenue up 42% YoY to $274.7M, vs. $274.1M est., and FY 2023 revenue guidance between $1.33B and $1.34B, vs. $1.31B est.; stock is up 10%+ (www.investors.com)
2023-2-10 4Q

PayPal reports Q4 revenue up 7% YoY to $7.38B, vs. $7.39B est., payments volume up 5% YoY to $357.4B, vs. $360.3B est., and net income of $921M (www.marketwatch.com)
2023-2-10 4Q

Lyft reports Q4 revenue up 21% YoY to $1.2B, a net loss of $588.1M vs. $283.2M YoY, and active riders up 8.7% YoY to 20.4M; stock is down 20%+ on weak guidance (www.wsj.com)
2023-2-10 4Q

SMIC reports Q4 revenue up 2.6% YoY to $1.6B, net profit down 26% YoY to $425.5M; 2022 revenue grew 34% YoY to $7.27B and it expects Q1 revenue to fall by 12% (www.scmp.com)
2023-2-10 4Q

Andrew Telfer added many Tech stocks in Q4 2022. likely made a big profit in Jan-23 (stocktika.com)
2023-2-9 Stock 4Q

Tether claims $700M in Q4 profit, in addition to its reserves, and $67.04B in total assets and $66.08B in liabilities; Tether-secured loans were down by $300M (www.theblock.co)
2023-2-9 4Q Asset

Robinhood reports Q4 revenue up 5% YoY to $380M, net loss down 61% YoY to $166M, and MAUs down 0.8M QoQ to 11.4M (www.reuters.com)
2023-2-9 4Q

Uber reports Q4 revenue up 49% YoY to $8.6B, gross bookings rose 19% YOY to $30.7B, and a record 2.1B customer trips, up 19% YoY; UBER jumps 7%+ pre-market (www.nytimes.com)
2023-2-8 Uber 4Q

Synergy Research: enterprise cloud spending in Q4 grew 21% YoY to $61.6B, but that growth was hampered by the strong US dollar and a restricted Chinese market (www.theregister.com)
2023-2-8 China 4Q

SoftBank reports a Q4 loss of ~$5B for its Vision Fund, its fourth straight quarterly loss, and investments of less than $350M in only a few startups (www.bloomberg.com)
2023-2-7 Startup 4Q

Pinterest reports Q4 revenue up 4% YoY to $877M, vs. $886.3M est., net income of $17M, and global MAUs up 4% YoY to 450M; stock drops 10%+ on weak Q1 guidance (www.cnbc.com)
2023-2-7 4Q

YouTube's ad revenue dropped 7.8% YoY to $7.96B in Q4, below expectations of $8.2B (variety.com)
2023-2-3 YouTube 4Q

Alphabet reports its “Other Bets” lost $1.6B in Q4, up 12% YoY from $1.45B, on $226M revenue, up 25% YoY from $181M (www.cnbc.com)
2023-2-3 4Q Alphabet

Amazon reports Q4 advertising services revenue grew 19% YoY to $11.56B, vs. $11.38B est., and subscription services revenue grew 13% YoY to $9.19B (www.cnbc.com)
2023-2-3 Amazon 4Q

Q&A with ad expert Eric Seufert on Meta's Q4 report, rising ad load, ATT, Reels, the Google-Facebook duopoly, Amazon, EU regulation, Google's DOJ case, and more (stratechery.com)
2023-2-3 Google Amazon Facebook 4Q

Important wage inflation measure for the Fed rose less than expected in Q4 (www.cnbc.com)
2023-2-3 Inflation 4Q

Meta says Facebook now has 2B daily active users, after adding 16M users in Q4; WhatsApp reached 2B+ daily active users in October 2022 (www.engadget.com)
2023-2-2 Facebook WhatsApp 4Q

Meta takes a $4.2B restructuring charge in Q4, which includes costs for early office space termination, data center redesign, and severance for laid-off staff (www.nytimes.com)
2023-2-2 4Q

Meta reports Reality Labs Q4 revenue of $727M, vs. $715.1M est., and operating loss of $4.28B, vs. $4.36B est., and expects operating losses to grow in 2023 (www.cnbc.com)
2023-2-2 4Q

As memory prices plunge, SK hynix reports its biggest quarterly operating loss on record in Q4, ~$1.4B vs. estimates of ~$900M, on a 38% YoY drop in revenue (www.bloomberg.com)
2023-2-1 4Q

Snap Q4: revenue flat YoY at $1.3B, vs. $1.31B est., DAUs up 17% YoY to 375M, vs. 375.3M est., and a $288M net loss, vs. $23M in net income YoY; stock down 13%+ (www.cnbc.com)
2023-2-1 4Q

AMD reports Q4 revenue up 16% YoY to $5.6B, vs. $5.5B est., net income down 98% YoY to $21M, and Client unit revenue down nearly 51% YoY due to weak PC sales (www.cnbc.com)
2023-2-1 4Q AMD

Morning Brief: IMF Raises World Growth Outlook; Chinese PMIs Rebound; Eurozone Avoided GDP Contraction In 4Q (www.christophe-barraud.com)
2023-1-31 China Europe 4Q IMF GDP

Spotify reports Q4 revenue up 18% YoY to €3.2B and a €270M loss, up from €39M YoY, as operating costs rose 44% YoY; paying subscribers were up 10M to 205M (t.co)
2023-1-31 4Q Spotify

Samsung reports Q4 mobile profit of ~$1.38B, down from ~$2.15B a year earlier, but says its 2023 chip investment will be similar to 2022, in contrast to rivals (www.reuters.com)
2023-1-31 Mobile Samsung 4Q

Samsung reports Q4 operating profit of ~$3.5B, down 69% YoY, its lowest since Q3 2014, and revenue of ~$57.3B, down 8% YoY, citing weak consumer demand (asia.nikkei.com)
2023-1-31 Samsung 4Q

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