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Baidu reports Q4 revenue up 6% YoY to ~$4.9B and net income down 48% YoY to ~$366M, as chatbot Ernie, which has 100M+ users, began to augment its ads business
(
www.bloomberg.com
)
2024-2-28
chatbot
4Q
Unity reports Q4 revenue up 35% YoY to $609M, vs. $551M est., but down 2% YoY to $510M excluding a Wētā FX deal, Q1 sales guidance far below est.; U drops 15%+
(
www.marketwatch.com
)
2024-2-27
4Q
Zoom reports Q4 revenue of $1.15B, up 2.6% YoY, vs. $1.13B est., Enterprise revenue of $667M, up 4.9% YoY, and announces a $1.5B stock buyback; ZM jumps 10%+
(
www.bloomberg.com
)
2024-2-27
4Q
Block reports Q4 revenue up 24% YoY to $5.77B, Square profit up 18% YoY, Cash App profit up 25% YoY, and forecasts Q1 adjusted EBITDA above est.; SQ jumps 12%+
(
www.reuters.com
)
2024-2-23
4Q
Nvidia reports Q4 revenue up 265% YoY to $22.1B, vs. $20.62B est., Data Center revenue up 409% to $18.4B, and FY 2024 revenue up 126% to $60.9B; NVDA jumps 6%+
(
www.cnbc.com
)
2024-2-22
4Q
Nvidia
FreeBSD Status Report 2023 Q4
(
www.freebsd.org
)
2024-2-17
4Q
FreeBSD
PitchBook: VC investment in crypto-related companies rose 2.5% QoQ in Q4 2023 to $1.9B, the first time that crypto startup funding rose since Q1 2022
(
www.cnbc.com
)
2024-2-17
Startup
4Q
PitchBook: Q4 2023 saw only 12 crypto exits, the lowest number since Q4 2020 and consistent with the “low-level activity seen throughout 2023”
(
techcrunch.com
)
2024-2-16
4Q
Coinbase reports Q4 revenue up 51% YoY to $953.8M, vs. $826M est., net income of $273M, its first profit in two years, vs. a loss of $557M YoY; COIN jumps 10%+
(
www.bloomberg.com
)
2024-2-16
4Q
Coinbase
Roku reports Q4 revenue up 14% YoY to $984.4M, vs. $968.2M est., and warns of a “challenging” environment for media and entertainment in 2024; ROKU drops 14%+
(
variety.com
)
2024-2-16
4Q
DoorDash reports Q4 revenue up 27% YoY to $2.3B, vs. $2.24B est., total orders up 23% YoY to 574M, and Q1 profit forecast below estimates; DASH drops 8%+
(
www.reuters.com
)
2024-2-16
4Q
Twilio reports Q4 revenue up 5% YoY to $1.08B vs. $1.05B est., 305K+ active customer accounts vs. 290K+ YoY, and Q1 revenue forecast below est.; TWLO drops 7%+
(
www.marketwatch.com
)
2024-2-15
4Q
A typo in Lyft's Q4 release mistakenly forecast a 500 BPS of EBITDA margin improvement for 2024, causing a stock surge, before the error was corrected to 50 BPS
(
www.businessinsider.com
)
2024-2-14
4Q
GlobalFoundries reports Q4 revenue down 12% YoY to $1.85B, vs. 1.85B est., net income down 58% YoY to $278M, forecasted sales of $1.52B in Q1, vs. $1.77B est.
(
www.investors.com
)
2024-2-14
4Q
Instacart reports Q4 revenue up 6% YoY to $803M vs. $804M est., plans to lay off ~250 workers, or ~7% of staff; three top execs are leaving for personal reasons
(
www.cnbc.com
)
2024-2-14
4Q
Lyft reports Q4 revenue up 4% YoY to $1.2B, net loss of $26.3M, vs. $588.1M YoY, active riders up 10% to 22.4M, and Q1 forecast above est.; LYFT jumps 60%+
(
www.bloomberg.com
)
2024-2-14
4Q
Airbnb reports Q4 revenue up 17% YoY to $2.22B, vs. $2.16B est., Nights and Experiences Booked up 12% YoY to 98.8M, and announces a $6B share buyback
(
www.bloomberg.com
)
2024-2-14
Airbnb
4Q
Robinhood reports Q4 net revenue up 24% YoY to $471M, net interest revenue up 41% YoY to $236M, and net income of $30M, vs. a loss of $166M YoY; HOOD jumps 15%+
(
www.reuters.com
)
2024-2-14
4Q
Shopify reports Q4 revenue up 24% YoY to $2.1B, above $2.08B est., and Gross Merchandise Volume up 23% YoY to $75.1B, above $71.6B est.; SHOP drops 10%+
(
www.bloomberg.com
)
2024-2-13
4Q
Shopify
Cloudflare reports Q4 revenue up 32% YoY to $362.5M, vs. $353.1M est., net loss of $27.9M, vs. $45.9M YoY, and Q1 revenue guidance above est.; NET jumps 17%+
(
www.cnbc.com
)
2024-2-9
4Q
Pinterest Q4: revenue up 12% YoY to $981.3M, vs. $991M est., MAUs up 11% YoY to 498M, vs. 487M est., and a weaker-than-expected Q1 forecast; PINS drops 10%+
(
www.cnbc.com
)
2024-2-9
4Q
Arm reports Q3 revenue up 14% YoY to $824M, vs. $761.6M est., and forecasts Q4 sales and adjusted profit above expectations; ARM jumps 21%+
(
www.reuters.com
)
2024-2-8
4Q
PayPal reports Q4 revenue up 9% YoY to $8B, vs. $7.87B est., and total payment volume up 15% YoY to $409.8B, vs. $404.45B est.
(
www.reuters.com
)
2024-2-8
4Q
Roblox reports Q4 revenue up 30% YoY to $749.9M, bookings up 25% YoY to a record $1.1B, DAUs up 22% YoY to 71.5M, and $2.8B in 2023 revenue; RBLX jumps 13%+
(
www.cnbc.com
)
2024-2-8
4Q
Uber reports Q4 revenue up 15% YoY to $9.9B, Gross Bookings up 22% YoY to $37.6B, a $1.9B net income, up from a $9.1B loss YoY, and a record 150M MAUs
(
t.co
)
2024-2-7
Uber
4Q
MicroStrategy bought 31,775 BTC in Q4 2023 for an average cost of $39,411 per BTC, taking its total holdings to 190K BTC acquired for a total cost of $5.93B
(
unchainedcrypto.com
)
2024-2-7
4Q
Snap reports Q4 revenue up 5% YoY to $1.36B, vs. $1.38B est., DAUs up 10% YoY to 414M, a net loss of $248M, vs. $288M YoY; SNAP drops 28%+ after hours
(
www.cnbc.com
)
2024-2-7
4Q
SMIC reports unaudited Q4 revenue rose 3.5% YoY to $1.68B, below est., and $902.5M net income, down from $1.82B YoY; 2023 capex was up 17.6% YoY to $7.47B
(
www.reuters.com
)
2024-2-7
4Q
On Meta's Q4 call, Mark Zuckerberg said Meta's next step in AI is “learning” from user data, and the dataset is larger than Common Crawl, raising privacy fears
(
www.bloomberg.com
)
2024-2-7
AI
4Q
Zuckerberg
Spotify reports Q4 revenue up 16% YoY to €3.7B, MAUs up 23% YoY to 602M, subscribers up 15% YoY to 236M, a €75M operating loss, and expects 618M MAUs in Q1 2024
(
www.bloomberg.com
)
2024-2-6
4Q
Spotify
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