Enterprise

Zoom reports Q2 revenue up 5% YoY to $1.22B, Enterprise revenue up 7% to $730.7M, vs. $716.7M est., raises FY 2026 forecast above est.; ZM jumps 6%+ after hours

Brody Ford / Bloomberg :

Zoom reports Q4 revenue up 3.3% YoY to $1.18B, Enterprise revenue up 5.9% YoY to $707M, a $368M net income, up from $298.8M, sales forecast slightly under est.

Juby Babu / Reuters :

Zoom reports Q4 revenue up 2.6% YoY to $1.15B, vs. $1.13B est., Enterprise revenue up 4.9% YoY to $667.3M, and announces a $1.5B stock buyback; ZM jumps 10%+

feels like we're in the late innings of the structural cost cuts/pivot to profitability and shareholder returns in tech.

Zoom reports Q1 revenue up 3% YoY to $1.11B, vs. $1.08B est., Enterprise revenue up 13% YoY to $632M, and customers contributing $100K+ annually up ~23% YoY

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 5%+

Brody Ford / Bloomberg :

Zoom reports Q3 revenue up 5% YoY to $1.1B, Enterprise customers up 14% YoY to ~209.3K, and a FY 2023 revenue guidance below estimates; stock drops 5%+

Jordan Novet / CNBC :

AMD Q4: revenue of $4.83B, up 49% YoY, Computing and Graphics revenue of $2.6B, up 32% YoY, Enterprise, Embedded and Semi-Custom revenue of $2.2B, up 75% YoY

- AMD reported fourth quarter earnings after the bell on Tuesday.  — AMD said it expected $21.5 billion in sales in 2022, higher than analyst expectations.

AMD Q3: revenue of $4.31B, up 54% YoY, Computing and Graphics revenue of $2.4B, up 44% YoY, Enterprise, Embedded and Semi-Custom revenue of $1.9B, up 69% YoY

Tiernan Ray / ZDNet : Source: Advanced Micro Devices, Inc. .

AMD Q2: revenue of $3.85B, up 99% YoY, Computing and Graphics revenue of $2.25B, up 65% YoY, Enterprise, Embedded and Semi-Custom revenue of $1.6B, up 183% YoY

Larry Dignan / ZDNet :

AMD Q1: revenue of $3.4B, up 93% YoY, net income of $555M, up 243% YoY, with EPYC sales driving Enterprise, Embedded and Semi-Custom revenue up 286% to $1.35B

Tiernan Ray / ZDNet :