Articles Tagged “Earnings”
13 articles found
Applied Digital Q1 Revenue Jumps 322% on AI Data Centers
Applied Digital (APLD) reported fiscal Q1 2027 revenue of $341.9 million, up 322%, with 1.41 GW of AI data center capacity leased and $36B contracted.
Samsung Q3 2026 Profit: How AI Memory Drove a ₩107T Record
Samsung guided Q3 2026 operating profit to a record ₩107.4 trillion (about $80B), up 782.5% year on year on surging AI memory demand and chip prices.
TSMC Q3 2026 Revenue: Record Quarter Beats Guidance
TSMC posted record Q3 2026 revenue of about NT$1.49 trillion, beating guidance, as September sales rose 54.6% on AI chip demand ahead of its Oct 15 call.
Foxconn Record Revenue: What a NT$1 Trillion Month Signals
Foxconn topped NT$1 trillion in monthly sales for the first time in September, and Q3 revenue rose 47% to NT$3.03 trillion on AI server demand.
Micron Q4 2026 Results: $54.2B Revenue and a $61.5B Outlook
Micron reported $54.23B fiscal Q4 revenue and $133.19B for FY2026, then guided Q1 to $61.5B. Here is what the AI memory numbers say, by customer segment.
Broadcom Q3 Earnings Test a $16B AI Revenue Guidance
Broadcom reports fiscal Q3 on September 2 against its own guidance of $29.4B in revenue and $16B in AI semiconductor sales, up over 200% YoY.
Nvidia Q2 FY27 Earnings: $91B Guidance Meets Aug 26
Nvidia reports Q2 fiscal 2027 results on August 26 against its own $91 billion guidance, roughly double the $46.7 billion it posted a year earlier.
Baidu GPU Cloud Revenue Jumps 283% in Q2 2026
Baidu's Q2 GPU Cloud revenue rose 283% year over year and AI Cloud Infra grew 50% to RMB 7.3B, as the AI business becomes the company's core engine.
Axon's Q1 Beat: Revenue Tops $807M, Stock Jumps 12%, Full-Year Guidance Raised
Axon Enterprise reported Q1 2026 revenue of $807M against a $779M consensus on May 7, 2026 — raising full-year guidance and sending the stock up more than 12% on the print.
Super Micro's Q3 Beat: Margins Bounce Back, AI Data Center Demand Powers $40B Outlook
Super Micro Computer surged 24% on May 6, 2026 after Q3 earnings beat estimates by 33% — non-GAAP gross margins jumped to 10.1% and the AI server maker raised its full-year revenue outlook to $40.4B.
AMD's Q1 Blowout: $10.25B Revenue, Data Center Up 57%, Stock Surges 16%
Advanced Micro Devices reported Q1 2026 revenue of $10.25B on May 5, 2026 — beating estimates with 38% YoY growth, data center revenue up 57%, and Q2 guidance of $11.2B that sent shares 16% higher on May 6.
Palantir's Q1 Beat: 85% Revenue Growth, Rule of 40 at 145%, Guidance Crushed
Palantir delivered $1.63B Q1 2026 revenue at 85% YoY growth on May 5, 2026, beating Wall Street estimates with U.S. commercial up 133% and a Rule of 40 score of 145% — and management raised full-year guidance again.
S&P 500 Posts Its Fifth Straight Quarter of Double-Digit Earnings Growth — And Margins Hit a Record
Q4 2025 earnings came in at 13.2% growth with record profit margins, and analysts see more upside ahead for 2026.