QoQ

More than 50% QoQ growth at Cohere headlines illustrates QoQ’s role as the comparison lens for earnings, AI investment, chips and digital-asset performance.

Who they are

QoQ is the quarter-over-quarter comparison measure used across the coverage to describe sequential changes in company operating metrics, financial results, market demand and sector investment. It appears as a reporting lens rather than as an operating company, frequently alongside YoY comparisons in earnings and market-data stories.

The recent arc

Recent coverage has shifted from consumer-platform earnings toward AI, semiconductors and crypto-related financial indicators. The latest Cohere investor-memo reports put its 2025 ARR at about $240 million, above target, with QoQ growth of more than 50% and gross margins around 70%; earlier 2025 stories used the measure for Palantir’s results, BlackRock crypto-ETF inflows and rising bitcoin-mining costs.

The tension

The recurring tension is between headline growth and the durability of that growth when viewed sequentially. QoQ can underscore accelerating demand, as in ASML’s 169% jump in Q4 bookings and TrendForce’s 14.6% increase in foundry revenue led by TSMC, but it also exposes reversals such as BlackRock’s 83% QoQ decline in crypto-ETF inflows or past subscriber and user slowdowns at Disney and Snap.

Why it matters

If AI infrastructure, foundry capacity and AI-startup funding remain central to technology coverage, QoQ comparisons will continue to be a compact test of whether momentum is broadening or merely reflecting a single period. The measure is especially consequential where investment cycles and market flows can move quickly, though its usefulness depends on context because sequential changes can be volatile.

Related: YoY · CNBC · ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings · Disney reports Q2 Disney+ subscribers down 2% QoQ to 157.8M, vs. ~163M · Snap reports Q3 revenue of $298M, vs. $283M estimated, up 43% YoY, and