4Q

Dell reports Q4 revenue down 11% YoY to $25B, commercial revenue down 17% YoY to $10.7B, and names Yvonne McGill as CFO, replacing Tom Sweet effective August 5 (www.wsj.com)
2023-3-6 4Q

Michael Burry's (The Big Short) stock activity in Q4. What is your opinion? (stocktika.com)
2023-3-6 Stock 4Q

PC GPU Shipments Drop 35% Year-over-Year in Q4 2022: Report (www.tomshardware.com)
2023-2-28 4Q

Research: PC-based GPU shipments fell 38% YoY to 64.2M in Q4 2022, with a 24% fall in desktops and 43% in notebooks, the biggest drop since a 2011 peak (www.jonpeddie.com)
2023-2-28 4Q

Klarna reports a ~$1B net loss in 2022, up 47% YoY, and Q4 revenue up 19% YoY to ~$534M, driven by US GMV rising 71% in 2022, as the BNPL industry struggles (t.co)
2023-2-28 4Q

Zoom reports Q4 revenue up 4% YoY to $1.12B, vs. $1.1B est., Enterprise revenue up 18% YoY to $636.1M, Enterprise customers up 12% YoY to ~213K; ZM jumps 6%+ (www.bloomberg.com)
2023-2-28 4Q

Daily Crunch: Falling short of analysts' estimates, Warner Bros. Discovery posts $2.1B net loss for Q4 2022 (techcrunch.com)
2023-2-25 4Q

Loblaw earns $529M in Q4 profits as Canadians struggle with rising food prices (www.cbc.ca)
2023-2-25 Canada 4Q

Nvidia Is Still Making Billions In Q4 2023 Despite a Giant Drop In PC Demand (slashdot.org)
2023-2-24 4Q Nvidia

Block reports Q4 revenue up 15% YoY to $4.65B, vs. $4.61B est., Square gross profit up 22% YoY to $801M, and Cash App gross profit up 64% YoY to $848M (www.cnbc.com)
2023-2-24 4Q

Intel slashes dividend by 66% after earlier salary cuts, layoffs and disastrous 4Q (www.fierceelectronics.com)
2023-2-24 Intel Layoffs 4Q

US Q4 GDP (Second Estimate) came in at 2.7% (www.bea.gov)
2023-2-24 4Q GDP

Nvidia reports Q4 revenue down 21% YoY to $6.05B vs. $6B est., Data Center revenue up 11% YoY to $3.62B, and Q1 revenue guidance above estimates; NVDA is up 7%+ (www.cnbc.com)
2023-2-23 4Q Nvidia

eBay reports Q4 revenue down 4% YoY to $2.51B, vs. $2.47B est., gross merchandise volume down 12% YoY to $18.2B, and Q1 2023 revenue guidance above estimates (www.reuters.com)
2023-2-23 eBay 4Q

Baidu reports Q4 revenue down 1% YoY to ~$4.8B, beating estimates, net income up 189% YoY to ~$718M, iQiyi revenue up 3% YoY to ~$1.1B, and a $5B share buyback (www.bloomberg.com)
2023-2-22 4Q

Coinbase reports Q4 revenue down 75% YoY to $629M, vs. $590M est., a $557M net loss, and 8.3M monthly transacting users, vs. 8.22M est. and down from 8.5M in Q3 (www.cnbc.com)
2023-2-22 4Q Coinbase

TrendForce: DRAM's average price dropped 34.4% in Q4'22 and 31.4% in Q3, among the worst drops since 2006; Samsung still plans to spend $30B+ to expand capacity (www.bloomberg.com)
2023-2-21 Samsung 4Q

Preqin data: in Q4 2022, VC firms raised $20.6B in new funds, down 65% YoY, the lowest Q4 amount since 2013; LPs backed 226 funds, the fewest in Q4 since 2012 (www.wsj.com)
2023-2-21 4Q

Investors are fleeing the home-buying market — Q4 saw the biggest slump since the pandemic, according to Redfin (www.globest.com)
2023-2-18 4Q

DoorDash Q4: revenue up 40% YoY to $1.8B, vs. $1.77B est., net loss of $642M, vs. $265M est., up from $155M YoY, and 32M MAUs, up from 25M YoY; DASH is up 7%+ (www.wsj.com)
2023-2-17 4Q

Cenovus reports $784M Q4 profit, CEO Alex Pourbaix to become executive chair (www.cbc.ca)
2023-2-17 4Q

CoinMarketCap data shows the crypto market is struggling with an “Alameda gap” after new coin applications fell from 10,264 in Q1 2022 to 6,350 in Q4 2022 (www.coindesk.com)
2023-2-17 4Q

Twilio reports Q4 revenue up 22% YoY to $1.02B, vs. $1B est., and 290K+ active customer accounts, and authorizes a $1B share buyback program; TWLO jumps 12%+ (seekingalpha.com)
2023-2-16 4Q

Shopify reports Q4 revenue up 26% YoY to $1.73B, vs. $1.65B est., and GMV up 13% YoY to $61B, and forecasts a Q1 2023 revenue growth below expectations (www.bloomberg.com)
2023-2-16 4Q Shopify

Roku reports Q4 revenue of $867.1M, flat YoY, vs. $801.7M est., streaming hours up 23% YoY, and Q1 2023 revenue guidance above estimates; ROKU jumps 10%+ (www.reuters.com)
2023-2-16 4Q

Roblox reports Q4 net bookings up 17% YoY to $899.4M, beating estimates, a record 65M DAUs in January, and estimated bookings rose 19% to 21%; RBLX jumps 25%+ (www.bloomberg.com)
2023-2-16 4Q

In a boost for the ‘metaverse,' Roblox stock pops 25% after strong Q4 earnings (techcrunch.com)
2023-2-16 4Q

Brazilian neobank Nubank reports Q4 revenue up 128% YoY to $1.45B, $58M net income, up from $66.1M net loss YoY, and says it ended 2022 with 74.6M customers (www.reuters.com)
2023-2-15 4Q Brazil

GlobalFoundries reports record Q4 revenue up 14% YoY to $2.1B, net income of $668M, up 99% YoY, and FY 2022 revenue of $8.1B, up 23% YoY (www.fierceelectronics.com)
2023-2-15 4Q

Airbnb reports Q4 revenue up 24% YoY to $1.9B vs. $1.86B est., $319M net income, up from $55M YoY, and says 2022 was its first profitable year; stock is up 9%+ (www.marketwatch.com)
2023-2-15 Airbnb 4Q

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