beth_kindig · TEXXR

Cloudflare $NET reported Q4 revenue of $614.5 million, accelerating to 33.6% YoY from 30.7% growth in Q3 and 26.5% growth at the start of 2025. For Q1, Cloudflare guided revenue to be $620-621 million, decelerating to 29.5% at midpoint. $DDOG $NOW $PLTR $SNOW [image]

2026-02-11 View on X

SiliconANGLE

Cloudflare reports Q4 revenue up 34% YoY to $614.5M, above $591.3M est., a $12.1M net loss, and forecasts full-year and Q1 revenue above est.; NET jumps 10%+

Shares of the cloud content delivery network CloudFlare Inc. jumped more than 14% in extended trading on the back of a solid top …

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Amazon $AMZN CEO Andy Jassy: “With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026 and anticipate strong

2026-02-06 View on X

CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

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Amazon $AMZN CEO Andy Jassy: “With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026 and anticipate strong

2026-02-06 View on X

Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025. Fourth Quarter 2025

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AMD $AMD reported $10.27 billion in revenue in Q4, up 34% YoY and 11% QoQ, with Data center revenue up 39% YoY to a record $5.4 billion. Full-year revenue rose 34% to $34.64 billion, with Data center revenue up 32% to $16.6 billion. $NVDA $AVGO

2026-02-04 View on X

Bloomberg

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+

Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …

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AMD $AMD reported $10.27 billion in revenue in Q4, up 34% YoY and 11% QoQ, with Data center revenue up 39% YoY to a record $5.4 billion. Full-year revenue rose 34% to $34.64 billion, with Data center revenue up 32% to $16.6 billion. $NVDA $AVGO

2026-02-04 View on X

The Verge

On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC

AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.

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Oracle's $ORCL IaaS revenue accelerated from 55% to 68% YoY in Q2, with revenue of $4.1 billion in Q2. Total Cloud revenue was $8.0 billion, accelerating from 28% to 34% growth. [image]

2025-12-11 View on X

CNBC

Oracle reports Q2 revenue up 14% YoY to $16.06B, below $16.21B est., and raises its FY capex forecast to ~$50B, up from $35B as of September; ORCL drops 15%+

Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue …

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Oracle $ORCL reported 15% QoQ growth to $523 billion in RPO in FQ2, driven by new commitments from Meta $META, Nvidia $NVDA and others. [image]

2025-12-11 View on X

CNBC

Oracle reports Q2 revenue up 14% YoY to $16.06B, below $16.21B est., and raises its FY capex forecast to ~$50B, up from $35B as of September; ORCL drops 15%+

Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue …

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Oracle CTO Larry Ellison: “We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers. Of course, we will continue to buy the latest GPUs from Nvidia, but we need to be prepared and able to deploy whatever chips our customers

2025-12-11 View on X

CNBC

Oracle reports Q2 revenue up 14% YoY to $16.06B, below $16.21B est., and raises its FY capex forecast to ~$50B, up from $35B as of September; ORCL drops 15%+

Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue …

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Qualcomm $QCOM reported 10% growth to $11.27 billion in revenue in fiscal Q4, ahead of estimates for $10.77 billion. Automotive revenue surpassed the $1 billion quarterly revenue milestone, rising 17% YoY to $1.05 billion. $AMD $INTC $NVDA

2025-11-06 View on X

CNBC

Qualcomm reports Q4 revenue up 10% YoY to $11.27B, vs. $10.79B est., handsets revenue up 14% YoY to $6.96B, a $3.1B net loss, and projects Q1 revenue above est.

Ari Levy / CNBC :

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Amazon $AMZN reported Q3 revenue up 13% to $180.2 billion, beating estimates for $177.7 billion, while EPS of $1.95 beat estimates for $1.57, including a $9.5B gain on its Anthropic stake. AWS revenue rose 20% to $33.0 billion, beating estimates for 18% growth to $32.4 billion.

2025-10-31 View on X

CNBC

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B

Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates. — Revenue at Amazon Web Services for the thir...

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Alphabet CEO Sundar Pichai: “Our first party models, like Gemini, now process 7 billion tokens per minute, via direct API use by our customers.” $GOOG $MSFT $AMZN

2025-10-30 View on X

Alphabet

Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+

Alphabet Announces Third Quarter 2025 Results

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Microsoft's $MSFT capex rose 74% YoY and 44% QoQ to $34.9 billion, compared to its forecast for over $30 billion, with “roughly half” going to short-lived assets such as GPUs and CPUs to support Azure demand.

