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

Tencent reports Q4 revenue up 7% YoY to ~$21.6B, vs. ~$21.8B est., a ~$3.8B net income, vs. ~$4.6B est., and plans a $12.8B+ stock buyback, as gaming sales slow (www.bloomberg.com)
2024-3-20 Tencent 4Q

Xiaomi reports Q4 revenue up 11% YoY to ~$10.2B, above ~$10.1B est., net income up 50% YoY to ~$653M, and plans to diversify its business by launching EVs (www.bloomberg.com)
2024-3-19 Xiaomi 4Q

The Banks: “Unrealized Losses” in Q4, Securities Held by Banks, Bank Failures, and the Dropping Bank Count (wolfstreet.com)
2024-3-18 4Q

Foxconn reports Q4 revenue down 5.7% YoY to ~$59B, as cloud and networking demand falls, net profit up 33% YoY to $1.69B, and expects flat 2024 consumer demand (www.wsj.com)
2024-3-14 4Q

The Banks: “Unrealized Losses” in Q4, Securities Held by Banks, Bank Failures, and the Dropping Bank Count (wolfstreet.com)
2024-3-10 4Q

JD reports Q4 revenue up 3.6% YoY to ~$42.6B, beating ~$41.7B est., after offering discounts and launches a $3B three-year stock buyback program; JD jumps 8% (www.bloomberg.com)
2024-3-6 4Q

Canalys Q4 2023 smartphone chip shipments: MediaTek rose 21% YoY to 117M, Apple rose 7% YoY to 78M, Qualcomm rose 1% YoY to 69M; Samsung dropped 48% YoY to 13M (9to5google.com)
2024-3-6 Samsung Apple 4Q

IDC: the global market for AR/VR headsets fell 23.5% YoY in 2023 but grew 130.4% YoY in Q4, when Meta's share surpassed 60%, up from less than 40% in Q4 2022 (betanews.com)
2024-3-6 VR 4Q AR

CrowdStrike reports Q4 revenue up 33% YoY to $845M, vs. $839M est., and agrees to buy cloud security company Flow Security for an undisclosed price; CRWD up 20% (www.cnbc.com)
2024-3-6 4Q

Sea reports Q4 revenue up 4.8% to $3.6B, above $3.5B est., and adjusted EBITDA down 74% YoY to $126.7M, above $88M est., due to market expenses; SE jumps 11%+ (www.bloomberg.com)
2024-3-5 4Q

Dell reports Q4 revenue down 11% YoY to $22.3B vs. $22.2B est., Client revenue down 12% to $11.7B, and Infrastructure revenue down 6% to $9.3B; DELL jumps 15%+ (www.constellationr.com)
2024-3-1 4Q

Snowflake says that CEO Frank Slootman is retiring, and reports Q4 revenue up 32% YoY to $774.7M and Q1 product revenue guidance below est.; SNOW drops 23%+ (www.cnbc.com)
2024-2-29 4Q

Salesforce reports Q4 revenue up 11% YoY to $9.29B, vs. $9.2B est., FY 2025 revenue guidance below est., and announces a $10B increase in its share buyback plan (www.marketwatch.com)
2024-2-29 4Q Salesforce

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