4Q

Apple's Q4 revenue for its Services segment, which includes Apple TV+ and Apple Music, rose 16% YoY to a record $22.31B vs. $21.35B expected (variety.com)
2023-11-3 Apple 4Q

Apple Q4 revenue: iPhone up 3% YoY to $43.81B, Mac down 34% to $7.61B, iPad down 10% to $6.44B, and Wearables, Home, and Accessories down 3% to $9.32B (www.cnbc.com)
2023-11-3 iPhone Apple 4Q iPad

Yes, inflation is cooling — but that doesn't tell the whole story. Take a closer look at the data, and three other trending roadblocks, in our Q4 Outlook. (alb.reddit.com)
2023-11-2 4Q

Airbnb Q3: revenue up 18% YoY to $3.4B vs. $3.37B est., Nights and Experiences Booked up 14% YoY to 113.2M vs. 112.9M est., and a Q4 revenue forecast below est. (www.cnbc.com)
2023-11-2 Airbnb 4Q

Qualcomm Q4: adjusted revenue down 24% YoY to $8.67B, vs. $8.51B est., handset chip sales down 27% YoY to $5.46B, vs. $5.34B est., and a strong Q1 2024 forecast (www.cnbc.com)
2023-11-2 4Q

Match Group reports Q3 revenue up 9% YoY to $882M, vs. $880.6M est., paying users down 5% YoY to 15.7M, and forecasts Q4 revenue below estimates; MTCH drops 7%+ (www.reuters.com)
2023-11-1 4Q

AMD Q3: revenue up 4% YoY to $5.8B, vs. $5.7B est., net income up 353% YoY to $299M, Data Center revenue flat at $1.6B, and Q4 revenue forecast below estimates (www.reuters.com)
2023-11-1 4Q AMD

Apple's stock dropped 11% since its Q3 results on August 3, erasing nearly $400B in value, the first year since 2015 that AAPL slid between WWDC and Q4 earnings (www.wsj.com)
2023-10-31 Apple 4Q

(SPOILER) Inflation may be cooling but there are still concerns when looking under the hood. See what the data says in our Q4 Outlook. (alb.reddit.com)
2023-10-30 4Q

Intel reports Q3 revenue down 8% YoY to $14.2B, Data Center and AI revenue down 10% YoY to $3.8B, and forecasts Q4 revenue above estimates; INTC jumps 6%+ (www.reuters.com)
2023-10-27 Intel AI 4Q

Texas Instruments reports Q3 revenue down 14% YoY to $4.53B v. $4.58B est., and forecasts Q4 revenue and profit below estimates as its industrial demand worsens (www.reuters.com)
2023-10-25 4Q Texas

DRAM and NAND prices projected to edge upward in Q4 following production cuts (www.techspot.com)
2023-10-15 4Q

TikTok starts shifting European data to its first local data center; full migration expected by Q4 2024 (techcrunch.com)
2023-9-6 Europe 4Q

Affirm reports Q4 revenue up 22% YoY to $446M, vs. $406M est., net loss up 11% YoY to $206M, and GMV up 25% YoY to $5.5B, vs. $5.3B est.; AFRM jumps 5%+ (www.morningstar.com)
2023-8-25 4Q

Cisco reports Q4 revenue up 16% YoY to $15.2B, vs. $15.05B est., net income up 41% YoY to $4B, and forecasts FY 2024 revenue below estimates (www.morningstar.com)
2023-8-17 4Q Cisco

PE firm Symphony Technology Group agrees to acquire media editing software maker Avid for ~$1.4B, with the transaction expected to close in Q4 2023 (www.reuters.com)
2023-8-10 4Q

Atlassian reports Q4 revenue up 24% YoY to $939.1M, vs. $914.6M est., and forecasts Q1 revenue above expectations; TEAM jumps 22%+ (www.cnbc.com)
2023-8-4 4Q Atlassian

Microsoft reports Q4 Intelligent Cloud revenue up 15% YoY to $23.99B, vs. $23.79B est., with Azure and other cloud services revenue up 26% YoY (www.cnbc.com)
2023-7-26 Microsoft 4Q

Microsoft reports Q4 devices revenue down 20% YoY, overall gaming revenue up 1% YoY, Xbox hardware revenue down 13% YoY, and Windows OEM revenue down 12% YoY (www.theverge.com)
2023-7-26 Microsoft 4Q Xbox

A Google researcher finds a vulnerability in AMD's Zen 2 chips, giving access to secure information like encryption keys; AMD expects most patches to come in Q4 (www.tomshardware.com)
2023-7-25 Google 4Q AMD

US GDP forecast for 2023: 🔹Q2: 1.1% 🔹Q3: -1.2% (shrinking) 🔹Q4: -1.9% (official recession) (www.conference-board.org)
2023-7-18 4Q GDP

PE firm TPG agrees to buy the government cybersecurity business of Francisco Partners-owned Forcepoint for $2.45B in a deal expected to close in Q4 2023 (siliconangle.com)
2023-7-11 4Q

Michael Burry's (The Big Short) stock activity in Q4. What is your opinion? (stocktika.com)
2023-7-11 Stock 4Q

Michael Burry's (The Big Short) stock activity in Q4. What is your opinion? (stocktika.com)
2023-7-2 Stock 4Q

Micron reports Q3 revenue down 57% YoY to $3.75B, but beats estimates of $3.69B, and forecasts a strong Q4, saying the memory industry has passed its trough (www.bloomberg.com)
2023-6-29 4Q

Michael Burry's (The Big Short) stock activity in Q4. What is your opinion? (stocktika.com)
2023-6-17 Stock 4Q

Uber plans to add video ads to its main app, Uber Eats, and alcohol app Drizly, starting in the US; 345K merchants bought Uber ads in Q1, up from 315K in Q4 (www.wsj.com)
2023-6-15 Uber 4Q

Oracle reports Q4 revenue up 17% YoY to $13.84B, vs. $13.73B est., cloud services and license support revenues up 23% YoY to $9.4B, and net income up 4% YoY (www.constellationr.com)
2023-6-13 Oracle 4Q

Michael Burry's (The Big Short) stock activity in Q4. What is your opinion? (stocktika.com)
2023-6-6 Stock 4Q

2022 Q4 real compensation revised downward to -4.7% from +0.7% in US (www.bls.gov)
2023-6-3 4Q

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