4Q

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

Palantir reports Q4 revenue up 20% YoY to $608.4M, vs. $602.4M est., net income $93.4M, up from $30.9M YoY, and LLM tech saw “unrelenting” demand; PLTR up 14%+ (www.cnbc.com)
2024-2-6 4Q

Sources: Reddit had over $800M in revenue in 2023, up 20%+ YoY, and was not profitable for the full year but, according to one source, was profitable in Q4 (www.bloomberg.com)
2024-2-6 4Q Reddit

Cloud infrastructure saw its biggest revenue growth ever in Q4 (techcrunch.com)
2024-2-3 4Q

Economist David Rosenberg Says Recession Hiding In UPS Earnings: 'Tough To Buy Into That Q4 Government-Massaged GDP Data' (www.nasdaq.com)
2024-2-3 4Q GDP

✓ Amazon reports strong Q4 earnings and launches new AI shopping assistant (maily.so)
2024-2-2 Amazon AI 4Q

Amazon reports Q4 ad revenue up 27% YoY to $14.7B, vs. $14.2B est., North America sales up 13% YoY to $105.5B, and International sales up 17% YoY to $40.2B (www.cnbc.com)
2024-2-2 U.S. Amazon 4Q

Amazon reports Q4 AWS revenue up 13% YoY to $24.2B, vs. $24.26B est., and operating income of $7.2B, up from $5.2B YoY (www.reuters.com)
2024-2-2 Amazon 4Q

Meta's Reality Labs unit had revenue of $1B in Q4 but had a record operating loss of $4.65B; the metaverse division has now lost over $42B since the end of 2020 (www.cnbc.com)
2024-2-2 4Q

Amazon reports Q4 revenue up 14% YoY to $170B, net income of $10.6B vs. $0.3B YoY, operating income of $13.2B, and subscription revenue up 14% to $10.5B (www.businesswire.com)
2024-2-2 Amazon 4Q

MediaTek reports Q4 revenue up 19.7% YoY to $4.1B and net profit up 38.9% YoY to $820M, posting its first YoY increases in revenue and profit in five quarters (asia.nikkei.com)
2024-2-1 4Q

Sources: Cruise does not expect to see its robotaxis on city streets again until Q4 2024 and is considering Houston and Dallas as likely cities for a relaunch (www.reuters.com)
2024-2-1 4Q

Bookstat: the US audiobook market grew 14% YoY in Q4 2023, excluding Spotify; with Spotify, it grew 28% YoY; Spotify had an 11% market share, behind Audible (www.nytimes.com)
2024-1-31 4Q Spotify

Samsung reports Q4 revenue down 3.8% YoY to ~$51B, vs. ~$52.1B est., and operating profit down 34.57% YoY to ~$2.1B, vs. ~$2.6B est. (www.cnbc.com)
2024-1-31 Samsung 4Q

Alphabet reports Q4 Google advertising revenue up 11% YoY to $65.5B, vs. $66.1B estimated, with Google Search & other revenue up 13% YoY to $48B (www.reuters.com)
2024-1-31 Google 4Q Alphabet

AMD reports Q4 revenue down 10% YoY to $6.2B, net income up 3,076% to $667M, Data Center revenue up 38% to $2.3B, and Q1 revenue forecast below estimates (www.reuters.com)
2024-1-31 4Q AMD

GOOGL earnings call: What can we expect from Alphabet's Q4 report (readwrite.com)
2024-1-31 4Q Alphabet

YouTube Q4 2023 ad revenue rose 15.5% YoY to $9.2B, roughly in line with expectations; in Q4 2022, YouTube's ad sales fell almost 8% (variety.com)
2024-1-31 YouTube 4Q

Match Group reports Q4 revenue up 10% YoY to $866.2M, vs. $861.2M est., paying users fell 5% YoY, forecasts Q1 rev. below expectations, authorizes $1B buyback (www.reuters.com)
2024-1-31 4Q

Report: US Economy Grew by 3.3% in Q4 of 2023 (lite.verity.news)
2024-1-27 4Q

Intel reports Q4 revenue up 10% YoY to $15.4B vs. $15.15B est., Data Center and AI down 10% YoY to $4B, and forecasts Q1 revenue below estimates; INTC drops 5%+ (www.cnbc.com)
2024-1-26 Intel AI 4Q

Franco-Italian chipmaker STMicro reports Q4 revenue down 3.2% YoY to $4.28B, meeting est., and expects Q1 revenue to fall 15% YoY to $3.6B, below $4.1B est. (www.bloomberg.com)
2024-1-25 Italy 4Q

SK Hynix reports Q4 operating profit of ~$259M, versus estimates of a ~$127M loss, and revenue up 47% YoY to ~$8.4B, beating even the highest analyst forecast (www.bloomberg.com)
2024-1-25 4Q

IBM Q4: revenue up 4% YoY to $17.38B vs. $17.30B est., net income of $3.29B, up from $2.71B YoY, software up 3% YoY to $7.51B, infrastructure up 3% YoY to $4.6B (www.cnbc.com)
2024-1-25 IBM 4Q

ASML reports Q4 revenue of €6.67B and net profit up 9% YoY to €2B, both above est., orders grew 3x QoQ to €9B+, and expects 2024 net sales to be similar to 2023 (www.reuters.com)
2024-1-24 4Q

Sources: Jack Ma and Joe Tsai become Alibaba's largest shareholders after buying shares worth ~$50M and ~$150M, respectively, in Q4, together eclipsing SoftBank (www.scmp.com)
2024-1-24 Jack Ma Alibaba 4Q

Texas Instruments reports Q4 revenue down 13% YoY to $4.08B, vs. $4.13B est., and FY 2023 sales down ~13% YoY, the company's biggest fall in over a decade (www.bloomberg.com)
2024-1-24 4Q Texas

Netflix Packs on More Than 13 Million Subscribers in Q4, Well Above Expectations (variety.com)
2024-1-24 Netflix 4Q

Netflix reports Q4 revenue up 12.5% YoY to $8.83B vs. $8.71B est., global paid memberships up 12.8% to 260.28M vs. 256M est., net income of $938M, up from $55M (www.cnbc.com)
2024-1-24 Netflix 4Q

When is Netflix earnings call? What to expect from Q4? (readwrite.com)
2024-1-24 Netflix 4Q

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