earnings

"Indian IT giant TCS reports Q4 sales up 9.7% YoY to $7.63B, net profit up 12.2% to $1.48B, both above est., and says new AI models did not hurt services demand"

"随着全球科技巨头疯狂建设AI数据中心，单台AI服务器对HBM（高带宽内存）和DRAM（动态随机存取存储器）的需求量直接翻了数倍。"

"Pony AI reports 2025 revenue up 20% YoY to ~$90M, total annual losses down 72% YoY to ~$76.8M, and a $75.5M net income in Q4, its first profitable quarter ever"

"Micron's revenue and gross margins both significantly outperformed market expectations, with growth primarily driven by the sharp rise in memory prices despite a slight increase in shipments."

"Wall Street analysts expect Micron's earnings per share to reach $9.19, setting a new record, and sales are expected to surge to $19.8 billion, the fastest growth rate this century."

"New research shows Americans send nearly 3 million daily messages to ChatGPT asking about compensation and earnings, helping close the wage information gap."

"Cloud IaaS OCI business revenue reached 4.89 billion this quarter, growing 81% at constant exchange rates, a significant acceleration from the previous quarter's 66%."

"In the second half of 2025, Ningde's capacity utilization rate has reached an astonishing 102.6%, fully entering full production mode!"

"Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand"

"Broadcom's AI business generated $8.4 billion, a $1.9 billion increase from the previous quarter, exceeding market expectations."

"The post As OpenAI raises its megaround, Anthropic’s battles multiply, and the SaaSpocalypse widens — but Dell cashes in appeared first on SiliconANGLE."

"Nvidia gave a forecast for revenue of $78 billion for the first quarter of fiscal year 2027 (excluding revenue from data center computing business in China), plus or minus 2%, which is higher than the $72.6 billion generally expected by Wall Street analysts."

"Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours"

""Snowflake sits at the center of the enterprise AI revolution," he insisted."

"The agent AI era has arrived. Customers are rushing to invest in AI compute."

"But Nvidia, whatever it does or says, may struggle to significantly boost its stock price."

"Comfort Systems, a HVAC and plumbing contractor, has seen its stock price surge over 2,000%."

"As a sort of proof-of-life exercise, a collection of private software-as-a-service (SaaS) companies recently posted their earnings despite it not being strictly necessary, according to Bloomberg."

"Spotify is a music streaming service that everyone is familiar with, but the actual experience of every Spotify user is unique. That’s a feature of every monolithic network-effects company, and explains why such companies are poised to be big winners from AI."

""That makes us one of the largest search destinations in the world. And importantly, more than half of those searches are commercial in nature, compared to, I think . . .approximately 2% [of ChatGPT searches]," Ready added."

"Lenovo reports Q3 revenue up 18% YoY to $22.2B on strong PC sales ahead of expected memory price hikes and rising AI server demand; net income fell 21% to $546M"

"Cisco Systems Inc. posted second-quarter financial results that beat Wall Street’s expectations today, but investors punished the company after it offered soft guidance for the current quarter."

"During Google's Q4 earnings call last week, the company announced that it expects to double 2025's capital expenditure figures up to $185 billion, as reported by Reuters."

"Four quarters Google search advertising revenue recorded $63.073 billion, a year-on-year increase of 16.7% on a high base, which is one of the most outstanding businesses."

"Cybersecurity companies Fortinet Inc., NetScout Systems Inc. and Qualys Inc. all reported earnings and revenue beats in their latest quarterly reports today as demand for cybersecurity services continues amid the continuing growth in artificial intelligence."

"The new plugin automates contract review, non-disclosure agreement triage, compliance workflows, legal briefings and templated responses, according to the company."

"Instead of responding to an analyst’s question about how the tech giant is thinking about AI partnerships, such as the one with Apple to power AI for Siri, the question was completely ignored."

"First-quarter sales are expected to be approximately $9.8 billion."

"AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours"

"China's revenue increased significantly due to the iPhone. "We have achieved the highest number of upgrade users in the history of the Chinese mainland market, and at the same time, we have seen double-digit growth in users switching from other platforms," said Cook."