4Q

Remember all of those articles about strong jobs and wages are why the Fed has been raising rates? It was all fake. The BLS revisions show a MASSIVE decline in the data since Q4 2022. All of the data has been faked. (i.redd.it)
2023-6-2 4Q

Michael Burry's (The Big Short) stock activity in Q4. What is your opinion? (stocktika.com)
2023-5-28 Stock 4Q

Alibaba reports Q4 revenue up 2% YoY to ~$30B, ~$3.2B net income, up from a ~$2.6B loss in Q4 2022, and plans to spin off its cloud unit and take others public (www.bloomberg.com)
2023-5-18 Alibaba 4Q

Cisco reports Q3 revenue up 14% YoY to $14.6B, vs. $14.4B est., net income up 6% YoY to $3.2B, and a strong Q4 sales forecast (www.bloomberg.com)
2023-5-18 4Q Cisco

MTN plans to build a $320M East2West inland fiber cable connecting ten African countries in Q4 2023, following its subsea cable that landed in Cape Town in 2022 (www.bloomberg.com)
2023-5-16 4Q Africa

Filing: Berkshire Hathaway closed out its remaining position in TSMC after cutting its holding by 86% in Q4 2022, amid rising tensions between China and Taiwan (www.bloomberg.com)
2023-5-16 China Taiwan 4Q Berkshire

Robinhood reported crypto trading revenue of $38M for Q1 2023, down ~30% YoY and 1% QoQ, and says it has ~$11.5B worth of crypto in assets, up 36% from Q4 2022 (www.coindesk.com)
2023-5-12 4Q Asset

SoftBank reports Vision Fund lost ~$2B in Q4, down from ~$16B in Q4 2022, leading to a ~$32B full-year loss; investments for the year to March fell to ~$3B (www.bloomberg.com)
2023-5-11 4Q

EA reports Q4 revenue of $1.87B, up 2.7% YoY, a $12M net loss, vs. a $225M net income YoY, net bookings up 11% YoY to $1.95B, and FIFA net bookings up 31% YoY (www.hollywoodreporter.com)
2023-5-10 4Q

Sony reports 6.3M PS5 sales in Q4 2022, up from 2M in Q4 2021, taking FY 2022 to 19.1M and 38.4M since launch, and $29B revenue for FY 2022, up from $19.9B YoY (www.engadget.com)
2023-4-28 4Q Sony

SK Hynix reports a ~$2.5B operating loss in Q1 2023, its biggest quarterly loss that surpasses ~$1.4B in Q4 2022, as revenue dropped 58.1% YoY to ~$3.8B (t.co)
2023-4-26 4Q

SK Hynix reports an operating loss of ~$2.5B in Q1 2023, its biggest quarterly loss, surpassing the ~$1.4B in Q4 2022, and revenue dropped 58.1% YoY to ~$3.8B (asia.nikkei.com)
2023-4-26 4Q

Alphabet reports Q1 Google ad revenue of $54.55B, vs. $54.66B YoY, the second straight drop following a 3.6% drop in Q4, and the third drop since it went public (www.wsj.com)
2023-4-26 Google 4Q Alphabet

PC shipments in Western Europe fell 20.5% YoY in 2022 and 38.5% YoY in Q4 2022, while tablet shipments fell 18.4% YoY in 2022 and 16.5% YoY in Q4 2022 (www.canalys.com)
2023-4-4 Europe 4Q

Almost 4,500 notices to terminate tenancies in Q4 2022 (www.rte.ie)
2023-4-4 4Q

According to the Fed total assets held by the top 0.1% amounted to $17.4 trillion at the end of Q4 2022 after peaking at $18.5 trillion. The top 0.1% gained over $5 trillion in asset value since Covid. (twitter.com)
2023-4-2 4Q Asset

Michael Burry's (The Big Short) stock activity in Q4. What is your opinion? (stocktika.com)
2023-3-26 Stock 4Q

Xiaomi reports Q4 revenue down 22.8% YoY to ~$9.6B and net income down 67.3% to ~$213M; 2022 revenue fell 14.7% to ~$40.7B and net income fell 61.4% to ~$1.23B (www.reuters.com)
2023-3-25 Xiaomi 4Q

Meituan reports Q4 revenue up 21.4% YoY to ~$8.67B, above ~$8.4B estimates, and a ~$157M loss; core local commerce revenue grew 17.4% YoY to ~$6.3B (www.reuters.com)
2023-3-24 4Q

Tencent reports 2022 revenue down 1% YoY to ~$81B, the first-ever annual drop and below estimates, and Q4 revenue up 1% YoY to ~$21B, as China's economy slows (www.reuters.com)
2023-3-22 China Tencent 4Q

TrendForce: NAND flash revenue dropped 45% YoY and 25% QoQ in Q4 2022 and is expected to drop 8.1% QoQ in Q1 2023; NAND's per-bit costs may reach all-time lows (www.anandtech.com)
2023-3-21 4Q

Apple supplier Foxconn warns on consumer electronics demand as Q4 profit dips (www.reuters.com)
2023-3-15 Apple 4Q

Foxconn reports Q4 revenue down 10% YoY to ~$64.5B and $1.3B net income, slightly below estimates, and forecasts slumping consumer electronics demand in 2023 (www.bloomberg.com)
2023-3-15 4Q

Michael Burry's (The Big Short) stock activity in Q4. What is your opinion? (stocktika.com)
2023-3-15 Stock 4Q

GitLab reports Q4 revenue of $122.9M, up 58% YoY, a loss of $46.3M, up from $40.6M a year ago, and a weak revenue forecast for fiscal 2024; stock drops ~37% (www.cnbc.com)
2023-3-14 4Q

Japan's economy barely grew in Q4, weak consumption raises policy challenge (finance.yahoo.com)
2023-3-9 Japan 4Q

CrowdStrike reports Q4 revenue up 48% YoY to $637M, vs. $625M est., record $222M net new ARR, and a record 1,873 net new subscription customers; CRWD jumps 5%+ (www.bloomberg.com)
2023-3-7 4Q

Sources: Elliott Management nominated a slate of directors for Salesforce's board, likely including Elliott's Jesse Cohn, ahead of the company's Q4 earnings (www.cnbc.com)
2023-3-6 4Q Salesforce

Salesforce reports Q4 revenue up 14% YoY to $8.38B, vs. $7.99B est., Q1 revenue guidance above est., and doubles its share buyback to $20B; CRM jumps 10%+ (www.reuters.com)
2023-3-6 4Q Salesforce CRM

Snowflake reports Q4 revenue up 53% YoY to $589M, vs. $576M est., lowers FY 2024 guidance below est., and authorizes a $2B share buyback; SNOW drops 10%+ (www.marketwatch.com)
2023-3-6 4Q

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