4Q

Affirm closed up ~32% on Thursday, its best day in almost three years and its third-biggest rally since Affirm's January 2021 IPO, after beating estimates in Q4 (www.cnbc.com)
2024-8-30 IPO 4Q

Jensen Huang says Nvidia's new Blackwell chips will have “lots and lots of supply”, and the company expects billions of dollars in revenue from the chips in Q4 (www.bloomberg.com)
2024-8-29 4Q Nvidia

Affirm reports Q4 revenue up 48% YoY to $659.2M, vs. $604M est., and says it expects to generate an operating profit by Q4 2025; AFRM jumps 14%+ after hours (www.marketwatch.com)
2024-8-29 4Q

In a pitch deck, AI search engine Perplexity told advertisers it plans to start running ads in Q4; a source says Perplexity's CPM prices will be $50+ (www.cnbc.com)
2024-8-23 AI 4Q

Palo Alto Networks reports Q4 revenue up 12% YoY to $2.2B, vs. $2.16B est., FY 2025 revenue guidance above est., and increases its share buyback by $500M to $1B (www.reuters.com)
2024-8-20 4Q

Cisco reports Q4 revenue down 10% YoY to $13.64B, vs. $13.54B est., and says it's cutting 7% of its global workforce; CSCO jumps 5%+ after hours (www.cnbc.com)
2024-8-15 4Q Cisco

Foxconn says it will only start shipping a small volume of servers with Nvidia's GB200 chips in Q4, before ramping up significantly in Q1 2025 (www.bloomberg.com)
2024-8-14 4Q Nvidia

Supermicro shares drop 13% after hours after the company reported Q4 earnings missing analyst expectations, and announces a 10-for-1 stock split (www.cnbc.com)
2024-8-7 4Q

Intel plans to cut 15% of its workforce by the end of 2024 as part of a $10B cost reduction plan and will suspend its dividend starting in Q4 2024 (venturebeat.com)
2024-8-2 Intel 4Q

Qualcomm reports Q3 revenue up 11% YoY to $9.39B, vs. $9.21B est., handset chip sales up 12% YoY to $5.9B, and forecasts Q4 revenue above estimates (www.bloomberg.com)
2024-8-1 4Q

Nvidia shares jump 10%+ after Microsoft and AMD signaled no slowdown in the buildout of AI servers built around GPUs; Microsoft spent $19B on capex in Q4 (www.cnbc.com)
2024-8-1 Microsoft AI 4Q Nvidia AMD

Microsoft Q4: Windows OEM revenue up 4% YoY, devices revenue down 11% YoY, overall gaming revenue up 44% YoY, and Xbox content and services revenue up 61% YoY (www.theverge.com)
2024-7-31 Microsoft 4Q Xbox

Microsoft Q4: Intelligent Cloud revenue up 19% YoY to $28.52B, vs. $28.68B est., with Azure and other cloud services rev. up 29% YoY; MSFT drops ~5% after hours (www.cnbc.com)
2024-7-31 Microsoft 4Q

Microsoft reports Q4 revenue up 15% YoY to $64.7B, net income up 10% to $22B, Azure and other cloud services revenue up 29% YoY, and LinkedIn revenue up 10% YoY (www.microsoft.com)
2024-7-31 Microsoft LinkedIn 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

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