2025-10-30 View on X

Microsoft

Microsoft reports Q1 revenue up 18% YoY to $77.7B, vs. $75.3B est., net income up 12% YoY to $27.7B, and More Personal Computing revenue up 4% YoY to $13.8B

Microsoft Cloud and AI Strength Drives First Quarter Results REDMOND, Wash. — October 29, 2025 — Microsoft Corp. today announced …

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Meta $META also slightly raised its capex guidance for 2025 to $70-72 billion, up from $66-72 billion previously, while adding that it expects capex dollar growth to be “notably larger in 2026” versus 2025. $NVDA $AVGO $AMD

2025-10-30 View on X

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

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Microsoft $MSFT reported 18% growth to $77.7 billion in revenue in fiscal Q1, ahead of estimates for $75.4 billion. Azure revenue grew 40% YoY and 39% in constant currency, compared to 39% growth last quarter. $AMZN $GOOG

2025-10-30 View on X

Microsoft

Microsoft reports Q1 revenue up 18% YoY to $77.7B, vs. $75.3B est., net income up 12% YoY to $27.7B, and More Personal Computing revenue up 4% YoY to $13.8B

Microsoft Cloud and AI Strength Drives First Quarter Results REDMOND, Wash. — October 29, 2025 — Microsoft Corp. today announced …

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Dell $DELL raised its full-year AI server shipments guidance to $20B from its prior view of $15B+, noting that shipments in the first half of the year reached $10B. Q2 saw record AI server shipments of $8.2B, up 4.5x versus Q1's $1.8B. $NVDA $CRWV $SMCI

2025-08-29 View on X

CNBC

Dell reports Q2 revenue up 19% YoY to $29.78B, vs. $29.17B est., and forecasts Q3 EPS of $2.45, below $2.55 est.; DELL drops 5%+

Despite beating on its top and bottom lines, shares of Dell Technologies fell more than 5% Thursday in extended trading after giving third-quarter earnings per share guidance …

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Cisco $CSCO said that its FY25 AI orders exceeded $2B after receiving $800M in Q4, more than double its original $1 billion AI order target for the year.

2025-08-14 View on X

Reuters

Cisco reports Q4 revenue up 8% YoY to $14.67B, vs. $14.62B est., net income up 31% YoY to $2.8B, and forecasts Q1 revenue from $14.65B to $14.85B, above est.

Juby Babu / Reuters :

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Amazon $AMZN reported 13% growth in revenue to $167.7 billion in Q2, while EPS rose more than 33% to $1.68. AWS revenue increased 17.5% to $30.9 billion. $MSFT $GOOG $ORCL

2025-08-01 View on X

Amazon

Amazon reports Q2 revenue up 13% YoY to $167.7B, vs. $162.09B est., and forecasts Q3 operating income from $15.5B to $20.5B, vs. $19.48B est.; AMZN drops 6%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2025.

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Microsoft $MSFT has launched a Copilot Mode in its Edge browser, combining chat, search and web navigation features to help carry out tasks and organize browsing into topic-based queries. $GOOG $META $NVDA

2025-07-29 View on X

Windows Central

Microsoft Edge adds Copilot Mode, an experimental feature that tries to make browsing an agentic AI experience, even anticipating links to click, free for now

Copilot Mode in Microsoft Edge is a new experimental feature that transforms the browser into an agentic AI experience, but it's only free for a limited time.

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Alphabet $GOOG reported $2.31 in EPS in Q2, up 22% YoY, while revenue rose 14% YoY to $96.4 billion. Search revenue rose 12% YoY to $54.2 billion, while Cloud revenue accelerated 3 points to 32% YoY to $13.6 billion. $MSFT $AMZN

2025-07-24 View on X

Alphabet

Alphabet reports Q2 revenue up 14% YoY to $96.43B, vs. $94B est., net income up 19% to $28.2B, operating income up 14% to $31.27B, and Services revenue up 12%

MOUNTAIN VIEW, Calif. - July 23, 2025 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended June 30, 2025.

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Micron $MU reported a large beat and raise, with revenue rising 36.6% YoY to $9.30B and adjusted EPS up 208% to $1.91, versus consensus for $8.85B and $1.61. For Q4, Micron guided for $10.7B +/- $0.3B in revenue, vs estimates for $9.88B, with adj EPS of $2.50 +/- $0.15, vs

2025-06-26 View on X

Bloomberg

Micron reports Q3 revenue up 37% YoY to $9.3B, vs. $8.85B est., forecasts Q4 revenue above estimates, and says it's on track for record revenue this fiscal year

Dina Bass / Bloomberg :

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